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 Alcosta ,

13F Portfolio OverlapQ1 2026Alcosta , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Alcosta Capital Management, Inc. is an institutional investor managing $131M across 23 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 Alcosta , are Telligent Fund,, AXIOM INVESTORS /DE, Passumpsic Savings Bank, with shared positions in $HWM, $APH, $ANET, $KLAC, $GE, $MS. The full ranking of 25 similar funds is below.

#1Telligent Fund, LPActive

Notable overlap · 5 shared positions

$HWM $APH $ANET $KLAC $GE

$94M

24 positions

#2AXIOM INVESTORS LLC /DEActive

Notable overlap · 5 shared positions

$APH $GE $MS $TJX $HWM

$9.0B

121 positions

#3Passumpsic Savings Bank

Notable overlap · 5 shared positions

$GE $ANET $APH $TJX $HWM

$183M

90 positions

#4NatWest Group plcActive

Notable overlap · 5 shared positions

$KLAC $ROST $GE $HWM $MS

$462M

44 positions

#5JLB & ASSOCIATES INCPassive

Notable overlap · 4 shared positions

$APH $KLAC $TJX $ROST

$696M

70 positions

#6NWK Group, Inc.Active

Notable overlap · 5 shared positions

$GE $HWM $ANET $VIK $TJX

$261M

66 positions

#7Sandhill Capital Partners LLCActive

Notable overlap · 3 shared positions

$APH $GE $ANET

$1.2B

95 positions

#8South Street Advisors LLCActive

Notable overlap · 3 shared positions

$HWM $APH $TJX

$690M

83 positions

#9Ayrshire Capital Management LLCPassive

Notable overlap · 4 shared positions

$APH $KLAC $TJX $MS

$193M

50 positions

#10Longbow Finance SAPassive

Notable overlap · 5 shared positions

$KLAC $TJX $GE $RL $HWM

$552M

55 positions

#11Kingsman Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$HWM $GE $ROST $MS

$178M

70 positions

#12Westend Capital Management, LLCPassive

Notable overlap · 3 shared positions

$HWM $GE $VIK

$333M

254 positions

#13COOKSON PEIRCE & CO INCPassive

Notable overlap · 4 shared positions

$APH $RL $HWM $ROST

$2.4B

303 positions

#14NORTH POINT PORTFOLIO MANAGERS CORP/OHActive

Notable overlap · 3 shared positions

$APH $ANET $ROST

$561M

76 positions

#15Union Heritage Capital, LLCPassive

Notable overlap · 4 shared positions

$APH $MS $KLAC $TJX

$269M

62 positions

#16McLaughlin Asset Management, Inc.Passive

Notable overlap · 5 shared positions

$KLAC $TJX $HWM $GE $ANET

$105M

91 positions

#17ALKEON CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 4 shared positions

$KLAC $APH $TJX $GE

$59.5B

102 positions

#18Decatur Capital Management, Inc.Active

Notable overlap · 4 shared positions

$KLAC $TJX $APH $MS

$219M

33 positions

#19DSM CAPITAL PARTNERS LLCActive

Notable overlap · 3 shared positions

$HWM $ANET $GE

$5.7B

44 positions

#20JACKSON SQUARE CAPITAL, LLCPassive

Some overlap · 5 shared positions

$KLAC $ANET $TJX $HWM $GE

$477M

129 positions

#21Axecap Investments, LLCPassive

Some overlap · 5 shared positions

$KLAC $TJX $ANET $MS $GE

$145M

69 positions

#22Sather Financial Group IncActive

Some overlap · 5 shared positions

$ANET $ROST $GE $TJX $MS

$1.6B

109 positions

#23STRATEGIC PLANNING GROUP, LLCPassive

Some overlap · 4 shared positions

$ANET $GE $MS $TJX

$715M

72 positions

#24Cambridge Financial Group, Inc.Active

Some overlap · 3 shared positions

$ANET $GE $TJX

$267M

33 positions

#25Smith Group Asset Management, LLCActive

Some overlap · 3 shared positions

$KLAC $ANET $TJX

$2.0B

162 positions

Compare Alcosta ,’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 Alcosta ,’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.