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 Stiles Financial Services

13F Portfolio OverlapQ1 2026Stiles Financial Services portfolio →

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Most similar hedge funds by 13F overlap

Stiles Financial Services Inc is an institutional investor managing $327M across 177 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 Stiles Financial Services are McGuire Investment Group,, Axecap Investments,, Karani Asset, with shared positions in $LRCX, $ASML, $AMD, $CME, $AMAT, $CMI. The full ranking of 25 similar funds is below.

#1McGuire Investment Group, LLCActive

Notable overlap · 8 shared positions

$LRCX $ASML $AMD $CME $AMAT $CMI

$885M

121 positions

#2Axecap Investments, LLCPassive

Notable overlap · 7 shared positions

$LRCX $VLO $TJX $AMD $STLD $AMAT

$145M

69 positions

#3Karani Asset Management LLCPassive

Notable overlap · 7 shared positions

$ASML $LRCX $AMD $STLD $TXN $AMAT

$122M

54 positions

#4Markin Volterra Fund LPActive

Notable overlap · 5 shared positions

$LRCX $ASML $AMD $DLR $AMAT

$65M

34 positions

#5Paradiem, LLCActive

Notable overlap · 6 shared positions

$LRCX $FAST $VLO $STLD $NEE $LMT

$454M

70 positions

#6COATUE MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$LRCX $ASML $CEG $AMAT $ISRG $GNRC

$29.1B

62 positions

#7Progressive Investment Management CorpActive

Notable overlap · 7 shared positions

$LRCX $ASML $FAST $AMAT $AMD $TXN

$379M

58 positions

#8Empire Life Investments Inc.Active

Notable overlap · 5 shared positions

$LRCX $VLO $CME $TJX $TXN

$1.6B

110 positions

#9Glass Wealth Management Co LLCActive

Notable overlap · 5 shared positions

$LRCX $ASML $TXN $AMAT $LMT

$258M

67 positions

#10Avanda Investment Management Pte. Ltd.Active

Notable overlap · 5 shared positions

$LRCX $ASML $AMD $TXN $AMAT

$63M

24 positions

#11Tairen Capital LtdActive

Notable overlap · 4 shared positions

$LRCX $ASML $AMD $AMAT

$924M

44 positions

#12Rench Wealth Management, Inc.Active

Notable overlap · 6 shared positions

$LRCX $FAST $AMAT $NEE $ISRG $ASML

$332M

62 positions

#13KKM Financial LLCPassive

Notable overlap · 5 shared positions

$LRCX $ASML $AMD $CME $AMAT

$563M

168 positions

#14CINCINNATI INSURANCE COActive

Notable overlap · 5 shared positions

$LRCX $TJX $VLO $DUK $CMI

$6.6B

63 positions

#15Northwest Bancshares, Inc.Active

Notable overlap · 6 shared positions

$LRCX $VLO $PSA $AMAT $CMI $LMT

$502M

168 positions

#16GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 6 shared positions

$LRCX $ASML $AMD $AMAT $ISRG $TXN

$6.0B

624 positions

#17Invera Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$LRCX $AMD $TJX $CMI $CME

$156M

98 positions

#18Eldred Rock Partners, LLCActive

Some overlap · 4 shared positions

$LRCX $ASML $TXN $CMI

$393M

31 positions

#19Brentview Investment Management LLCPassive

Some overlap · 5 shared positions

$LRCX $TJX $CME $CEG $NEE

$231M

63 positions

#20Stanley-Laman Group, Ltd.Passive

Some overlap · 6 shared positions

$LRCX $ASML $AMD $AMAT $MPWR $ISRG

$814M

294 positions

#21Railway Pension Investments LtdActive

Some overlap · 6 shared positions

$LRCX $FAST $TXN $CEG $NEE $TJX

$7.0B

103 positions

#22CONSOLIDATED CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$ASML $LRCX $DLR $LMT $AMAT $WSM

$310M

74 positions

#23Anther Capital LtdActive

Some overlap · 4 shared positions

$LRCX $ASML $AMAT $MPWR

$3.8B

31 positions

#24Rafferty Asset Management, LLCActive

Some overlap · 6 shared positions

$LRCX $AMD $ASML $TXN $AMAT $MPWR

$24.6B

1,057 positions

#25Grantham, Mayo, Van Otterloo & Co. LLCActive

Some overlap · 5 shared positions

$LRCX $TJX $TXN $ISRG $ASML

$39.1B

628 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.