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 Index Technologies Group

13F Portfolio OverlapQ1 2026Index Technologies Group portfolio →

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Most similar hedge funds by 13F overlap

Index Technologies Group LLC is an institutional investor managing $92M across 135 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 Index Technologies Group are Quantum Portfolio, Systelligence,, First Financial Group, with shared positions in $SNOW, $GSAT, $LRCX, $MCK, $MU, $FIVE. The full ranking of 25 similar funds is below.

#1Quantum Portfolio Management LLCPassive

Notable overlap · 18 shared positions

$SNOW $GSAT $LRCX $MCK $MU $FIVE

$230M

264 positions

#2Systelligence, LLCPassive

Some overlap · 6 shared positions

$SNOW $WT $DOV $SIVR $IAU $GSAT

$514M

56 positions

#3First Financial Group CorpActive

Some overlap · 6 shared positions

$SNOW $WT $LH $IAU $GSAT $LRCX

$122M

80 positions

#4DEEPWATER ASSET MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$SNOW $LRCX $TTWO $VST $MU

$158M

39 positions

#5Miller Global Investments, LLCPassive

Some overlap · 4 shared positions

$SNOW $GSAT $WMB $SIVR

$121M

295 positions

#6BECK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$MCK $MU $GSAT $IAU $VST

$437M

115 positions

#7Momentum Wealth Planning, LLCActive

Some overlap · 3 shared positions

$SNOW $LRCX $MU

$113M

36 positions

#8Neumann Capital Management, LLCActive

Some overlap · 4 shared positions

$SNOW $WT $DOV $MCK

$340M

102 positions

#9ATALANTA SOSNOFF CAPITAL, LLCActive

Some overlap · 5 shared positions

$MCK $MU $LRCX $TTWO $CBRE

$4.7B

104 positions

#10Blackhawk Capital Partners, LLCPassive

Some overlap · 4 shared positions

$SNOW $WT $APH $BEN

$273M

141 positions

#11Ballast Rock Private Wealth LLCPassive

Some overlap · 3 shared positions

$SNOW $LRCX $WT

$181M

177 positions

#12Pacific Park Financial, Inc.Active

Some overlap · 6 shared positions

$SNOW $DOV $IAU $GSAT $MU $SIVR

$153M

73 positions

#13Comprehensive Money Management Services LLCPassive

Some overlap · 5 shared positions

$GSAT $WT $WMB $SIVR $IAU

$152M

193 positions

#14FIDUCIARY FINANCIAL GROUP, LLCPassive

Some overlap · 4 shared positions

$SNOW $GSAT $IAU $MU

$754M

345 positions

#15Silver Coast Investments LLCActive

Some overlap · 4 shared positions

$SNOW $DOV $SIVR $LRCX

$313M

119 positions

#16Zhang Financial LLCActive

Some overlap · 4 shared positions

$SNOW $DOV $IAU $MU

$2.9B

367 positions

#17AdvisorShares Investments LLCPassive

Some overlap · 3 shared positions

$SNOW $MCK $APH

$549M

280 positions

#18Discipline Wealth Solutions, LLCActive

Some overlap · 4 shared positions

$SNOW $WT $IAU $DOV

$950M

192 positions

#19Vertrix Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SNOW $MCK $SPG

$272M

95 positions

#20Greystone Financial Group, LLCPassive

Some overlap · 3 shared positions

$SNOW $MCK $SPG

$353M

78 positions

#21Generali Powszechne Towarzystwo EmerytalneActive

Some overlap · 3 shared positions

$SNOW $MU $TTWO

$566M

28 positions

#22Ethos Capital Management, Inc.Active

Some overlap · 3 shared positions

$SNOW $MU $VST

$117M

56 positions

#23RETIREMENT CAPITAL STRATEGIESActive

Some overlap · 3 shared positions

$SNOW $WT $DOV

$265M

62 positions

#24Burk Holdings LLCPassive

Some overlap · 3 shared positions

$SNOW $WT $IAU

$233M

676 positions

#25ETF Store, Inc.Active

Some overlap · 3 shared positions

$SNOW $WT $IAU

$103M

100 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.