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 Wakefield Asset LLLP

13F Portfolio OverlapQ2 2026Wakefield Asset LLLP portfolio →

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Most similar hedge funds by 13F overlap

Wakefield Asset Management LLLP is an institutional investor managing $444M across 225 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 Wakefield Asset LLLP are Kaufman Rossin Wealth, ARS Investment Partners, PATTON FUND, with shared positions in $APH, $VRT, $WDC, $TPR, $FIX, $EXPE. The full ranking of 25 similar funds is below.

#1Kaufman Rossin Wealth, LLCActive

Notable overlap · 7 shared positions

$APH $VRT $WDC $TPR $FIX $EXPE

$247M

180 positions

#2ARS Investment Partners, LLCActive

Notable overlap · 6 shared positions

$MPC $VRT $WDC $APH $NEM $BMY

$2.3B

181 positions

#3PATTON FUND MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$VRT $COHR $WDC $MNST $FIX $ADM

$389M

77 positions

#4FCF Advisors LLCPassive

Notable overlap · 7 shared positions

$VRT $FTI $TPR $BMY $EXPE $ADM

$544M

58 positions

#5Dorsey Wright & AssociatesPassive

Notable overlap · 6 shared positions

$APH $WDC $FTI $TPR $NEM $FIX

$590M

131 positions

#6C M BIDWELL & ASSOCIATES LTDPassive

Notable overlap · 9 shared positions

$WDC $VRT $APH $FIX $TPR $MPC

$245M

494 positions

#7Williamson Legacy Group, LLCPassive

Some overlap · 5 shared positions

$COHR $VRT $WDC $FTI $TPR

$201M

75 positions

#8POINCIANA ADVISORS GROUP, LLCActive

Some overlap · 7 shared positions

$VRT $TPR $FTI $COHR $APH $FHN

$135M

113 positions

#9Markin Volterra Fund LPActive

Some overlap · 6 shared positions

$WDC $VRT $COHR $APH $FIX $CRWD

$147M

69 positions

#10Strategic Global Advisors, LLCPassive

Some overlap · 8 shared positions

$MNST $APH $FIX $AER $EXEL $FTI

$702M

129 positions

#11VMS Asset Management LimitedActive

Some overlap · 5 shared positions

$COHR $VRT $WDC $FIX $CRWD

$264M

32 positions

#12Retireful, LLCPassive

Some overlap · 5 shared positions

$VRT $COHR $WDC $FIX $CRWD

$116M

86 positions

#13AustralianSuper Pty LtdActive

Some overlap · 7 shared positions

$MNST $TRV $AER $MPC $FIX $ALL

$23.1B

288 positions

#14Seascape Capital ManagementPassive

Some overlap · 4 shared positions

$APH $VRT $AEP $MNST

$417M

96 positions

#15NatWest Group plcActive

Some overlap · 5 shared positions

$TT $MNST $CBOE $NEM $MS

$560M

48 positions

#16Axecap Investments, LLCPassive

Some overlap · 5 shared positions

$MPC $MNST $TPR $MS $CRWD

$169M

77 positions

#17Galaxy Digital Capital Management GP LLCPassive

Some overlap · 6 shared positions

$AER $APH $MS $AFRM $CRWD $VRT

$206M

67 positions

#18MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Some overlap · 4 shared positions

$APH $VRT $RBC $FIX

$635M

146 positions

#19FLORIDA FINANCIAL ADVISORS, LLCPassive

Some overlap · 6 shared positions

$WDC $APH $COHR $RBC $TPR $FTI

$592M

362 positions

#20Faithward Advisors, LLCPassive

Some overlap · 5 shared positions

$VRT $FTI $RBC $AFRM $CRWD

$819M

339 positions

#21GW HENSSLER & ASSOCIATES LTDPassive

Some overlap · 5 shared positions

$AEP $TRV $HAS $MS $ALL

$2.3B

224 positions

#22BRANT POINT INVESTMENT MANAGEMENT LLCActive

Some overlap · 4 shared positions

$APH $VRT $COHR $THC

$813M

120 positions

#23Davidson Capital Management Inc.Active

Some overlap · 5 shared positions

$VRT $CBOE $AEP $FIX $EXEL

$604M

99 positions

#24MARIETTA INVESTMENT PARTNERS LLCPassive

Some overlap · 5 shared positions

$APH $TT $FIX $FTI $TPR

$582M

170 positions

#25Winslow Capital Management, LLCActive

Some overlap · 5 shared positions

$TT $VRT $APH $AFRM $MS

$29.1B

66 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.