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Hedge Funds Similar to VIRTUS ADVISERS,

13F Portfolio OverlapQ1 2026VIRTUS ADVISERS, portfolio →
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Most similar hedge funds by 13F overlap

VIRTUS ADVISERS, LLC is an institutional investor managing $215M across 495 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 VIRTUS ADVISERS, are GLOBEFLEX L P, Waratah Advisors Ltd., Katamaran LLP, with shared positions in $BAP, $PAHC, $CRUS, $NXT, $FIX, $ECPG. The full ranking of 25 similar funds is below.

#1GLOBEFLEX CAPITAL L PPassive
Notable overlap · 8 shared positions
$BAP$PAHC$CRUS$NXT$FIX$ECPG
$661M
387 positions
#2Waratah Capital Advisors Ltd.Active
Some overlap · 3 shared positions
$CGAU$FIX$NVT
$2.6B
127 positions
#3Katamaran Capital LLPActive
Some overlap · 5 shared positions
$FIX$TSEM$LRCX$NVT$BE
$124M
30 positions
#4MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$BAP$IBN$LRCX$HDB
$246M
37 positions
#5Rithm Capital Corp.Active
Some overlap · 5 shared positions
$NXT$POWL$PRIM$NVT$EME
$67M
38 positions
#6DRIEHAUS CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$BAP$NXT$IBN$FN$BE
$13.6B
355 positions
#7Yorktown Management & Research Co IncPassive
Some overlap · 5 shared positions
$FIX$WWD$PRIM$FN$CAMT
$120M
214 positions
#8Horizon Investment Services, LLCPassive
Some overlap · 4 shared positions
$FIX$TEL$LRCX$EME
$288M
137 positions
#9Hel Ved Capital Management LtdActive
Some overlap · 5 shared positions
$FIX$LRCX$PRIM$FN$EME
$844M
56 positions
#10Ninety One North America, Inc.Active
Some overlap · 3 shared positions
$BAP$IBN$TEL
$2.2B
100 positions
#11EARNEST PARTNERS LLCActive
Some overlap · 5 shared positions
$MOG-A$WWD$CIB$CRUS$EME
$24.3B
295 positions
#12FULLER & THALER ASSET MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$FIX$CRUS$PRIM$BE$EME
$29.7B
497 positions
#13WEDGE CAPITAL MANAGEMENT L L P/NCPassive
Some overlap · 4 shared positions
$NXT$TEL$LRCX$FN
$5.4B
527 positions
#14Williamson Legacy Group, LLCPassive
Some overlap · 4 shared positions
$NXT$LRCX$NVT$BE
$133M
81 positions
#15Robeco Schweiz AGActive
Some overlap · 4 shared positions
$NXT$FIX$NVT$EME
$4.7B
126 positions
#16KP Management LLCPassive
Some overlap · 3 shared positions
$TEL$TSEM$WWD
$409M
83 positions
#17Triasima Portfolio Management inc.Passive
Some overlap · 3 shared positions
$CIB$FIX$LRCX
$661M
137 positions
#18Value Aligned Research Advisors, LLCActive
Some overlap · 4 shared positions
$FIX$LRCX$BE$EME
$20.7B
107 positions
#19Whale Rock Capital Management LLCActive
Some overlap · 4 shared positions
$TSEM$LRCX$FN$BE
$7.7B
35 positions
#20Optimize Financial IncPassive
Some overlap · 4 shared positions
$TEL$LRCX$FN$EAT
$203M
297 positions
#21NAVELLIER & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$FIX$LRCX$BE$EME
$960M
326 positions
#22Science & Technology Partners, L.P.Active
Some overlap · 4 shared positions
$TSEM$LRCX$CAMT$BE
$382M
43 positions
#23SCALAR GAUGE MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$FIX$FN$CAMT$BE
$104M
26 positions
#24SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$TSEM$CRUS$LRCX
$3.7B
148 positions
#25Informed Momentum Co LLCPassive
Some overlap · 4 shared positions
$NXT$MOG-A$FN$BE
$866M
273 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.