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 REXFORD

13F Portfolio OverlapQ2 2026REXFORD portfolio →

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Most similar hedge funds by 13F overlap

REXFORD CAPITAL INC is an institutional investor managing $163M across 301 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 REXFORD are Center For Asset, Great Diamond Partners, Riverview, with shared positions in $KLAC, $GLW, $RCL, $WDC, $UAL, $MO. The full ranking of 25 similar funds is below.

#1Center For Asset Management LLCPassive

Notable overlap · 8 shared positions

$KLAC $GLW $RCL $WDC $UAL $MO

$222M

178 positions

#2Great Diamond Partners, LLCPassive

Notable overlap · 7 shared positions

$KLAC $GLW $AMGN $GRMN $VLO $BNY

$596M

238 positions

#3Riverview Trust CoActive

Notable overlap · 5 shared positions

$KLAC $STX $MCD $GLW $AMGN

$84M

166 positions

#4Genus Capital Management Inc.Passive

Notable overlap · 7 shared positions

$KLAC $GLW $STX $AMGN $WDC $VLO

$1.0B

204 positions

#5GRAND WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$KLAC $GLW $VLO

$240M

49 positions

#6Leisure Capital ManagementActive

Notable overlap · 6 shared positions

$KLAC $STX $GLW $QCOM $AMGN $AXP

$320M

157 positions

#7PeakShares LLCActive

Notable overlap · 6 shared positions

$KLAC $GLW $WDC $MCD $AXP $MO

$134.4B

122 positions

#8Shoker Investment Counsel, Inc.Active

Notable overlap · 4 shared positions

$KLAC $GD $MCD $MO

$398M

113 positions

#9CHAPIN DAVIS, INC.Passive

Notable overlap · 4 shared positions

$KLAC $STX $WDC $VLO

$520M

258 positions

#10JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$KLAC $MSI $MCD $WM

$4.1B

83 positions

#11ALBERT D MASON INCPassive

Notable overlap · 4 shared positions

$KLAC $GRMN $MCD $KMI

$166M

140 positions

#12Geneva Partners, LLCPassive

Notable overlap · 4 shared positions

$KLAC $STX $GLW $VLO

$334M

81 positions

#13Kessler Investment Group, LLCPassive

Notable overlap · 3 shared positions

$KLAC $GLW $PM

$207M

82 positions

#14OAK ASSOCIATES LTD /OH/Active

Notable overlap · 4 shared positions

$KLAC $AMGN $QCOM $BNY

$1.8B

139 positions

#15Blue Chip Partners, LLCActive

Notable overlap · 4 shared positions

$KLAC $RCL $WM $PM

$1.6B

184 positions

#16Global X Japan Co., Ltd.Active

Some overlap · 5 shared positions

$KLAC $QCOM $PM $MO $AMGN

$2.5B

389 positions

#17Paragon Private Wealth Management, LLCPassive

Some overlap · 6 shared positions

$KLAC $STX $GLW $AXP $WM $GD

$326M

192 positions

#18Jones Kertz & Associates, Inc.Active

Some overlap · 3 shared positions

$KLAC $AMGN $GLW

$217M

66 positions

#19BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 8 shared positions

$GLW $AMGN $MCD $AXP $MO $KMI

$504M

136 positions

#20Range Financial Group LLCPassive

Some overlap · 7 shared positions

$STX $WDC $AMGN $MCD $MO $QCOM

$361M

207 positions

#21Fairvoy Private Wealth, LLCPassive

Some overlap · 6 shared positions

$KLAC $WDC $GRMN $GD $MCD $GLW

$496M

210 positions

#22Optimist Retirement Group LLCActive

Some overlap · 7 shared positions

$KLAC $MCD $WDC $STX $MO $QCOM

$259M

118 positions

#23JLB & ASSOCIATES INCPassive

Some overlap · 3 shared positions

$KLAC $AMGN $AXP

$740M

68 positions

#24Cerro Pacific Wealth Advisors LLCPassive

Some overlap · 6 shared positions

$KLAC $STX $GLW $QCOM $AMGN $MCD

$458M

171 positions

#25COLTON GROOME FINANCIAL ADVISORS, LLCActive

Some overlap · 3 shared positions

$KLAC $AMGN $QCOM

$427M

162 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.