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 PeakShares

13F Portfolio OverlapQ1 2026PeakShares portfolio →

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Most similar hedge funds by 13F overlap

PeakShares LLC is an institutional investor managing $109M across 116 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 PeakShares are Dougherty & Associates,, Cornerstone Select Advisors,, Henson-Edgewater ,, with shared positions in $MAR, $DUK, $PANW, $PGR, $WM, $TMO. The full ranking of 25 similar funds is below.

#1Dougherty & Associates, LLCActive

Notable overlap · 7 shared positions

$MAR $DUK $PANW $PGR $WM $TMO

$109M

52 positions

#2Cornerstone Select Advisors, LLCPassive

Notable overlap · 8 shared positions

$MU $PLTR $VZ $GLW $PANW $KLAC

$160M

124 positions

#3Henson-Edgewater Management, LLCPassive

Notable overlap · 9 shared positions

$AMD $MU $PLTR $VZ $TJX $PGR

$157M

66 positions

#4Trifecta Capital Advisors, LLCPassive

Notable overlap · 9 shared positions

$PLTR $UBER $PANW $TJX $CRWD $VRTX

$646M

274 positions

#5OMC Financial Services LTDActive

Notable overlap · 7 shared positions

$MAR $AMD $PANW $MCD $GLW $CRWD

$258M

64 positions

#6JBR Co Financial Management IncActive

Notable overlap · 7 shared positions

$MAR $REGN $IBM $AMD $VZ $PLTR

$239M

120 positions

#7CFO CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$MAR $AMD $PLTR $IBM $PANW $DUK

$121M

104 positions

#8Torrey Growth & Income AdvisorsActive

Notable overlap · 8 shared positions

$AMD $CRM $PLTR $WM $VZ $VRTX

$239M

110 positions

#9JM2 Capital Inc.Passive

Notable overlap · 5 shared positions

$MAR $MU $AMD $TMO $PANW

$121M

114 positions

#10STF Management LP

Notable overlap · 8 shared positions

$AMD $MU $PLTR $KLAC $PANW $CRWD

$107M

101 positions

#11Palacios Wealth Management, LLCActive

Notable overlap · 9 shared positions

$AMD $UBER $PLTR $CRWD $TMO $IBM

$160M

75 positions

#12Tandem Investment Partners LLCPassive

Notable overlap · 6 shared positions

$MAR $REGN $TJX $TMO $IBM $VZ

$118M

73 positions

#13Sun Financial IncPassive

Notable overlap · 7 shared positions

$AMD $CRM $PANW $TJX $KLAC $CRWD

$200M

159 positions

#14Everest Financial Group LLCPassive

Notable overlap · 7 shared positions

$AMD $MU $UBER $CRM $PANW $CRWD

$607M

199 positions

#15SageGuard Financial Group, LLCPassive

Notable overlap · 8 shared positions

$DUK $MCD $PGR $TMO $IBM $CEG

$646M

196 positions

#16Finer Wealth Management, Inc.Active

Some overlap · 7 shared positions

$AMD $PLTR $VZ $MCD $CRM $MO

$199M

87 positions

#17Game Creek Capital, LPPassive

Some overlap · 6 shared positions

$AMD $MU $UBER $REGN $IBM $VZ

$301M

93 positions

#18Hartford Financial Management Inc.Passive

Some overlap · 4 shared positions

$MAR $GLW $KLAC $TJX

$392M

344 positions

#19DARA CAPITAL US, INC.Passive

Some overlap · 7 shared positions

$AMD $MU $CRWD $PANW $TMO $IBM

$105M

119 positions

#20Grant Private Wealth Management IncPassive

Some overlap · 8 shared positions

$AMD $PLTR $UBER $PANW $CRWD $CRM

$188M

154 positions

#21Bluebird Wealth Management LLCPassive

Some overlap · 7 shared positions

$UBER $DUK $GLW $TJX $REGN $CRWD

$98M

77 positions

#22Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 5 shared positions

$MAR $TMO $IBM $WM $CRWD

$153M

344 positions

#23Wall Street Financial Group, Inc.Passive

Some overlap · 5 shared positions

$MAR $PLTR $AMD $MU $KLAC

$169M

667 positions

#24Benchmark Investment Advisors LLCPassive

Some overlap · 6 shared positions

$MU $PLTR $UBER $PANW $KLAC $CRWD

$172M

76 positions

#25WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 6 shared positions

$MAR $CRM $TJX $TMO $DUK $WM

$1.2B

69 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.