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 Realta Investment Advisors

13F Portfolio OverlapQ1 2026Realta Investment Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Realta Investment Advisors is an institutional investor managing $288M across 367 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 Realta Investment Advisors are ABBINGTON INVESTMENT GROUP, Faithward Advisors,, KADENSA Ltd, with shared positions in $AG, $TME, $AGQ, $USB, $SLV, $PLTR. The full ranking of 25 similar funds is below.

#1ABBINGTON INVESTMENT GROUPActive

Notable overlap · 5 shared positions

$AG $TME $AGQ $USB $SLV

$172M

51 positions

#2Faithward Advisors, LLCPassive

Some overlap · 7 shared positions

$PLTR $NET $CRWD $MSTR $USB $ANET

$701M

261 positions

#3KADENSA CAPITAL LtdActive

Some overlap · 7 shared positions

$PLTR $NET $TME $ALB $GEV $AMD

$718M

39 positions

#4Riggs Asset Managment Co. Inc.Passive

Some overlap · 6 shared positions

$PLTR $TME $CRWD $GEV $ANET $AMD

$486M

127 positions

#5Lingotto Investment Management LLPSmart money

Some overlap · 3 shared positions

$AG $TME $NET

$5.1B

35 positions

#6Camarda Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$TME $MAR $AGQ $USB $OKE $B

$190M

104 positions

#7Nova Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$PLTR $AGQ $MAR $SAN $AMD $SLV

$154M

545 positions

#8GTS SECURITIES LLCPassive

Some overlap · 7 shared positions

$PLTR $AGQ $TME $USB $MAR $MSTR

$2.8B

1,482 positions

#9Newbridge Financial Services Group, Inc.Passive

Some overlap · 6 shared positions

$PLTR $CRWD $NET $MSTR $GEV $AMD

$608M

1,182 positions

#10Gunderson Capital Management Inc.Passive

Some overlap · 6 shared positions

$PLTR $AGQ $GEV $AMD $B $PWR

$239M

46 positions

#11PW Nova Financial Services LLCPassive

Some overlap · 7 shared positions

$MAR $PLTR $HUM $GEV $SAN $CRWD

$399M

193 positions

#12Teamwork Financial Advisors, LLCPassive

Some overlap · 7 shared positions

$PLTR $CRWD $GEV $OKE $ANET $AMD

$946M

216 positions

#13Rakuten Securities, Inc.Passive

Some overlap · 6 shared positions

$PLTR $MSTR $NET $AMD $COIN $SLV

$241M

879 positions

#14RPG Investment Advisory, LLCPassive

Some overlap · 5 shared positions

$PLTR $NET $CRWD $AMD $PWR

$829M

92 positions

#15Fielder Capital Group LLCPassive

Some overlap · 5 shared positions

$TME $AGQ $USB $PLTR $SLV

$459M

290 positions

#16Nikko Asset Management Americas, Inc.Active

Some overlap · 5 shared positions

$PLTR $NET $CRWD $AMD $COIN

$7.1B

186 positions

#17Owen LaRue, LLCPassive

Some overlap · 6 shared positions

$PLTR $GEV $OKE $SAN $CRWD $AMD

$261M

128 positions

#18Kercheville Advisors, LLCPassive

Some overlap · 5 shared positions

$TME $PLTR $USB $GEV $AMD

$313M

106 positions

#19RHODES INVESTMENT ADVISORS INC /ADVPassive

Some overlap · 6 shared positions

$PLTR $USB $CRWD $GEV $TME $SLV

$116M

116 positions

#20Odyssey Capital Advisors, Inc.Passive

Some overlap · 6 shared positions

$MAR $USB $CRWD $HUM $SAN $ANET

$112M

97 positions

#21FAGAN ASSOCIATES, INC.Passive

Some overlap · 4 shared positions

$PLTR $AGQ $USB $AMD

$719M

135 positions

#22Telligent Fund, LPActive

Some overlap · 5 shared positions

$PLTR $MSTR $GEV $ANET $AMD

$94M

24 positions

#23Lauer Wealth, LLCActive

Some overlap · 8 shared positions

$MAR $PLTR $USB $MSTR $AMD $AGQ

$126M

67 positions

#24Disciplined Equity Management, Inc.Active

Some overlap · 5 shared positions

$PLTR $CRWD $USB $OKE $ANET

$199M

44 positions

#25TITLEIST ASSET MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$PLTR $MAR $USB $HUM $CRWD $AMD

$1.3B

396 positions

Compare Realta Investment Advisors’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 Realta Investment Advisors’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.