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 Financial Designs

13F Portfolio OverlapQ2 2026Financial Designs portfolio →

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Most similar hedge funds by 13F overlap

Financial Designs Corp is an institutional investor managing $187M across 41 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 Financial Designs are Alamea Verwaltungs GmbH, PANORAMIC INVESTMENT ADVISORS, Madden Advisory Services, with shared positions in $FBTC, $SLV, $AZO, $WELL, $SGOL, $DIS. The full ranking of 20 similar funds is below.

#1Alamea Verwaltungs GmbHActive

Some overlap · 3 shared positions

$FBTC $SLV $AZO

$125M

73 positions

#2PANORAMIC INVESTMENT ADVISORS, LLCPassive

Some overlap · 3 shared positions

$FBTC $WELL $SLV

$209M

141 positions

#3Madden Advisory Services, Inc.Active

Some overlap · 3 shared positions

$SGOL $SLV $WELL

$279M

110 positions

#4Evelyn Partners Asset Management Ltd

Some overlap · 3 shared positions

$SGOL $AZO $DIS

$406M

308 positions

#5Go Invest LLCSmart money

Some overlap · 3 shared positions

$SGOL $FBTC $SLV

$426M

129 positions

#6Leo H. Evart, Inc.Active

Some overlap · 3 shared positions

$SGOL $SRE $EIX

$127M

295 positions

#7Corecam AGActive

Slight overlap · 3 shared positions

$SLV $EIX $DIS

$117M

50 positions

#8Trivant Custom Portfolio Group, LLCPassive

Slight overlap · 3 shared positions

$NOC $SRE $AZO

$188M

82 positions

#9Gordian Capital Singapore Pte LtdPassive

Slight overlap · 3 shared positions

$SLV $WELL $DIS

$58M

126 positions

#10Sankala Group LLCPassive

Slight overlap · 3 shared positions

$FBTC $AZO $SLV

$150M

631 positions

#11WealthCare Investment Partners, LLCPassive

Slight overlap · 3 shared positions

$SLV $NOC $DIS

$412M

206 positions

#12Zimmer Partners, LPPassive

Slight overlap · 3 shared positions

$SRE $WELL $AZO

$4.3B

121 positions

#13Walter Public Investments Inc.Passive

Slight overlap · 3 shared positions

$WELL $AZO $DIS

$416M

53 positions

#14Asset Planning,IncPassive

Slight overlap · 3 shared positions

$SRE $WELL $EIX

$154M

334 positions

#15Neumann Capital Management, LLCActive

Slight overlap · 3 shared positions

$SRE $DIS $NOC

$151M

58 positions

#16WESCAP Management Group, Inc.Active

Slight overlap · 5 shared positions

$SLV $FETH $FBTC $DIS $NOC

$536M

107 positions

#17WELLINGTON MANAGEMENT GROUP LLPPassive

Slight overlap · 3 shared positions

$SRE $WELL $DIS

$580.2B

1,921 positions

#18BASSO CAPITAL MANAGEMENT, L.P.Active

Slight overlap · 3 shared positions

$SLV $FBTC $WELL

$469M

138 positions

#19Turim 21 Investimentos Ltda.Smart money

Slight overlap · 3 shared positions

$DIS $SLV $FBTC

$613M

121 positions

#20Collier FinancialActive

Slight overlap · 3 shared positions

$DIS $SRE $WELL

$146M

141 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.