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 WPG Advisers

13F Portfolio OverlapQ2 2026WPG Advisers portfolio →

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Most similar hedge funds by 13F overlap

WPG Advisers, LLC is an institutional investor managing $170M across 1,549 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WPG Advisers are Colonial River Wealth, FDx Advisors, WCM INVESTMENT, with shared positions in $WDC, $APP, $NBIS, $PLTR, $STX, $C. The full ranking of 25 similar funds is below.

#1Colonial River Wealth Management, LLCPassive

Some overlap · 7 shared positions

$WDC $APP $NBIS $PLTR $STX $C

$352M

249 positions

#2FDx Advisors, Inc.Passive

Some overlap · 7 shared positions

$WDC $APP $NBIS $STX $ASML $LIN

$332M

179 positions

#3WCM INVESTMENT MANAGEMENT, LLCActive

Some overlap · 7 shared positions

$WDC $APP $STX $GLW $ASML $LIN

$55.2B

266 positions

#4UNICOM Systems, Inc.Active

Some overlap · 6 shared positions

$WDC $APP $PLTR $STX $GLW $ASML

$1.5B

39 positions

#5PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 5 shared positions

$WDC $APP $NBIS $PLTR $GLW

$174M

92 positions

#6Clear Street Group Inc.Active

Some overlap · 5 shared positions

$WDC $NBIS $PLTR $APP $GLW

$39.5B

1,414 positions

#7Legacy Bridge, LLCPassive

Some overlap · 5 shared positions

$WDC $NBIS $PLTR $STX $ASML

$324M

322 positions

#8TOEWS CORP /ADVActive

Some overlap · 6 shared positions

$WDC $PLTR $STX $GLW $C $PM

$686M

151 positions

#9LONE PINE CAPITAL LLCActive

Some overlap · 6 shared positions

$APP $NBIS $STX $GLW $ASML $LIN

$16.4B

34 positions

#10Invesco Ltd.Passive

Some overlap · 6 shared positions

$WDC $PLTR $STX $APP $ASML $LIN

$1.3T

3,819 positions

#11Whale Rock Capital Management LLCActive

Slight overlap · 4 shared positions

$WDC $APP $STX $GLW

$12.5B

35 positions

#12Virtue Capital Management, LLCPassive

Slight overlap · 4 shared positions

$WDC $APP $STX $GLW

$749M

343 positions

#13Fedenia Advisers LLCPassive

Slight overlap · 5 shared positions

$WDC $STX $PLTR $GLW $NBIS

$421M

459 positions

#14BERKSHIRE CAPITAL HOLDINGS INCActive

Slight overlap · 6 shared positions

$WDC $NBIS $STX $GLW $ASML $APP

$462M

122 positions

#15Bellwether Advisors, LLCPassive

Slight overlap · 4 shared positions

$WDC $NBIS $STX $GLW

$675M

167 positions

#16Nishkama Capital, LLCActive

Slight overlap · 4 shared positions

$WDC $APP $STX $ASML

$3.2B

61 positions

#17WT Asset Management LtdActive

Slight overlap · 4 shared positions

$WDC $APP $STX $ASML

$5.1B

29 positions

#18Silvant Capital Management LLCActive

Slight overlap · 4 shared positions

$WDC $APP $PLTR $ASML

$3.4B

385 positions

#19Balboa Wealth PartnersPassive

Slight overlap · 5 shared positions

$APP $NBIS $PLTR $GLW $ASML

$734M

476 positions

#20STEVENS CAPITAL MANAGEMENT LPPassive

Slight overlap · 4 shared positions

$WDC $NBIS $STX $ASML

$417M

213 positions

#21Value Aligned Research Advisors, LLCActive

Slight overlap · 4 shared positions

$WDC $NBIS $STX $ASML

$40.1B

123 positions

#22Range Financial Group LLCPassive

Slight overlap · 4 shared positions

$WDC $APP $STX $PM

$366M

206 positions

#23Bosman Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$WDC $PLTR $STX $NBIS

$161M

56 positions

#24Alpha Financial Advisors, LLCActive

Slight overlap · 5 shared positions

$WDC $STX $GLW $LIN $PM

$382M

114 positions

#25FRED ALGER MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$WDC $APP $NBIS

$30.0B

425 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.