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 New Vernon II

13F Portfolio OverlapQ1 2026New Vernon II portfolio →

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Most similar hedge funds by 13F overlap

New Vernon Capital Holdings II LLC is an institutional investor managing $136M across 77 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 New Vernon II are CATHY PARETO & ASSOCIATES,, Elwood & Goetz Wealth Advisory Group,, Lauer Wealth,, with shared positions in $WT, $MAR, $IBIT, $RELX, $NVS, $CI. The full ranking of 25 similar funds is below.

#1CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$WT $MAR $IBIT

$149M

96 positions

#2Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $RELX

$589M

138 positions

#3Lauer Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $IBIT

$126M

67 positions

#4Solutions 4 Wealth, LtdPassive

Notable overlap · 3 shared positions

$WT $NVS $MAR

$66M

55 positions

#5MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$WT $NVS $MAR

$240M

234 positions

#6Key FInancial IncPassive

Notable overlap · 3 shared positions

$WT $MAR $CI

$562M

1,394 positions

#7Exit Wealth Advisors, LLC.Active

Notable overlap · 3 shared positions

$WT $IBIT $EXEL

$195M

131 positions

#8Glassman Wealth ServicesSmart money

Notable overlap · 3 shared positions

$WT $IBIT $MAR

$736M

187 positions

#9Sherry Group, Inc.Active

Notable overlap · 3 shared positions

$RELX $WT $MAR

$92M

41 positions

#10SYKON CAPITAL LLCActive

Notable overlap · 3 shared positions

$WT $NVS $MAR

$300M

88 positions

#11WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$WT $IBIT $RELX $CI

$508M

107 positions

#12Alpha Zero LLCActive

Notable overlap · 3 shared positions

$WT $RELX $IBIT

$198M

79 positions

#13FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 3 shared positions

$WT $MAR $HPQ

$233M

350 positions

#14ACORN CREEK CAPITAL LLCActive

Notable overlap · 3 shared positions

$WT $MAR $NVS

$280M

84 positions

#15Arta Finance Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $INFY $IBN

$202M

95 positions

#16WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$WT $NVS $HPQ

$340M

136 positions

#17XY Capital LtdPassive

Notable overlap · 6 shared positions

$IBN $INFY $NVS $E $UBS $RACE

$101M

95 positions

#18Financial Gravity Asset Management, Inc.Passive

Notable overlap · 5 shared positions

$WT $NVS $RELX $MAR $UPWK

$562M

973 positions

#19VISTA INVESTMENT MANAGEMENTPassive

Some overlap · 3 shared positions

$MAR $WT $RELX

$301M

176 positions

#20Bulwark Capital CorpActive

Some overlap · 3 shared positions

$MAR $RELX $WT

$162M

100 positions

#21CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$WT $RELX $MAR $HPQ

$309M

132 positions

#22Philadelphia Investment Partners, LLCPassive

Some overlap · 3 shared positions

$RELX $MAR $WT

$147M

189 positions

#23Haven Global Partners, LLCActive

Some overlap · 3 shared positions

$IBN $INFY $UBS

$106M

8 positions

#24Legacy Wealth Managment, LLC/IDPassive

Some overlap · 3 shared positions

$RELX $WT $IBIT

$201M

1,043 positions

#25NewEdge Wealth, LLCPassive

Some overlap · 3 shared positions

$WT $NVS $ALSN

$8.4B

1,124 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.