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 WD RUTHERFORD

13F Portfolio OverlapQ1 2026WD RUTHERFORD portfolio →

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Most similar hedge funds by 13F overlap

WD RUTHERFORD LLC is an institutional investor managing $225M across 71 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 WD RUTHERFORD are ITHAKA GROUP, Winslow ,, Benchmark Investment Advisors, with shared positions in $ANET, $CRWD, $AMD, $PANW, $ISRG, $HOOD. The full ranking of 25 similar funds is below.

#1ITHAKA GROUP LLCActive

Notable overlap · 9 shared positions

$ANET $CRWD $AMD $PANW $ISRG $HOOD

$482M

38 positions

#2Winslow Capital Management, LLCActive

Notable overlap · 10 shared positions

$GE $GEV $ISRG $AMD $SNOW $MCK

$25.6B

60 positions

#3Benchmark Investment Advisors LLCPassive

Notable overlap · 10 shared positions

$CRWD $ANET $PANW $VRT $APP $URI

$172M

76 positions

#4Passumpsic Savings Bank

Notable overlap · 7 shared positions

$ANET $GE $CMI $TJX $GEV $LRCX

$183M

90 positions

#5Teamwork Financial Advisors, LLCPassive

Notable overlap · 8 shared positions

$AMD $GEV $ANET $CRWD $TJX $HOOD

$946M

216 positions

#6McLaughlin Asset Management, Inc.Passive

Notable overlap · 9 shared positions

$TJX $PANW $VRT $GEV $ISRG $LRCX

$105M

91 positions

#7DARA CAPITAL US, INC.Passive

Notable overlap · 9 shared positions

$GE $AMD $GEV $ISRG $LRCX $CRWD

$105M

119 positions

#8Sun Financial IncPassive

Notable overlap · 9 shared positions

$AMD $GEV $ANET $CRWD $PANW $LRCX

$200M

159 positions

#9SIERRA SUMMIT ADVISORS LLCPassive

Notable overlap · 8 shared positions

$GEV $VRT $ISRG $ANET $HOOD $APP

$688M

180 positions

#10Sandhill Capital Partners LLCActive

Notable overlap · 7 shared positions

$ANET $GE $PANW $ISRG $SYK $USB

$1.2B

95 positions

#11Schear Investment Advisers, LLCPassive

Notable overlap · 7 shared positions

$AMD $GEV $VRT $GE $CRWD $TJX

$227M

77 positions

#12Bouvel Investment Partners, LLCPassive

Notable overlap · 7 shared positions

$GE $HON $PANW $ISRG $VRT $SNOW

$345M

78 positions

#13BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$GEV $ANET $TJX $AMD $GE $HOOD

$360M

106 positions

#14GLYNN CAPITAL MANAGEMENT LLCActive

Notable overlap · 10 shared positions

$ANET $CRWD $VRT $SNOW $HOOD $APP

$209M

42 positions

#15Renaissance Investment Group LLCPassive

Notable overlap · 6 shared positions

$CRWD $GEV $TJX $ISRG $NEE $URI

$465M

81 positions

#16CMH Wealth Management LLCPassive

Notable overlap · 7 shared positions

$GEV $TJX $PANW $VRT $SYK $USB

$583M

113 positions

#17HERBST GROUP, LLCPassive

Notable overlap · 6 shared positions

$CRWD $GE $GEV $PANW $VRT $HON

$162M

59 positions

#18Telligent Fund, LPActive

Notable overlap · 5 shared positions

$ANET $GE $GEV $AMD $VRT

$94M

24 positions

#19Robocap Asset Management LtdActive

Notable overlap · 5 shared positions

$CRWD $AMD $HON $PANW $ISRG

$94M

23 positions

#20Meadowbrook Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$GE $GEV $HOOD $CRWD $TJX $APP

$75M

65 positions

#21CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$ANET $AMD $PANW $NEE $AXP $USB

$180M

58 positions

#22Harold Davidson & Associates Inc.Active

Notable overlap · 6 shared positions

$CRWD $GE $TJX $SYK $GEV $AXP

$206M

60 positions

#23Smith Group Asset Management, LLCActive

Notable overlap · 6 shared positions

$ANET $TJX $MCK $AMD $APP $AXP

$2.0B

162 positions

#24ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Notable overlap · 7 shared positions

$AMD $CRWD $VRT $SNOW $APP $SHOP

$3.5B

110 positions

#25Terra Nova Asset Management LLCPassive

Notable overlap · 6 shared positions

$GE $GEV $VRT $SYK $MCK $LRCX

$135M

83 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.