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 Eagle Strategies

13F Portfolio OverlapQ2 2026Eagle Strategies portfolio →

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Most similar hedge funds by 13F overlap

Eagle Strategies LLC is an institutional investor managing $1.0B across 273 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 Eagle Strategies are True Vision MN, Kessler Investment Group, Robinhood Asset, with shared positions in $CRWD, $FCX, $STT, $IAU, $CRM, $ANET. The full ranking of 25 similar funds is below.

#1True Vision MN LLC

Some overlap · 7 shared positions

$CRWD $FCX $STT $IAU $CRM $ANET

$194M

98 positions

#2Kessler Investment Group, LLCPassive

Some overlap · 7 shared positions

$CRWD $FCX $KLAC $NOW $CRM $ANET

$234M

81 positions

#3Robinhood Asset Management, LLCActive

Some overlap · 5 shared positions

$CRWD $FCX $STT $KLAC $ETN

$1.9B

83 positions

#4CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 5 shared positions

$CRWD $FCX $STT $KLAC $ETN

$1.3B

88 positions

#5Faithward Advisors, LLCPassive

Some overlap · 5 shared positions

$CRWD $SLV $IAU $KLAC $ANET

$819M

339 positions

#6VIMA LLCPassive

Some overlap · 6 shared positions

$CRWD $IAU $SLV $NEM $NOW $ANET

$103M

372 positions

#7GLOBALT Investments LLC / GAActive

Some overlap · 6 shared positions

$STT $SLV $KLAC $ETN $C $ANET

$3.0B

213 positions

#8RiverGlades Family Offices LLCActive

Some overlap · 5 shared positions

$SLV $IAU $KLAC $ETN $NOW

$218M

108 positions

#9AlphaStar Capital Management, LLCActive

Some overlap · 5 shared positions

$CRWD $STT $SLV $ETN $NOW

$1.6B

280 positions

#10LYNX CAPITAL GROUP LTD /ADVPassive

Some overlap · 4 shared positions

$FCX $STT $IAU $CEG

$248M

91 positions

#11Riggs Asset Managment Co. Inc.Passive

Some overlap · 5 shared positions

$CRWD $YMM $ETN $C $ANET

$560M

132 positions

#12Everest Financial Group LLCPassive

Some overlap · 5 shared positions

$CRWD $IAU $ETN $NOW $CRM

$738M

208 positions

#13WESPAC Advisors SoCal, LLCPassive

Some overlap · 5 shared positions

$IAU $CRWD $ETN $CEG $ANET

$560M

122 positions

#14Twelve Points Wealth Management LLCPassive

Some overlap · 4 shared positions

$SLV $IAU $FCX $STT

$499M

213 positions

#15Walser Wealth Management Company, A Ltd Liability CoPassive

Some overlap · 4 shared positions

$SLV $FCX $YMM $C

$241M

215 positions

#16Parcion Private Wealth LLCPassive

Some overlap · 4 shared positions

$STT $IAU $KLAC $ETN

$1.8B

529 positions

#17Copia Wealth ManagementPassive

Some overlap · 4 shared positions

$SLV $STT $IAU $YMM

$166M

570 positions

#18Parkside Investments, LLCActive

Some overlap · 4 shared positions

$FCX $IAU $YMM $C

$902M

91 positions

#19Brookwood Investment Group LLCPassive

Some overlap · 4 shared positions

$IAU $SLV $YMM $CRWD

$888M

538 positions

#20Bluebird Wealth Management LLCPassive

Some overlap · 5 shared positions

$CRWD $ETN $NOW $C $ANET

$115M

89 positions

#21Knollwood Investment Advisory, LLCPassive

Some overlap · 5 shared positions

$CRWD $KLAC $NOW $ANET $IAU

$1.1B

270 positions

#22Walkner Condon Financial Advisors LLCPassive

Some overlap · 5 shared positions

$STT $IAU $ANET $YMM $KLAC

$871M

344 positions

#23MFA WEALTH ADVISORS, LLCActive

Some overlap · 6 shared positions

$IAU $KLAC $NEM $CEG $NOW $CRWD

$587M

99 positions

#24Provident Living Financial Services, Inc.Active

Some overlap · 4 shared positions

$CRWD $FCX $NOW $C

$101M

50 positions

#25RED REEF ADVISORS LLCPassive

Some overlap · 5 shared positions

$CRWD $ETN $NOW $CRM $ANET

$108M

183 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.