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 Goldstein Advisors

13F Portfolio OverlapQ2 2026Goldstein Advisors portfolio →

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Most similar hedge funds by 13F overlap

Goldstein Advisors, LLC is an institutional investor managing $1.1B across 261 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 Goldstein Advisors are PRAKASH INVESTMENT ADVISORS, CLEAR WAVE WEALTH, Clear Street Group, with shared positions in $NBIS, $WDC, $CRWD, $KLAC, $ALAB, $APP. The full ranking of 25 similar funds is below.

#1PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 6 shared positions

$NBIS $WDC $CRWD $KLAC $ALAB $APP

$174M

92 positions

#2CLEAR WAVE WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$NBIS $WDC $SPCX $ALAB $CRWD $APP

$541M

191 positions

#3Clear Street Group Inc.Active

Some overlap · 5 shared positions

$NBIS $WDC $SPCX $ALAB $APP

$39.5B

1,414 positions

#4FRED ALGER MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$NBIS $WDC $SPCX $ALAB $APP

$30.0B

425 positions

#5FDx Advisors, Inc.Passive

Some overlap · 5 shared positions

$NBIS $WDC $SPCX $ALAB $APP

$332M

179 positions

#6Morse Asset Management, IncPassive

Some overlap · 5 shared positions

$NBIS $CRWD $KLAC $ALAB $APP

$604M

415 positions

#7Greenline Wealth Management LLCPassive

Some overlap · 5 shared positions

$NBIS $CRWD $KLAC $ALAB $TJX

$122M

131 positions

#8BERKSHIRE CAPITAL HOLDINGS INCActive

Some overlap · 6 shared positions

$NBIS $WDC $KLAC $ALAB $CRWD $APP

$462M

122 positions

#9Legacy Bridge, LLCPassive

Some overlap · 3 shared positions

$NBIS $JCI $WDC

$324M

322 positions

#10SIG BROKERAGE, LPPassive

Some overlap · 5 shared positions

$NBIS $WDC $CRWD $SPCX $SCHW

$5.1B

905 positions

#11Colonial River Wealth Management, LLCPassive

Some overlap · 4 shared positions

$NBIS $WDC $ALAB $APP

$352M

249 positions

#12Omnitrust Wealth Management, Inc

Some overlap · 4 shared positions

$NBIS $WDC $AXP $TJX

$77M

64 positions

#13PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$JCI $WDC $CRWD $KLAC

$462M

86 positions

#14Fairvoy Private Wealth, LLCPassive

Some overlap · 5 shared positions

$WDC $CRWD $KLAC $ALAB $TJX

$495M

200 positions

#15Scientech Research LLCPassive

Some overlap · 4 shared positions

$NBIS $CRWD $SPCX $ALAB

$123M

224 positions

#16PeakShares LLCActive

Some overlap · 5 shared positions

$WDC $CRWD $KLAC $AXP $TJX

$134.4B

122 positions

#17Penserra Capital Management LLCPassive

Some overlap · 5 shared positions

$NBIS $CRWD $KLAC $SPCX $ALAB

$13.0B

1,127 positions

#18Ghisallo Capital Management LLCActive

Some overlap · 3 shared positions

$NBIS $JCI $SPCX

$5.1B

339 positions

#19Capstone Capital Management LtdPassive

Some overlap · 3 shared positions

$NBIS $WDC $KLAC

$224M

160 positions

#20October Effect LtdPassive

Some overlap · 3 shared positions

$NBIS $WDC $SPCX

$106M

64 positions

#21Maytree Asset Management LtdActive

Some overlap · 3 shared positions

$NBIS $WDC $ALAB

$154M

44 positions

#22Value Aligned Research Advisors, LLCActive

Some overlap · 3 shared positions

$NBIS $WDC $ALAB

$40.1B

123 positions

#23INVESTMENT HOUSE LLCPassive

Slight overlap · 4 shared positions

$NBIS $CRWD $APP $AXP

$2.2B

220 positions

#24Kultura Capital Management LPActive

Slight overlap · 4 shared positions

$NBIS $CRWD $SPCX $APP

$553M

66 positions

#25Meadowbrook Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$NBIS $CRWD $APP $TJX

$93M

81 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.