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 Bannerstone

13F Portfolio OverlapQ2 2026Bannerstone portfolio →

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Most similar hedge funds by 13F overlap

Bannerstone Capital Management, LLC is an institutional investor managing $119M across 113 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 Bannerstone are PRAKASH INVESTMENT ADVISORS, NAVELLIER & ASSOCIATES, Legacy Bridge, with shared positions in $VRT, $FIX, $BE, $NBIS, $PLTR, $CLS. The full ranking of 25 similar funds is below.

#1PRAKASH INVESTMENT ADVISORS LLCActive

Notable overlap · 9 shared positions

$VRT $FIX $BE $NBIS $PLTR $CLS

$165M

86 positions

#2NAVELLIER & ASSOCIATES INCPassive

Notable overlap · 6 shared positions

$VRT $PWR $FIX $BE $AGX $PLTR

$1.3B

322 positions

#3Legacy Bridge, LLCPassive

Notable overlap · 7 shared positions

$PLTR $VRT $ETN $NBIS $CLS $PWR

$324M

322 positions

#4Geneva Partners, LLCPassive

Notable overlap · 8 shared positions

$VRT $FIX $BE $AGX $KLAC $GLW

$334M

81 positions

#5Value Aligned Research Advisors, LLCActive

Notable overlap · 8 shared positions

$VRT $BE $NBIS $FIX $CLS $FTAI

$40.1B

123 positions

#6Davidson Capital Management Inc.Active

Notable overlap · 6 shared positions

$VRT $PWR $FIX $WRB $KLAC $SNPS

$604M

99 positions

#7N10 ASSETS, LLCActive

Notable overlap · 4 shared positions

$PLTR $VRT $PWR $AXP

$263M

34 positions

#8N10 WEALTH, LLCActive

Notable overlap · 4 shared positions

$PLTR $VRT $PWR $AXP

$348M

65 positions

#9RH Tailwind Management, LLCPassive

Notable overlap · 4 shared positions

$VRT $PWR $FIX $PLTR

$1.0B

58 positions

#10Broadleaf Partners, LLCPassive

Notable overlap · 5 shared positions

$VRT $PWR $PLTR $BE $KLAC

$517M

86 positions

#11Cadent Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$AGX $APLD $CLS $AXP $BE $FIX

$466M

186 positions

#12Covenant Asset Management, LLCPassive

Notable overlap · 6 shared positions

$PWR $BE $AGX $AXP $KLAC $FTAI

$746M

169 positions

#13MITCHELL CAPITAL MANAGEMENT COPassive

Notable overlap · 7 shared positions

$BE $VRT $FIX $CLS $NBIS $GLW

$657M

117 positions

#14BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$PWR $ETN $PLTR $AXP $KLAC $BE

$436M

104 positions

#15Firsthand Capital Management, Inc.Active

Notable overlap · 5 shared positions

$PLTR $PWR $BE $GLW $VSAT

$63M

54 positions

#16VMS Asset Management LimitedActive

Notable overlap · 6 shared positions

$VRT $BE $FIX $GLW $TER $AGX

$264M

32 positions

#17Robeco Schweiz AGActive

Notable overlap · 5 shared positions

$VRT $PWR $BE $GLW $TER

$5.5B

135 positions

#18CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 5 shared positions

$PWR $BE $PLTR $CW $CLS

$78M

44 positions

#19Bosman Wealth Management, LLCActive

Notable overlap · 5 shared positions

$PLTR $FIX $BE $VRT $NBIS

$161M

56 positions

#20Clarus Wealth AdvisorsActive

Some overlap · 4 shared positions

$PLTR $PWR $VRT $STT

$275M

86 positions

#21CVFG LLCPassive

Some overlap · 6 shared positions

$BE $AGX $VRT $CLS $STT $PWR

$952M

250 positions

#22Bellwether Advisors, LLCActive

Some overlap · 6 shared positions

$STT $NBIS $PWR $FIX $CW $GLW

$675M

167 positions

#23Westwind CapitalPassive

Some overlap · 6 shared positions

$VRT $PLTR $BE $TER $KLAC $FIX

$426M

87 positions

#24CONNORS INVESTOR SERVICES INCPassive

Some overlap · 4 shared positions

$PLTR $PWR $ETN $AXP

$1.2B

153 positions

#25Global Trust Asset Management, LLCPassive

Some overlap · 6 shared positions

$VRT $PLTR $AXP $AAOI $KLAC $CLS

$321M

508 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.