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 Informed Momentum

13F Portfolio OverlapQ2 2026Informed Momentum portfolio →

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Most similar hedge funds by 13F overlap

Informed Momentum Co LLC is an institutional investor managing $1.1B across 268 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 Informed Momentum are EMERALD MUTUAL FUND ADVISERS, EMERALD ADVISERS, Lisanti Growth, with shared positions in $GH, $CECO, $SMTC, $MOD, $KLIC, $TTMI. The full ranking of 25 similar funds is below.

#1EMERALD MUTUAL FUND ADVISERS TRUSTPassive

Notable overlap · 10 shared positions

$GH $CECO $SMTC $MOD $KLIC $TTMI

$2.8B

197 positions

#2EMERALD ADVISERS, LLCPassive

Notable overlap · 10 shared positions

$GH $CECO $SMTC $MOD $KLIC $TTMI

$4.2B

237 positions

#3Lisanti Capital Growth, LLCPassive

Some overlap · 9 shared positions

$BTSG $CECO $SMTC $DOCN $MOD $SEI

$455M

109 positions

#4NEEDHAM INVESTMENT MANAGEMENT LLCActive

Some overlap · 8 shared positions

$VICR $CECO $FORM $VPG $VSAT $AIP

$3.3B

176 positions

#5Catalyst Funds Management Pty LtdPassive

Some overlap · 9 shared positions

$BE $TTMI $DY $MOD $SMTC $GH

$1.8B

643 positions

#6Massar Capital Management, LPActive

Some overlap · 7 shared positions

$VICR $SITM $SPHR $VIAV $DOCN $KLIC

$1.0B

265 positions

#7DRIEHAUS CAPITAL MANAGEMENT LLCPassive

Some overlap · 8 shared positions

$GH $VICR $CECO $SITM $SEI $BE

$17.3B

354 positions

#8Herald Investment Management LtdActive

Some overlap · 7 shared positions

$VICR $DOCN $KLIC $VIAV $VPG $AIP

$737M

92 positions

#9OBERWEIS ASSET MANAGEMENT INC/Active

Some overlap · 7 shared positions

$BTSG $SITM $DOCN $MTSI $SEI $VIAV

$4.8B

176 positions

#10G2 Investment Partners Management LLCPassive

Some overlap · 7 shared positions

$VIAV $SMTC $MOD $MTSI $TTMI $DY

$549M

73 positions

#11Portolan Capital Management, LLCPassive

Some overlap · 7 shared positions

$SMTC $MOD $TTMI $VPG $ALNT $ENVA

$2.7B

148 positions

#12Whale Rock Capital Management LLCActive

Some overlap · 6 shared positions

$BE $SITM $VIAV $MTSI $TTMI $MKSI

$12.5B

35 positions

#13Williamson Legacy Group, LLCPassive

Some overlap · 6 shared positions

$BE $GH $DOCN $MTSI $DY $MKSI

$201M

75 positions

#14FULLER & THALER ASSET MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$BE $GH $DOCN $MOD $VSAT $BTSG

$36.7B

504 positions

#15MRA Advisory GroupPassive

Some overlap · 5 shared positions

$BE $GH $BTSG $DOCN $MOD

$276M

159 positions

#16Yorktown Management & Research Co IncPassive

Some overlap · 6 shared positions

$GH $CECO $BE $DY $SMTC $MOD

$163M

249 positions

#17Nicholas Investment Partners, LPPassive

Some overlap · 6 shared positions

$SITM $SPHR $MOD $RVMD $MTSI $POWL

$1.8B

204 positions

#18TEMA ETFS LLCActive

Some overlap · 6 shared positions

$BE $MOD $VPG $VSAT $POWL $LASR

$3.1B

583 positions

#19ESSEX INVESTMENT MANAGEMENT CO LLCPassive

Some overlap · 6 shared positions

$CECO $SMTC $COHU $AIP $AGX $GHM

$763M

306 positions

#20TREMBLANT CAPITAL GROUPActive

Some overlap · 5 shared positions

$BE $SMTC $GH $FORM $MKSI

$3.5B

58 positions

#21Andar Capital Management HK LtdActive

Some overlap · 5 shared positions

$VICR $SMTC $FORM $VPG $KN

$223M

13 positions

#22CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Some overlap · 5 shared positions

$BE $DOCN $SEI $DY $AGX

$2.2B

73 positions

#23Virtus Fixed Income Advisers, LLCActive

Some overlap · 5 shared positions

$GH $BTSG $SPHR $SEI $MKSI

$158M

85 positions

#24Atika Capital Management LLCActive

Some overlap · 5 shared positions

$GH $SITM $RVMD $TTMI $VPG

$1.5B

81 positions

#25LINDEN ADVISORS LPPassive

Some overlap · 5 shared positions

$GH $SITM $SPHR $SEI $MKSI

$19.3B

638 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.