13F Pro

Hedge Funds Similar to Ground Swell ,

13F Portfolio OverlapQ1 2026Ground Swell , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ground Swell Capital, LLC is an institutional investor managing $51M across 122 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 Ground Swell , are Purus Wealth ,, Bay Rivers Group, Audent Global Asset ,, with shared positions in $ISRG, $AMD, $TER, $APO, $DIA, $MDY. The full ranking of 25 similar funds is below.

#1Purus Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ISRG$AMD$TER$APO$DIA
$314M
157 positions
#2Bay Rivers GroupPassive
Some overlap · 3 shared positions
$DIA$MDY$AMD
$240M
109 positions
#3Audent Global Asset Management, LLCPassive
Some overlap · 3 shared positions
$DUOL$MDY$AMD
$100M
51 positions
#4Jacksonville Wealth Management, LLCActive
Some overlap · 4 shared positions
$DIA$ISRG$AMD$MDY
$148M
68 positions
#5Tairen Capital LtdActive
Some overlap · 5 shared positions
$SNDK$AMD$TER$RMBS$ENTG
$924M
44 positions
#6AI-Squared Management LtdActive
Some overlap · 4 shared positions
$SNDK$AMD$TER$RMBS
$137M
19 positions
#7Intrepid Financial Planning Group LLCPassive
Some overlap · 4 shared positions
$MDY$DIA$AMD$GSAT
$248M
125 positions
#8GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 4 shared positions
$SNDK$AMD$TER$ISRG
$6.0B
624 positions
#9SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$ISRG$TER$ALAB$CME
$688M
180 positions
#10Exome Asset Management LLCPassive
Some overlap · 4 shared positions
$ISRG$IONS$MAZE$AGIO
$193M
56 positions
#11MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 3 shared positions
$DIA$MDY$AMD
$2.7B
153 positions
#12Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$DIA$MDY$GSAT
$99M
59 positions
#13Shulman DeMeo Asset Management LLCSmart money
Some overlap · 3 shared positions
$DIA$MDY$APO
$471M
140 positions
#14Illumine Investment Management, LLCPassive
Some overlap · 3 shared positions
$ISRG$AMD$NBIX
$130M
92 positions
#15Robocap Asset Management LtdActive
Some overlap · 3 shared positions
$ISRG$AMD$TER
$94M
23 positions
#16Optimize Financial IncPassive
Some overlap · 3 shared positions
$SNDK$AMD$TER
$203M
297 positions
#17Andar Capital Management HK LtdActive
Some overlap · 3 shared positions
$SNDK$AMD$TER
$117M
13 positions
#18HealthInvest Partners ABActive
Some overlap · 3 shared positions
$ISRG$IONS$NBIX
$310M
39 positions
#19PARAGON CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$DIA$NBIX$ZBRA
$118M
70 positions
#20Nearwater Capital Markets, LtdPassive
Some overlap · 3 shared positions
$SNDK$GSAT$TER
$4.2B
82 positions
#21Trifecta Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$ISRG$AMD
$646M
274 positions
#22Expressive Wealth LLCPassive
Some overlap · 4 shared positions
$MDY$AMD$CME$GD
$105M
130 positions
#23Accent Capital Management, LLCPassive
Some overlap · 4 shared positions
$MDY$AMD$CME$GD
$105M
130 positions
#24Rafferty Asset Management, LLCActive
Some overlap · 5 shared positions
$AMD$TER$ENTG$ALAB$NVMI
$24.6B
1,057 positions
#25Clear Street Group Inc.Active
Some overlap · 4 shared positions
$SNDK$AMD$MSTR$ALAB
$24.6B
1,113 positions

Compare Ground Swell ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Ground Swell ,’s holdings

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.