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 WESTPORT ASSET

13F Portfolio OverlapQ2 2026WESTPORT ASSET portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

WESTPORT ASSET MANAGEMENT INC is an institutional investor managing $245M across 80 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 WESTPORT ASSET are Talos Eurisko Asset, PARTNERS INVESTMENT GROUP, LLP, Hurlow Wealth Group, with shared positions in $SNPS, $LITE, $COHR, $VRT, $LIN, $URI. The full ranking of 25 similar funds is below.

#1Talos Eurisko Asset Management LPActive

Notable overlap · 4 shared positions

$SNPS $LITE $COHR $VRT

$703M

25 positions

#2PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Notable overlap · 3 shared positions

$SNPS $LIN $URI

$2.8B

186 positions

#3Hurlow Wealth Management Group, Inc.Active

Notable overlap · 3 shared positions

$SNPS $LIN $NSC

$481M

125 positions

#4Gladwyn Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$SNPS $CACI $UNP

$157M

81 positions

#5Trust CoActive

Notable overlap · 3 shared positions

$SNPS $UNP $GILD

$1.1B

915 positions

#6Marotta Asset ManagementActive

Notable overlap · 3 shared positions

$SNPS $NSC $UNP

$589M

101 positions

#7POTOMAC FUND MANAGEMENT INC /ADVSmart money

Notable overlap · 3 shared positions

$SNPS $AZN $GILD

$4.0B

109 positions

#8Robocap Asset Management LtdActive

Notable overlap · 3 shared positions

$SNPS $COHR $LITE

$124M

22 positions

#9NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 4 shared positions

$URI $SNPS $UBER $ROST

$595M

264 positions

#10Tuttle Capital Management, LLCPassive

Notable overlap · 3 shared positions

$IPGP $LITE $COHR

$230M

253 positions

#11MRA Advisory GroupPassive

Notable overlap · 4 shared positions

$SNPS $LITE $CACI $VRT

$267M

152 positions

#12Marion Wealth ManagementPassive

Notable overlap · 4 shared positions

$SNPS $EOG $UNP $LIN

$508M

160 positions

#13SOMA EQUITY PARTNERS LPActive

Notable overlap · 3 shared positions

$SNPS $LITE $UBER

$1.4B

24 positions

#14North Growth Management Ltd.Active

Notable overlap · 5 shared positions

$LITE $COHR $URI $WBD $TXN

$743M

48 positions

#15KEYSTONE INVESTORS PTE LTDActive

Notable overlap · 5 shared positions

$LITE $COHR $ROST $VRT $GILD

$1.9B

84 positions

#16Arnhold LLCActive

Notable overlap · 4 shared positions

$LITE $COHR $UBER $VRT

$1.4B

113 positions

#17EDGEWOOD MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$SNPS $LIN $VRTX

$9.7B

90 positions

#18JACKSON SQUARE CAPITAL, LLCActive

Some overlap · 5 shared positions

$LITE $COHR $LIN $VRT $CVS

$667M

144 positions

#19ALTRINSIC GLOBAL ADVISORS LLCActive

Some overlap · 3 shared positions

$WTW $CHKP $EOG

$2.7B

55 positions

#20Avalon Global Asset Management LLCActive

Some overlap · 3 shared positions

$SNPS $URI $VRT

$917M

38 positions

#21SUMMITRY LLCPassive

Some overlap · 5 shared positions

$ZBRA $CARR $ROST $UBER $TXN

$3.0B

340 positions

#22Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Some overlap · 4 shared positions

$SNPS $LIN $UBER $VRSK

$393M

29 positions

#23Greystone Financial Group, LLCPassive

Some overlap · 3 shared positions

$SNPS $LIN $TXN

$360M

73 positions

#24Virtus Family Office LLCPassive

Some overlap · 3 shared positions

$SNPS $UHS $GILD

$126M

62 positions

#25London & Capital Asset Management LtdActive

Some overlap · 3 shared positions

$SNPS $URI $EXP

$10.9B

203 positions

Compare WESTPORT ASSET’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View WESTPORT ASSET’s holdings

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.