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 David J Yvars Group

13F Portfolio OverlapQ2 2026David J Yvars Group portfolio →

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Most similar hedge funds by 13F overlap

David J Yvars Group is an institutional investor managing $212M across 106 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 David J Yvars Group are TREMBLANT GROUP, PRAKASH INVESTMENT ADVISORS, MARIETTA INVESTMENT PARTNERS, with shared positions in $BE, $SPOT, $HWM, $FIX, $BST, $BDJ. The full ranking of 25 similar funds is below.

#1TREMBLANT CAPITAL GROUPActive

Some overlap · 3 shared positions

$BE $SPOT $HWM

$3.5B

58 positions

#2PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 3 shared positions

$BE $SPOT $FIX

$174M

92 positions

#3MARIETTA INVESTMENT PARTNERS LLCPassive

Some overlap · 4 shared positions

$BE $SPOT $HWM $FIX

$582M

170 positions

#4PMG Family Office LLCPassive

Some overlap · 8 shared positions

$BST $BDJ $CSQ $NIE $STK $EOI

$109M

114 positions

#5NAVELLIER & ASSOCIATES INCPassive

Some overlap · 4 shared positions

$BE $HWM $AEIS $FIX

$1.3B

322 positions

#6Mezzasalma Advisors, LLCPassive

Some overlap · 3 shared positions

$BE $HWM $FIX

$498M

171 positions

#7Geneva Partners, LLCPassive

Some overlap · 3 shared positions

$BE $HWM $FIX

$375M

75 positions

#8Katamaran Capital LLPPassive

Some overlap · 3 shared positions

$SPOT $BE $FIX

$126M

36 positions

#9Englebert Financial Advisers, LLCActive

Some overlap · 3 shared positions

$BE $HWM $FIX

$102M

65 positions

#10Elequin Securities, LLCActive

Some overlap · 3 shared positions

$BE $AEIS $SO

$3.4B

693 positions

#11IAM Advisory, LLCActive

Slight overlap · 3 shared positions

$BE $HWM $AEIS

$513M

107 positions

#12Jain Global LLCPassive

Slight overlap · 3 shared positions

$BE $HWM $FIX

$25.4B

1,706 positions

#13Glass Jacobson Investment Advisors llcPassive

Slight overlap · 4 shared positions

$BE $HWM $FIX $AEP

$321M

618 positions

#14TABR Capital Management, LLCActive

Slight overlap · 3 shared positions

$BE $HWM $FIX

$117M

54 positions

#15Magellan Asset Management LtdActive

Slight overlap · 4 shared positions

$ED $SO $NSC $AEP

$4.5B

78 positions

#16LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Slight overlap · 4 shared positions

$ED $SO $FIX $AEP

$213M

124 positions

#17FLORIDA FINANCIAL ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$BE $HWM $AEIS

$592M

362 positions

#18TEMA ETFS LLCActive

Slight overlap · 3 shared positions

$BE $AEIS $AEP

$3.1B

583 positions

#19Shaker Financial Services, LLCPassive

Slight overlap · 3 shared positions

$CSQ $EOI $RVT

$319M

148 positions

#20SCALAR GAUGE MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$HWM $AEIS $FIX

$182M

27 positions

#21Munro PartnersActive

Slight overlap · 3 shared positions

$HWM $AEIS $FIX

$4.5B

61 positions

#22Advisory Advocates, LLCPassive

Slight overlap · 3 shared positions

$CSQ $STK $RVT

$117M

188 positions

#23Bensler, LLCPassive

Slight overlap · 3 shared positions

$CSQ $SPOT $FIX

$1.1B

198 positions

#24Aventail Capital Group, LPPassive

Slight overlap · 3 shared positions

$ED $SO $AEP

$1.7B

155 positions

#25Northstar Financial Companies, Inc.Passive

Slight overlap · 3 shared positions

$ED $SO $AEP

$148M

117 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.