How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Dorsey Wright & Associates

13F Portfolio OverlapQ1 2026Dorsey Wright & Associates portfolio →

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Most similar hedge funds by 13F overlap

Dorsey Wright & Associates is an institutional investor managing $807M across 158 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Dorsey Wright & Associates are VestGen Investment, Transamerica Financial Advisors,, Williamson Legacy Group,, with shared positions in $GEV, $APH, $CRS, $NEM, $CAH, $PLTR. The full ranking of 25 similar funds is below.

#1VestGen Investment ManagementPassive

Notable overlap · 17 shared positions

$GEV $APH $CRS $NEM $CAH $PLTR

$181M

216 positions

#2Transamerica Financial Advisors, LLCPassive

Notable overlap · 17 shared positions

$GEV $APH $HWM $FIX $EME $PLTR

$1.2B

1,940 positions

#3Williamson Legacy Group, LLCPassive

Notable overlap · 11 shared positions

$GEV $HWM $FTI $TPR $MTZ $ALB

$133M

81 positions

#4NAVELLIER & ASSOCIATES INCPassive

Notable overlap · 10 shared positions

$FIX $CRS $EME $HWM $CAH $PLTR

$960M

326 positions

#5COOKSON PEIRCE & CO INCPassive

Notable overlap · 7 shared positions

$APH $FTI $CAH $HWM $EME $PLTR

$2.4B

303 positions

#6Telligent Fund, LPActive

Notable overlap · 5 shared positions

$GEV $APH $PLTR $HWM $LITE

$94M

24 positions

#7Bosman Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$GEV $FTI $FIX $PLTR $STX $LITE

$114M

52 positions

#8THAMES CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$GEV $APH $FIX $FN $LITE

$558M

43 positions

#9MARIETTA INVESTMENT PARTNERS LLCPassive

Notable overlap · 8 shared positions

$HWM $GEV $PLTR $APH $FTI $FIX

$499M

161 positions

#10Retireful, LLCPassive

Notable overlap · 8 shared positions

$FIX $TPR $CW $GEV $MTZ $LITE

$71M

84 positions

#11FORTEM FINANCIAL GROUP, LLCPassive

Notable overlap · 8 shared positions

$PLTR $EME $NEM $APH $CAH $TPR

$399M

173 positions

#12Markin Volterra Fund LPActive

Notable overlap · 6 shared positions

$PLTR $APH $FIX $GEV $LITE $STX

$65M

34 positions

#13NWK Group, Inc.Active

Notable overlap · 4 shared positions

$GEV $FIX $HWM $__PARK_1390777

$261M

66 positions

#14Tribune Investment Group LPActive

Notable overlap · 4 shared positions

$GEV $CRS $CW $MTZ

$261M

30 positions

#15PINNBROOK CAPITAL MANAGEMENT LPActive

Notable overlap · 7 shared positions

$FTI $CW $CRS $MTZ $STX $GEV

$384M

45 positions

#16New Millennium Group LLC

Notable overlap · 4 shared positions

$FIX $GEV $PLTR $CW

$231M

407 positions

#17Amanah Holdings TrustSmart money

Notable overlap · 5 shared positions

$GEV $APH $ALB $LITE $STX

$908M

20 positions

#18FCF Advisors LLCPassive

Notable overlap · 6 shared positions

$FTI $GEV $TPR $EME $MEDP $STX

$444M

52 positions

#19Renaissance Investment Group LLCPassive

Notable overlap · 4 shared positions

$GEV $CRS $HWM $NEM

$465M

81 positions

#20TimesSquare Capital Management, LLCActive

Notable overlap · 6 shared positions

$CRS $EME $CW $FIX $NRG $EVR

$5.9B

151 positions

#21Gunderson Capital Management Inc.Passive

Notable overlap · 4 shared positions

$GEV $FTI $PLTR $STX

$239M

46 positions

#22BOWEN HANES & CO INCActive

Notable overlap · 5 shared positions

$GEV $MTZ $CRS $ELAN $FN

$4.1B

151 positions

#23AXIOM INVESTORS LLC /DEActive

Notable overlap · 6 shared positions

$APH $GEV $HWM $CW $ENSG $FN

$9.0B

121 positions

#24Passumpsic Savings Bank

Notable overlap · 5 shared positions

$APH $GEV $__PARK_1390777 $HWM $EME

$183M

90 positions

#25KADENSA CAPITAL LtdActive

Notable overlap · 5 shared positions

$PLTR $GEV $HWM $ALB $LITE

$718M

39 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.