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 1248 ,

13F Portfolio OverlapQ1 20261248 , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

1248 Management, LLC is an institutional investor managing $216M across 146 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 1248 , are Allen Investment ,, Parsonex Advisory Services,, Heron Bay, with shared positions in $SCHW, $APO, $CRWD, $GEV, $CRM, $UBER. The full ranking of 25 similar funds is below.

#1Allen Investment Management, LLCActive

Notable overlap · 4 shared positions

$SCHW $APO $CRWD $GEV

$8.1B

221 positions

#2Parsonex Advisory Services, Inc.Passive

Notable overlap · 5 shared positions

$SCHW $CRWD $CRM $UBER $KLAC

$102M

56 positions

#3Heron Bay Capital ManagementActive

Notable overlap · 3 shared positions

$SCHW $LPLA $CRM

$1.1B

78 positions

#4Galaxy Digital Capital Management GP LLCActive

Notable overlap · 3 shared positions

$HOOD $CRWD $CRM

$95M

54 positions

#5Atlas Wealth LLCPassive

Some overlap · 4 shared positions

$HOOD $CRWD $AMGN $PNC

$334M

115 positions

#6GFG Capital, LLCPassive

Some overlap · 5 shared positions

$CRWD $HOOD $OKTA $PANW $UBER

$313M

88 positions

#7Whelan FinancialActive

Some overlap · 3 shared positions

$SCHW $KLAC $UBER

$322M

88 positions

#8PROVIDENT TRUST COSmart money

Some overlap · 3 shared positions

$SCHW $PNC $TJX

$4.8B

22 positions

#9Pacific Capital Partners LtdPassive

Some overlap · 3 shared positions

$SCHW $KLAC $AZO

$101M

38 positions

#10RED REEF ADVISORS LLCPassive

Some overlap · 6 shared positions

$SCHW $OKTA $CRM $CRWD $GEV $PANW

$96M

179 positions

#11GLYNN CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$HOOD $CRWD $GEV $UBER

$209M

42 positions

#12Sand Hill Global Advisors, LLCActive

Some overlap · 4 shared positions

$SCHW $TJX $SYK $PANW

$3.0B

204 positions

#13Kessler Investment Group, LLCPassive

Some overlap · 4 shared positions

$CRWD $CRM $GLW $GEV

$211M

79 positions

#14GFS Advisors, LLCPassive

Some overlap · 3 shared positions

$CRWD $HOOD $CRM

$785M

159 positions

#15Financial Avengers, Inc.Active

Some overlap · 3 shared positions

$SCHW $GEV $GLW

$219M

151 positions

#16ITHAKA GROUP LLCActive

Some overlap · 6 shared positions

$CRWD $HOOD $CDNS $PANW $UBER $GEV

$482M

38 positions

#17ARK & TLK INVESTMENTS, LLCActive

Some overlap · 3 shared positions

$SCHW $OKTA $SYK

$370M

119 positions

#18Navalign, LLCPassive

Some overlap · 4 shared positions

$SCHW $AMGN $TJX $UBER

$396M

127 positions

#19Ravenswood Partners LPPassive

Some overlap · 4 shared positions

$HOOD $SCHW $TJX $UBER

$271M

35 positions

#20Campion Asset ManagementActive

Some overlap · 3 shared positions

$SCHW $AMGN $SYK

$147M

82 positions

#21Sandhill Capital Partners LLCActive

Some overlap · 4 shared positions

$SCHW $PANW $UBER $SYK

$1.2B

95 positions

#22WD RUTHERFORD LLCPassive

Some overlap · 6 shared positions

$CRWD $HOOD $GEV $TJX $PANW $SYK

$225M

71 positions

#23Provident Investment Management, Inc.Active

Some overlap · 3 shared positions

$SCHW $GLW $AMGN

$1.0B

82 positions

#24FLOSSBACH VON STORCH SEActive

Some overlap · 3 shared positions

$SCHW $CRM $SYK

$21.4B

109 positions

#25JERICHO FINANCIAL, LLPActive

Some overlap · 3 shared positions

$CRWD $CRM $SCHW

$159M

40 positions

Compare 1248 ,’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 1248 ,’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.