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 NAVELLIER & ASSOCIATES

13F Portfolio OverlapQ1 2026NAVELLIER & ASSOCIATES portfolio →

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Most similar hedge funds by 13F overlap

NAVELLIER & ASSOCIATES INC is an institutional investor managing $960M across 326 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 NAVELLIER & ASSOCIATES are Dorsey Wright & Associates, Williamson Legacy Group,, Mezzasalma Advisors,, with shared positions in $FIX, $CRS, $EME, $HWM, $CAH, $PLTR. The full ranking of 25 similar funds is below.

#1Dorsey Wright & AssociatesPassive

Notable overlap · 10 shared positions

$FIX $CRS $EME $HWM $CAH $PLTR

$807M

158 positions

#2Williamson Legacy Group, LLCPassive

Notable overlap · 13 shared positions

$BE $STX $HWM $AGI $AEM $VRT

$133M

81 positions

#3Mezzasalma Advisors, LLCPassive

Notable overlap · 10 shared positions

$EME $BE $VRT $CRS $RCL $PLTR

$391M

155 positions

#4CVFG LLCPassive

Notable overlap · 13 shared positions

$VRT $AGX $BE $STX $UI $CAH

$804M

239 positions

#5PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 8 shared positions

$VRT $FIX $BE $PLTR $APP $AGX

$128M

80 positions

#6Benchmark Investment Advisors LLCPassive

Notable overlap · 8 shared positions

$FIX $VRT $EME $PLTR $APP $LRCX

$172M

76 positions

#7Value Aligned Research Advisors, LLCActive

Notable overlap · 9 shared positions

$VRT $BE $STX $FIX $EME $LRCX

$20.7B

107 positions

#8Markin Volterra Fund LPActive

Notable overlap · 8 shared positions

$VRT $FIX $STX $PLTR $GEV $LRCX

$65M

34 positions

#9FCF Advisors LLCPassive

Notable overlap · 8 shared positions

$VRT $STX $AGX $EME $APP $GEV

$444M

52 positions

#10SCALAR GAUGE MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$FIX $VRT $BE $HWM $COHR $TTMI

$104M

26 positions

#11SIERRA SUMMIT ADVISORS LLCPassive

Notable overlap · 8 shared positions

$VRT $EME $PWR $PLTR $APP $GEV

$688M

180 positions

#12WESTFIELD CAPITAL MANAGEMENT CO LPPassive

Notable overlap · 8 shared positions

$FIX $VRT $HWM $PWR $GEV $BE

$23.8B

250 positions

#13DigitalBridge Group, Inc.Active

Notable overlap · 5 shared positions

$PWR $VRT $BE $STX $CIEN

$1.6B

64 positions

#14Gunderson Capital Management Inc.Passive

Notable overlap · 7 shared positions

$PWR $STX $AGX $PLTR $GEV $FTI

$239M

46 positions

#15Monument Capital ManagementPassive

Notable overlap · 7 shared positions

$FIX $EME $UI $CAH $PWR $LRCX

$399M

217 positions

#16Bosman Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$FIX $PLTR $BE $STX $GEV $FTI

$114M

52 positions

#17Dedeker Financial LLCPassive

Notable overlap · 7 shared positions

$FIX $STX $PLTR $CIEN $LRCX $MU

$115M

50 positions

#18Virtus Wealth Solutions LLCActive

Notable overlap · 8 shared positions

$PWR $VRT $CIEN $GEV $FTI $MU

$525M

54 positions

#19Zweig-DiMenna Associates LLCPassive

Notable overlap · 8 shared positions

$VRT $PWR $BE $APP $STX $LRCX

$722M

61 positions

#20THAMES CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$FIX $VRT $AGX $GEV $MU $COHR

$558M

43 positions

#21COOKSON PEIRCE & CO INCPassive

Notable overlap · 7 shared positions

$EME $HWM $CAH $PLTR $GEV $FTI

$2.4B

303 positions

#22ARS Investment Partners, LLCActive

Notable overlap · 6 shared positions

$VRT $PWR $STX $GEV $LRCX $MU

$1.9B

182 positions

#23Bannerstone Capital Management, LLCPassive

Notable overlap · 6 shared positions

$PWR $FIX $AGX $PLTR $BE $LRCX

$108M

97 positions

#24Rithm Capital Corp.Active

Notable overlap · 5 shared positions

$PWR $VRT $EME $GEV $MTZ

$67M

38 positions

#25Geneva Partners, LLCPassive

Notable overlap · 6 shared positions

$FIX $VRT $HWM $GEV $LRCX $PWR

$208M

63 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.