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 Caprock Group

13F Portfolio OverlapQ2 2026Caprock Group portfolio →

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Most similar hedge funds by 13F overlap

Caprock Group, LLC is an institutional investor managing $5.2B across 1,234 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 Caprock Group are Genus, Markin Volterra Fund, Insight Wealth Strategies, with shared positions in $WDC, $STX, $AMGN, $KLAC, $AEM, $C. The full ranking of 25 similar funds is below.

#1Genus Capital Management Inc.Passive

Slight overlap · 6 shared positions

$WDC $STX $AMGN $KLAC $AEM $C

$1.0B

204 positions

#2Markin Volterra Fund LPActive

Slight overlap · 5 shared positions

$PWR $WDC $PLTR $STX $KLAC

$147M

69 positions

#3Insight Wealth Strategies, LLCPassive

Slight overlap · 3 shared positions

$LQDA $STX $KLAC

$1.0B

183 positions

#4ATLAS CAPITAL ADVISORS LLCPassive

Slight overlap · 5 shared positions

$PWR $WDC $STX $AMGN $KLAC

$914M

1,049 positions

#5NEOS Investment Management LLCActive

Slight overlap · 5 shared positions

$WDC $PLTR $STX $AMGN $KLAC

$27.1B

578 positions

#6GF FUND MANAGEMENT CO. LTD.Active

Slight overlap · 5 shared positions

$WDC $PLTR $STX $AMGN $KLAC

$8.3B

587 positions

#7Invesco Ltd.Passive

Slight overlap · 5 shared positions

$WDC $PLTR $STX $AMGN $KLAC

$1.3T

3,819 positions

#8Harvest Fund Management Co., LtdActive

Slight overlap · 5 shared positions

$WDC $PLTR $STX $AMGN $KLAC

$3.0B

455 positions

#9DV EQUITIES, LLCActive

Slight overlap · 3 shared positions

$LQDA $WDC $STX

$698M

107 positions

#10E Fund Management (Hong Kong) Co., Ltd.Passive

Slight overlap · 5 shared positions

$WDC $PLTR $STX $KLAC $AEM

$302M

551 positions

#11PROFUND ADVISORS LLCPassive

Slight overlap · 5 shared positions

$PLTR $WDC $STX $AMGN $KLAC

$3.6B

1,175 positions

#12ProShare Advisors LLCActive

Slight overlap · 5 shared positions

$PLTR $WDC $STX $AMGN $KLAC

$69.2B

1,913 positions

#13REXFORD CAPITAL INCPassive

Slight overlap · 5 shared positions

$WDC $STX $AMGN $KLAC $KMI

$163M

301 positions

#14Legacy Bridge, LLCPassive

Slight overlap · 4 shared positions

$PWR $WDC $PLTR $STX

$324M

322 positions

#15Bryant Woods Investment Advisors, LLCActive

Slight overlap · 3 shared positions

$LQDA $AMGN $KLAC

$360M

85 positions

#16BankChampaign, National AssociationPassive

Slight overlap · 4 shared positions

$PWR $WDC $PLTR $AEM

$130M

200 positions

#17Counterweight Ventures, LLCPassive

Slight overlap · 4 shared positions

$PWR $PLTR $STX $AMGN

$201M

81 positions

#18NAVELLIER & ASSOCIATES INCPassive

Slight overlap · 4 shared positions

$PWR $PLTR $STX $AGI

$1.3B

322 positions

#19Kingsman Wealth Management, Inc.Active

Slight overlap · 4 shared positions

$PWR $PLTR $STX $C

$214M

76 positions

#20MILLER HOWARD INVESTMENTS INC /NYActive

Slight overlap · 3 shared positions

$ELS $KMI $C

$3.8B

152 positions

#21Advisory Services Network, LLCPassive

Slight overlap · 4 shared positions

$PWR $STX $PLTR $KLAC

$8.8B

2,165 positions

#22Sciencast Management LPPassive

Slight overlap · 4 shared positions

$PWR $WDC $AEM $C

$482M

235 positions

#23APIS CAPITAL ADVISORS, LLCActive

Slight overlap · 3 shared positions

$LQDA $WDC $STX

$1.0B

60 positions

#24Menard Financial Group LLCActive

Slight overlap · 4 shared positions

$PWR $PLTR $KLAC $C

$184M

80 positions

#25EPG Wealth Management LLCPassive

Slight overlap · 4 shared positions

$PWR $STX $AMGN $KLAC

$417M

318 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.