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 CVFG

13F Portfolio OverlapQ1 2026CVFG portfolio →

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Most similar hedge funds by 13F overlap

CVFG LLC is an institutional investor managing $804M across 239 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 CVFG are NAVELLIER & ASSOCIATES, Polar Plc, Mezzasalma Advisors,, with shared positions in $VRT, $AGX, $BE, $STX, $UI, $CAH. The full ranking of 25 similar funds is below.

#1NAVELLIER & ASSOCIATES INCPassive

Notable overlap · 13 shared positions

$VRT $AGX $BE $STX $UI $CAH

$960M

326 positions

#2Polar Capital Holdings PlcActive

Notable overlap · 9 shared positions

$VRT $STX $TTMI $CB $CLS $ANET

$28.2B

242 positions

#3Mezzasalma Advisors, LLCPassive

Some overlap · 8 shared positions

$VRT $BE $ANET $HWM $CLS $CRS

$391M

155 positions

#4IAM Advisory, LLCActive

Some overlap · 7 shared positions

$WT $LMT $AMD $WM $VRT $PLTR

$446M

95 positions

#5PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 7 shared positions

$VRT $BE $AGX $CLS $AMD $MU

$128M

80 positions

#6WIN ADVISORS, INCPassive

Some overlap · 5 shared positions

$WT $STX $VRT $LMT $CIEN

$219M

78 positions

#7Veracity Capital LLCPassive

Some overlap · 9 shared positions

$ANET $LMT $HWM $VRT $CRS $MU

$280M

201 positions

#8Value Aligned Research Advisors, LLCActive

Some overlap · 6 shared positions

$VRT $BE $STX $CLS $AMD $MU

$20.7B

107 positions

#9Telligent Fund, LPActive

Some overlap · 7 shared positions

$VRT $CLS $ANET $HWM $AMD $MU

$94M

24 positions

#10Zweig-DiMenna Associates LLCPassive

Some overlap · 6 shared positions

$VRT $BE $STX $ANET $AMD $MU

$722M

61 positions

#11MITCHELL CAPITAL MANAGEMENT COPassive

Some overlap · 7 shared positions

$VRT $CLS $ANET $AMD $MU $PLTR

$545M

113 positions

#12Retireful, LLCPassive

Some overlap · 6 shared positions

$WT $VRT $MU $CIEN $STX $PH

$71M

84 positions

#13SHARPEPOINT LLCPassive

Some overlap · 4 shared positions

$WT $STX $CLS $LMT

$168M

86 positions

#14Bosman Wealth Management, LLCPassive

Some overlap · 7 shared positions

$BE $STX $ANET $AMD $MU $PLTR

$114M

52 positions

#15Kinetic Partners Management, LPActive

Some overlap · 6 shared positions

$AGX $STX $CLS $CSTM $AMD $CRS

$1.8B

49 positions

#16Bannerstone Capital Management, LLCPassive

Some overlap · 6 shared positions

$AGX $BE $DIA $CLS $AMD $PLTR

$108M

97 positions

#17FCF Advisors LLCPassive

Some overlap · 5 shared positions

$VRT $AGX $STX $ANET $LMT

$444M

52 positions

#18Williamson Legacy Group, LLCPassive

Some overlap · 6 shared positions

$BE $STX $VRT $HWM $MU $CIEN

$133M

81 positions

#19GFS Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $CAH $PH $PLTR

$785M

159 positions

#20TABR Capital Management, LLCActive

Some overlap · 8 shared positions

$PH $STX $VRT $CIEN $UI $MU

$109M

54 positions

#21SCALAR GAUGE MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$VRT $BE $TTMI $CLS $HWM

$104M

26 positions

#22DigitalBridge Group, Inc.Active

Some overlap · 5 shared positions

$VRT $BE $STX $ANET $CIEN

$1.6B

64 positions

#23Legacy Bridge, LLCPassive

Some overlap · 6 shared positions

$VRT $CLS $PH $ANET $MU $PLTR

$262M

320 positions

#24Transamerica Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$WT $ANET $HWM $CAH $CRS $PLTR

$1.2B

1,940 positions

#25Winslow Capital Management, LLCActive

Some overlap · 7 shared positions

$PH $ANET $VRT $HWM $AMD $MU

$25.6B

60 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.