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 Generation

13F Portfolio OverlapQ1 2026Generation portfolio →

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Most similar hedge funds by 13F overlap

Generation Capital Management LLC is an institutional investor managing $137M across 74 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 Generation are Prasad Wealth Partners,, First Financial Group, Three Cord True Wealth ,, with shared positions in $JHG, $AGQ, $C, $MU, $IAU, $COF. The full ranking of 25 similar funds is below.

#1Prasad Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$JHG $AGQ $C $MU

$367M

146 positions

#2First Financial Group CorpActive

Notable overlap · 4 shared positions

$JHG $IAU $COF $NKE

$122M

80 positions

#3Three Cord True Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$JHG $AGQ $GMM $IAU

$180M

39 positions

#4VIAWEALTH, LLCPassive

Notable overlap · 4 shared positions

$JHG $AGQ $BAC $UNH

$180M

159 positions

#5MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$JHG $AGQ $IAU $GMM $UNP $UNH

$144M

99 positions

#6Split Rock Private Trading & Wealth Management, LLCActive

Notable overlap · 3 shared positions

$JHG $AGQ $GMM

$129M

46 positions

#7ALLIANZ SEActive

Notable overlap · 5 shared positions

$JHG $IAU $PM $NKE $MCD

$9.0B

473 positions

#8Englebert Financial Advisers, LLCActive

Notable overlap · 4 shared positions

$JHG $APD $UNH $MU

$88M

55 positions

#9Ipsen Advisor Group LLCPassive

Notable overlap · 4 shared positions

$AGQ $JHG $IAU $AAAU

$143M

104 positions

#10REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$AGQ $IAU $UBER $UNP

$697M

218 positions

#11EPIQ PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$JHG $BAC $UNH

$214M

83 positions

#12Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$JHG $IAU $NKE

$478M

42 positions

#13Traub Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $C $COF

$101M

130 positions

#14Dynamic Financial GroupActive

Notable overlap · 4 shared positions

$JHG $IAU $GMM $MCD

$122M

69 positions

#15MJP ASSOCIATES INC /ADVPassive

Notable overlap · 3 shared positions

$JHG $AGQ $BAC

$824M

231 positions

#16Tower Wealth Partners, Inc.Active

Notable overlap · 3 shared positions

$JHG $AGQ $MCD

$181M

87 positions

#17E6 Portfolios, LLCActive

Notable overlap · 4 shared positions

$JHG $GMM $MU $NKE

$96M

58 positions

#18Bridgewealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$JHG $IAU $BAC

$482M

135 positions

#19IFC & Insurance Marketing, Inc.Active

Notable overlap · 3 shared positions

$JHG $IAU $UNH

$96M

72 positions

#20Grant Street Asset Management, Inc.Smart money

Notable overlap · 4 shared positions

$JHG $IAU $MCD $NKE

$519M

96 positions

#21Clearview Wealth Advisors LLC

Notable overlap · 3 shared positions

$JHG $BAC $MCD

$158M

103 positions

#22Accel Wealth ManagementPassive

Notable overlap · 4 shared positions

$JHG $AGQ $MU $NKE

$383M

290 positions

#23Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$IAU $JHG $C $UNH $PM $NKE

$477M

70 positions

#24Destiny Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $UBER $NKE

$914M

1,148 positions

#25Rise Advisors, LLCActive

Notable overlap · 4 shared positions

$JHG $MU $BAC $MCD

$284M

94 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.