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Hedge Funds Similar to Generation

13F Portfolio OverlapQ2 2026Generation portfolio →
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Most similar hedge funds by 13F overlap

Generation Capital Management LLC is an institutional investor managing $163M across 83 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 Generation are Virtus Wealth Solutions, Whale Rock, REX Advisers, with shared positions in $SNDK, $ALAB, $GLW, $NBIS, $SPCX, $PM. The full ranking of 25 similar funds is below.

#1Virtus Wealth Solutions LLCActive
Notable overlap · 4 shared positions
$SNDK$ALAB$GLW$NBIS
$735M
53 positions
#2Whale Rock Capital Management LLCActive
Notable overlap · 4 shared positions
$SNDK$ALAB$GLW$SPCX
$12.5B
35 positions
#3REX Advisers, LLCPassive
Notable overlap · 4 shared positions
$SNDK$GLW$NBIS$SPCX
$56M
59 positions
#4Alpha Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$SNDK$ALAB$GLW$PM
$382M
114 positions
#5Maytree Asset Management LtdActive
Notable overlap · 3 shared positions
$SNDK$ALAB$NBIS
$154M
44 positions
#6Marex Group plcPassive
Notable overlap · 5 shared positions
$SNDK$NBIS$SPCX$GLW$ASTS
$23.6B
1,117 positions
#7Clear Street Group Inc.Active
Notable overlap · 6 shared positions
$SNDK$NBIS$ALAB$ASTS$SPCX$GLW
$39.5B
1,414 positions
#8Retireful, LLCPassive
Notable overlap · 3 shared positions
$ALAB$SNDK$GLW
$107M
81 positions
#9THAMES CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$SNDK$ALAB$C$NBIS
$1.2B
56 positions
#10Hel Ved Capital Management LtdActive
Notable overlap · 3 shared positions
$SNDK$GLW$NBIS
$1.4B
72 positions
#11Q Fund Management (Hong Kong) LtdActive
Notable overlap · 3 shared positions
$SNDK$ALAB$UBER
$110M
26 positions
#12Williamson Legacy Group, LLCPassive
Some overlap · 3 shared positions
$SNDK$GLW$C
$201M
75 positions
#13BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$SNDK$GLW$IAU$MP
$543M
140 positions
#14WT Asset Management LtdActive
Some overlap · 3 shared positions
$SNDK$ALAB$SPCX
$5.1B
29 positions
#15Gladstone Capital Management LLPActive
Some overlap · 4 shared positions
$SNDK$GLW$PM$ALAB
$1.0B
40 positions
#16Analog Century Management LPActive
Some overlap · 3 shared positions
$ALAB$SNDK$NBIS
$2.7B
25 positions
#17Sassicaia Capital Advisers LLCActive
Some overlap · 5 shared positions
$SNDK$SPCX$NBIS$GLW$ALAB
$227M
32 positions
#18BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 4 shared positions
$ALAB$GLW$NBIS$SNDK
$462M
122 positions
#19SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$ALAB$C$SPCX$MP
$895M
185 positions
#20Emergent Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$ALAB$GLW$UBER$SNDK
$192M
122 positions
#21Fedenia Advisers LLCPassive
Some overlap · 3 shared positions
$SNDK$GLW$NBIS
$421M
459 positions
#22E Fund Management Co., Ltd.Active
Some overlap · 3 shared positions
$SNDK$ALAB$GLW
$4.5B
488 positions
#23Bellwether Advisors, LLCPassive
Some overlap · 4 shared positions
$GLW$SNDK$NBIS$IAU
$675M
167 positions
#24Oak Wealth Advisors LLCActive
Some overlap · 3 shared positions
$ALAB$GLW$MCD
$208M
68 positions
#25Anther Capital LtdSmart money
Some overlap · 4 shared positions
$SNDK$GLW$ALAB$NBIS
$3.9B
21 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.