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 Bellwether Advisors

13F Portfolio OverlapQ2 2026Bellwether Advisors portfolio →

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Most similar hedge funds by 13F overlap

Bellwether Advisors, LLC is an institutional investor managing $675M across 167 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bellwether Advisors are Retireful, Dorsey Wright & Associates, Fedenia Advisers, with shared positions in $WDC, $GLW, $SNDK, $FLEX, $DELL, $HUM. The full ranking of 25 similar funds is below.

#1Retireful, LLCPassive

Notable overlap · 8 shared positions

$WDC $GLW $SNDK $FLEX $DELL $HUM

$116M

86 positions

#2Dorsey Wright & AssociatesPassive

Notable overlap · 10 shared positions

$WDC $EME $CW $FLEX $SNDK $PWR

$590M

131 positions

#3Fedenia Advisers LLCActive

Notable overlap · 9 shared positions

$WDC $GLW $SNDK $HPE $DELL $STX

$425M

121 positions

#4Markin Volterra Fund LPActive

Notable overlap · 9 shared positions

$WDC $SNDK $DELL $STX $HPE $GLW

$147M

69 positions

#5TABR Capital Management, LLCActive

Notable overlap · 10 shared positions

$GLW $WDC $FLEX $FIX $NBIS $CW

$136M

59 positions

#6VMS Asset Management LimitedActive

Notable overlap · 6 shared positions

$WDC $GLW $SNDK $STX $DELL $FIX

$264M

32 positions

#7CHAPIN DAVIS, INC.Passive

Notable overlap · 6 shared positions

$WDC $SNDK $FLEX $DELL $KEYS $STX

$520M

258 positions

#8PATTON FUND MANAGEMENT, INC.Passive

Notable overlap · 8 shared positions

$IAU $SNDK $WDC $STX $GLW $FIX

$389M

77 positions

#9Lifeworks Advisors, LLCPassive

Notable overlap · 7 shared positions

$GLW $HPE $IAU $DELL $STX $KEYS

$955M

337 positions

#10Stone Wealth PartnersActive

Notable overlap · 5 shared positions

$WDC $GLW $SNDK $DELL $STX

$137M

63 positions

#11Donoghue Forlines LLCPassive

Notable overlap · 9 shared positions

$STT $WDC $STX $SNDK $DELL $FLEX

$387M

114 positions

#12SEEDS INVESTOR LLCPassive

Notable overlap · 9 shared positions

$IAU $SNDK $WDC $STX $GLW $FIX

$973M

379 positions

#13Park Capital Management, LLC / WIPassive

Notable overlap · 7 shared positions

$WDC $SNDK $GLW $STX $FIX $HPE

$197M

224 positions

#14CMC Financial GroupActive

Notable overlap · 5 shared positions

$WDC $SNDK $DELL $FLEX $FIX

$52M

45 positions

#15VestGen Investment ManagementPassive

Notable overlap · 8 shared positions

$FLEX $EME $CW $FIX $WDC $PWR

$189M

218 positions

#16Anther Capital LtdSmart money

Notable overlap · 5 shared positions

$WDC $GLW $SNDK $STX $NBIS

$3.9B

21 positions

#17Williamson Legacy Group, LLCPassive

Notable overlap · 4 shared positions

$WDC $GLW $SNDK $STX

$201M

75 positions

#18BECK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$GLW $WDC $SNDK $STX $IAU

$543M

140 positions

#19Precision Wealth Strategies, LLCPassive

Notable overlap · 5 shared positions

$WDC $GLW $SNDK $FIX $PWR

$332M

170 positions

#20BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 5 shared positions

$WDC $GLW $NBIS $STX $SNDK

$462M

122 positions

#21Franchise GP LtdActive

Notable overlap · 5 shared positions

$WDC $SNDK $NBIS $STX $DELL

$236M

42 positions

#22TB Alternative Assets Ltd.Active

Notable overlap · 4 shared positions

$WDC $SNDK $GLW $STX

$488M

35 positions

#23Sound Capital Solutions LLCPassive

Notable overlap · 5 shared positions

$HPE $SNDK $WDC $STX $KEYS

$427M

309 positions

#24Virtus Wealth Solutions LLCActive

Notable overlap · 6 shared positions

$GLW $SNDK $DELL $NBIS $FLEX $STX

$735M

53 positions

#25Value Aligned Research Advisors, LLCActive

Notable overlap · 6 shared positions

$SNDK $WDC $NBIS $STX $FIX $EME

$40.1B

123 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.