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 VestGen Advisors,

13F Portfolio OverlapQ1 2026VestGen Advisors, portfolio →

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Most similar hedge funds by 13F overlap

VestGen Advisors, LLC is an institutional investor managing $3.8B across 1,048 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 VestGen Advisors, are Markin Volterra Fund, Whalen Wealth, National Wealth Group,, with shared positions in $PLTR, $AMD, $FIX, $LRCX, $SNDK, $MU. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive

Some overlap · 8 shared positions

$PLTR $AMD $FIX $LRCX $SNDK $MU

$65M

34 positions

#2Whalen Wealth Management Inc.Passive

Some overlap · 6 shared positions

$WT $PLTR $AMD $LRCX $MU $GEV

$187M

174 positions

#3National Wealth Management Group, LLCPassive

Some overlap · 6 shared positions

$WT $PLTR $HUM $LRCX $MU $MAR

$269M

215 positions

#4Parisi Gray Wealth ManagementPassive

Some overlap · 6 shared positions

$WT $PLTR $AMD $LRCX $MRVL $GEV

$420M

137 positions

#5E Fund Management Co., Ltd.Passive

Some overlap · 7 shared positions

$PLTR $INTC $AMD $LRCX $SNDK $MU

$3.4B

489 positions

#6Wall Street Financial Group, Inc.Passive

Some overlap · 7 shared positions

$PLTR $AMD $FIX $LRCX $MU $MAR

$169M

667 positions

#7CAPITAL FUND MANAGEMENT S.A.Passive

Some overlap · 7 shared positions

$PLTR $AMD $LRCX $SNDK $MU $MRVL

$22.1B

2,005 positions

#8McGuire Investment Group, LLCActive

Some overlap · 5 shared positions

$WT $PLTR $AMD $LRCX $CME

$885M

121 positions

#9HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$WT $PLTR $HUM $AMD $MAR

$238M

142 positions

#10Value Aligned Research Advisors, LLCActive

Some overlap · 7 shared positions

$INTC $AMD $FIX $LRCX $SNDK $MU

$20.7B

107 positions

#11GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 6 shared positions

$PLTR $INTC $AMD $LRCX $SNDK $MU

$6.0B

624 positions

#12AVAII WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$WT $PLTR $HUM $AMD $MU $MRVL

$287M

158 positions

#13Retireful, LLCPassive

Some overlap · 6 shared positions

$WT $FIX $SNDK $MU $MAR $GEV

$71M

84 positions

#14WILLNER & HELLER, LLCPassive

Some overlap · 5 shared positions

$WT $PLTR $HUM $AMD $LRCX

$134M

161 positions

#15Insight Advisors, LLC/ PAActive

Some overlap · 5 shared positions

$WT $PLTR $INTC $AMD $MAR

$525M

243 positions

#16Polar Capital Holdings PlcActive

Some overlap · 7 shared positions

$INTC $AMD $LRCX $SNDK $MU $FLEX

$28.2B

242 positions

#17OFI INVEST ASSET MANAGEMENTActive

Some overlap · 6 shared positions

$PLTR $INTC $AMD $LRCX $MU $MRVL

$7.6B

347 positions

#18SteelPeak Wealth, LLCPassive

Some overlap · 6 shared positions

$PLTR $INTC $AMD $LRCX $MU $MRVL

$3.3B

575 positions

#19GPS Wealth Strategies Group, LLC

Some overlap · 5 shared positions

$WT $PLTR $LRCX $AMD $MAR

$117M

582 positions

#20Forefront Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$WT $AMD $MU $MRVL $PLTR $GEV

$239M

162 positions

#21Rafferty Asset Management, LLCActive

Some overlap · 6 shared positions

$PLTR $INTC $AMD $LRCX $MU $MRVL

$24.6B

1,057 positions

#22SBI Securities Co., Ltd.Passive

Some overlap · 6 shared positions

$PLTR $HUM $WT $AMD $MU $MAR

$3.6B

4,018 positions

#23VestGen Investment ManagementPassive

Some overlap · 5 shared positions

$WT $PLTR $FIX $FLEX $GEV

$181M

216 positions

#24Lauer Wealth, LLCActive

Some overlap · 5 shared positions

$WT $PLTR $AMD $MAR $MU

$126M

67 positions

#25Eagle Wealth Advisors LLCPassive

Some overlap · 6 shared positions

$PLTR $AMD $INTC $LRCX $MU $GEV

$108M

98 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.