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 OverlapQ3 2026Generali Investments portfolio →

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Most similar hedge funds by 13F overlap

Generali Investments, Management Co LLC is an institutional investor managing $517M across 168 U.S. equity positions as of Q3 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, Generali Investments Towarzystwo Funduszy Inwestycyjnych, Greystone Financial Group, with shared positions in $NOW, $PFE, $ISRG, $MCD, $AMGN, $CRWD. The full ranking of 25 similar funds is below.

#1GRANITE ISLANDS PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$NOW $PFE $ISRG $MCD $AMGN $CRWD

$170M

86 positions

#2Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Some overlap · 6 shared positions

$NOW $ISRG $C $PFE $NET $CRWD

$249M

151 positions

#3Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$NOW $EMR $MCD $AMGN $LIN $CRWD

$360M

73 positions

#4Strong Retirement Solutions LLCPassive

Some overlap · 6 shared positions

$NOW $ISRG $SYK $LIN $APH $CRWD

$178M

84 positions

#5Wilian Securities, LLCPassive

Some overlap · 6 shared positions

$NOW $ISRG $SYK $LIN $APH $CRWD

$169M

89 positions

#6Biondo Investment Advisors, LLCActive

Some overlap · 5 shared positions

$NOW $EMR $ISRG $MCD $AMGN

$817M

89 positions

#7Avalon Global Asset Management LLCActive

Some overlap · 5 shared positions

$NOW $PLTR $EMR $NET $CRWD

$917M

38 positions

#8BROOKTREE CAPITAL MANAGEMENTActive

Some overlap · 7 shared positions

$NOW $PFE $NET $SYK $MCD $AMGN

$153M

44 positions

#9RPG Investment Advisory, LLCPassive

Some overlap · 5 shared positions

$NOW $PLTR $ISRG $NET $CRWD

$540M

85 positions

#10Processus Wealth & Capital Management, LLCActive

Some overlap · 5 shared positions

$PLTR $EMR $C $AMGN $CRWD

$172M

36 positions

#11Clarus Wealth AdvisorsActive

Some overlap · 5 shared positions

$NOW $PLTR $C $NET $EMR

$275M

86 positions

#12ITHAKA GROUP LLCActive

Some overlap · 5 shared positions

$NOW $PLTR $ISRG $APH $CRWD

$551M

40 positions

#13ABNER HERRMAN & BROCK LLCActive

Some overlap · 5 shared positions

$EMR $C $MCD $ISRG $SYK

$1.0B

121 positions

#14NZS Capital, LLCActive

Some overlap · 6 shared positions

$ISRG $SYK $NET $LIN $APH $CRWD

$3.9B

61 positions

#15AFT, FORSYTH & COMPANY, INC.Active

Some overlap · 5 shared positions

$NOW $ISRG $C $AMGN $CRWD

$208M

108 positions

#16Peloton Wealth StrategistsPassive

Some overlap · 5 shared positions

$EMR $C $ISRG $AMGN $APH

$271M

91 positions

#17BKM Wealth Management, LLCPassive

Some overlap · 5 shared positions

$EMR $C $MCD $AMGN $LIN

$309M

154 positions

#18Cohen Investment Advisors LLCPassive

Some overlap · 5 shared positions

$NOW $PFE $MCD $AMGN $C

$233M

81 positions

#19Harvest Portfolios Group Inc.Active

Some overlap · 5 shared positions

$PLTR $ISRG $AMGN $SYK $CRWD

$7.1B

267 positions

#20Gallagher Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$NOW $PLTR $PFE $ISRG

$187M

72 positions

#21Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$EMR $MCD $AMGN $SYK $LIN

$1.4B

275 positions

#22Sandhill Capital Partners LLCActive

Some overlap · 5 shared positions

$NOW $ISRG $SYK $LIN $APH

$1.2B

98 positions

#23CFS Investment Advisory Services, LLCPassive

Some overlap · 5 shared positions

$C $EMR $AMGN $MCD $LIN

$1.5B

361 positions

#24Newbridge Financial Services Group, Inc.Passive

Some overlap · 5 shared positions

$PLTR $NOW $NET $CRWD $MCD

$868M

1,314 positions

#25S.A. Mason LLCPassive

Some overlap · 5 shared positions

$PLTR $AMGN $SYK $MCD $CRWD

$341M

284 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.