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 Peregrine Asset Advisers,

13F Portfolio OverlapQ1 2026Peregrine Asset Advisers, portfolio →

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Most similar hedge funds by 13F overlap

Peregrine Asset Advisers, Inc. is an institutional investor managing $371M across 189 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 Peregrine Asset Advisers, are Yahav Achim Ve Achayot - Provident Funds Ltd., Freedom Day Solutions,, CARDEROCK, with shared positions in $PWR, $BA, $SHW, $WT, $FIX, $ORLY. The full ranking of 25 similar funds is below.

#1Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active

Notable overlap · 4 shared positions

$PWR $BA $SHW $WT

$54M

26 positions

#2Freedom Day Solutions, LLCActive

Some overlap · 4 shared positions

$FIX $WT $PWR $SHW

$373M

96 positions

#3CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 4 shared positions

$PWR $SHW $ORLY $LRCX

$405M

73 positions

#4Westend Capital Management, LLCPassive

Some overlap · 3 shared positions

$PWR $BA $GE

$333M

254 positions

#511 Capital Partners LPActive

Some overlap · 3 shared positions

$PWR $SHW $GE

$348M

20 positions

#6GARRISON BRADFORD & ASSOCIATES INCActive

Some overlap · 3 shared positions

$PWR $WT $ODFL

$88M

38 positions

#7Bouvel Investment Partners, LLCPassive

Some overlap · 4 shared positions

$BA $GE $ETR $PWR

$345M

78 positions

#8NAVELLIER & ASSOCIATES INCPassive

Some overlap · 3 shared positions

$FIX $PWR $LRCX

$960M

326 positions

#9Retireful, LLCPassive

Some overlap · 4 shared positions

$FIX $WT $ETR $MAR

$71M

84 positions

#10KP Management LLCPassive

Some overlap · 4 shared positions

$SHW $ORLY $BA $GE

$409M

83 positions

#11MFG WEALTH MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$BA $GE $PWR $RKT

$121M

61 positions

#124D Advisors, LLCPassive

Some overlap · 3 shared positions

$FIX $ODFL $CECO

$158M

34 positions

#13Geneva Partners, LLCPassive

Some overlap · 4 shared positions

$FIX $ORLY $LRCX $PWR

$208M

63 positions

#14KANE INVESTMENT MANAGEMENT, INC.Active

Some overlap · 5 shared positions

$FIX $GE $SHW $PWR $LRCX

$194M

99 positions

#15DB Fitzpatrick & Co, IncActive

Some overlap · 4 shared positions

$PWR $BA $SHW $RSG

$117M

106 positions

#16Dilation Capital Management LPActive

Some overlap · 3 shared positions

$BA $SHW $GE

$199M

20 positions

#17Ridge Creek Global, IncActive

Some overlap · 4 shared positions

$PWR $WT $MAR $SHW

$118M

85 positions

#18South Street Advisors LLCActive

Some overlap · 3 shared positions

$PWR $ORLY $RKT

$690M

83 positions

#19Capital Planning LLCActive

Some overlap · 4 shared positions

$PWR $BA $MAR $GE

$307M

82 positions

#20STRATEGIC PLANNING GROUP, LLCPassive

Some overlap · 3 shared positions

$FIX $GE $LRCX

$715M

72 positions

#21NWK Group, Inc.Active

Some overlap · 3 shared positions

$FIX $GE $LRCX

$261M

66 positions

#22Harold Davidson & Associates Inc.Active

Some overlap · 4 shared positions

$PWR $GE $MAR $RSG

$206M

60 positions

#23Princeton Global Asset Management LLCPassive

Some overlap · 3 shared positions

$PWR $ETR $LRCX

$613M

829 positions

#24Bannerstone Capital Management, LLCPassive

Some overlap · 4 shared positions

$PWR $FIX $LRCX $GE

$108M

97 positions

#25SCHOLTZ & COMPANY, LLCPassive

Some overlap · 3 shared positions

$PWR $GE $RKT

$195M

49 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.