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 OverlapQ2 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 Q2 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, Grandeur Peak Global Advisors, with shared positions in $HQY, $CWST, $AAON, $VVV, $RGEN, $OLLI. The full ranking of 25 similar funds is below.

#1GENEVA CAPITAL MANAGEMENT LLCActive

Notable overlap · 11 shared positions

$HQY $CWST $AAON $VVV $RGEN $OLLI

$4.4B

119 positions

#2Conestoga Capital Advisors, LLCActive

Notable overlap · 10 shared positions

$CWST $AAON $RGEN $RBC $CSW $BCPC

$4.6B

109 positions

#3Grandeur Peak Global Advisors, LLCActive

Notable overlap · 7 shared positions

$HQY $OLLI $KAI $LOAR $PJT $CSW

$432M

75 positions

#4Summit Creek Advisors LLCPassive

Notable overlap · 6 shared positions

$HQY $CWST $OLLI $GLBE $FSS $SITE

$294M

64 positions

#5BROWN CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$CAMT $GLBE $RGEN $LOAR $UFPT $XPEL

$500M

54 positions

#6Montanaro Asset Management LtdPassive

Notable overlap · 7 shared positions

$NVMI $HQY $CSW $BCPC $FSS $BELFA

$317M

42 positions

#7AMERICAN CAPITAL MANAGEMENT INCActive

Some overlap · 5 shared positions

$MEDP $AAON $RGEN $RBC $ESE

$2.2B

80 positions

#8Laurus Global Equity Management Inc.

Some overlap · 7 shared positions

$ENSG $UFPT $XPEL $CSW $BCPC $RLI

$102M

45 positions

#9Spyglass Capital Management LLCActive

Some overlap · 4 shared positions

$MEDP $AAON $GLBE $LOAR

$1.8B

25 positions

#10Tributary Capital Management, LLCPassive

Some overlap · 6 shared positions

$MC $CSW $BCPC $NPO $ESE $PLPC

$1.2B

135 positions

#11RIVERBRIDGE PARTNERS LLCActive

Some overlap · 4 shared positions

$MEDP $ENSG $KAI $FRPT

$3.6B

198 positions

#12Ranger Investment Management, L.P.Active

Some overlap · 4 shared positions

$CWST $AAON $HQY $FSS

$1.6B

83 positions

#13Harvey Partners, LLCActive

Some overlap · 5 shared positions

$CWST $CTS $BCPC $NPO $SITE

$1.5B

48 positions

#14Van Berkom & Associates Inc.Active

Some overlap · 4 shared positions

$ENSG $OZK $RLI $FSS

$3.1B

67 positions

#15Stephens Investment Management Group LLCActive

Some overlap · 5 shared positions

$RGEN $RBC $OLLI $MEDP $FROG

$9.3B

176 positions

#16ASHFORD CAPITAL MANAGEMENT INCPassive

Some overlap · 3 shared positions

$HQY $FROG $UFPT

$933M

107 positions

#17Granahan Investment Management, LLCPassive

Some overlap · 5 shared positions

$CWST $RGEN $FROG $GLBE $RBC

$2.8B

150 positions

#18NEXT CENTURY GROWTH INVESTORS LLCPassive

Some overlap · 4 shared positions

$GLBE $RBC $FROG $PAY

$1.9B

113 positions

#19CABOT WEALTH MANAGEMENT INCPassive

Some overlap · 3 shared positions

$MEDP $OZK $MELI

$982M

142 positions

#20Copeland Capital Management, LLCPassive

Some overlap · 3 shared positions

$AAON $ENSG $SXI

$4.9B

265 positions

#21Yelin Lapidot Holdings Management Ltd.Active

Some overlap · 3 shared positions

$GLBE $NVMI $CAMT

$527M

85 positions

#22Pier Capital, LLCPassive

Some overlap · 4 shared positions

$FROG $RGEN $ESE $COCO

$755M

129 positions

#23KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$RBC $RLI $MC $KAI

$32.2B

967 positions

#24Harel Insurance Investments & Financial Services Ltd.Active

Some overlap · 3 shared positions

$CAMT $NVMI $GLBE

$20.6B

535 positions

#25Giverny Capital Inc.Active

Some overlap · 3 shared positions

$MEDP $OZK $AAON

$3.0B

51 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.