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 GAMMA Investing

13F Portfolio OverlapQ1 2026GAMMA Investing portfolio →

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Most similar hedge funds by 13F overlap

GAMMA Investing LLC is an institutional investor managing $2.7B across 4,173 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 GAMMA Investing are Family Legacy,, Generali Investments Towarzystwo Funduszy Inwestycyjnych, ALLIUM FINANCIAL ADVISORS,, with shared positions in $SNOW, $MS, $KO, $GE, $AMAT, $HUBS. The full ranking of 25 similar funds is below.

#1Family Legacy, Inc.Passive

Slight overlap · 5 shared positions

$SNOW $MS $KO $GE $AMAT

$333M

124 positions

#2Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Slight overlap · 5 shared positions

$SNOW $HUBS $MU $TXN $AMAT

$194M

146 positions

#3ALLIUM FINANCIAL ADVISORS, LLCActive

Slight overlap · 5 shared positions

$SNOW $MS $MU $AMAT $GE

$125M

79 positions

#4Wall Street Financial Group, Inc.Passive

Slight overlap · 6 shared positions

$MS $MU $GE $TXN $AMAT $KO

$169M

667 positions

#5Paladin Advisory Group, LLCPassive

Slight overlap · 4 shared positions

$SNOW $MS $MU $TXN

$131M

241 positions

#6LifeGoal Investments, LLCPassive

Slight overlap · 4 shared positions

$SNOW $MS $MU $TXN

$175M

112 positions

#7Vista Cima Wealth Management LLCPassive

Slight overlap · 4 shared positions

$SNOW $MS $MU $GE

$101M

48 positions

#8Winslow Capital Management, LLCActive

Slight overlap · 4 shared positions

$SNOW $MS $MU $GE

$25.6B

60 positions

#9Stonebridge Financial Group, LLCPassive

Slight overlap · 4 shared positions

$SNOW $MS $KO $TXN

$1.2B

262 positions

#10CLEAR INVESTMENT RESEARCH, LLCPassive

Slight overlap · 4 shared positions

$SNOW $MS $KO $TXN

$64M

241 positions

#11Beckerman Institutional, LLCPassive

Slight overlap · 4 shared positions

$SNOW $MS $KO $TXN

$188M

121 positions

#12Opal Wealth Advisors, LLCActive

Slight overlap · 4 shared positions

$SNOW $MS $TXN $KO

$442M

606 positions

#13Galvin, Gaustad & Stein, LLCPassive

Slight overlap · 4 shared positions

$SNOW $HUBS $KO $GE

$1.2B

252 positions

#14True North Advisors, LLCPassive

Slight overlap · 4 shared positions

$SNOW $MS $TXN $GE

$877M

245 positions

#15Successful Portfolios LLCPassive

Slight overlap · 4 shared positions

$SNOW $MU $KO $AMAT

$181M

188 positions

#16Cogent Private Wealth, Inc.Passive

Slight overlap · 4 shared positions

$SNOW $MU $MS $GE

$139M

98 positions

#17V-Square Quantitative Management LLCPassive

Slight overlap · 5 shared positions

$MS $MU $KO $TXN $GE

$946M

721 positions

#18SGL Investment Advisors, Inc.Passive

Slight overlap · 4 shared positions

$SNOW $MU $TXN $AMAT

$266M

126 positions

#19National Wealth Management Group, LLCPassive

Slight overlap · 4 shared positions

$SNOW $MU $GE $AMAT

$269M

215 positions

#20Consilium Wealth Advisory, LLCActive

Slight overlap · 4 shared positions

$SNOW $MU $GE $AMAT

$293M

102 positions

#21STATE STREET CORPPassive

Slight overlap · 5 shared positions

$MS $MU $KO $GE $AMAT

$2.9T

4,269 positions

#22Hershey Financial Advisers, LLCPassive

Slight overlap · 4 shared positions

$SNOW $MU $TXN $AMAT

$116M

80 positions

#23Legacy Financial Advisors, Inc.Passive

Slight overlap · 5 shared positions

$MS $MU $GE $TXN $AMAT

$715M

404 positions

#24Siemens Fonds Invest GmbHPassive

Slight overlap · 5 shared positions

$MS $MU $KO $TXN $AMAT

$1.7B

548 positions

#25BAM Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$SNOW $TXN $GE $AMAT

$134M

158 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.