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 OverlapQ1 2026Wakefield Asset LLLP portfolio →

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Most similar hedge funds by 13F overlap

Wakefield Asset Management LLLP is an institutional investor managing $377M across 211 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 Wakefield Asset LLLP are FCF Advisors, ARS Investment Partners,, NatWest Group plc, with shared positions in $FTI, $VRT, $LRCX, $GILD, $EXPE, $HAS. The full ranking of 25 similar funds is below.

#1FCF Advisors LLCPassive

Notable overlap · 7 shared positions

$FTI $VRT $LRCX $GILD $EXPE $HAS

$444M

52 positions

#2ARS Investment Partners, LLCActive

Notable overlap · 7 shared positions

$MPC $NEM $VRT $LRCX $WDC $MS

$1.9B

182 positions

#3NatWest Group plcActive

Notable overlap · 7 shared positions

$NEM $TT $LRCX $GILD $MNST $CBOE

$462M

44 positions

#4AustralianSuper Pty LtdActive

Notable overlap · 9 shared positions

$TRV $MNST $GILD $AER $APH $LRCX

$19.2B

277 positions

#5Williamson Legacy Group, LLCPassive

Some overlap · 6 shared positions

$FTI $LRCX $COHR $WDC $NEM $VRT

$133M

81 positions

#6Markin Volterra Fund LPActive

Some overlap · 6 shared positions

$VRT $LRCX $APH $COHR $WDC $FIX

$65M

34 positions

#7Cartenna Capital, LPPassive

Some overlap · 5 shared positions

$RBC $TT $LRCX $APH $COHR

$2.7B

47 positions

#8STRATEGIC PLANNING GROUP, LLCPassive

Some overlap · 6 shared positions

$NEM $LRCX $CBOE $TT $MS $FIX

$715M

72 positions

#9BRANT POINT INVESTMENT MANAGEMENT LLCActive

Some overlap · 5 shared positions

$VRT $RBC $APH $COHR $THC

$776M

130 positions

#10Dorsey Wright & AssociatesPassive

Some overlap · 5 shared positions

$FTI $NEM $APH $THC $FIX

$807M

158 positions

#11MARIETTA INVESTMENT PARTNERS LLCPassive

Some overlap · 6 shared positions

$TT $APH $FTI $BMY $LRCX $FIX

$499M

161 positions

#12Value Aligned Research Advisors, LLCActive

Some overlap · 5 shared positions

$VRT $LRCX $COHR $WDC $FIX

$20.7B

107 positions

#13WEST MICHIGAN ADVISORS, LLCPassive

Some overlap · 6 shared positions

$NEM $GILD $HAS $MPC $FTI $BMY

$455M

298 positions

#14CORNERCAP INVESTMENT COUNSEL INC

Some overlap · 6 shared positions

$NEM $LRCX $GILD $EXPE $TRV $BMY

$203M

151 positions

#15Railway Pension Investments LtdActive

Some overlap · 5 shared positions

$LRCX $GILD $APH $EXPE $BMY

$7.0B

103 positions

#16Sienna GestionPassive

Some overlap · 5 shared positions

$AER $ATO $WDC $TT $TRV

$1.5B

136 positions

#17Geneva Partners, LLCPassive

Some overlap · 5 shared positions

$MPC $VRT $LRCX $FIX $MS

$208M

63 positions

#18LOS ANGELES CAPITAL MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$NEM $APH $LRCX $TT $BMY $EXPE

$25.4B

2,374 positions

#19Cherokee Insurance CoPassive

Some overlap · 4 shared positions

$MPC $ED $FHN $MS

$263M

121 positions

#20Element Squared LLCActive

Some overlap · 5 shared positions

$NEM $APH $EXPE $CBOE $LRCX

$177M

42 positions

#21ALKEON CAPITAL MANAGEMENT LLCSmart money

Some overlap · 4 shared positions

$VRT $LRCX $APH $EXPE

$59.5B

102 positions

#22GDS Wealth ManagementActive

Some overlap · 4 shared positions

$TT $LRCX $APH $THC

$1.7B

200 positions

#23Brendel Financial Advisors LLCPassive

Some overlap · 4 shared positions

$AA $LRCX $ATO $VRT

$202M

95 positions

#24MEYER HANDELMAN COActive

Some overlap · 4 shared positions

$MPC $TT $GILD $BMY

$3.2B

220 positions

#25Polar Capital Holdings PlcActive

Some overlap · 4 shared positions

$VRT $LRCX $COHR $WDC

$28.2B

242 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.