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 RED REEF ADVISORS

13F Portfolio OverlapQ1 2026RED REEF ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

RED REEF ADVISORS LLC is an institutional investor managing $96M across 179 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 RED REEF ADVISORS are Everest Financial Group, CMH Wealth, Employees Provident Fund Board, with shared positions in $NOW, $PANW, $CRM, $MU, $CRWD, $AMD. The full ranking of 25 similar funds is below.

#1Everest Financial Group LLCPassive

Notable overlap · 9 shared positions

$NOW $PANW $CRM $MU $CRWD $AMD

$607M

199 positions

#2CMH Wealth Management LLCPassive

Notable overlap · 7 shared positions

$LEN $NOW $GEV $SCHW $PANW $CRM

$583M

113 positions

#3Employees Provident Fund BoardActive

Notable overlap · 7 shared positions

$NOW $PANW $CRM $MU $CRWD $DDOG

$13.2B

70 positions

#4DARA CAPITAL US, INC.Active

Notable overlap · 8 shared positions

$GEV $NOW $MU $CRWD $AMD $AMAT

$105M

119 positions

#5KRS Capital Management, LLCActive

Notable overlap · 9 shared positions

$PANW $MU $AMD $GEV $CRWD $PLTR

$163M

115 positions

#6Robocap Asset Management LtdActive

Notable overlap · 7 shared positions

$NOW $PANW $MU $CRWD $AMD $DDOG

$94M

23 positions

#7Talbot Financial, LLCActive

Notable overlap · 7 shared positions

$SCHW $GEV $CRM $PANW $NOW $AMAT

$1.2B

66 positions

#8Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Notable overlap · 7 shared positions

$NOW $PANW $CRWD $AMD $DDOG $AMAT

$194M

146 positions

#9HARTLINE INVESTMENT CORP/Active

Some overlap · 9 shared positions

$OKTA $GEV $AMD $PLTR $DELL $ETN

$909M

112 positions

#10Sava Infond d.o.o.Active

Some overlap · 7 shared positions

$NOW $PANW $CRM $MU $AMD $AMAT

$705M

230 positions

#11ATALANTA SOSNOFF CAPITAL, LLCActive

Some overlap · 6 shared positions

$SCHW $GEV $MU $NOW $AMAT $PLTR

$4.7B

104 positions

#12GFG Capital, LLCActive

Some overlap · 7 shared positions

$NOW $MU $CRWD $PANW $DELL $OKTA

$313M

88 positions

#13CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 6 shared positions

$SCHW $PANW $CRM $AMD $ETN $AMAT

$180M

58 positions

#141248 Management, LLCActive

Some overlap · 6 shared positions

$SCHW $OKTA $CRM $CRWD $GEV $PANW

$216M

146 positions

#15Benchmark Investment Advisors LLCPassive

Some overlap · 7 shared positions

$PANW $MU $CRWD $PLTR $NOW $AMAT

$172M

76 positions

#16Optiver Holding B.V.Active

Some overlap · 8 shared positions

$MU $AMD $PLTR $AMAT $CRWD $PANW

$289.5B

2,301 positions

#17Sun Financial IncPassive

Some overlap · 6 shared positions

$GEV $PANW $CRM $CRWD $AMD $ETN

$200M

159 positions

#18RPG Investment Advisory, LLCActive

Some overlap · 6 shared positions

$NOW $OKTA $CRM $CRWD $AMD $PLTR

$829M

92 positions

#19Generate Investment Management LtdActive

Some overlap · 7 shared positions

$GEV $MU $AMD $NOW $CRM $ETN

$2.0B

70 positions

#20KELLY LAWRENCE W & ASSOCIATES INC/CAActive

Some overlap · 7 shared positions

$NOW $PANW $AMD $AMAT $CRM $SCHW

$360M

124 positions

#21Bosman Wealth Management, LLCActive

Some overlap · 5 shared positions

$IBIT $GEV $MU $AMD $PLTR

$114M

52 positions

#22Telligent Fund, LPActive

Some overlap · 5 shared positions

$NOW $GEV $MU $AMD $PLTR

$94M

24 positions

#23First Washington CORPActive

Some overlap · 5 shared positions

$LEN $GEV $MU $CRWD $ETN

$353M

50 positions

#24Gunderson Capital Management Inc.Passive

Some overlap · 7 shared positions

$GEV $MU $AMD $PLTR $AMAT $DELL

$239M

46 positions

#25Finer Wealth Management, Inc.Active

Some overlap · 6 shared positions

$SCHW $IBIT $AMD $CRM $PLTR $MU

$199M

87 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.