What hedge funds are most similar to Generali Investments, Management Co LLC?

The funds with the most similar 13F portfolios to Generali Investments, Management Co LLC are GRANITE ISLANDS PRIVATE WEALTH,, DARA US,, STF, 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 Generali Investments,

13F Portfolio OverlapQ1 2026Generali Investments, portfolio →

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Most similar hedge funds by 13F overlap

Generali Investments, Management Co LLC is an institutional investor managing $460M across 164 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 Generali Investments, are GRANITE ISLANDS PRIVATE WEALTH,, DARA US,, STF, with shared positions in $PFE, $MCD, $NOW, $ISRG, $AMD, $AMGN. The full ranking of 25 similar funds is below.

#1GRANITE ISLANDS PRIVATE WEALTH, LLCPassive

Notable overlap · 9 shared positions

$PFE $MCD $NOW $ISRG $AMD $AMGN

$109M

70 positions

#2DARA CAPITAL US, INC.Passive

Some overlap · 10 shared positions

$NOW $ISRG $AMD $ADBE $INTU $PANW

$105M

119 positions

#3STF Management LP

Some overlap · 8 shared positions

$PLTR $AMD $ISRG $INTU $AMGN $PANW

$107M

101 positions

#4Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Some overlap · 8 shared positions

$NOW $ISRG $AMD $ADBE $PFE $INTU

$194M

146 positions

#5Harvest Portfolios Group Inc.Active

Some overlap · 8 shared positions

$PLTR $ISRG $AMD $SYK $AMGN $DHR

$6.1B

260 positions

#6ITHAKA GROUP LLCActive

Some overlap · 7 shared positions

$PLTR $NOW $ISRG $AMD $INTU $PANW

$482M

38 positions

#7SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Some overlap · 7 shared positions

$PLTR $ISRG $AMD $SYK $ADBE $INTU

$1.3B

158 positions

#8Rare Wolf Capital LLCPassive

Some overlap · 6 shared positions

$PLTR $PFE $NOW $VEEV $AMD $ADBE

$154M

127 positions

#9Grant Private Wealth Management IncPassive

Some overlap · 7 shared positions

$PLTR $AMD $ISRG $NOW $INTU $PANW

$188M

154 positions

#10LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 8 shared positions

$NOW $VEEV $SYK $INTU $ADBE $DHR

$10.0B

560 positions

#11Trifecta Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$PLTR $ISRG $AMD $AMGN $PANW $TMO

$646M

274 positions

#12LYELL WEALTH MANAGEMENT, LPPassive

Some overlap · 7 shared positions

$ISRG $AMD $NOW $SYK $INTU $PANW

$1.4B

216 positions

#13PeakShares LLCPassive

Some overlap · 7 shared positions

$PLTR $MCD $AMD $PANW $IBM $TMO

$109M

116 positions

#14Global X Japan Co., Ltd.Active

Some overlap · 7 shared positions

$PLTR $ISRG $AMD $INTU $DHR $MCD

$1.9B

378 positions

#15Boit C F DavidPassive

Some overlap · 8 shared positions

$MCD $SYK $INTU $AMGN $PFE $DHR

$225M

117 positions

#16ELLERSON GROUP INC /ADVPassive

Some overlap · 7 shared positions

$PLTR $PFE $AMGN $PANW $DHR $ISRG

$153M

61 positions

#17RPG Investment Advisory, LLCPassive

Some overlap · 6 shared positions

$PLTR $NOW $ISRG $AMD $ZETA $CRWD

$829M

92 positions

#18WILLNER & HELLER, LLCPassive

Some overlap · 6 shared positions

$PLTR $ISRG $AMD $NOW $AMGN $TMO

$134M

161 positions

#19McGuire Investment Group, LLCActive

Some overlap · 6 shared positions

$PLTR $ISRG $AMD $SYK $AMGN $TMO

$885M

121 positions

#20ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive

Some overlap · 7 shared positions

$NOW $VEEV $SYK $ADBE $PANW $TMO

$584M

366 positions

#21Biondo Investment Advisors, LLCActive

Some overlap · 6 shared positions

$MCD $NOW $ISRG $ADBE $AMGN $IBM

$780M

82 positions

#22Cohen Investment Advisors LLCPassive

Some overlap · 6 shared positions

$PFE $MCD $NOW $INTU $AMGN $TMO

$210M

79 positions

#23BURNS J W & CO INC/NYActive

Some overlap · 7 shared positions

$MCD $ISRG $SYK $AMGN $PANW $DHR

$873M

183 positions

#24MIROVAPassive

Some overlap · 7 shared positions

$NOW $ISRG $AMD $PANW $DHR $TMO

$2.5B

179 positions

#25Inman Jager Wealth Management, LLCPassive

Some overlap · 6 shared positions

$MCD $DOW $PLTR $PFE $IBM $DHR

$171M

84 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.