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 Next Level Private

13F Portfolio OverlapQ1 2026Next Level Private portfolio →

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Most similar hedge funds by 13F overlap

Next Level Private LLC is an institutional investor managing $511M across 174 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 Next Level Private are Newport Company,, HOERTKORN RICHARD CHARLES, HFM Investment Advisors,, with shared positions in $GE, $GEV, $BA, $T, $F, $BAC. The full ranking of 25 similar funds is below.

#1Newport Trust Company, LLCSmart money

Notable overlap · 5 shared positions

$GE $GEV $BA $T $F

$40.7B

64 positions

#2HOERTKORN RICHARD CHARLESActive

Notable overlap · 6 shared positions

$GE $GEV $BA $F $BAC $PFE

$122M

75 positions

#3HFM Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$GE $GEV $IBM $BMY

$260M

1,210 positions

#4TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 5 shared positions

$GE $GEV $BA $CSL $AMAT

$200M

110 positions

#5Codex Capital Asset Management L.L.C.Active

Notable overlap · 3 shared positions

$GE $GEV $BA

$259M

31 positions

#6Tempus Wealth Planning, LLCPassive

Notable overlap · 5 shared positions

$GE $GEV $WT $AMAT $BA

$435M

270 positions

#7CapWealth Advisors, LLCActive

Notable overlap · 7 shared positions

$GEV $GE $IBM $DOW $T $HSY

$1.3B

118 positions

#8TRUSTCO BANK CORP N YPassive

Notable overlap · 4 shared positions

$GE $GEV $IBM $AMAT

$113M

71 positions

#9MARSICO CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$GE $GEV $BA

$3.4B

65 positions

#10October Effect LtdPassive

Notable overlap · 6 shared positions

$GEV $GE $BA $FITB $MO $DOW

$87M

64 positions

#11Hedges Asset Management LLC

Notable overlap · 6 shared positions

$GE $BA $DOW $IBM $F $SHEL

$142M

108 positions

#12MFG WEALTH MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$BA $IBM $GE $FITB $T $DOW

$121M

61 positions

#13London & Capital Asset Management LtdActive

Notable overlap · 3 shared positions

$GE $GEV $IBM

$9.2B

223 positions

#14CMG Global Holdings, LLCPassive

Notable overlap · 5 shared positions

$GE $BA $GEV $MO $BAC

$210M

96 positions

#15CERTUITY, LLCPassive

Notable overlap · 9 shared positions

$GE $MS $WT $F $BA $T

$1.5B

659 positions

#16AXIOM INVESTORS LLC /DEActive

Notable overlap · 4 shared positions

$GE $GEV $MS $HSY

$9.0B

121 positions

#17Night Owl Capital Management, LLCActive

Notable overlap · 3 shared positions

$GE $GEV $AMAT

$858M

30 positions

#18Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 6 shared positions

$GE $BA $F $BAC $HSY $T

$520M

30 positions

#19ARS Investment Partners, LLCActive

Notable overlap · 6 shared positions

$GEV $BA $MS $BMY $REGN $IBM

$1.9B

182 positions

#20Andrew Hill Investment Advisors, Inc.Passive

Notable overlap · 3 shared positions

$GEV $GE $IBM

$112M

54 positions

#21Tenere Capital LLCActive

Notable overlap · 3 shared positions

$GE $GEV $AMAT

$136M

22 positions

#22Viewpoint Capital Management LLCActive

Notable overlap · 8 shared positions

$GE $GEV $WT $MS $BMY $MO

$214M

135 positions

#23Cladis Investment Advisory, LLCPassive

Notable overlap · 6 shared positions

$GE $GEV $IBM $T $PFE $F

$182M

159 positions

#24Kingsman Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$GE $GEV $BA $MS

$178M

70 positions

#25Del-Sette Capital Management, LLCActive

Notable overlap · 4 shared positions

$FITB $IBM $WT $F

$167M

44 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.