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 ITHAKA GROUP

13F Portfolio OverlapQ2 2026ITHAKA GROUP portfolio →

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Most similar hedge funds by 13F overlap

ITHAKA GROUP LLC is an institutional investor managing $551M across 40 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ITHAKA GROUP are ZEVENBERGEN INVESTMENTS, DEEPWATER ASSET, Kessler Investment Group, with shared positions in $SHOP, $CRDO, $CRWD, $MELI, $VRT, $AXON. The full ranking of 25 similar funds is below.

#1ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Notable overlap · 9 shared positions

$SHOP $CRDO $CRWD $MELI $VRT $AXON

$4.4B

109 positions

#2DEEPWATER ASSET MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$ISRG $SHOP $CRDO $MELI $VRT $AXON

$220M

35 positions

#3Kessler Investment Group, LLCPassive

Notable overlap · 6 shared positions

$CRWD $NOW $ANET $VRT $PLTR $STRL

$234M

81 positions

#4Titan Wealth (CI) LtdPassive

Notable overlap · 6 shared positions

$CRWD $NOW $ANET $UBER $PLTR $COIN

$269M

51 positions

#5Sandhill Capital Partners LLCActive

Notable overlap · 6 shared positions

$NOW $ANET $ISRG $UBER $APH $JCI

$1.2B

98 positions

#6Bluebird Wealth Management LLCPassive

Notable overlap · 7 shared positions

$CRWD $VRT $ANET $UBER $NOW $HOOD

$115M

89 positions

#7GLYNN CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$CRWD $ANET $HOOD $VRT $PLTR $LITE

$363M

43 positions

#8NZS Capital, LLCActive

Notable overlap · 8 shared positions

$ISRG $SHOP $APH $AXON $HEI $MELI

$3.9B

61 positions

#9PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 8 shared positions

$CRWD $VRT $AXON $PLTR $LITE $HOOD

$174M

92 positions

#10Arbor Wealth Management LLC\AZSmart money

Notable overlap · 4 shared positions

$CRWD $ANET $SHOP $AXON

$113M

26 positions

#11GFG Capital, LLCPassive

Notable overlap · 4 shared positions

$CRWD $NOW $HOOD $UBER

$363M

100 positions

#12Synergy Financial Group, LTDPassive

Notable overlap · 6 shared positions

$ANET $CRWD $SHOP $MELI $AXON $NOW

$139M

119 positions

#13Renaissance Investment Group LLCPassive

Notable overlap · 4 shared positions

$CRWD $HWM $ISRG $APH

$508M

84 positions

#14Nepsis Inc.Active

Notable overlap · 4 shared positions

$NOW $ANET $SHOP $UBER

$295M

28 positions

#15Sycale Advisors (NY) LLCActive

Notable overlap · 5 shared positions

$NOW $SHOP $MELI $AXON $PLTR

$326M

24 positions

#16Benchmark Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$VRT $ANET $CRWD $APH $PLTR $UBER

$228M

70 positions

#17Left Brain Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$ANET $CRWD $VRT $UBER $APH $CRDO

$332M

99 positions

#18Ravenswood Partners LPActive

Notable overlap · 5 shared positions

$SHOP $HOOD $MELI $NOW $AXON

$313M

36 positions

#19Advocacy Wealth Management, LLCActive

Notable overlap · 5 shared positions

$ANET $VRT $NOW $UBER $APH

$2.8B

151 positions

#20Strong Retirement Solutions LLCPassive

Notable overlap · 6 shared positions

$NOW $CRWD $APH $UBER $ISRG $SHOP

$167M

82 positions

#21DSM CAPITAL PARTNERS LLCActive

Notable overlap · 5 shared positions

$ANET $HWM $UBER $APH $NOW

$5.8B

70 positions

#22GUERRA PAN ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$CRWD $ANET $UBER $VRT $NOW $ISRG

$179M

118 positions

#23Forefront Wealth Partners, LLCPassive

Notable overlap · 9 shared positions

$MELI $CRWD $VRT $UBER $NOW $ISRG

$323M

177 positions

#24Avalon Global Asset Management LLCActive

Notable overlap · 4 shared positions

$CRWD $VRT $NOW $PLTR

$917M

38 positions

#25WD RUTHERFORD LLCPassive

Notable overlap · 4 shared positions

$CRWD $ANET $VRT $HOOD

$276M

75 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.