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 October Effect Ltd

13F Portfolio OverlapQ1 2026October Effect Ltd portfolio →

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Most similar hedge funds by 13F overlap

October Effect Ltd is an institutional investor managing $87M across 64 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 October Effect Ltd are Gunderson, Next Level Private, HOERTKORN RICHARD CHARLES, with shared positions in $GEV, $GE, $AGQ, $AMD, $BA, $FITB. The full ranking of 25 similar funds is below.

#1Gunderson Capital Management Inc.Passive

Notable overlap · 4 shared positions

$GEV $GE $AGQ $AMD

$239M

46 positions

#2Next Level Private LLCPassive

Notable overlap · 6 shared positions

$GEV $GE $BA $FITB $MO $DOW

$443M

175 positions

#3HOERTKORN RICHARD CHARLESActive

Notable overlap · 4 shared positions

$GEV $GE $BA $AMD

$122M

75 positions

#4London & Capital Asset Management LtdActive

Notable overlap · 3 shared positions

$GEV $GE $AMD

$9.2B

223 positions

#5CMG Global Holdings, LLCPassive

Notable overlap · 6 shared positions

$GE $GEV $BA $MAR $MO $PM

$210M

96 positions

#6Tempus Wealth Planning, LLCPassive

Notable overlap · 5 shared positions

$GEV $GE $AGQ $GMM $BA

$435M

270 positions

#7Alpha Advisors, LLC/VAActive

Notable overlap · 5 shared positions

$PSLV $GMM $GE $LMT $GEV

$127M

47 positions

#8MARSICO CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$GEV $GE $BA

$3.4B

65 positions

#9Codex Capital Asset Management L.L.C.Active

Notable overlap · 3 shared positions

$GEV $GE $BA

$259M

31 positions

#10TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 3 shared positions

$GEV $GE $BA

$200M

110 positions

#11CapWealth Advisors, LLCActive

Notable overlap · 5 shared positions

$GEV $GE $LUMN $GILD $DOW

$1.3B

118 positions

#12Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 4 shared positions

$GE $AGQ $BA $LMT

$520M

30 positions

#13Andrew Hill Investment Advisors, Inc.Passive

Notable overlap · 3 shared positions

$GEV $GE $AMD

$112M

54 positions

#14Newport Trust Company, LLCSmart money

Notable overlap · 4 shared positions

$GE $GEV $BA $PM

$40.7B

64 positions

#15Telligent Fund, LPActive

Notable overlap · 3 shared positions

$GEV $GE $AMD

$94M

24 positions

#16Hedges Asset Management LLC

Notable overlap · 4 shared positions

$GE $AGQ $BA $DOW

$142M

108 positions

#17TRUSTCO BANK CORP N YPassive

Notable overlap · 3 shared positions

$GEV $GE $PM

$113M

71 positions

#18HFM Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$GEV $GE $AMD

$260M

1,210 positions

#19IMC-Chicago, LLCPassive

Some overlap · 3 shared positions

$PSLV $AGQ $AMD

$278.4B

5,950 positions

#20KADENSA CAPITAL LtdActive

Some overlap · 3 shared positions

$GE $GEV $AMD

$718M

39 positions

#21HERBST GROUP, LLCPassive

Some overlap · 3 shared positions

$GEV $GE $BA

$162M

59 positions

#22Hurley Capital, LLCPassive

Some overlap · 4 shared positions

$PSLV $GMM $LEN $LMT

$187M

673 positions

#23Schear Investment Advisers, LLCPassive

Some overlap · 3 shared positions

$GEV $AMD $GE

$227M

77 positions

#24Banco BTG Pactual S.A.Passive

Some overlap · 3 shared positions

$PSLV $AMD $MAR

$1.1B

185 positions

#25MFG WEALTH MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$AGQ $GE $BA $FITB $DOW

$121M

61 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.