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 Steadtrust

13F Portfolio OverlapQ2 2026Steadtrust portfolio →

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Most similar hedge funds by 13F overlap

Steadtrust LLC is an institutional investor managing $198M across 132 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 Steadtrust are Lifeworks Advisors, VMS Asset Limited, Decker Retirement Planning, with shared positions in $STX, $DELL, $GLW, $JBL, $HPE, $QCOM. The full ranking of 25 similar funds is below.

#1Lifeworks Advisors, LLCPassive

Notable overlap · 6 shared positions

$STX $DELL $GLW $JBL $HPE $QCOM

$955M

337 positions

#2VMS Asset Management LimitedActive

Notable overlap · 5 shared positions

$STX $GLW $CRDO $COHR $DELL

$264M

32 positions

#3Decker Retirement Planning Inc.Active

Notable overlap · 3 shared positions

$GLW $COHR $STX

$302M

359 positions

#4REX Advisers, LLCPassive

Notable overlap · 3 shared positions

$GLW $DELL $HL

$21M

41 positions

#5HANSEATIC MANAGEMENT SERVICES INCPassive

Notable overlap · 6 shared positions

$COHR $GLW $JBL $HPE $DAR $LINC

$136M

84 positions

#6Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 4 shared positions

$GLW $COHR $HPE $QCOM

$1.1B

34 positions

#7Katamaran Capital LLPActive

Notable overlap · 4 shared positions

$GLW $STX $COHR $HPE

$126M

36 positions

#8Retireful, LLCPassive

Notable overlap · 5 shared positions

$GLW $DELL $COHR $JBL $STX

$116M

86 positions

#9BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 3 shared positions

$GLW $STX $CRDO

$462M

122 positions

#10Oppenheimer & Close, LLCPassive

Notable overlap · 4 shared positions

$AEM $HL $CDE $AGI

$159M

57 positions

#11Geneva Partners, LLCPassive

Notable overlap · 3 shared positions

$GLW $DELL $STX

$334M

81 positions

#12Talos Eurisko Asset Management LPActive

Notable overlap · 3 shared positions

$COHR $STX $CRDO

$703M

25 positions

#13Hudson Value Partners, LLCPassive

Notable overlap · 4 shared positions

$GLW $DELL $QCOM $ECG

$399M

113 positions

#14Markin Volterra Fund LPActive

Notable overlap · 7 shared positions

$CRDO $DELL $STX $COHR $GLW $HPE

$147M

69 positions

#15CACTI ASSET MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$GLW $STX $BX

$1.9B

79 positions

#16Werlinich Asset Management, LLCActive

Notable overlap · 3 shared positions

$GLW $DELL $BX

$258M

57 positions

#17Grand Central Investment GroupPassive

Notable overlap · 4 shared positions

$AEM $PAAS $AGI $CDE

$120M

40 positions

#18SHUFRO ROSE & CO LLCActive

Notable overlap · 3 shared positions

$GLW $COHR $QCOM

$1.7B

315 positions

#19VALLEY WEALTH MANAGERS, INC.Passive

Notable overlap · 3 shared positions

$STX $DELL $GLW

$1.8B

345 positions

#20Evergreen Quality Fund GP, Ltd.Active

Notable overlap · 3 shared positions

$GLW $STX $QCOM

$6.2B

43 positions

#21Potrero Capital Research LLCPassive

Notable overlap · 3 shared positions

$GLW $STX $CRDO

$180M

46 positions

#22Whale Rock Capital Management LLCActive

Notable overlap · 3 shared positions

$GLW $COHR $STX

$12.5B

35 positions

#23Caitong International Asset Management Co., LtdPassive

Notable overlap · 7 shared positions

$GLW $STX $CRDO $QCOM $CDE $PAAS

$729M

2,999 positions

#24Old Port AdvisorsPassive

Notable overlap · 3 shared positions

$GLW $STX $RIO

$500M

271 positions

#25Green Alpha Advisors, LLCPassive

Notable overlap · 3 shared positions

$GLW $STX $QCOM

$148M

110 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.