Hedge Funds Similar to WESTERLY ,

13F Portfolio OverlapQ1 2026WESTERLY , portfolio →

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Most similar hedge funds by 13F overlap

WESTERLY CAPITAL MANAGEMENT, LLC is an institutional investor managing $368M across 37 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 WESTERLY , are Potrero Research, CYPRESS POINT INVESTMENT, Analog Century, with shared positions in $NOK, $BL, $TAC, $GLW, $NXDR, $FRSH. The full ranking of 25 similar funds is below.

#1Potrero Capital Research LLCActive

Notable overlap · 7 shared positions

$NOK $BL $TAC $GLW $NXDR $FRSH

$163M

31 positions

#2CYPRESS POINT INVESTMENT MANAGEMENT LPActive

Notable overlap · 3 shared positions

$UDMY $FRSH $ESTC

$424M

32 positions

#3Analog Century Management LPActive

Notable overlap · 3 shared positions

$VIAV $NOK $MRVL

$2.1B

25 positions

#4Shannon River Fund Management LLCActive

Notable overlap · 3 shared positions

$MRVL $ADTN $AMBA

$524M

28 positions

#5Gagnon Advisors, LLCActive

Notable overlap · 3 shared positions

$FRSH $BL $AMPL

$136M

22 positions

#6SCALAR GAUGE MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$104M

26 positions

#7Kerrisdale Advisers, LLCPassive

Some overlap · 3 shared positions

$MRVL $ADTN $NOK

$263M

112 positions

#8GAGNON SECURITIES LLCActive

Some overlap · 3 shared positions

$FRSH $BL $AMPL

$433M

85 positions

#9Clayton Partners LLCPassive

Some overlap · 3 shared positions

$FLR $TAC $LUMN

$138M

38 positions

#10BERKSHIRE CAPITAL HOLDINGS INCActive

Some overlap · 3 shared positions

$277M

114 positions

#11Manatuck Hill Partners, LLCActive

Some overlap · 3 shared positions

$FLR $NOK $ADTN

$370M

116 positions

#12Samjo Management, LLCActive

Some overlap · 3 shared positions

$CGNT $AIP $AMBA

$231M

55 positions

#13Science & Technology Partners, L.P.Active

Some overlap · 3 shared positions

$382M

43 positions

#14Maytus Capital Management, LLCPassive

Some overlap · 3 shared positions

$NOK $BIDU $GLW

$562M

62 positions

#15Whale Rock Capital Management LLCActive

Some overlap · 3 shared positions

$7.7B

35 positions

#16Archon Capital Management LLCActive

Some overlap · 3 shared positions

$ESTC $ORN $CGNT

$177M

45 positions

#17Pale Fire Capital SEActive

Some overlap · 3 shared positions

$COUR $ANGI $UDMY

$1.1B

60 positions

#18SWS PartnersActive

Some overlap · 3 shared positions

$GLW $MRVL $AMBA

$405M

112 positions

#19Anther Capital LtdActive

Some overlap · 3 shared positions

$MRVL $GLW $NOK

$3.8B

31 positions

#20Credit Capital Investments LLCActive

Some overlap · 3 shared positions

$BE $LUMN $FSLR

$110M

39 positions

#21Arosa Capital Management LPActive

Some overlap · 3 shared positions

$BE $ENPH $FSLR

$660M

68 positions

#22Optimus Prime Fund Management Co., Ltd.Smart money

Some overlap · 3 shared positions

$ESTC $AMPL $FRSH

$1.0B

27 positions

#23OAKTREE CAPITAL MANAGEMENT LPActive

Some overlap · 3 shared positions

$NOK $TAC $ENPH

$6.3B

142 positions

#24NEEDHAM INVESTMENT MANAGEMENT LLCActive

Some overlap · 3 shared positions

$AIP $MTRX $ADTN

$2.0B

176 positions

#25Robeco Schweiz AGActive

Some overlap · 3 shared positions

$MRVL $ENPH $FSLR

$4.7B

126 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.