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 RPG Investment Advisory

13F Portfolio OverlapQ3 2026RPG Investment Advisory portfolio →

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Most similar hedge funds by 13F overlap

RPG Investment Advisory, LLC is an institutional investor managing $540M across 85 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to RPG Investment Advisory are Avalon Global Asset, Lord & Richards Wealth, Strong Retirement Solutions, with shared positions in $CRWD, $SNOW, $NET, $NOW, $PLTR, $PWR. The full ranking of 25 similar funds is below.

#1Avalon Global Asset Management LLCActive

Notable overlap · 5 shared positions

$CRWD $SNOW $NET $NOW $PLTR

$917M

38 positions

#2Lord & Richards Wealth Management, LLCActive

Notable overlap · 5 shared positions

$PWR $CRWD $NOW $FANG $ISRG

$131M

80 positions

#3Strong Retirement Solutions LLCPassive

Notable overlap · 5 shared positions

$PWR $NOW $CRWD $FANG $ISRG

$178M

84 positions

#4PEREGRINE CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$CRWD $SNOW $NET $NOW $ISRG

$3.1B

282 positions

#5Titan Wealth (CI) LtdPassive

Notable overlap · 5 shared positions

$CRWD $NOW $PLTR $LHX $BKR

$269M

51 positions

#6Wedbush Fund Advisers, LLCActive

Notable overlap · 6 shared positions

$CRWD $SNOW $NOW $PLTR $PWR $JCI

$1.1B

103 positions

#7Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active

Notable overlap · 4 shared positions

$PWR $BWXT $PLTR $BA

$144M

40 positions

#8ITHAKA GROUP LLCActive

Notable overlap · 5 shared positions

$CRWD $NOW $ISRG $PLTR $JCI

$551M

40 positions

#9Employees Provident Fund BoardActive

Notable overlap · 4 shared positions

$PWR $CRWD $NOW $ISRG

$17.4B

68 positions

#10LITTLEJOHN FINANCIAL SERVICES, INC.Active

Notable overlap · 6 shared positions

$POWL $PLTR $FTNT $BKR $NOW $SYM

$138M

71 positions

#11MIROVAActive

Notable overlap · 6 shared positions

$SNOW $CRWD $PWR $ISRG $XYL $NOW

$2.7B

185 positions

#12Citizens Business BankActive

Notable overlap · 5 shared positions

$PWR $PLTR $FANG $SNOW $BWXT

$664M

139 positions

#13Westend Capital Management, LLCPassive

Notable overlap · 5 shared positions

$PWR $SNOW $BA $FCX $GVA

$437M

242 positions

#14Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Notable overlap · 5 shared positions

$CRWD $ISRG $NOW $SNOW $NET

$249M

151 positions

#15Slow Capital, Inc.Active

Notable overlap · 5 shared positions

$ISRG $NET $CRWD $FTNT $SNOW

$890M

110 positions

#16Rockingstone Advisors LLCPassive

Notable overlap · 4 shared positions

$PWR $CRWD $ISRG $BA

$249M

112 positions

#17Malaga Cove Capital, LLCPassive

Notable overlap · 6 shared positions

$PWR $CRWD $FCX $NET $LHX $ISRG

$311M

183 positions

#18Bouvel Investment Partners, LLCPassive

Notable overlap · 5 shared positions

$SNOW $ISRG $PWR $CRWD $BA

$433M

85 positions

#19Nepsis Inc.Active

Notable overlap · 4 shared positions

$SNOW $NOW $MDT $SMCI

$317M

28 positions

#20BOURNE LENT ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$PWR $ISRG $SYM $LHX $PLTR

$289M

65 positions

#21Wilian Securities, LLCPassive

Notable overlap · 5 shared positions

$CRWD $PWR $NOW $FANG $ISRG

$169M

89 positions

#22NZS Capital, LLCActive

Notable overlap · 5 shared positions

$PWR $ISRG $SNOW $CRWD $NET

$3.9B

61 positions

#23PRINCETON CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$PWR $CRWD $BA $LEU $NOW $FCX

$443M

145 positions

#24Newbridge Financial Services Group, Inc.Passive

Notable overlap · 5 shared positions

$CRWD $SNOW $PLTR $NOW $NET

$868M

1,314 positions

#25Clarus Wealth AdvisorsActive

Notable overlap · 4 shared positions

$PWR $NOW $NET $PLTR

$275M

86 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.