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 Alpha Financial Advisors

13F Portfolio OverlapQ2 2026Alpha Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Alpha Financial Advisors, LLC is an institutional investor managing $382M across 114 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 Alpha Financial Advisors are VMS Asset Limited, Maytree Asset Ltd, Virtus Wealth Solutions, with shared positions in $SNDK, $ARM, $MRVL, $DELL, $WDC, $STX. The full ranking of 25 similar funds is below.

#1VMS Asset Management LimitedActive

Notable overlap · 8 shared positions

$SNDK $ARM $MRVL $DELL $WDC $STX

$264M

32 positions

#2Maytree Asset Management LtdActive

Notable overlap · 6 shared positions

$SNDK $ARM $ALAB $MRVL $WDC $QCOM

$154M

44 positions

#3Virtus Wealth Solutions LLCActive

Notable overlap · 6 shared positions

$SNDK $ALAB $DELL $GLW $TER $STX

$735M

53 positions

#4WIN ADVISORS, INCActive

Notable overlap · 7 shared positions

$SNDK $ALAB $DELL $MRVL $WDC $STX

$281M

75 positions

#5Whale Rock Capital Management LLCActive

Notable overlap · 6 shared positions

$SNDK $ALAB $WDC $STX $GLW $MDB

$12.5B

35 positions

#6Goldstream Capital Management LtdActive

Notable overlap · 7 shared positions

$SNDK $MRVL $QCOM $WDC $STX $GLW

$132M

45 positions

#7Fedenia Advisers LLCActive

Notable overlap · 8 shared positions

$SNDK $MRVL $DELL $ARM $WDC $STX

$425M

121 positions

#8UNICOM Systems, Inc.Active

Notable overlap · 7 shared positions

$SNDK $ARM $WDC $STX $GLW $MDB

$1.5B

39 positions

#9Retireful, LLCPassive

Notable overlap · 7 shared positions

$ALAB $SNDK $DELL $MRVL $WDC $STX

$116M

86 positions

#10Markin Volterra Fund LPActive

Notable overlap · 7 shared positions

$SNDK $MRVL $ARM $DELL $WDC $STX

$147M

69 positions

#11Rakuten Securities, Inc.Active

Notable overlap · 7 shared positions

$SNDK $MRVL $WDC $ARM $STX $ALAB

$430M

914 positions

#12Q Fund Management (Hong Kong) LtdActive

Notable overlap · 3 shared positions

$SNDK $ALAB $MRVL

$104M

38 positions

#13TB Alternative Assets Ltd.Active

Notable overlap · 6 shared positions

$SNDK $MRVL $WDC $STX $GLW $ALAB

$488M

35 positions

#14Oriental Harbor Investment Master FundActive

Notable overlap · 3 shared positions

$SNDK $ARM $MRVL

$1.5B

13 positions

#15Central Asset Investments & Management Holdings (HK) LtdActive

Notable overlap · 5 shared positions

$SNDK $ALAB $WDC $STX $MRVL

$253M

20 positions

#16GF FUND MANAGEMENT CO. LTD.Active

Notable overlap · 8 shared positions

$SNDK $STX $MRVL $TER $WDC $LIN

$7.7B

616 positions

#17WT Asset Management LtdActive

Notable overlap · 5 shared positions

$SNDK $ALAB $WDC $STX $TER

$5.1B

29 positions

#18BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 8 shared positions

$ALAB $ARM $MRVL $WDC $STX $GLW

$462M

122 positions

#19CHAPIN DAVIS, INC.Passive

Notable overlap · 7 shared positions

$SNDK $MRVL $DELL $WDC $ALAB $STX

$520M

258 positions

#20Park Capital Management, LLC / WIPassive

Notable overlap · 8 shared positions

$SNDK $MRVL $DELL $WDC $STX $ARM

$197M

224 positions

#21Franchise GP LtdActive

Notable overlap · 6 shared positions

$SNDK $WDC $STX $DELL $TER $ARM

$236M

42 positions

#22Alta Park Capital, LPActive

Notable overlap · 4 shared positions

$SNDK $MRVL $WDC $TER

$1.1B

27 positions

#23Alamar Capital Management, LLCActive

Notable overlap · 4 shared positions

$SNDK $DELL $MDB $MCK

$198M

88 positions

#24Clear Street Group Inc.Active

Notable overlap · 6 shared positions

$SNDK $WDC $ALAB $GLW $MRVL $ARM

$39.5B

1,414 positions

#25Marex Group plcPassive

Notable overlap · 4 shared positions

$SNDK $MRVL $GLW $ARM

$23.6B

1,117 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.