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Hedge Funds Similar to Connective Portfolio

13F Portfolio OverlapQ3 2026Connective Portfolio portfolio →
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Most similar hedge funds by 13F overlap

Connective Portfolio Management, LLC is an institutional investor managing $67M across 39 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Connective Portfolio are Firsthand, ANDERSON HOAGLAND, REBALANCE, with shared positions in $RKLB, $SOFI, $PWR, $PL, $IAU, $C. The full ranking of 25 similar funds is below.

#1Firsthand Capital Management, Inc.Active
Notable overlap · 4 shared positions
$RKLB$SOFI$PWR$PL
$63M
54 positions
#2ANDERSON HOAGLAND & COActive
Notable overlap · 4 shared positions
$IAU$C$PWR$SOFI
$1.3B
135 positions
#3REBALANCE, LLCSmart money
Notable overlap · 3 shared positions
$PHYS$IAU$AXP
$1.9B
100 positions
#4Spear Advisors LLCActive
Notable overlap · 4 shared positions
$NOK$RKLB$MRVL$ARM
$291M
28 positions
#5Spahn Wealth & Retirement LLCActive
Notable overlap · 3 shared positions
$C$SPCX$AXP
$155M
38 positions
#6Arrow Capital Pty LtdActive
Notable overlap · 3 shared positions
$C$SPCX$PWR
$118M
25 positions
#7Permanens Capital L.P.Active
Notable overlap · 3 shared positions
$IAU$NOK$WDAY
$972M
100 positions
#8UNICOM Systems, Inc.Active
Notable overlap · 5 shared positions
$RKLB$ARM$IONQ$SIMO$MRVL
$1.5B
39 positions
#9OFC FINANCIAL PLANNING, LLCActive
Notable overlap · 3 shared positions
$IAU$C$PWR
$113M
56 positions
#10VPR Management LLCActive
Notable overlap · 3 shared positions
$IAU$PBR$SHEL
$249M
66 positions
#11Provident Living Financial Services, Inc.Active
Notable overlap · 4 shared positions
$C$SOFI$PBR$MRVL
$101M
50 positions
#12FLYWHEEL PRIVATE WEALTH LLCActive
Notable overlap · 3 shared positions
$IAU$C$PWR
$203M
109 positions
#13Bigelow Investment Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$AXP$MRVL
$281M
154 positions
#14BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 4 shared positions
$RKLB$SIMO$MRVL$ARM
$462M
122 positions
#15Parkside Investments, LLCActive
Notable overlap · 3 shared positions
$C$IAU$SOFI
$879M
95 positions
#16EQUITABLE TRUST COPassive
Notable overlap · 4 shared positions
$IAU$AXP$MRVL$BKR
$2.4B
444 positions
#17EHRLICH FINANCIAL GROUPActive
Notable overlap · 3 shared positions
$IAU$AXP$MRVL
$193M
120 positions
#18Ridge Creek Global, IncPassive
Notable overlap · 3 shared positions
$IAU$HLT$PWR
$129M
94 positions
#19Modus Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$ARM$SPCX
$405M
118 positions
#20TEMA ETFS LLCActive
Notable overlap · 4 shared positions
$RKLB$PWR$SPCX$PL
$2.7B
594 positions
#21MACROVIEW INVESTMENT MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$PHYS$IAU$AXP
$167M
106 positions
#22Darden Wealth Group IncPassive
Notable overlap · 4 shared positions
$RKLB$MRVL$PWR$ARM
$252M
155 positions
#23SIERRA SUMMIT ADVISORS LLCPassive
Notable overlap · 5 shared positions
$C$MRVL$SOFI$PWR$SPCX
$895M
185 positions
#24TSA Wealth Managment LLCActive
Notable overlap · 3 shared positions
$IAU$KGS$MRVL
$356M
124 positions
#25Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$IAU$PWR$AXP
$830M
159 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.