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 VIRTUS ADVISERS

13F Portfolio OverlapQ2 2026VIRTUS ADVISERS portfolio →

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Most similar hedge funds by 13F overlap

VIRTUS ADVISERS, LLC is an institutional investor managing $261M across 509 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to VIRTUS ADVISERS are GLOBEFLEX L P, NEUMEIER POMA INVESTMENT COUNSEL, GW&K Investment, with shared positions in $CRUS, $ECPG, $MKSI, $TILE, $FIX, $PAHC. The full ranking of 25 similar funds is below.

#1GLOBEFLEX CAPITAL L PPassive

Some overlap · 7 shared positions

$CRUS $ECPG $MKSI $TILE $FIX $PAHC

$783M

394 positions

#2NEUMEIER POMA INVESTMENT COUNSEL LLCActive

Some overlap · 4 shared positions

$CGAU $FIX $UMBF $TSEM

$1.5B

42 positions

#3GW&K Investment Management, LLCPassive

Some overlap · 5 shared positions

$MOG-A $POWL $FIX $UMBF $VCYT

$12.8B

1,109 positions

#4SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$ALKS $CRDO $MKSI $FIX $TSEM

$5.7B

155 positions

#5OBERWEIS ASSET MANAGEMENT INC/Active

Some overlap · 4 shared positions

$POWL $VCYT $CRDO $MOG-A

$4.8B

176 positions

#6Portolan Capital Management, LLCPassive

Some overlap · 3 shared positions

$PENG $POWL $ECPG

$2.7B

148 positions

#7ABSOLUTE INVESTMENT ADVISERS, LLCPassive

Some overlap · 3 shared positions

$PENG $ECPG $MKSI

$1.0B

112 positions

#8Eddie Patel IncPassive

Some overlap · 3 shared positions

$SSRM $POWL $CRDO

$167M

127 positions

#9Phocas Financial Corp.Passive

Some overlap · 4 shared positions

$PENG $MKSI $AIR $SANM

$721M

153 positions

#10Horizon Investment Services, LLCPassive

Slight overlap · 4 shared positions

$TEL $POWL $FIX $SANM

$360M

143 positions

#11Optimize Financial Inc

Slight overlap · 3 shared positions

$PENG $TEL $EAT

$203M

297 positions

#12Blue Grotto Capital, LLCActive

Slight overlap · 3 shared positions

$CIB $MKSI $FIX

$1.2B

29 positions

#13Turner Financial Group, Inc.Passive

Slight overlap · 4 shared positions

$CRUS $VCYT $SSRM $FIX

$101M

112 positions

#14DRIEHAUS CAPITAL MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$BAP $CRDO $IBN

$17.3B

354 positions

#15Oliver Luxxe Assets LLCPassive

Slight overlap · 3 shared positions

$TEL $MKSI $SANM

$680M

199 positions

#16Insight Wealth Strategies, LLCPassive

Slight overlap · 3 shared positions

$KN $BPOP $FIX

$1.0B

183 positions

#17Elevated Financial Group LLCActive

Slight overlap · 3 shared positions

$SSRM $CRDO $EAT

$365M

125 positions

#18Informed Momentum Co LLCPassive

Slight overlap · 4 shared positions

$POWL $MKSI $KN $SANM

$1.1B

268 positions

#19Wealth High Governance Capital LtdaPassive

Slight overlap · 4 shared positions

$MKSI $FIX $EAT $CRDO

$334M

35 positions

#20Jackson Creek Investment Advisors LLCPassive

Slight overlap · 4 shared positions

$MKSI $TILE $VVX $VCYT

$302M

312 positions

#21Wealth High Governance Asset Management Ltda.Active

Slight overlap · 4 shared positions

$MKSI $FIX $EAT $CRDO

$940M

50 positions

#22Jain Global LLCPassive

Slight overlap · 4 shared positions

$CRDO $MKSI $FIX $POWL

$25.4B

1,706 positions

#23FULLER & THALER ASSET MANAGEMENT, INC.Passive

Slight overlap · 3 shared positions

$CRDO $CRUS $FIX

$36.7B

504 positions

#24Markin Volterra Fund LPActive

Slight overlap · 3 shared positions

$CRDO $FIX $SANM

$147M

69 positions

#25Point72 Asset Management, L.P.Passive

Slight overlap · 3 shared positions

$CRDO $MKSI $FIX

$90.7B

3,923 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.