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Hedge Funds Similar to Genesis Financial Group

13F Portfolio OverlapQ2 2026Genesis Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Genesis Financial Group, LLC is an institutional investor managing $154M across 100 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 Genesis Financial Group are TTRF Ltd, BERKSHIRE, Virtus Wealth Solutions, with shared positions in $PLTR, $NBIS, $SHOP, $BE, $ALAB, $APLD. The full ranking of 25 similar funds is below.

#1TTRF Capital LtdActive
Notable overlap · 3 shared positions
$PLTR$NBIS$SHOP
$152M
13 positions
#2BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 3 shared positions
$NBIS$BE$ALAB
$462M
122 positions
#3Virtus Wealth Solutions LLCActive
Notable overlap · 3 shared positions
$NBIS$ALAB$BE
$735M
53 positions
#4Value Aligned Research Advisors, LLC
Notable overlap · 4 shared positions
$NBIS$BE$ALAB$APLD
$40.1B
123 positions
#5Alden Global Capital LLCActive
Notable overlap · 3 shared positions
$NBIS$PLTR$UBER
$273M
19 positions
#6Situational Awareness LPSmart money
Notable overlap · 3 shared positions
$NBIS$BE$APLD
$20.2B
26 positions
#7SOMA EQUITY PARTNERS LPActive
Notable overlap · 4 shared positions
$BE$NBIS$UBER$SNOW
$1.4B
24 positions
#8Bosman Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$PLTR$BE$ALAB$NBIS
$161M
56 positions
#9FirstWave Capital Management LLCPassive
Notable overlap · 4 shared positions
$NBIS$ALAB$BE$PL
$227M
63 positions
#10MRP Capital Investments, LLCPassive
Notable overlap · 4 shared positions
$ALAB$BE$PLTR$KMI
$136M
223 positions
#11Q Fund Management (Hong Kong) LtdActive
Notable overlap · 3 shared positions
$ALAB$BE$UBER
$110M
26 positions
#12Whale Rock Capital Management LLCActive
Notable overlap · 3 shared positions
$ALAB$BE$SNOW
$12.5B
35 positions
#13Meadowbrook Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$NBIS$PLTR$SHOP$UBER
$93M
81 positions
#14PRAKASH INVESTMENT ADVISORS LLCPassive
Notable overlap · 4 shared positions
$BE$NBIS$ALAB$PLTR
$174M
92 positions
#15Z3 Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$PLTR$ALAB$UBER
$476M
192 positions
#16LIGHT STREET CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$ALAB$BE$SNOW
$903M
28 positions
#17Steadview Capital Management LLCActive
Notable overlap · 3 shared positions
$NBIS$BE$PLTR
$333M
14 positions
#18Firsthand Capital Management, Inc.Active
Some overlap · 4 shared positions
$BE$PLTR$PL$UBER
$63M
54 positions
#19FRED ALGER MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$NBIS$ALAB$SNOW
$30.0B
425 positions
#20Clarity Financial LLCActive
Some overlap · 3 shared positions
$PLTR$KMI$APLD
$1.2B
132 positions
#21CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 3 shared positions
$BE$LIN$PLTR
$78M
44 positions
#22Essex LLCActive
Some overlap · 4 shared positions
$NBIS$LIN$BE$DE
$659M
180 positions
#23Ducere Wealth Management LLCPassive
Some overlap · 3 shared positions
$BE$UBER$PLTR
$333M
135 positions
#24QP WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$BE$PLTR$PL
$70M
71 positions
#25Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$BE$NBIS$APLD
$119M
113 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.