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Hedge Funds Similar to VestGen Investment

13F Portfolio OverlapQ1 2026VestGen Investment portfolio →
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Most similar hedge funds by 13F overlap

VestGen Investment Management is an institutional investor managing $181M across 216 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 VestGen Investment are Dorsey Wright & Associates, Transamerica Financial Advisors,, COOKSON PEIRCE &, with shared positions in $GEV, $APH, $CRS, $NEM, $CAH, $PLTR. The full ranking of 25 similar funds is below.

#1Dorsey Wright & AssociatesPassive
Notable overlap · 17 shared positions
$GEV$APH$CRS$NEM$CAH$PLTR
$807M
158 positions
#2Transamerica Financial Advisors, LLCPassive
Notable overlap · 13 shared positions
$GEV$APH$WT$FIX$PLTR$CRS
$1.2B
1,940 positions
#3COOKSON PEIRCE & CO INCPassive
Notable overlap · 8 shared positions
$FLEX$APH$CAH$PLTR$GEV$EME
$2.4B
303 positions
#4NAVELLIER & ASSOCIATES INCPassive
Notable overlap · 8 shared positions
$CRS$CAH$PLTR$FIX$EME$GEV
$960M
326 positions
#5MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 7 shared positions
$GEV$APH$PLTR$FIX$FTI$__PARK_1390777
$499M
161 positions
#6CONNABLE OFFICE INCActive
Some overlap · 3 shared positions
$FLEX$WT$APH
$1.0B
224 positions
#7MOLLER WEALTH PARTNERSActive
Some overlap · 3 shared positions
$FLEX$WT$GEV
$507M
67 positions
#8Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$FLEX$APH$WT$NEM$FIX
$477M
70 positions
#9Passumpsic Savings Bank
Some overlap · 6 shared positions
$GEV$APH$EME$__PARK_1390777$BRZE$HWM
$183M
90 positions
#10FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$APH$NEM$PLTR$CAH$EME$HWM
$399M
173 positions
#11Oribel Capital Management, LPPassive
Some overlap · 3 shared positions
$FLEX$CRS$CAH
$2.3B
118 positions
#12Consolidated Planning CorpActive
Some overlap · 5 shared positions
$APH$WT$CAH$FIX$__PARK_1390777
$617M
144 positions
#13Trace Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$FLEX$PLTR$WT
$133M
66 positions
#14KADENSA CAPITAL LtdActive
Some overlap · 4 shared positions
$FLEX$GEV$PLTR$HWM
$718M
39 positions
#15Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$GEV$APH$PLTR$FIX
$65M
34 positions
#16Retireful, LLCPassive
Some overlap · 5 shared positions
$GEV$WT$FIX$CW$NEM
$71M
84 positions
#17BRANT POINT INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$FLEX$APH$THC
$776M
130 positions
#18Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$APH$PLTR$FIX$EME$GEV
$172M
76 positions
#19Williamson Legacy Group, LLCPassive
Some overlap · 5 shared positions
$GEV$NEM$__PARK_1390777$FTI$HWM
$133M
81 positions
#20MITCHELL CAPITAL MANAGEMENT COPassive
Some overlap · 5 shared positions
$GEV$APH$FIX$EME$PLTR
$545M
113 positions
#21LaFleur & Godfrey LLCActive
Some overlap · 4 shared positions
$GEV$APH$PLTR$CW
$803M
141 positions
#22Rithm Capital Corp.Active
Some overlap · 3 shared positions
$FLEX$GEV$EME
$67M
38 positions
#23Telligent Fund, LPActive
Some overlap · 4 shared positions
$GEV$APH$PLTR$HWM
$94M
24 positions
#24Renaissance Investment Group LLCPassive
Some overlap · 4 shared positions
$GEV$CRS$NEM$HWM
$465M
81 positions
#25Harvest Investment Services, LLCPassive
Some overlap · 5 shared positions
$APH$PLTR$CW$WT$HWM
$547M
346 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.