What hedge funds are most similar to Ground Swell Capital, LLC?

The funds with the most similar 13F portfolios to Ground Swell Capital, LLC are M37, HARVARD, SCGE, based on overlapping conviction holdings in the latest SEC filings.

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 Ground Swell

13F Portfolio OverlapQ2 2026Ground Swell portfolio →

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Most similar hedge funds by 13F overlap

Ground Swell Capital, LLC is an institutional investor managing $93M across 145 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 Ground Swell are M37, HARVARD, SCGE, with shared positions in $SPCX, $ASML, $LITE, $CBRS, $MPWR, $IBKR. The full ranking of 25 similar funds is below.

#1M37 Management LPActive

Highly similar · 3 shared positions

$SPCX $ASML $LITE

$575M

9 positions

#2HARVARD MANAGEMENT CO INCSmart money

Highly similar · 3 shared positions

$SPCX $CBRS $LITE

$4.3B

19 positions

#3SCGE MANAGEMENT, L.P.Smart money

Highly similar · 3 shared positions

$SPCX $ASML $MPWR

$5.9B

21 positions

#4BAMCO INC /NY/Smart money

Substantial overlap · 3 shared positions

$SPCX $IBKR $EQIX

$66.6B

345 positions

#5MAPLELANE CAPITAL, LLCActive

Notable overlap · 6 shared positions

$ASML $SPCX $ENTG $LSCC $WSM $CBRS

$5.5B

86 positions

#6COATUE MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$SPCX $CBRS $ASML $EQIX $ENPH

$48.6B

66 positions

#7Mirae Asset Global Investments Co., Ltd.Active

Notable overlap · 3 shared positions

$SPCX $MRVL $ASML

$67.7B

1,670 positions

#8Talos Eurisko Asset Management LPActive

Notable overlap · 5 shared positions

$CBRS $ASML $LITE $MKSI $ALGM

$703M

25 positions

#9SOA Wealth Advisors, LLC.Passive

Notable overlap · 4 shared positions

$ASML $NEE $GWW $SPCX

$632M

892 positions

#10Tensor Edge Capital, LLCActive

Notable overlap · 5 shared positions

$ASML $MRVL $ENTG $LSCC $CBRS

$1.5B

18 positions

#11GFS Advisors, LLCActive

Notable overlap · 3 shared positions

$ASML $DG $SPCX

$1.7B

266 positions

#12Dilation Capital Management LPActive

Notable overlap · 3 shared positions

$ASML $SPCX $LITE

$248M

20 positions

#13WT Asset Management LtdActive

Notable overlap · 3 shared positions

$ASML $SPCX $LITE

$5.1B

29 positions

#14Evergreen Quality Fund GP, Ltd.Active

Notable overlap · 5 shared positions

$MRVL $LITE $ENTG $MKSI $MTSI

$6.2B

43 positions

#15Totem Point Management, LLCActive

Notable overlap · 3 shared positions

$CBRS $MRVL $LSCC

$163M

18 positions

#16Robeco Schweiz AGActive

Notable overlap · 5 shared positions

$MRVL $LITE $ENPH $MPWR $LSCC

$6.2B

126 positions

#17DAVIDSON KEMPNER CAPITAL MANAGEMENT LPPassive

Notable overlap · 4 shared positions

$SPCX $CBRS $MKSI $ASML

$8.4B

241 positions

#18WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 3 shared positions

$ASML $NEE $ACN

$2.1B

131 positions

#19Marex Group plcPassive

Notable overlap · 4 shared positions

$MRVL $LITE $SPCX $CBRS

$23.6B

1,117 positions

#20HARBER ASSET MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$MRVL $MKSI $ENTG $MTSI $APPN $ACN

$166M

39 positions

#21Spear Advisors LLCActive

Some overlap · 4 shared positions

$MRVL $LITE $MKSI $MTSI

$291M

28 positions

#22Arrow Capital Pty LtdActive

Some overlap · 3 shared positions

$SPCX $ASML $IBKR

$118M

25 positions

#23SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 4 shared positions

$MRVL $LITE $ENTG $SPCX

$895M

185 positions

#24Anther Capital LtdSmart money

Some overlap · 3 shared positions

$ASML $LITE $MRVL

$3.9B

21 positions

#25Red Spruce Capital, LLCPassive

Some overlap · 3 shared positions

$ASML $MRVL $LITE

$287M

94 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.