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 FCG Investment

13F Portfolio OverlapQ3 2026FCG Investment portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

FCG Investment Co is an institutional investor managing $304M across 125 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 FCG Investment are MITCHELL, Markin Volterra Fund, VMS Asset Limited, with shared positions in $BE, $SNDK, $GLW, $FIX, $MPWR, $VRT. The full ranking of 25 similar funds is below.

#1MITCHELL CAPITAL MANAGEMENT COPassive

Some overlap · 6 shared positions

$BE $SNDK $GLW $FIX $MPWR $VRT

$657M

117 positions

#2Markin Volterra Fund LPActive

Some overlap · 6 shared positions

$SNDK $GLW $FIX $PWR $VRT $ANET

$147M

69 positions

#3VMS Asset Management LimitedActive

Some overlap · 5 shared positions

$BE $SNDK $GLW $FIX $VRT

$264M

32 positions

#4SHAKER INVESTMENTS LLC/OHPassive

Some overlap · 6 shared positions

$FIX $MS $MPWR $VRT $ANET $NUE

$278M

87 positions

#5WEALTHEDGE INVESTMENT ADVISORS, LLCPassive

Some overlap · 6 shared positions

$SNDK $GLW $BE $ANET $PWR $VRT

$294M

143 positions

#6Davidson Capital Management Inc.Active

Some overlap · 6 shared positions

$FIX $MPWR $PWR $VRT $EXEL $ANET

$604M

99 positions

#7Robeco Schweiz AGActive

Some overlap · 5 shared positions

$BE $GLW $MPWR $PWR $VRT

$5.5B

135 positions

#8Riggs Asset Managment Co. Inc.Passive

Some overlap · 5 shared positions

$BE $SNDK $GLW $VRT $ANET

$560M

132 positions

#9Mezzasalma Advisors, LLCPassive

Some overlap · 5 shared positions

$BE $SNDK $FIX $VRT $ANET

$493M

159 positions

#10Bannerstone Capital Management, LLCPassive

Some overlap · 5 shared positions

$BE $FIX $GLW $PWR $VRT

$119M

113 positions

#11Retireful, LLCPassive

Some overlap · 5 shared positions

$SNDK $GLW $FIX $VRT $ANET

$116M

86 positions

#12Trinity Financial Advisors LLCActive

Some overlap · 3 shared positions

$HBAN $GLW $VRT

$388M

99 positions

#13Aubrey Capital Management LtdPassive

Some overlap · 5 shared positions

$SNDK $FIX $SNEX $VRT $ANET

$115M

38 positions

#14Kaufman Rossin Wealth, LLCActive

Some overlap · 5 shared positions

$GLW $FIX $EIX $VRT $ANET

$247M

180 positions

#15Geneva Partners, LLCPassive

Some overlap · 5 shared positions

$BE $GLW $FIX $VRT $PWR

$334M

81 positions

#16Laurion Capital Management LPPassive

Some overlap · 5 shared positions

$GLW $FIX $MPWR $VRT $ANET

$3.9B

420 positions

#17Firsthand Capital Management, Inc.Active

Some overlap · 5 shared positions

$BE $GLW $PWR $ANET $MPWR

$63M

54 positions

#18Polar Capital Holdings PlcActive

Some overlap · 5 shared positions

$SNDK $GLW $VRT $ANET $BE

$42.4B

245 positions

#19Goldstream Capital Management LtdActive

Some overlap · 4 shared positions

$BE $SNDK $GLW $VRT

$132M

45 positions

#20Williamson Legacy Group, LLCPassive

Some overlap · 4 shared positions

$BE $SNDK $GLW $VRT

$201M

75 positions

#21Wakefield Asset Management LLLPPassive

Some overlap · 5 shared positions

$FIX $MS $BMY $VRT $EXEL

$444M

225 positions

#22Winslow Capital Management, LLCActive

Some overlap · 5 shared positions

$SNDK $MS $PWR $VRT $ANET

$29.1B

66 positions

#23Allegiance Financial Group Advisory Services LLCActive

Some overlap · 5 shared positions

$FIX $EIX $BMY $SNDK $VRT

$578M

205 positions

#24Value Aligned Research Advisors, LLCActive

Some overlap · 4 shared positions

$BE $SNDK $FIX $VRT

$40.1B

123 positions

#25Aragon Global Management, LPActive

Some overlap · 4 shared positions

$BE $SNDK $MS $VRT

$264M

23 positions

Compare FCG Investment’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View FCG Investment’s holdings

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.