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 OverlapQ2 2026PeakShares portfolio →

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Most similar hedge funds by 13F overlap

PeakShares LLC is an institutional investor managing $134.4B across 122 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 PeakShares are Cornerstone Select Advisors, Bluebird Wealth, Kessler Investment Group, with shared positions in $KLAC, $CRWD, $GLW, $ANET, $DELL, $PLTR. The full ranking of 25 similar funds is below.

#1Cornerstone Select Advisors, LLCPassive

Notable overlap · 8 shared positions

$KLAC $CRWD $GLW $ANET $DELL $PLTR

$238M

149 positions

#2Bluebird Wealth Management LLCPassive

Notable overlap · 6 shared positions

$CRWD $GLW $ANET $UBER $AXP $TJX

$115M

89 positions

#3Kessler Investment Group, LLCPassive

Notable overlap · 5 shared positions

$KLAC $GLW $CRWD $ANET $PLTR

$234M

81 positions

#4RMR Wealth BuildersActive

Notable overlap · 10 shared positions

$GLW $CRWD $ANET $KLAC $AXP $VZ

$1.6B

316 positions

#5Retireful, LLCPassive

Notable overlap · 6 shared positions

$GLW $CRWD $WDC $ANET $DELL $KLAC

$107M

81 positions

#6CGN Advisors LLCPassive

Notable overlap · 7 shared positions

$KLAC $ANET $DUK $TJX $GLW $CRWD

$1.4B

322 positions

#7Emergent Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$GLW $CRWD $UBER $WELL $WDC $TJX

$192M

122 positions

#8BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$GLW $MO $DUK $VZ $MCD $AXP

$515M

142 positions

#9Titan Wealth (CI) LtdPassive

Notable overlap · 5 shared positions

$KLAC $CRWD $ANET $UBER $PLTR

$269M

51 positions

#10Optimist Retirement Group LLCActive

Notable overlap · 7 shared positions

$KLAC $MO $MMM $VZ $MCD $DELL

$259M

118 positions

#11Bensler, LLCPassive

Notable overlap · 6 shared positions

$KLAC $UBER $PGR $ANET $AXP $WDC

$1.1B

198 positions

#12JACKSON SQUARE CAPITAL, LLCActive

Notable overlap · 6 shared positions

$KLAC $GLW $ANET $TJX $DELL $CRWD

$719M

138 positions

#13Markin Volterra Fund LPActive

Notable overlap · 7 shared positions

$WDC $KLAC $DELL $GLW $ANET $PLTR

$147M

69 positions

#14HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Notable overlap · 6 shared positions

$GLW $KLAC $DELL $PLTR $TJX $AXP

$217M

352 positions

#15AGP FRANKLIN, LLCPassive

Notable overlap · 6 shared positions

$GLW $CRWD $PLTR $MMM $TJX $DUK

$231M

93 positions

#16Benchmark Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$KLAC $CRWD $ANET $PLTR $UBER $WELL

$228M

70 positions

#17Riggs Asset Managment Co. Inc.Passive

Notable overlap · 5 shared positions

$GLW $CRWD $ANET $AXP $PLTR

$560M

132 positions

#18Center For Asset Management LLCPassive

Notable overlap · 5 shared positions

$KLAC $GLW $MO $VZ $WDC

$225M

151 positions

#19Menard Financial Group LLCActive

Notable overlap · 5 shared positions

$KLAC $CRWD $DELL $PLTR $AXP

$184M

80 positions

#20REXFORD CAPITAL INCPassive

Notable overlap · 6 shared positions

$KLAC $GLW $WDC $MCD $AXP $MO

$163M

301 positions

#21Fairvoy Private Wealth, LLCPassive

Notable overlap · 6 shared positions

$KLAC $WDC $CRWD $TJX $MCD $GLW

$495M

200 positions

#22Cunning Capital Partners, LPActive

Notable overlap · 6 shared positions

$KLAC $DELL $AXP $CRWD $PGR $PLTR

$248M

55 positions

#23Reliant Investment Partners, LLCPassive

Notable overlap · 6 shared positions

$KLAC $CRWD $DUK $ANET $WDC $VZ

$147M

126 positions

#24BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$KLAC $ANET $AXP $PLTR $TJX

$414M

106 positions

#25VMS Asset Management LimitedPassive

Notable overlap · 4 shared positions

$GLW $CRWD $WDC $DELL

$315M

33 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.