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 Glass Wealth

13F Portfolio OverlapQ1 2026Glass Wealth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Glass Wealth Management Co LLC is an institutional investor managing $258M across 67 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 Glass Wealth are ARS Investment Partners,, FOUNDATION RESOURCE, Regal Partners Ltd, with shared positions in $NEM, $FCX, $LRCX, $MS, $NOC, $ETN. The full ranking of 25 similar funds is below.

#1ARS Investment Partners, LLCActive

Notable overlap · 6 shared positions

$NEM $FCX $LRCX $MS $NOC $ETN

$1.9B

182 positions

#2FOUNDATION RESOURCE MANAGEMENT INCActive

Notable overlap · 8 shared positions

$NEM $B $FCX $PSX $NTR $INTC

$889M

55 positions

#3Regal Partners Ltd

Notable overlap · 6 shared positions

$NEM $FCX $BAC $TFC $B $SNY

$1.8B

106 positions

#4Catherine Avery Investment Management LLC

Notable overlap · 6 shared positions

$FCX $LHX $PSX $BAC $TFC $PFE

$223M

109 positions

#5Eldred Rock Partners, LLCActive

Notable overlap · 7 shared positions

$LRCX $ASML $PSX $SHEL $TXN $EMR

$393M

31 positions

#6Pacifica Partners Inc.Passive

Notable overlap · 6 shared positions

$LRCX $AMAT $B $BAC $NTR $FCX

$301M

451 positions

#7SEAVIEW INVESTMENT MANAGERS LLC

Notable overlap · 4 shared positions

$NEM $B $ASML $BAC

$277M

73 positions

#8VAN ECK ASSOCIATES CORP

Notable overlap · 6 shared positions

$NEM $B $ASML $AMAT $TXN $INTC

$133M

1,404 positions

#9Camarda Financial Advisors, LLCPassive

Notable overlap · 6 shared positions

$LRCX $B $FCX $AMAT $ASML $GD

$190M

104 positions

#10MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Notable overlap · 6 shared positions

$NEM $AMAT $TXN $ASML $CTVA $NVS

$176M

81 positions

#11McGuire Investment Group, LLCActive

Notable overlap · 5 shared positions

$LRCX $AMAT $ASML $MS $LMT

$885M

121 positions

#12RE ADVISERS CORPActive

Notable overlap · 5 shared positions

$LRCX $NOC $FCX $BAC $ETN

$3.7B

111 positions

#13RIPOSTE CAPITAL LLC

Notable overlap · 3 shared positions

$B $FCX $LRCX

$392M

23 positions

#14KKM Financial LLC

Notable overlap · 6 shared positions

$LRCX $ASML $AMAT $FCX $NTR $INTC

$563M

168 positions

#15Tamar Securities, LLCActive

Notable overlap · 5 shared positions

$FCX $ASML $LMT $NEM $BAC

$934M

91 positions

#16Greenfield Seitz Capital Management, LLCPassive

Notable overlap · 7 shared positions

$B $CFR $TXN $NEM $ASML $ETN

$332M

111 positions

#17HM PAYSON & COPassive

Notable overlap · 5 shared positions

$LRCX $LHX $MS $ASML $GD

$6.9B

1,124 positions

#18Focused Investors LLCActive

Notable overlap · 4 shared positions

$LHX $NOC $LMT $MS

$3.1B

22 positions

#19Themes Management Co LLC

Notable overlap · 6 shared positions

$NOC $LMT $LHX $NEM $FCX $GD

$162M

151 positions

#20Albar Capital Partners LLP

Notable overlap · 5 shared positions

$FCX $LMT $ASML $CTVA $NTR

$618M

36 positions

#21Avanda Investment Management Pte. Ltd.Active

Notable overlap · 5 shared positions

$AMAT $LRCX $ASML $TXN $INTC

$63M

24 positions

#22Werlinich Asset Management, LLCActive

Notable overlap · 6 shared positions

$NOC $LMT $MS $ASML $PFE $GD

$206M

56 positions

#23Rench Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$LRCX $LHX $AMAT $ASML

$332M

62 positions

#24Tairen Capital Ltd

Notable overlap · 4 shared positions

$LRCX $AMAT $ASML $INTC

$924M

44 positions

#25Socorro Asset Management LP

Notable overlap · 6 shared positions

$LRCX $MS $BAC $TFC $TXN $PFE

$221M

32 positions

Compare Glass Wealth’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 Glass Wealth’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.