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 WASATCH ADVISORS

13F Portfolio OverlapQ1 2026WASATCH ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

WASATCH ADVISORS LP is an institutional investor managing $15.3B across 219 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 WASATCH ADVISORS are GENEVA, Conestoga Advisors,, Summit Creek Advisors, with shared positions in $HQY, $RBC, $OLLI, $SITE, $BCPC, $CWST. The full ranking of 25 similar funds is below.

#1GENEVA CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$HQY $RBC $OLLI $SITE $BCPC $CWST

$4.7B

120 positions

#2Conestoga Capital Advisors, LLCActive

Notable overlap · 8 shared positions

$RBC $SITE $BCPC $CSW $CWST $AAON

$5.0B

114 positions

#3Summit Creek Advisors LLCPassive

Notable overlap · 7 shared positions

$HQY $OLLI $SITE $CWST $GLBE $FIVE

$487M

65 positions

#4RIVERBRIDGE PARTNERS LLCActive

Notable overlap · 6 shared positions

$ENSG $MEDP $KAI $FRPT $FIVE $FND

$4.1B

192 positions

#5Montanaro Asset Management LtdPassive

Notable overlap · 6 shared positions

$NVMI $FN $BCPC $CSW $HQY $FSS

$334M

42 positions

#6Lisanti Capital Growth, LLCPassive

Notable overlap · 7 shared positions

$RBC $FN $ENSG $FROG $FIVE $SITE

$397M

103 positions

#7Bridge City Capital, LLCPassive

Notable overlap · 6 shared positions

$ENSG $RBC $SITE $UFPT $FN $UFPI

$361M

108 positions

#8Laurus Global Equity Management Inc.Active

Notable overlap · 8 shared positions

$ENSG $XPEL $FIVE $CSW $BCPC $UFPT

$102M

45 positions

#9Ranger Investment Management, L.P.Active

Notable overlap · 6 shared positions

$MEDP $SAIA $HQY $CWST $AAON $FSS

$1.4B

79 positions

#10Spyglass Capital Management LLCActive

Notable overlap · 6 shared positions

$MEDP $LOAR $GLBE $AAON $FOUR $PCOR

$1.3B

24 positions

#11KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$RBC $SAIA $KAI $HLNE $RLI $SITE

$34.0B

957 positions

#12Copeland Capital Management, LLCPassive

Some overlap · 5 shared positions

$ENSG $SXI $AAON $HLNE $UFPI

$4.5B

257 positions

#13Pembroke Management, LTDPassive

Some overlap · 6 shared positions

$SITE $SAIA $AAON $FSS $OLLI $FIVE

$691M

97 positions

#14Palisades Investment Partners, LLCPassive

Some overlap · 5 shared positions

$MEDP $MC $PAY $UFPT $UFPI

$255M

51 positions

#15Grandeur Peak Global Advisors, LLCActive

Some overlap · 8 shared positions

$KAI $FROG $ENSG $HQY $FSS $LOAR

$427M

86 positions

#16Stephens Investment Management Group LLCActive

Some overlap · 5 shared positions

$RBC $OLLI $FIVE $MEDP $FN

$7.3B

173 positions

#17Giverny Capital Inc.Active

Some overlap · 5 shared positions

$MEDP $OZK $FIVE $AAON $FND

$2.7B

51 positions

#18Pier Capital, LLCPassive

Some overlap · 5 shared positions

$SAIA $MC $SITE $FN $CAMT

$606M

122 positions

#19BROWN CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$CAMT $MELI $GLBE $UFPT

$704M

56 positions

#20Roubaix Capital, LLCPassive

Some overlap · 5 shared positions

$CWST $LOAR $FROG $CCC $PCOR

$214M

43 positions

#21NEXT CENTURY GROWTH INVESTORS LLCPassive

Some overlap · 5 shared positions

$RBC $PAY $GLBE $SAIA $OLLI

$1.4B

112 positions

#22Tributary Capital Management, LLCPassive

Some overlap · 4 shared positions

$BCPC $NPO $CSW $MC

$1.0B

164 positions

#23CADIAN CAPITAL MANAGEMENT, LPActive

Some overlap · 3 shared positions

$HQY $PCOR $GLBE

$821M

23 positions

#24Durable Capital Partners LPActive

Some overlap · 4 shared positions

$RBC $MELI $FOUR $FN

$9.7B

37 positions

#25SCALAR GAUGE MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$CAMT $FN $CCC

$104M

26 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.