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 Bensler

13F Portfolio OverlapQ2 2026Bensler portfolio →

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Most similar hedge funds by 13F overlap

Bensler, LLC is an institutional investor managing $1.1B across 198 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 Bensler are Lafayette Investments, Cunning Partners, Benchmark Investment Advisors, with shared positions in $KLAC, $PGR, $LMT, $ASML, $ANET, $AXP. The full ranking of 25 similar funds is below.

#1Lafayette Investments, Inc.Active

Notable overlap · 5 shared positions

$KLAC $PGR $LMT $ASML $ANET

$542M

162 positions

#2Cunning Capital Partners, LPActive

Notable overlap · 4 shared positions

$KLAC $AXP $PWR $PGR

$248M

55 positions

#3Benchmark Investment Advisors LLCActive

Notable overlap · 7 shared positions

$KLAC $ANET $UBER $FIX $VRT $ASML

$228M

70 positions

#4Navis Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$KLAC $AXP $PDI $ADX $UBER

$264M

175 positions

#5JLB & ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$KLAC $PGR $AXP

$748M

68 positions

#6Chatterton & Associates Inc.Active

Notable overlap · 4 shared positions

$KLAC $ASML $VRTX $STRL

$170M

101 positions

#7OAK ASSOCIATES LTD /OH/Active

Notable overlap · 3 shared positions

$KLAC $LMT $ASML

$1.8B

139 positions

#8Covenant Asset Management, LLCPassive

Notable overlap · 7 shared positions

$KLAC $ANET $AXP $PWR $ODFL $ASML

$746M

169 positions

#9Smith Group Asset Management, LLCActive

Notable overlap · 4 shared positions

$KLAC $AXP $ANET $FIX

$2.5B

166 positions

#10Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$KLAC $FIX $ASML

$378M

224 positions

#11FCF Advisors LLCPassive

Notable overlap · 5 shared positions

$KLAC $STRL $LMT $ANET $VRT

$544M

58 positions

#12Geneva Partners, LLCPassive

Notable overlap · 6 shared positions

$STRL $KLAC $FIX $VRT $ASML $PWR

$334M

81 positions

#13UNIO CAPITAL LLCActive

Notable overlap · 3 shared positions

$KLAC $AXP $ASML

$526M

19 positions

#14Metatron Capital SICAV plc - Metatron Long Term Equity FundActive

Notable overlap · 6 shared positions

$KLAC $VST $UBER $PGR $AER $DECK

$220M

65 positions

#15BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$KLAC $VST $AXP $ANET $PWR

$436M

104 positions

#16BANK OF STOCKTONActive

Notable overlap · 5 shared positions

$KLAC $AXP $PGR $ASML $ETR

$333M

124 positions

#17PeakShares LLCActive

Notable overlap · 6 shared positions

$KLAC $UBER $PGR $ANET $AXP $WDC

$134.4B

122 positions

#18Carmel Capital Management L.L.C.Active

Notable overlap · 3 shared positions

$KLAC $VST $ASML

$456M

28 positions

#19LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$KLAC $STRL $ANET $VRTX

$218M

80 positions

#20Camarda Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$KLAC $WDC $ASML

$331M

122 positions

#21Bluebird Wealth Management LLCPassive

Notable overlap · 8 shared positions

$AXP $UBER $ANET $VST $VRT $ASML

$115M

89 positions

#22UHLMANN PRICE SECURITIES, LLCSmart money

Notable overlap · 4 shared positions

$KLAC $UBER $AXP $LMT

$2.7B

291 positions

#23Legacy Bridge, LLCPassive

Notable overlap · 6 shared positions

$STRL $ANET $WDC $PWR $VRT $ASML

$324M

322 positions

#24Kessler Investment Group, LLCPassive

Notable overlap · 4 shared positions

$KLAC $ANET $VRT $STRL

$207M

82 positions

#25Elm3 Financial Group, LLCPassive

Notable overlap · 6 shared positions

$STRL $KLAC $PDI $PGR $VRT $ANET

$150M

150 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.