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 GDS Wealth

13F Portfolio OverlapQ1 2026GDS Wealth portfolio →

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Most similar hedge funds by 13F overlap

GDS Wealth Management is an institutional investor managing $1.7B across 200 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 GDS Wealth are Passumpsic Savings Bank, Rafferty Asset ,, Invera Wealth Advisors,, with shared positions in $USB, $LRCX, $TJX, $GEV, $MU, $APH. The full ranking of 25 similar funds is below.

#1Passumpsic Savings Bank

Notable overlap · 6 shared positions

$USB $LRCX $TJX $GEV $MU $APH

$183M

90 positions

#2Rafferty Asset Management, LLCActive

Notable overlap · 7 shared positions

$MU $USB $LRCX $MPWR $AMD $NXPI

$24.6B

1,057 positions

#3Invera Wealth Advisors, LLCPassive

Notable overlap · 9 shared positions

$LRCX $TT $TJX $GEV $AMD $ALL

$156M

98 positions

#4MAPLELANE CAPITAL, LLCActive

Notable overlap · 6 shared positions

$MU $SNPS $LRCX $AMD $NTRA $ADI

$2.8B

64 positions

#5Generate Investment Management LtdActive

Notable overlap · 7 shared positions

$MU $GEV $LRCX $AMD $APH $CRM

$2.0B

70 positions

#6NZS Capital, LLCActive

Notable overlap · 7 shared positions

$LRCX $TT $CDNS $IR $APH $SNPS

$3.0B

58 positions

#7WS MANAGEMENT LLLPActive

Notable overlap · 3 shared positions

$USB $MU $TJX

$1.1B

56 positions

#8Marion Wealth ManagementPassive

Notable overlap · 5 shared positions

$USB $SNPS $ADI $CRM $TJX

$451M

146 positions

#9DARA CAPITAL US, INC.Passive

Notable overlap · 6 shared positions

$MU $LRCX $GEV $AMD $TT $CRM

$105M

119 positions

#10ALKEON CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 6 shared positions

$SNPS $LRCX $TJX $CDNS $APH $ADI

$59.5B

102 positions

#11Markin Volterra Fund LPActive

Notable overlap · 5 shared positions

$MU $LRCX $GEV $AMD $APH

$65M

34 positions

#12Karani Asset Management LLCPassive

Notable overlap · 8 shared positions

$LRCX $AXP $AMD $ADI $CDNS $SNPS

$122M

54 positions

#13First Washington CORPActive

Notable overlap · 4 shared positions

$USB $MU $GEV $ALL

$353M

50 positions

#14Benchmark Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$MU $LRCX $APH $SPOT $USB $GEV

$172M

76 positions

#15CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 5 shared positions

$USB $CRM $AXP $AMD $TT

$180M

58 positions

#16JACKSON SQUARE CAPITAL, LLCPassive

Notable overlap · 5 shared positions

$MU $TJX $LRCX $GEV $CDNS

$477M

129 positions

#17Strategic Financial Services, Inc.Smart money

Notable overlap · 5 shared positions

$USB $SNPS $LRCX $GEV $TJX

$2.1B

152 positions

#18Sun Financial IncPassive

Notable overlap · 7 shared positions

$GEV $AMD $LRCX $CRM $CDNS $TJX

$200M

159 positions

#19CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$LRCX $MPWR $CDNS $APH $IR $STE

$405M

73 positions

#20Grantham, Mayo, Van Otterloo & Co. LLCActive

Notable overlap · 5 shared positions

$USB $CRM $LRCX $TJX $SNPS

$39.1B

628 positions

#21Kercheville Advisors, LLCPassive

Notable overlap · 5 shared positions

$USB $GEV $MU $AMD $SNPS

$313M

106 positions

#22Westview Management dba Westview Investment AdvisorsPassive

Notable overlap · 4 shared positions

$USB $TJX $AMD $SNPS

$192M

70 positions

#23Worthington Financial Partners, LLCPassive

Notable overlap · 5 shared positions

$MU $MPWR $CDNS $APH $SNPS

$116M

105 positions

#24Zweig-DiMenna Associates LLCPassive

Notable overlap · 6 shared positions

$MU $LRCX $SPOT $NTRA $NXPI $AMD

$722M

61 positions

#25Davidson Capital Management Inc.Active

Notable overlap · 4 shared positions

$USB $GEV $MPWR $TJX

$552M

93 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.