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 Cavalier Investments

13F Portfolio OverlapQ2 2026Cavalier Investments portfolio →

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Most similar hedge funds by 13F overlap

Cavalier Investments, LLC is an institutional investor managing $2.4B across 70 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 Cavalier Investments are SMART Wealth, Harvest Investment Services, Parkway Wealth Group, with shared positions in $WDC, $HWM, $YMM, $SLV, $RKLB, $IBIT. The full ranking of 25 similar funds is below.

#1SMART Wealth LLCPassive

Slight overlap · 3 shared positions

$WDC $HWM $YMM

$464M

222 positions

#2Harvest Investment Services, LLCPassive

Slight overlap · 4 shared positions

$WDC $HWM $SLV $RKLB

$647M

383 positions

#3Parkway Wealth Management Group, LLCActive

Slight overlap · 3 shared positions

$WDC $HWM $SLV

$866M

147 positions

#4National Wealth Management Group, LLCPassive

Slight overlap · 3 shared positions

$WDC $HWM $SLV

$323M

226 positions

#5Dilation Capital Management LPActive

Slight overlap · 3 shared positions

$WDC $HWM $RKLB

$248M

20 positions

#6Elite Wealth Management, Inc.Active

Slight overlap · 3 shared positions

$WDC $HWM $RKLB

$337M

47 positions

#7Elequin Securities, LLCActive

Slight overlap · 5 shared positions

$WDC $IBIT $MSTR $USO $RKLB

$3.4B

693 positions

#8EXCHANGE TRADED CONCEPTS, LLCPassive

Slight overlap · 3 shared positions

$WDC $IBIT $MSTR

$21.9B

1,580 positions

#9TABR Capital Management, LLCActive

Slight overlap · 3 shared positions

$WDC $HWM $RKLB

$117M

54 positions

#10Legacy Wealth Managment, LLC/IDPassive

Slight overlap · 3 shared positions

$WDC $IBIT $SLV

$243M

196 positions

#11TB Alternative Assets Ltd.Active

Slight overlap · 3 shared positions

$WDC $YMM $RKLB

$623M

34 positions

#12UNICOM Systems, Inc.Active

Slight overlap · 4 shared positions

$WDC $USAR $RGTI $RKLB

$1.5B

39 positions

#13Pinpoint Asset Management (Singapore) Pte. Ltd.Active

Slight overlap · 3 shared positions

$WDC $IBIT $YMM

$493M

151 positions

#14Lake Hills Wealth Management, LLCActive

Slight overlap · 3 shared positions

$WDC $YMM $SLV

$220M

62 positions

#15Capital Advisor Network LLCActive

Slight overlap · 4 shared positions

$HWM $IBIT $WDC $SLV

$80M

183 positions

#16Jump Financial, LLCPassive

Slight overlap · 4 shared positions

$WDC $HWM $MSTR $SLV

$12.4B

1,964 positions

#17Exit Wealth Advisors, LLC.Passive

Slight overlap · 3 shared positions

$WDC $USO $SLV

$220M

150 positions

#18HRT FINANCIAL LPPassive

Slight overlap · 3 shared positions

$WDC $HWM $MSTR

$39.9B

4,113 positions

#19Parallax Volatility Advisers, L.P.Active

Slight overlap · 4 shared positions

$WDC $IBIT $MSTR $SLV

$58.9B

1,502 positions

#20Planning Strategies Inc.Passive

Slight overlap · 4 shared positions

$IBIT $HWM $YMM $USAR

$160M

1,068 positions

#21Marathon Trading Investment Management LLCActive

Slight overlap · 4 shared positions

$IBIT $MSTR $USO $SLV

$3.2B

278 positions

#22E Fund Management Co., Ltd.Active

Slight overlap · 3 shared positions

$WDC $USO $YMM

$4.5B

488 positions

#23Evolution Wealth Advisors, LLCSmart money

Slight overlap · 3 shared positions

$IBIT $HWM $MSTR

$855M

181 positions

#24IMC-Chicago, LLCPassive

Slight overlap · 3 shared positions

$WDC $MSTR $SLV

$418.7B

6,591 positions

#25Capital Wealth Alliance, LLCActive

Slight overlap · 4 shared positions

$IBIT $MSTR $YMM $RKLB

$215M

99 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.