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 Generali Investments

13F Portfolio OverlapQ2 2026Generali Investments portfolio →

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Most similar hedge funds by 13F overlap

Generali Investments, Management Co LLC is an institutional investor managing $460M across 164 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 Generali Investments are GRANITE ISLANDS PRIVATE WEALTH, Generali Investments Towarzystwo Funduszy Inwestycyjnych, Greystone Financial Group, with shared positions in $NOW, $PFE, $ISRG, $MCD, $AMGN, $CRWD. The full ranking of 25 similar funds is below.

#1GRANITE ISLANDS PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$NOW $PFE $ISRG $MCD $AMGN $CRWD

$135M

78 positions

#2Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Some overlap · 6 shared positions

$NOW $ISRG $C $PFE $NET $CRWD

$249M

151 positions

#3Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$NOW $EMR $MCD $AMGN $LIN $CRWD

$358M

74 positions

#4Strong Retirement Solutions LLCPassive

Some overlap · 6 shared positions

$NOW $ISRG $SYK $LIN $APH $CRWD

$167M

82 positions

#5Wilian Securities, LLCPassive

Some overlap · 6 shared positions

$NOW $ISRG $SYK $LIN $APH $CRWD

$169M

89 positions

#6Biondo Investment Advisors, LLCActive

Some overlap · 5 shared positions

$NOW $EMR $ISRG $MCD $AMGN

$817M

89 positions

#7Avalon Global Asset Management LLCActive

Some overlap · 5 shared positions

$NOW $PLTR $EMR $NET $CRWD

$917M

38 positions

#8BROOKTREE CAPITAL MANAGEMENTActive

Some overlap · 7 shared positions

$NOW $PFE $NET $SYK $MCD $AMGN

$153M

44 positions

#9RPG Investment Advisory, LLCPassive

Some overlap · 5 shared positions

$NOW $PLTR $ISRG $NET $CRWD

$973M

93 positions

#10Processus Wealth & Capital Management, LLCActive

Some overlap · 5 shared positions

$PLTR $EMR $C $AMGN $CRWD

$169M

35 positions

#11Clarus Wealth AdvisorsPassive

Some overlap · 5 shared positions

$NOW $PLTR $C $NET $EMR

$260M

86 positions

#12ITHAKA GROUP LLCActive

Some overlap · 5 shared positions

$NOW $PLTR $ISRG $APH $CRWD

$551M

40 positions

#13ABNER HERRMAN & BROCK LLCActive

Some overlap · 5 shared positions

$EMR $C $MCD $ISRG $SYK

$1.1B

111 positions

#14NZS Capital, LLCActive

Some overlap · 6 shared positions

$ISRG $SYK $NET $LIN $APH $CRWD

$3.9B

61 positions

#15AFT, FORSYTH & COMPANY, INC.Active

Some overlap · 5 shared positions

$NOW $ISRG $C $AMGN $CRWD

$208M

108 positions

#16Peloton Wealth StrategistsPassive

Some overlap · 5 shared positions

$EMR $C $ISRG $AMGN $APH

$271M

91 positions

#17BKM Wealth Management, LLCPassive

Some overlap · 5 shared positions

$EMR $C $MCD $AMGN $LIN

$282M

148 positions

#18Cohen Investment Advisors LLCPassive

Some overlap · 5 shared positions

$NOW $PFE $MCD $AMGN $C

$223M

81 positions

#19Harvest Portfolios Group Inc.Active

Some overlap · 5 shared positions

$PLTR $ISRG $AMGN $SYK $CRWD

$7.1B

267 positions

#20Gallagher Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$NOW $PLTR $PFE $ISRG

$175M

71 positions

#21Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$EMR $MCD $AMGN $SYK $LIN

$1.3B

275 positions

#22Sandhill Capital Partners LLCActive

Some overlap · 5 shared positions

$NOW $ISRG $SYK $LIN $APH

$1.2B

98 positions

#23CFS Investment Advisory Services, LLCPassive

Some overlap · 5 shared positions

$C $EMR $AMGN $MCD $LIN

$1.5B

357 positions

#24Newbridge Financial Services Group, Inc.Passive

Some overlap · 5 shared positions

$PLTR $NOW $NET $CRWD $MCD

$808M

1,245 positions

#25S.A. Mason LLCPassive

Some overlap · 5 shared positions

$PLTR $AMGN $SYK $MCD $CRWD

$326M

282 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.