What hedge funds are most similar to NAPLES GLOBAL ADVISORS, LLC?

The funds with the most similar 13F portfolios to NAPLES GLOBAL ADVISORS, LLC are Genus, Green Alpha Advisors,, Global X Japan , Ltd., 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 NAPLES GLOBAL ADVISORS,

13F Portfolio OverlapQ1 2026NAPLES GLOBAL ADVISORS, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

NAPLES GLOBAL ADVISORS, LLC is an institutional investor managing $1.4B across 441 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 NAPLES GLOBAL ADVISORS, are Genus, Green Alpha Advisors,, Global X Japan , Ltd., with shared positions in $GLW, $ADI, $LRCX, $AMGN, $MU, $KLAC. The full ranking of 25 similar funds is below.

#1Genus Capital Management Inc.Passive

Some overlap · 7 shared positions

$GLW $ADI $LRCX $AMGN $MU $KLAC

$873M

189 positions

#2Green Alpha Advisors, LLCPassive

Some overlap · 5 shared positions

$GLW $LRCX $ADI $AMAT $MU

$102M

107 positions

#3Global X Japan Co., Ltd.Active

Some overlap · 8 shared positions

$LRCX $AMAT $MU $NOTV $KLAC $AMD

$1.9B

378 positions

#4Western Financial Corp/CAActive

Some overlap · 7 shared positions

$LRCX $ADI $AMAT $MU $KLAC $AMD

$255M

127 positions

#5STF Management LP

Some overlap · 7 shared positions

$LRCX $AMAT $MU $AMGN $KLAC $ADI

$107M

101 positions

#6Ardmore Road Asset Management LPPassive

Some overlap · 5 shared positions

$GLW $LRCX $ADI $AMAT $AMD

$1.5B

64 positions

#7Anther Capital LtdActive

Some overlap · 5 shared positions

$GLW $LRCX $AMAT $MU $KLAC

$3.8B

31 positions

#8China Universal Asset Management Co., Ltd.Passive

Some overlap · 7 shared positions

$AMGN $LRCX $AMAT $MU $ADI $KLAC

$1.3B

502 positions

#9Tairen Capital LtdActive

Some overlap · 5 shared positions

$GLW $LRCX $AMAT $MU $AMD

$924M

44 positions

#10Camarda Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$GLW $LRCX $AMAT $KLAC $MAR

$190M

104 positions

#11E Fund Management Co., Ltd.Passive

Some overlap · 6 shared positions

$GLW $MU $KLAC $LRCX $AMD $AMAT

$3.4B

489 positions

#12CONSOLIDATED CAPITAL MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$GLW $LRCX $LDOS $LMT $DLR $AMAT

$310M

74 positions

#13Eliot Finkel Investment Counsel, LLCActive

Some overlap · 5 shared positions

$GLW $ADI $AMGN $AMAT $LMT

$184M

32 positions

#14PROFUND ADVISORS LLCPassive

Some overlap · 7 shared positions

$LRCX $AMAT $MU $KLAC $AMD $ADI

$2.7B

1,092 positions

#15GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 7 shared positions

$LRCX $AMAT $MU $AMGN $AMD $KLAC

$6.0B

624 positions

#16WIN ADVISORS, INCPassive

Some overlap · 5 shared positions

$GLW $LRCX $AMAT $LMT $SNOW

$219M

78 positions

#17Axecap Investments, LLCPassive

Some overlap · 6 shared positions

$LRCX $ADI $AMAT $MU $KLAC $AMD

$145M

69 positions

#18Rafferty Asset Management, LLCActive

Some overlap · 6 shared positions

$LRCX $ADI $AMAT $MU $KLAC $AMD

$24.6B

1,057 positions

#19Optimize Financial IncPassive

Some overlap · 6 shared positions

$LRCX $ADI $AMAT $MU $KLAC $AMD

$203M

297 positions

#20Polar Capital Holdings PlcActive

Some overlap · 5 shared positions

$GLW $LRCX $MU $KLAC $AMD

$28.2B

242 positions

#21GUGGENHEIM CAPITAL LLCPassive

Some overlap · 7 shared positions

$LRCX $AMAT $MU $AMD $AMGN $KLAC

$12.9B

1,596 positions

#22Front Row Advisors LLCPassive

Some overlap · 5 shared positions

$GLW $ADI $AMGN $PKG $DLR

$296M

553 positions

#23NEOS Investment Management LLCActive

Some overlap · 7 shared positions

$AMAT $LRCX $MU $AMD $KLAC $AMGN

$19.8B

575 positions

#24Worth Asset Management, LLCPassive

Some overlap · 6 shared positions

$LRCX $AMAT $MU $ADI $LMT $KLAC

$268M

182 positions

#25Sunstone Asset Management, L.P.Passive

Some overlap · 5 shared positions

$GLW $AMAT $KLAC $AMD $SNOW

$85M

61 positions

Compare NAPLES GLOBAL ADVISORS,’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 NAPLES GLOBAL ADVISORS,’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.