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 CVFG

13F Portfolio OverlapQ2 2026CVFG portfolio →

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Most similar hedge funds by 13F overlap

CVFG LLC is an institutional investor managing $952M across 250 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 CVFG are NAVELLIER & ASSOCIATES, Mezzasalma Advisors, Geneva Partners, with shared positions in $STX, $BE, $AGX, $VRT, $CAH, $CRS. The full ranking of 25 similar funds is below.

#1NAVELLIER & ASSOCIATES INCPassive

Notable overlap · 14 shared positions

$STX $BE $AGX $VRT $CAH $CRS

$1.3B

322 positions

#2Mezzasalma Advisors, LLCPassive

Notable overlap · 8 shared positions

$BE $VRT $STX $CRS $ANET $CLS

$498M

171 positions

#3Geneva Partners, LLCPassive

Notable overlap · 7 shared positions

$STX $BE $VRT $AGX $HWM $PH

$375M

75 positions

#4DigitalBridge Group, Inc.Active

Notable overlap · 6 shared positions

$STX $BE $VRT $ANET $CIEN $PWR

$1.7B

61 positions

#5Williamson Legacy Group, LLCPassive

Notable overlap · 6 shared positions

$STX $BE $VRT $HWM $CIEN $MTZ

$201M

75 positions

#6VMS Asset Management LimitedPassive

Notable overlap · 5 shared positions

$STX $BE $TTMI $VRT $AGX

$315M

33 positions

#7Gunderson Capital Management Inc.Active

Notable overlap · 6 shared positions

$STX $AGX $CLS $ANET $CIEN $PWR

$370M

52 positions

#8Left Brain Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$BE $STX $VRT $ANET $CB $CIEN

$332M

99 positions

#9LONE PINE CAPITAL LLCActive

Some overlap · 5 shared positions

$STX $TTMI $AGX $CRS $MTZ

$16.4B

34 positions

#10Bannerstone Capital Management, LLCPassive

Some overlap · 6 shared positions

$BE $AGX $VRT $CLS $STT $PWR

$119M

113 positions

#11Tribune Investment Group LPActive

Some overlap · 5 shared positions

$STX $BE $CRS $PH $MTZ

$247M

34 positions

#12SANDS CAPITAL MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$STX $BE $CRS $ARGX $PWR

$26.9B

71 positions

#13Polar Capital Holdings PlcActive

Some overlap · 7 shared positions

$STX $ANET $CLS $TTMI $VRT $SIMO

$42.4B

245 positions

#14Englebert Financial Advisers, LLCActive

Some overlap · 5 shared positions

$STX $BE $HWM $CIEN $PH

$102M

65 positions

#15SCALAR GAUGE MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$TTMI $VRT $CLS $HWM $MTZ $SIMO

$182M

27 positions

#16Goldstream Capital Management LtdActive

Some overlap · 4 shared positions

$STX $BE $VRT $CIEN

$132M

45 positions

#17Value Aligned Research Advisors, LLCActive

Some overlap · 4 shared positions

$BE $STX $VRT $CLS

$40.1B

123 positions

#18CHASE INVESTMENT COUNSEL CORPPassive

Some overlap · 6 shared positions

$VRT $CLS $CRS $STT $HWM $MTZ

$474M

138 positions

#19Winslow Capital Management, LLCActive

Some overlap · 6 shared positions

$STX $VRT $ANET $PH $HWM $PWR

$29.1B

66 positions

#20Legacy Bridge, LLCPassive

Some overlap · 6 shared positions

$VRT $CLS $ANET $STX $PH $PWR

$324M

322 positions

#21Whale Rock Capital Management LLCActive

Some overlap · 4 shared positions

$BE $TTMI $CLS $STX

$12.5B

35 positions

#22Avala Global LPActive

Some overlap · 3 shared positions

$STX $BE $AGX

$2.7B

30 positions

#23Atika Capital Management LLCActive

Some overlap · 5 shared positions

$STX $VRT $CIEN $TTMI $MTZ

$1.5B

81 positions

#24Estate Counselors, LLCSmart money

Some overlap · 4 shared positions

$STX $BE $STT $CIEN

$1.2B

92 positions

#25Aragon Global Management, LPActive

Some overlap · 3 shared positions

$STX $BE $VRT

$264M

23 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.