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 CenterStar Asset ,

13F Portfolio OverlapQ1 2026CenterStar Asset , portfolio →

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Most similar hedge funds by 13F overlap

CenterStar Asset Management, LLC is an institutional investor managing $797M across 464 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 CenterStar Asset , are Investment Research Partners, MORGAN DEMPSEY, WILKINS INVESTMENT COUNSEL, with shared positions in $CIEN, $SNOW, $UPS, $VRT, $IBM, $LRCX. The full ranking of 25 similar funds is below.

#1Investment Research Partners LLCPassive

Some overlap · 6 shared positions

$CIEN $SNOW $UPS $VRT $IBM $LRCX

$246M

245 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$IBM $SBUX $TXN $UPS $C $ES

$220M

148 positions

#3WILKINS INVESTMENT COUNSEL INCActive

Some overlap · 5 shared positions

$MMM $IBM $TXN $UPS $SYY

$698M

119 positions

#4WIN ADVISORS, INCPassive

Some overlap · 5 shared positions

$CIEN $LRCX $GEV $VRT $SNOW

$219M

78 positions

#5M & L Capital Management LtdActive

Some overlap · 4 shared positions

$CIEN $LRCX $GEV $VRT

$407M

19 positions

#6Goldstream Capital Management LtdActive

Some overlap · 4 shared positions

$CIEN $LRCX $GEV $VRT

$120M

30 positions

#7Williamson Legacy Group, LLCPassive

Some overlap · 4 shared positions

$CIEN $LRCX $GEV $VRT

$133M

81 positions

#8InvesTrustPassive

Some overlap · 4 shared positions

$SNOW $IBM $MMM $SBUX

$238M

91 positions

#9Cladis Investment Advisory, LLCPassive

Some overlap · 5 shared positions

$IBM $UPS $GEV $VRT $SNOW

$182M

159 positions

#10J.P. Marvel Investment Advisors, LLCActive

Some overlap · 5 shared positions

$LRCX $MMM $GEV $IBM $AWK

$705M

60 positions

#11Greystone Financial Group, LLCPassive

Some overlap · 3 shared positions

$SNOW $SBUX $IBM

$353M

78 positions

#12DEEPWATER ASSET MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$SNOW $LRCX $VRT $MRVL

$158M

39 positions

#13NZS Capital, LLCActive

Some overlap · 4 shared positions

$SNOW $LRCX $TXN $MRVL

$3.0B

58 positions

#14Rayburn West Financial Services LLCPassive

Some overlap · 5 shared positions

$IBM $UPS $LULU $SYY $C

$170M

82 positions

#15SKBA CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$MMM $IBM $TXN $C

$728M

79 positions

#16Somerset Group LLCActive

Some overlap · 3 shared positions

$SNOW $MMM $TXN

$135M

59 positions

#17Smart Portfolios, LLCPassive

Some overlap · 4 shared positions

$SNOW $TXN $IBM $SBUX

$100M

99 positions

#18Manchester Global Management (UK) LtdActive

Some overlap · 3 shared positions

$SNOW $LRCX $TXN

$749M

23 positions

#19Strengthening Families & Communities, LLCPassive

Some overlap · 5 shared positions

$IBM $LRCX $MMM $YUM $MRVL

$401M

589 positions

#20Kuhn & Co Investment CounselPassive

Some overlap · 3 shared positions

$SNOW $LRCX $TXN

$155M

142 positions

#21Curat Global, LLCPassive

Some overlap · 6 shared positions

$IBM $TXN $LRCX $PFG $ON $SYY

$102M

265 positions

#22Altman Advisors, Inc.Passive

Some overlap · 5 shared positions

$LRCX $GEV $IBM $UBS $C

$241M

77 positions

#23Polar Capital Holdings PlcActive

Some overlap · 4 shared positions

$LRCX $CIEN $GEV $VRT

$28.2B

242 positions

#24Vertrix Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SNOW $IBM $SBUX

$272M

95 positions

#25Syverson Strege & CoActive

Some overlap · 4 shared positions

$SNOW $IBM $TXN $C

$416M

169 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.