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Hedge Funds Similar to Storgate

13F Portfolio OverlapQ2 2026Storgate portfolio →
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Most similar hedge funds by 13F overlap

Storgate, LLC is an institutional investor managing $482M across 351 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 Storgate are WCM INVESTMENT, FDx Advisors, PRAKASH INVESTMENT ADVISORS, with shared positions in $WDC, $APP, $ASML, $SE, $ACGL, $CTVA. The full ranking of 25 similar funds is below.

#1WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 7 shared positions
$WDC$APP$ASML$SE$ACGL$CTVA
$55.2B
266 positions
#2FDx Advisors, Inc.Passive
Some overlap · 6 shared positions
$WDC$ASML$APP$SE$ACGL$TEVA
$332M
179 positions
#3PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$WDC$APP$FIX$CLS$KLAC
$174M
92 positions
#4Lifestyle Asset Management, Inc.Active
Some overlap · 5 shared positions
$WDC$APP$FIX$CLS$KLAC
$372M
129 positions
#5Smith Group Asset Management, LLCActive
Some overlap · 6 shared positions
$APP$FIX$ACGL$KLAC$TPR$CDNS
$2.5B
166 positions
#6Virtue Capital Management, LLCPassive
Some overlap · 5 shared positions
$WDC$APP$FIX$CRS$TPR
$749M
343 positions
#7Retireful, LLCPassive
Some overlap · 5 shared positions
$WDC$FIX$FLEX$KLAC$JBHT
$107M
81 positions
#8Dorsey Wright & AssociatesPassive
Some overlap · 5 shared positions
$WDC$FIX$FLEX$CRS$TPR
$590M
131 positions
#9Polar Capital Holdings PlcActive
Some overlap · 5 shared positions
$WDC$CLS$FLEX$ACGL$KLAC
$42.4B
245 positions
#10Value Aligned Research Advisors, LLCActive
Some overlap · 4 shared positions
$WDC$ASML$FIX$CLS
$40.1B
123 positions
#11MITCHELL CAPITAL MANAGEMENT COPassive
Some overlap · 4 shared positions
$WDC$ASML$FIX$CLS
$657M
117 positions
#12BRANDES INVESTMENT PARTNERS, LPActive
Some overlap · 6 shared positions
$C$ACGL$TXT$BDX$WFC$CI
$14.3B
193 positions
#13VestGen Investment ManagementPassive
Some overlap · 5 shared positions
$WDC$FIX$FLEX$CRS$TPR
$189M
218 positions
#14Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$APP$ASML$FIX$KLAC
$228M
70 positions
#15CHESAPEAKE CAPITAL CORP /IL/Passive
Some overlap · 5 shared positions
$WDC$NEE$KLAC$CTVA$CRS
$190M
169 positions
#16Cunning Capital Partners, LPActive
Some overlap · 5 shared positions
$APP$CLS$KLAC$TPR$WFC
$248M
55 positions
#17AMF Tjanstepension ABActive
Some overlap · 4 shared positions
$WDC$FIX$C$KLAC
$16.9B
121 positions
#18SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$APP$C$ASML$WFC
$255M
144 positions
#19Hiddenite Capital Partners LPActive
Some overlap · 4 shared positions
$WDC$APP$SE$BKD
$1.2B
38 positions
#20Transamerica Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$FIX$ASML$FLEX$CRS$TPR
$1.2B
2,188 positions
#21Fairvoy Private Wealth, LLCPassive
Some overlap · 5 shared positions
$WDC$KLAC$NEE$CRS$JBHT
$495M
200 positions
#22Bensler, LLCPassive
Some overlap · 4 shared positions
$WDC$FIX$ASML$KLAC
$1.1B
198 positions
#23WT Asset Management LtdActive
Some overlap · 4 shared positions
$WDC$APP$ASML$SE
$5.1B
29 positions
#24CogentBlue Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$WDC$ASML$FIX$KLAC
$175M
103 positions
#25Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$APP$FIX$FLEX$NEE
$513M
70 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.