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Hedge Funds Similar to AWM

13F Portfolio OverlapQ2 2026AWM portfolio →
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Most similar hedge funds by 13F overlap

AWM CAPITAL, LLC is an institutional investor managing $1.2B across 122 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 AWM are Connective Portfolio, Synergy Financial Group, LTD, Generali Investments Towarzystwo Funduszy Inwestycyjnych, with shared positions in $KGS, $MRVL, $OKTA, $TTD, $DDOG, $ADI. The full ranking of 25 similar funds is below.

#1Connective Portfolio Management, LLCPassive
Slight overlap · 3 shared positions
$KGS$MRVL$OKTA
$60M
39 positions
#2Synergy Financial Group, LTDPassive
Slight overlap · 3 shared positions
$TTD$DDOG$OKTA
$139M
119 positions
#3Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Slight overlap · 4 shared positions
$DDOG$MRVL$ADI$MDB
$249M
151 positions
#4EMC Capital ManagementActive
Slight overlap · 3 shared positions
$TTD$MRVL$DDOG
$253M
53 positions
#5BOURGEON CAPITAL MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$MRVL$ADI$OKTA$MDB
$679M
104 positions
#6Green Alpha Advisors, LLCPassive
Slight overlap · 3 shared positions
$DDOG$MRVL$ADI
$149M
113 positions
#7OAK RIDGE INVESTMENTS LLCActive
Slight overlap · 3 shared positions
$DDOG$MRVL$ADI
$1.8B
170 positions
#8Alta Park Capital, LPActive
Slight overlap · 3 shared positions
$DDOG$MRVL$OKTA
$1.1B
27 positions
#9KEYSTONE INVESTORS PTE LTDActive
Slight overlap · 3 shared positions
$DDOG$MRVL$OKTA
$1.9B
84 positions
#10Alyeska Investment Group, L.P.Passive
Slight overlap · 3 shared positions
$TTD$ADI$APH
$38.9B
652 positions
#11Oribel Capital Management, LPPassive
Slight overlap · 3 shared positions
$DDOG$ADI$MDB
$3.3B
143 positions
#12Sphera Management Technology Funds LtdPassive
Slight overlap · 3 shared positions
$DDOG$ADI$MDB
$286M
86 positions
#13LIGHT STREET CAPITAL MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$DDOG$ADI$MDB
$903M
28 positions
#14China Universal Asset Management Co., Ltd.Passive
Slight overlap · 3 shared positions
$SGOL$MRVL$ADI
$1.7B
513 positions
#15Harvest Fund Management Co., Ltd
Slight overlap · 3 shared positions
$SGOL$MRVL$ADI
$3.0B
455 positions
#16LeConte Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$DDOG$MRVL$APH
$184M
179 positions
#17LMR Partners LLPPassive
Slight overlap · 3 shared positions
$DDOG$MRVL$APH
$26.8B
1,491 positions
#18FACTORY MUTUAL INSURANCE COActive
Slight overlap · 3 shared positions
$DDOG$MRVL$APH
$10.6B
205 positions
#19Bouvel Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$DDOG$MRVL$APH
$442M
84 positions
#20ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Slight overlap · 3 shared positions
$DDOG$MRVL$APH
$4.4B
109 positions
#21Virtus Investment Advisers, LLCPassive
Slight overlap · 3 shared positions
$DDOG$MRVL$APH
$429M
463 positions
#22WBI INVESTMENTS, LLCPassive
Slight overlap · 3 shared positions
$DDOG$MRVL$APH
$403M
286 positions
#23SteelPeak Wealth, LLCPassive
Slight overlap · 3 shared positions
$BTC$MRVL$ADI
$3.9B
643 positions
#24USA FINANCIAL FORMULASActive
Slight overlap · 3 shared positions
$DDOG$MRVL$ADI
$546M
412 positions
#25BRANDYWINE MANAGERS, LLCSmart money
Slight overlap · 3 shared positions
$DDOG$MDB$OKTA
$202M
46 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.