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 OverlapQ1 2026Bannerstone , portfolio →

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Most similar hedge funds by 13F overlap

Bannerstone Capital Management, LLC is an institutional investor managing $108M across 97 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 Bannerstone , are Grand Alliance Asset Ltd, MARK SHEPTOFF FINANCIAL PLANNING,, SCALAR GAUGE ,, with shared positions in $CLS, $LRCX, $BE, $PLTR, $PWR, $KTOS. The full ranking of 25 similar funds is below.

#1Grand Alliance Asset Management LtdActive

Notable overlap · 3 shared positions

$CLS $LRCX $BE

$165M

13 positions

#2MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive

Notable overlap · 4 shared positions

$CLS $PLTR $PWR $KTOS

$189M

510 positions

#3SCALAR GAUGE MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$CLS $FIX $BE $AAOI

$104M

26 positions

#4Lattice Capital Management, LLCActive

Notable overlap · 3 shared positions

$CLS $PLTR $AMD

$57M

18 positions

#5Gunderson Capital Management Inc.Passive

Notable overlap · 6 shared positions

$PLTR $PWR $AGX $AMD $GE $ETN

$239M

46 positions

#6PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 7 shared positions

$PLTR $FIX $BE $CLS $AGX $AMD

$128M

80 positions

#7Value Aligned Research Advisors, LLCActive

Notable overlap · 8 shared positions

$CLS $FIX $LRCX $FTAI $BE $APLD

$20.7B

107 positions

#8New Millennium Group LLC

Notable overlap · 6 shared positions

$PLTR $FIX $CW $PANW $GE $AMD

$231M

407 positions

#9CONNORS INVESTOR SERVICES INCActive

Notable overlap · 4 shared positions

$PLTR $PWR $ETN $PANW

$1.1B

149 positions

#10Whale Rock Capital Management LLCActive

Notable overlap · 4 shared positions

$CLS $LRCX $BE $AMD

$7.7B

35 positions

#11Bosman Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$PLTR $FIX $BE $AMD

$114M

52 positions

#12Heard Capital LLCSmart money

Notable overlap · 3 shared positions

$PLTR $LRCX $AXP

$1.9B

21 positions

#13Bay Rivers GroupPassive

Notable overlap · 6 shared positions

$LRCX $CLS $PLTR $DIA $AMD $BE

$240M

109 positions

#14Henson-Edgewater Management, LLCPassive

Notable overlap · 4 shared positions

$PLTR $LRCX $AMD $GE

$157M

66 positions

#15NAVELLIER & ASSOCIATES INCPassive

Notable overlap · 6 shared positions

$PWR $FIX $AGX $PLTR $BE $LRCX

$960M

326 positions

#16Legacy Bridge, LLCPassive

Notable overlap · 5 shared positions

$PLTR $CLS $ETN $PWR $VLO

$262M

320 positions

#17Markin Volterra Fund LPActive

Notable overlap · 4 shared positions

$PLTR $LRCX $FIX $AMD

$65M

34 positions

#18McGuire Investment Group, LLCActive

Notable overlap · 4 shared positions

$PLTR $LRCX $AMD $CME

$885M

121 positions

#19BURR FINANCIAL SERVICES, LLCActive

Notable overlap · 6 shared positions

$PLTR $LRCX $PANW $AMD $GE $PWR

$126M

25 positions

#20BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$PWR $PLTR $ETN $AMD $AXP $GE

$360M

106 positions

#21Dedeker Financial LLCPassive

Notable overlap · 4 shared positions

$PLTR $FIX $LRCX $FTAI

$115M

50 positions

#22CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 5 shared positions

$PLTR $PWR $CW $BE $PANW

$60M

36 positions

#23Teamwork Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$PWR $PLTR $ETN $AMD $AXP $GE

$946M

216 positions

#24Sun Financial IncPassive

Some overlap · 7 shared positions

$PWR $LRCX $AMD $ETN $AXP $PANW

$200M

159 positions

#25Carroll Investors, IncActive

Some overlap · 4 shared positions

$PLTR $AMD $PANW $GE

$187M

31 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.