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 OP Asset Ltd

13F Portfolio OverlapQ1 2026OP Asset Ltd portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

OP Asset Management Ltd is an institutional investor managing $9.4B across 719 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 OP Asset Ltd are WESTBOURNE INVESTMENTS,, Benchmark Investment Advisors, Cornerstone Select Advisors,, with shared positions in $VRT, $PH, $MU, $PLTR, $GE, $IBM. The full ranking of 25 similar funds is below.

#1WESTBOURNE INVESTMENTS, INC.Passive

Some overlap · 7 shared positions

$VRT $PH $MU $PLTR $GE $IBM

$210M

141 positions

#2Benchmark Investment Advisors LLCPassive

Some overlap · 7 shared positions

$VRT $MU $PLTR $GE $PH $BKNG

$172M

76 positions

#3Cornerstone Select Advisors, LLCPassive

Some overlap · 7 shared positions

$VRT $MU $PLTR $IBM $VZ $GILD

$160M

124 positions

#4Winslow Capital Management, LLCActive

Some overlap · 6 shared positions

$PH $VRT $MU $PLTR $GE $BKNG

$25.6B

60 positions

#5SHELTON WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$VRT $PH $MU $BKNG $LRCX

$229M

137 positions

#6Legacy Bridge, LLCPassive

Some overlap · 4 shared positions

$VRT $PH $MU $PLTR

$262M

320 positions

#7Cherry Creek Investment Advisors, Inc.Passive

Some overlap · 5 shared positions

$VRT $MU $PLTR $IBM $GILD

$230M

124 positions

#8Bouvel Investment Partners, LLCPassive

Some overlap · 5 shared positions

$VRT $MTZ $PLTR $GE $IBM

$345M

78 positions

#9Morse Asset Management, IncPassive

Some overlap · 5 shared positions

$VRT $MU $GE $UNH $LRCX

$481M

403 positions

#10Reliant Investment Partners, LLCPassive

Some overlap · 6 shared positions

$VRT $MTZ $PLTR $PH $GE $VZ

$121M

113 positions

#11Stelac Advisory Services LLCPassive

Some overlap · 4 shared positions

$VRT $PH $PLTR $UNH

$494M

163 positions

#12NAVELLIER & ASSOCIATES INCPassive

Some overlap · 5 shared positions

$VRT $MTZ $PLTR $MU $LRCX

$960M

326 positions

#13PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 5 shared positions

$VRT $MU $PLTR $BKNG $LRCX

$128M

80 positions

#14Blue Line Capital, LLC / ILPassive

Some overlap · 4 shared positions

$VRT $MU $MTZ $PLTR

$88M

65 positions

#15First Growth Capital LLCActive

Some overlap · 4 shared positions

$VRT $PH $MU $UNH

$111M

129 positions

#16Telligent Fund, LPActive

Some overlap · 4 shared positions

$VRT $MU $PLTR $GE

$94M

24 positions

#17Left Brain Wealth Management, LLCPassive

Some overlap · 4 shared positions

$VRT $MU $PLTR $GE

$255M

79 positions

#18PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$VRT $MU $MTZ $GE $LRCX

$594M

178 positions

#19Retireful, LLCPassive

Some overlap · 4 shared positions

$VRT $MU $MTZ $PH

$71M

84 positions

#20CVFG LLCPassive

Some overlap · 4 shared positions

$VRT $PH $MU $PLTR

$804M

239 positions

#21POINCIANA ADVISORS GROUP, LLCPassive

Some overlap · 7 shared positions

$MTZ $VRT $GE $NEE $GILD $BKNG

$127M

130 positions

#22ALERUS FINANCIAL NAActive

Some overlap · 7 shared positions

$MU $PH $GE $VRT $UNH $IBM

$2.0B

510 positions

#23IBEX WEALTH ADVISORSPassive

Some overlap · 4 shared positions

$VRT $MU $PLTR $VZ

$1.1B

203 positions

#24KTF INVESTMENTS, LLCActive

Some overlap · 5 shared positions

$VRT $MU $UNH $BKNG $PLTR

$584M

91 positions

#25Passumpsic Savings Bank

Some overlap · 5 shared positions

$PH $MU $GE $BKNG $LRCX

$183M

90 positions

Compare OP Asset Ltd’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View OP Asset Ltd’s holdings

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.