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 Knollwood Investment Advisory

13F Portfolio OverlapQ2 2026Knollwood Investment Advisory portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Knollwood Investment Advisory, LLC is an institutional investor managing $1.1B across 270 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 Knollwood Investment Advisory are Benchmark Investment Advisors, Axecap Investments, Kessler Investment Group, with shared positions in $KLAC, $CRWD, $VRT, $PLTR, $ANET, $APH. The full ranking of 25 similar funds is below.

#1Benchmark Investment Advisors LLCActive

Notable overlap · 7 shared positions

$KLAC $CRWD $VRT $PLTR $ANET $APH

$228M

70 positions

#2Axecap Investments, LLCPassive

Notable overlap · 7 shared positions

$KLAC $CRWD $TRGP $ANET $HLT $CDNS

$169M

77 positions

#3Kessler Investment Group, LLCPassive

Notable overlap · 6 shared positions

$KLAC $CRWD $VRT $PLTR $ANET $NOW

$207M

82 positions

#4Cornerstone Select Advisors, LLCPassive

Notable overlap · 6 shared positions

$KLAC $CRWD $VRT $PLTR $ANET $EPD

$238M

149 positions

#5Faithward Advisors, LLCPassive

Notable overlap · 6 shared positions

$KLAC $CRWD $VRT $PLTR $ANET $IAU

$819M

339 positions

#6ITHAKA GROUP LLCActive

Notable overlap · 7 shared positions

$CRWD $VRT $PLTR $ANET $APH $NOW

$551M

40 positions

#7Titan Wealth (CI) LtdPassive

Notable overlap · 5 shared positions

$KLAC $CRWD $PLTR $ANET $NOW

$269M

51 positions

#8MIROVAActive

Notable overlap · 6 shared positions

$KLAC $CRWD $VRT $NOW $DDOG $CDNS

$2.7B

185 positions

#9BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$KLAC $PLTR $ANET $NOW $CDNS $HOOD

$436M

104 positions

#10ALKEON CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 6 shared positions

$KLAC $PLTR $VRT $APH $HLT $CDNS

$74.1B

109 positions

#11Paragon Advisors, LLCSmart money

Notable overlap · 9 shared positions

$CRWD $ANET $APH $LNG $NOW $VRT

$476M

77 positions

#12Inspire Investing, LLCPassive

Notable overlap · 7 shared positions

$KLAC $ANET $APH $VRT $MPWR $FTNT

$2.4B

1,285 positions

#13ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 7 shared positions

$CRWD $VRT $KLAC $ANET $DDOG $MPWR

$4.4B

118 positions

#14PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$KLAC $CRWD $VRT $TRGP $DDOG $IAU

$389M

77 positions

#15GLYNN CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$CRWD $VRT $PLTR $ANET $DDOG $HOOD

$334M

40 positions

#16Blue Line Capital, LLC / ILPassive

Some overlap · 6 shared positions

$CRWD $VRT $PLTR $NOW $CDNS $LNG

$120M

92 positions

#17Davidson Capital Management Inc.Active

Some overlap · 6 shared positions

$KLAC $VRT $ANET $MPWR $FTNT $ORLY

$604M

99 positions

#18Teamwork Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$KLAC $PLTR $ANET $NOW $CDNS $HOOD

$908M

182 positions

#19Avalon Global Asset Management LLCActive

Some overlap · 6 shared positions

$CRWD $VRT $PLTR $NOW $CDNS $MPWR

$917M

38 positions

#20Acumen Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$KLAC $ANET $VRT $APH $HLT $TRGP

$472M

493 positions

#21Markin Volterra Fund LPActive

Some overlap · 6 shared positions

$KLAC $VRT $ANET $PLTR $APH $CRWD

$147M

69 positions

#22JACKSON SQUARE CAPITAL, LLCActive

Some overlap · 5 shared positions

$KLAC $VRT $ANET $CDNS $CRWD

$667M

144 positions

#23Bluebird Wealth Management LLCPassive

Some overlap · 6 shared positions

$CRWD $VRT $ANET $NOW $DDOG $HOOD

$115M

89 positions

#24Reliant Investment Partners, LLCPassive

Some overlap · 4 shared positions

$KLAC $CRWD $VRT $ANET

$147M

126 positions

#25FORTEM FINANCIAL GROUP, LLCPassive

Some overlap · 5 shared positions

$KLAC $PLTR $APH $ANET $CRWD

$487M

190 positions

Compare Knollwood Investment Advisory’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Knollwood Investment Advisory’s holdings

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.