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Hedge Funds Similar to JW Asset ,

13F Portfolio OverlapQ1 2026JW Asset , portfolio →
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Most similar hedge funds by 13F overlap

JW Asset Management, LLC is an institutional investor managing $244M across 19 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 JW Asset , are Situational Awareness, DISCOVERY , / CT, FirstWave, with shared positions in $IREN, $SNDK, $MU, $ONON, $IDR, $FIVE. The full ranking of 14 similar funds is below.

#1Situational Awareness LPActive
Some overlap · 3 shared positions
$IREN$SNDK$MU
$13.7B
42 positions
#2DISCOVERY CAPITAL MANAGEMENT, LLC / CTPassive
Some overlap · 3 shared positions
$IREN$SNDK$MU
$1.9B
77 positions
#3FirstWave Capital Management LLCActive
Some overlap · 3 shared positions
$IREN$ONON$MU
$94M
27 positions
#4THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SNDK$MU$IREN$IDR
$558M
43 positions
#5Polymer Capital Management (HK) LTDActive
Some overlap · 3 shared positions
$SNDK$IREN$MU
$1.2B
154 positions
#6Rakuten Securities, Inc.Passive
Some overlap · 3 shared positions
$SNDK$IREN$MU
$241M
879 positions
#7Grand Alliance Asset Management LtdActive
Some overlap · 3 shared positions
$SNDK$ONON$MU
$165M
13 positions
#8Williamson Legacy Group, LLCPassive
Some overlap · 3 shared positions
$SNDK$MU$FIVE
$133M
81 positions
#9CastleKnight Management LPActive
Some overlap · 3 shared positions
$IREN$SNDK$MU
$6.0B
451 positions
#10Norman Fields, Gottscho Capital Management, LLCActive
Some overlap · 3 shared positions
$ONON$MU$CAVA
$302M
65 positions
#11Optimize Financial IncPassive
Slight overlap · 3 shared positions
$SNDK$MU$FIVE
$203M
297 positions
#12Consilium Wealth Advisory, LLCActive
Slight overlap · 3 shared positions
$RL$MU$SNDK
$293M
102 positions
#13Value Aligned Research Advisors, LLCActive
Slight overlap · 3 shared positions
$MU$IREN$SNDK
$20.7B
107 positions
#14R Squared LtdPassive
Slight overlap · 3 shared positions
$MU$SNDK$FIVE
$182M
477 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.