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 Expect Equity

13F Portfolio OverlapQ2 2026Expect Equity portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Expect Equity LLC is an institutional investor managing $155M across 65 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 Expect Equity are DENDUR, Blue Grotto, DeepCurrents Investment Group, with shared positions in $MKSI, $ATI, $VSEC, $TTMI, $SN, $CACI. The full ranking of 25 similar funds is below.

#1DENDUR CAPITAL LPActive

Notable overlap · 4 shared positions

$MKSI $ATI $VSEC $TTMI

$1.9B

24 positions

#2Blue Grotto Capital, LLCActive

Notable overlap · 4 shared positions

$MKSI $SN $CACI $SE

$1.2B

29 positions

#3DeepCurrents Investment Group LLCPassive

Some overlap · 4 shared positions

$MKSI $LNTH $SE $CHEF

$3.3B

143 positions

#4Sculptor Capital LPPassive

Some overlap · 3 shared positions

$MKSI $BRKR $FHN

$12.3B

407 positions

#5MACKAY SHIELDS LLCActive

Some overlap · 3 shared positions

$MKSI $LNTH $CHEF

$3.0B

108 positions

#6SILVERBACK ASSET MANAGEMENT LLCActive

Some overlap · 3 shared positions

$MKSI $HAE $SYNA

$925M

64 positions

#7SG Capital Management LLCPassive

Some overlap · 4 shared positions

$VSEC $ROCK $CXT $ATI

$1.2B

80 positions

#8SAMLYN CAPITAL, LLCActive

Some overlap · 4 shared positions

$MKSI $VSEC $TTMI $CNM

$6.1B

79 positions

#91492 Capital Management LLCPassive

Some overlap · 3 shared positions

$ATI $LNTH $HQY

$339M

133 positions

#10River Road Asset Management, LLCActive

Some overlap · 4 shared positions

$SARO $COO $CACI $HAE

$9.0B

175 positions

#11CRAMER ROSENTHAL MCGLYNN LLCPassive

Some overlap · 3 shared positions

$MKSI $COO $CON

$2.0B

96 positions

#12LINDEN ADVISORS LPPassive

Some overlap · 3 shared positions

$MKSI $SYNA $HAE

$19.3B

638 positions

#13Park West Asset Management LLCActive

Some overlap · 3 shared positions

$MKSI $HQY $MAMA

$1.5B

47 positions

#14Wellesley Asset ManagementPassive

Some overlap · 3 shared positions

$HAE $LNTH $SYNA

$1.1B

64 positions

#15Durable Capital Partners LPActive

Some overlap · 3 shared positions

$VSEC $FLS $OPCH

$10.3B

36 positions

#16BRANT POINT INVESTMENT MANAGEMENT LLCActive

Some overlap · 3 shared positions

$CON $VSEC $TTMI

$813M

120 positions

#17Findlay Park Partners LLPActive

Some overlap · 3 shared positions

$SARO $CNM $COO

$7.4B

49 positions

#18Evolutionary Tree Capital Management, LLCPassive

Some overlap · 3 shared positions

$CACI $SE $IOT

$53M

29 positions

#19NEUMEIER POMA INVESTMENT COUNSEL LLCActive

Some overlap · 3 shared positions

$LMB $TTMI $CXT

$1.5B

42 positions

#20EMERALD ADVISERS, LLCPassive

Some overlap · 3 shared positions

$VSEC $CECO $TTMI

$4.2B

237 positions

#21EMERALD MUTUAL FUND ADVISERS TRUSTPassive

Some overlap · 3 shared positions

$VSEC $CECO $TTMI

$2.8B

197 positions

#22NEEDHAM INVESTMENT MANAGEMENT LLCActive

Some overlap · 3 shared positions

$CECO $MKSI $BRKR

$3.3B

176 positions

#23EASTERLY INVESTMENT PARTNERS LLCActive

Some overlap · 3 shared positions

$COLB $CMC $FLS

$2.0B

252 positions

#24Marathon Mission, Inc.Active

Some overlap · 4 shared positions

$FLS $EWBC $ATI $CACI

$200M

57 positions

#25Forest Avenue Capital Management LPActive

Some overlap · 3 shared positions

$CNM $NCLH $BRKR

$2.4B

24 positions

Compare Expect Equity’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 Expect Equity’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.