What hedge funds are most similar to Optimize Financial Inc?

The funds with the most similar 13F portfolios to Optimize Financial Inc are Markin Volterra Fund, Polar Plc, Anther Ltd, based on overlapping conviction holdings in the latest SEC filings.

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 Optimize Financial

13F Portfolio OverlapQ1 2026Optimize Financial portfolio →

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Most similar hedge funds by 13F overlap

Optimize Financial Inc is an institutional investor managing $203M across 297 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 Optimize Financial are Markin Volterra Fund, Polar Plc, Anther Ltd, with shared positions in $LITE, $SNDK, $STX, $WDC, $KLAC, $LRCX. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive

Notable overlap · 11 shared positions

$LITE $SNDK $STX $WDC $KLAC $LRCX

$65M

34 positions

#2Polar Capital Holdings PlcActive

Notable overlap · 12 shared positions

$LITE $SNDK $STX $KLAC $LRCX $AMD

$28.2B

242 positions

#3Anther Capital LtdActive

Notable overlap · 10 shared positions

$LITE $SNDK $STX $WDC $KLAC $TER

$3.8B

31 positions

#4Zweig-DiMenna Associates LLCPassive

Notable overlap · 10 shared positions

$LITE $SNDK $TER $LRCX $AMAT $COHR

$722M

61 positions

#5Tairen Capital LtdActive

Notable overlap · 9 shared positions

$LITE $SNDK $TER $LRCX $AMD $AMAT

$924M

44 positions

#6Science & Technology Partners, L.P.Active

Notable overlap · 10 shared positions

$LITE $SNDK $LRCX $AMAT $KEYS $COHR

$382M

43 positions

#7Trivest Advisors LtdSmart money

Notable overlap · 11 shared positions

$LITE $STX $WDC $TER $LRCX $MU

$1.4B

29 positions

#8Value Aligned Research Advisors, LLCActive

Notable overlap · 10 shared positions

$LITE $STX $WDC $AMAT $LRCX $COHR

$20.7B

107 positions

#9Williamson Legacy Group, LLCPassive

Notable overlap · 10 shared positions

$LITE $SNDK $STX $WDC $TER $LRCX

$133M

81 positions

#10KP Management LLCPassive

Notable overlap · 9 shared positions

$LITE $KLAC $TER $TEL $COHR $APH

$409M

83 positions

#11WT Asset Management LtdSmart money

Notable overlap · 8 shared positions

$LITE $SNDK $STX $WDC $TER $KEYS

$4.8B

32 positions

#12Goldstream Capital Management LtdActive

Notable overlap · 8 shared positions

$LITE $SNDK $TER $LRCX $AMAT $STX

$120M

30 positions

#13GF FUND MANAGEMENT CO. LTD.Active

Notable overlap · 9 shared positions

$LITE $SNDK $TER $LRCX $AMAT $MU

$6.0B

624 positions

#14SORA INVESTORS LLCPassive

Notable overlap · 8 shared positions

$STX $LITE $AMAT $FSLR $SNDK $COHR

$1.1B

77 positions

#15Analog Century Management LPActive

Notable overlap · 8 shared positions

$LITE $MTSI $FN $AMAT $APH $MSI

$2.1B

25 positions

#16Persistent Asset Partners LtdPassive

Notable overlap · 9 shared positions

$LITE $SNDK $MTSI $TER $COHR $MU

$268M

322 positions

#17Castle Hook Partners LPSmart money

Notable overlap · 7 shared positions

$LITE $SNDK $STX $TTMI $WDC $AMAT

$23.4B

50 positions

#18VMS Asset Management LimitedActive

Notable overlap · 7 shared positions

$LITE $SNDK $KLAC $TER $LRCX $FN

$164M

23 positions

#19Whale Rock Capital Management LLCActive

Notable overlap · 8 shared positions

$SNDK $TTMI $LRCX $MTSI $FN $WDC

$7.7B

35 positions

#20CHAPIN DAVIS, INC.Passive

Notable overlap · 7 shared positions

$LITE $STX $WDC $KLAC $TER $LRCX

$449M

261 positions

#21Grand Alliance Asset Management LtdActive

Notable overlap · 7 shared positions

$LITE $SNDK $TTMI $WDC $LRCX $COHR

$165M

13 positions

#22Rafferty Asset Management, LLCActive

Notable overlap · 8 shared positions

$KLAC $LRCX $AMD $AMAT $ADI $TER

$24.6B

1,057 positions

#23Talos Eurisko Asset Management LPActive

Notable overlap · 7 shared positions

$LITE $SNDK $WDC $KEYS $ADI $APH

$585M

23 positions

#24Sunstone Asset Management, L.P.Passive

Notable overlap · 7 shared positions

$SNDK $KLAC $MTSI $AMD $AMAT $TTMI

$85M

61 positions

#25Ardmore Road Asset Management LPPassive

Notable overlap · 7 shared positions

$LITE $SNDK $LRCX $AMD $AMAT $COHR

$1.5B

64 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.