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 9823 ,

13F Portfolio OverlapQ1 20269823 , portfolio →

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Most similar hedge funds by 13F overlap

9823 Capital, L.P. is an institutional investor managing $132M across 45 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 9823 , are RPg Family Wealth Advisory,, LongView Wealth, RHS Financial,, with shared positions in $RELX, $BAH, $PLTR, $GE, $WT, $EBAY. The full ranking of 25 similar funds is below.

#1RPg Family Wealth Advisory, LLCPassive

Some overlap · 4 shared positions

$RELX $BAH $PLTR $GE

$479M

140 positions

#2LongView Wealth ManagementPassive

Some overlap · 3 shared positions

$RELX $BAH $WT

$398M

247 positions

#3RHS Financial, LLCPassive

Some overlap · 4 shared positions

$RELX $EBAY $KR $WT

$211M

146 positions

#4GUIDANCE CAPITAL, INCPassive

Slight overlap · 4 shared positions

$RELX $EQIX $NRG $WT

$446M

229 positions

#5Vista Cima Wealth Management LLCPassive

Slight overlap · 4 shared positions

$RELX $PLTR $GE $MU

$101M

48 positions

#6HANSEATIC MANAGEMENT SERVICES INCPassive

Slight overlap · 3 shared positions

$RELX $GE $MU

$104M

80 positions

#7Summit Wealth Group, LLCActive

Slight overlap · 3 shared positions

$RELX $GE $MU

$436M

126 positions

#8Philadelphia Investment Partners, LLCPassive

Slight overlap · 3 shared positions

$RELX $PLTR $WT

$147M

189 positions

#9MJT & Associates Financial Advisory Group, Inc.Active

Slight overlap · 3 shared positions

$RELX $MU $WT

$136M

442 positions

#10Cynosure Management, LLCActive

Slight overlap · 3 shared positions

$RELX $GE $GTM

$800M

198 positions

#11Strategic Financial Concepts, LLCPassive

Slight overlap · 4 shared positions

$BAH $RELX $MU $WT

$405M

298 positions

#12Avestar Capital, LLCActive

Slight overlap · 3 shared positions

$RELX $PLTR $WT

$1.6B

509 positions

#13Winch Advisory Services, LLCActive

Slight overlap · 4 shared positions

$BAH $EBAY $MRVL $WT

$438M

530 positions

#14SFM, LLCActive

Slight overlap · 4 shared positions

$BAH $LIN $GE $WT

$165M

63 positions

#15StoneCrest Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$RELX $PLTR $MU

$236M

73 positions

#16National Wealth Management Group, LLCPassive

Slight overlap · 5 shared positions

$BAH $PLTR $GE $MU $WT

$269M

215 positions

#17RETIREMENT CAPITAL STRATEGIESActive

Slight overlap · 3 shared positions

$RELX $GE $WT

$265M

62 positions

#18Souders Financial AdvisorsPassive

Slight overlap · 3 shared positions

$BAH $LIN $GE

$876M

216 positions

#19Game Creek Capital, LPPassive

Slight overlap · 3 shared positions

$BAH $KR $MU

$301M

93 positions

#20Bouvel Investment Partners, LLCPassive

Slight overlap · 4 shared positions

$BAH $MRVL $PLTR $GE

$345M

78 positions

#21Greenline Wealth Management LLCPassive

Slight overlap · 4 shared positions

$BAH $PLTR $GE $MU

$87M

94 positions

#22LEVEL FOUR ADVISORY SERVICES, LLCPassive

Slight overlap · 4 shared positions

$BAH $DKNG $MU $WT

$3.0B

866 positions

#23Sunbelt Securities, Inc.Passive

Slight overlap · 4 shared positions

$BAH $PLTR $MU $WT

$1.6B

2,954 positions

#24Eaton Financial Holdings Company, LLCPassive

Slight overlap · 5 shared positions

$BAH $EBAY $PLTR $MU $WT

$305M

125 positions

#25Ausdal Financial Partners, Inc.Passive

Slight overlap · 4 shared positions

$BAH $PLTR $MU $WT

$2.3B

985 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.