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 Mezzasalma Advisors

13F Portfolio OverlapQ2 2026Mezzasalma Advisors portfolio →

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Most similar hedge funds by 13F overlap

Mezzasalma Advisors, LLC is an institutional investor managing $498M across 171 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 Mezzasalma Advisors are NAVELLIER & ASSOCIATES, Value Aligned Research Advisors, Left Brain Wealth, with shared positions in $BE, $EME, $VRT, $CRS, $STX, $FIX. The full ranking of 25 similar funds is below.

#1NAVELLIER & ASSOCIATES INCPassive

Notable overlap · 8 shared positions

$BE $EME $VRT $CRS $STX $FIX

$1.3B

322 positions

#2Value Aligned Research Advisors, LLCActive

Notable overlap · 8 shared positions

$BE $VRT $STX $FIX $CLS $SNDK

$40.1B

123 positions

#3Left Brain Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$ANET $BE $VRT $RCL $STX $CRWD

$332M

99 positions

#4PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 6 shared positions

$BE $VRT $FIX $CLS $CRWD $KLAC

$174M

92 positions

#5DigitalBridge Group, Inc.Active

Notable overlap · 4 shared positions

$ANET $VRT $BE $STX

$1.7B

61 positions

#6CVFG LLCPassive

Notable overlap · 8 shared positions

$BE $VRT $STX $CRS $ANET $CLS

$952M

250 positions

#7MARIETTA INVESTMENT PARTNERS LLCPassive

Notable overlap · 4 shared positions

$BE $ANET $FIX $HWM

$582M

170 positions

#8Dorsey Wright & AssociatesPassive

Notable overlap · 7 shared positions

$EME $CRS $FIX $HWM $SNDK $STX

$590M

131 positions

#9VMS Asset Management LimitedPassive

Notable overlap · 6 shared positions

$BE $VRT $STX $FIX $SNDK $CRWD

$315M

33 positions

#10PATTON FUND MANAGEMENT, INC.Passive

Notable overlap · 9 shared positions

$VRT $STX $EME $FIX $HWM $SNDK

$462M

86 positions

#11Geneva Partners, LLCPassive

Notable overlap · 6 shared positions

$BE $VRT $STX $FIX $HWM $KLAC

$375M

75 positions

#12Benchmark Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$VRT $ANET $EME $FIX $SNDK $CRWD

$228M

70 positions

#13SOMA EQUITY PARTNERS LPActive

Notable overlap · 3 shared positions

$ANET $BE $CLS

$1.4B

24 positions

#14Ma Investment Partnership, LPSmart money

Notable overlap · 3 shared positions

$BE $VRT $SNDK

$561M

13 positions

#15FCF Advisors LLCPassive

Notable overlap · 6 shared positions

$VRT $ANET $STX $EME $SNDK $KLAC

$544M

58 positions

#16CIM, LLCPassive

Notable overlap · 4 shared positions

$ANET $EME $FIX $CLS

$773M

171 positions

#17Trivest Advisors LtdActive

Notable overlap · 3 shared positions

$BE $STX $SNDK

$3.2B

15 positions

#18Aubrey Capital Management LtdPassive

Notable overlap · 5 shared positions

$ANET $VRT $CRS $FIX $SNDK

$160M

39 positions

#19Williamson Legacy Group, LLCPassive

Notable overlap · 5 shared positions

$BE $VRT $STX $HWM $SNDK

$201M

75 positions

#20Retireful, LLCPassive

Notable overlap · 7 shared positions

$VRT $ANET $STX $FIX $SNDK $CRWD

$107M

81 positions

#21SANDS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$BE $CRS $STX $SNDK $SPCX

$26.9B

71 positions

#22M & L Capital Management LtdActive

Notable overlap · 4 shared positions

$ANET $VRT $SPCX $BE

$370M

17 positions

#23Tribune Investment Group LPActive

Notable overlap · 4 shared positions

$BE $CRS $STX $SNDK

$247M

34 positions

#24Bosman Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$BE $ANET $STX $FIX $VRT

$161M

56 positions

#25Transamerica Financial Advisors, LLCPassive

Notable overlap · 6 shared positions

$CRS $EME $FIX $HWM $SNDK $TRGP

$1.2B

2,188 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.