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 SWS Partners

13F Portfolio OverlapQ1 2026SWS Partners portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SWS Partners is an institutional investor managing $405M across 112 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 SWS Partners are Bluebird Wealth, ZEVENBERGEN INVESTMENTS, Fund Advisors of America /FL, with shared positions in $GLW, $DUK, $MELI, $TER, $UBER, $ETN. The full ranking of 25 similar funds is below.

#1Bluebird Wealth Management LLCPassive

Notable overlap · 8 shared positions

$GLW $DUK $MELI $TER $UBER $ETN

$98M

77 positions

#2ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Notable overlap · 8 shared positions

$NTRA $SNOW $MELI $MU $UBER $NOW

$3.5B

110 positions

#3Fund Advisors of America Inc/FLPassive

Notable overlap · 6 shared positions

$DUK $MRVL $GLW $NET $MU $PM

$99M

118 positions

#4HARTLINE INVESTMENT CORP/Active

Some overlap · 7 shared positions

$GLW $OKTA $MRVL $NET $ETN $UBER

$909M

112 positions

#5SHELTON WEALTH MANAGEMENT, LLCPassive

Some overlap · 8 shared positions

$MELI $WFC $MU $MRVL $UBER $ETN

$229M

137 positions

#6Sicart Associates LLCActive

Some overlap · 5 shared positions

$GH $XYZ $GLW $MP $WFC

$389M

74 positions

#7STRATEGY ASSET MANAGERS LLCPassive

Some overlap · 6 shared positions

$GLW $PM $MELI $DUK $ETN $GD

$609M

263 positions

#8NZS Capital, LLCActive

Some overlap · 6 shared positions

$MRVL $SNOW $MELI $UBER $NET $APH

$3.0B

58 positions

#9DEEPWATER ASSET MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$MRVL $SNOW $MELI $UBER $NET $MU

$158M

39 positions

#10CAMDEN ASSET MANAGEMENT L P /CAActive

Some overlap · 5 shared positions

$OKTA $XYZ $SNOW $DXCM $UBER

$2.9B

69 positions

#11DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.Passive

Some overlap · 6 shared positions

$MRVL $GLW $TER $MPC $UBER $CIEN

$976M

229 positions

#12Bright Futures Wealth Management, LLC.Passive

Some overlap · 5 shared positions

$DUK $OKTA $SNOW $MU $GD

$146M

188 positions

#13Bienville Capital Management, LLCPassive

Some overlap · 4 shared positions

$DUK $CIEN $SNOW $MELI

$550M

74 positions

#14CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 4 shared positions

$VLTO $GLW $DUK $WFC

$1.4B

178 positions

#15CloudAlpha Capital Management Limited/Hong KongActive

Some overlap · 6 shared positions

$CIEN $MRVL $OKTA $TER $GLW $MU

$2.9B

56 positions

#16LifePlan Financial, LLCPassive

Some overlap · 5 shared positions

$VLTO $DUK $TER $GD $SNOW

$135M

83 positions

#17United Capital Management of KS, Inc.Passive

Some overlap · 4 shared positions

$DUK $VLTO $SNOW $MPC

$660M

111 positions

#18Science & Technology Partners, L.P.Active

Some overlap · 5 shared positions

$NTRA $CIEN $NET $MU $GLW

$382M

43 positions

#19Nikko Asset Management Americas, Inc.Active

Some overlap · 5 shared positions

$XYZ $NTRA $MELI $TER $NET

$7.1B

186 positions

#20Mendel Money ManagementPassive

Some overlap · 5 shared positions

$MRVL $DUK $UBER $APH $NOW

$239M

137 positions

#21Polar Capital Holdings PlcActive

Some overlap · 5 shared positions

$GLW $CIEN $NET $MU $ANET

$28.2B

242 positions

#22Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna InsuranActive

Some overlap · 5 shared positions

$MRVL $SNOW $MELI $MU $NOW

$262M

28 positions

#23SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$GH $NTRA $NET $ETN

$3.7B

148 positions

#24Benchmark Investment Advisors LLCPassive

Some overlap · 6 shared positions

$MP $MU $UBER $APH $NOW $ANET

$172M

76 positions

#25ITHAKA GROUP LLCActive

Some overlap · 6 shared positions

$MELI $DXCM $UBER $APH $NOW $ANET

$482M

38 positions

Compare SWS Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View SWS Partners’s holdings

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.