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 Naviter Wealth,

13F Portfolio OverlapQ1 2026Naviter Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Naviter Wealth, LLC is an institutional investor managing $801M across 271 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 Naviter Wealth, are Safe Harbor Family ,, Gross & Hartman Investments, Lineweaver Wealth Advisors,, with shared positions in $ALPS, $PLD, $EQIX, $AMT, $WELL, $DLR. The full ranking of 25 similar funds is below.

#1Safe Harbor Family Capital, LLCSmart money

Notable overlap · 6 shared positions

$ALPS $PLD $EQIX $AMT $WELL $DLR

$128M

55 positions

#2Gross & Hartman Investments LLCSmart money

Notable overlap · 6 shared positions

$ALPS $EQIX $PLD $DLR $AMT $WELL

$192M

72 positions

#3Lineweaver Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$ALPS $SAN $C

$742M

168 positions

#4HEITMAN REAL ESTATE SECURITIES LLCActive

Some overlap · 7 shared positions

$WELL $PLD $EQIX $SPG $AMT $DLR

$1.4B

57 positions

#5CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Some overlap · 7 shared positions

$WELL $PLD $EQIX $SPG $AMT $DLR

$6.7B

96 positions

#6COHEN & STEERS, INC.Passive

Some overlap · 7 shared positions

$WELL $PLD $EQIX $SPG $AMT $DLR

$58M

442 positions

#7Uniplan Investment Counsel, Inc.Passive

Some overlap · 7 shared positions

$WELL $PLD $EQIX $SPG $AMT $DLR

$974M

183 positions

#8LDR Capital Management LLCActive

Some overlap · 7 shared positions

$WELL $PLD $EQIX $SPG $AMT $DLR

$74M

44 positions

#9Green Street Investors, LLCActive

Some overlap · 7 shared positions

$WELL $PLD $EQIX $SPG $AMT $DLR

$184M

29 positions

#10DoubleLine ETF Adviser LPPassive

Some overlap · 7 shared positions

$WELL $PLD $EQIX $SPG $AMT $DLR

$263M

176 positions

#11Adelante Capital Management LLCActive

Some overlap · 7 shared positions

$WELL $PLD $EQIX $SPG $AMT $DLR

$1.5B

42 positions

#12CENTERSQUARE INVESTMENT MANAGEMENT LLCActive

Some overlap · 7 shared positions

$WELL $PLD $EQIX $SPG $DLR $AMT

$9.7B

79 positions

#13LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive

Some overlap · 7 shared positions

$WELL $PLD $EQIX $SPG $AMT $DLR

$2.5B

48 positions

#14Payne Capital LLCPassive

Some overlap · 3 shared positions

$ALPS $NVS $SHEL

$109M

55 positions

#15DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Some overlap · 6 shared positions

$WELL $PLD $EQIX $SPG $AMT $DLR

$9.6B

148 positions

#16ARBOR CAPITAL MANAGEMENT INC /ADVPassive

Some overlap · 6 shared positions

$WELL $PLD $EQIX $SPG $AMT $DLR

$123M

101 positions

#17B&I Capital AGActive

Some overlap · 6 shared positions

$WELL $PLD $EQIX $SPG $AMT $DLR

$294M

24 positions

#18Vanderbilt UniversityActive

Some overlap · 6 shared positions

$WELL $PLD $EQIX $SPG $AMT $DLR

$526M

71 positions

#19Vert Asset Management LLCActive

Some overlap · 6 shared positions

$WELL $PLD $EQIX $SPG $AMT $DLR

$315M

45 positions

#20AEW CAPITAL MANAGEMENT L PActive

Some overlap · 7 shared positions

$WELL $PLD $EQIX $SPG $DLR $O

$1.4B

40 positions

#21APG Asset Management US Inc.Smart money

Some overlap · 6 shared positions

$WELL $PLD $EQIX $SPG $DLR $O

$13.0B

59 positions

#22ZEVIN ASSET MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$ASML $PLD $AZN $NVS $DLR

$723M

93 positions

#23Timbercreek Asset Management Ltd.Active

Some overlap · 6 shared positions

$WELL $PLD $EQIX $SPG $DLR $AMT

$537M

45 positions

#24Metis Global Partners, LLCActive

Some overlap · 6 shared positions

$PLD $WELL $EQIX $DLR $SPG $O

$4.1B

724 positions

#25Resolution Capital LtdSmart money

Some overlap · 6 shared positions

$WELL $PLD $EQIX $SPG $DLR $AMT

$4.8B

40 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.