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 GUERRA PAN ADVISORS

13F Portfolio OverlapQ2 2026GUERRA PAN ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

GUERRA PAN ADVISORS, LLC is an institutional investor managing $179M across 118 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 GUERRA PAN ADVISORS are Kessler Investment Group, Bluebird Wealth, ITHAKA GROUP, with shared positions in $CRWD, $ANET, $GLW, $VRT, $NOW, $CRM. The full ranking of 25 similar funds is below.

#1Kessler Investment Group, LLCPassive

Notable overlap · 6 shared positions

$CRWD $ANET $GLW $VRT $NOW $CRM

$234M

81 positions

#2Bluebird Wealth Management LLCPassive

Notable overlap · 7 shared positions

$CRWD $ANET $ASML $GLW $UBER $VRT

$115M

89 positions

#3ITHAKA GROUP LLCActive

Notable overlap · 6 shared positions

$CRWD $ANET $UBER $VRT $NOW $ISRG

$551M

40 positions

#4Thomasville National BankPassive

Notable overlap · 6 shared positions

$ASML $CRWD $TMO $UBER $NOW $CRM

$1.8B

241 positions

#5Karras Company, Inc.Active

Notable overlap · 8 shared positions

$ASML $TMO $GLW $UBER $LMT $NOW

$110M

61 positions

#6NCP Inc.Active

Notable overlap · 5 shared positions

$CRWD $BA $ISRG $TMO $GM

$72M

78 positions

#7BLUE SQUARE ASSET MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$CRWD $ASML $ISRG

$247M

74 positions

#8NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 4 shared positions

$ASML $ANET $BA $UBER

$606M

79 positions

#9Everest Financial Group LLCPassive

Notable overlap · 7 shared positions

$CRWD $ASML $DAL $UBER $NOW $CRM

$738M

208 positions

#10Parsonex Advisory Services, Inc.Passive

Notable overlap · 5 shared positions

$CRWD $UBER $ISRG $CRM $ASML

$115M

50 positions

#11Axecap Investments, LLCPassive

Notable overlap · 4 shared positions

$CRWD $CDNS $ANET $MS

$181M

73 positions

#12Alaethes Wealth, LLCPassive

Notable overlap · 5 shared positions

$ASML $ANET $CRWD $TDG $MS

$345M

111 positions

#13Forefront Wealth Partners, LLCPassive

Notable overlap · 9 shared positions

$ASML $CRWD $ANET $UBER $TMO $VRT

$323M

177 positions

#14ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$ASML $CRWD $CDNS $AZN

$713M

97 positions

#15Titan Wealth (CI) LtdPassive

Notable overlap · 6 shared positions

$CRWD $ANET $UBER $NOW $LMT $CRM

$269M

51 positions

#16Eos Management, L.P.Active

Notable overlap · 7 shared positions

$CDNS $ANET $TDG $CRWD $VRT $NOW

$252M

35 positions

#17Avalon Global Asset Management LLCActive

Notable overlap · 4 shared positions

$CRWD $CDNS $VRT $NOW

$917M

38 positions

#18LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Notable overlap · 5 shared positions

$ASML $CRWD $CDNS $GLW $LMT

$213M

124 positions

#19PRINCETON CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$CRWD $GLW $BA $AZN $NOW

$443M

145 positions

#20BRANDYWINE MANAGERS, LLCSmart money

Notable overlap · 4 shared positions

$CRWD $UBER $CRM $ISRG

$202M

46 positions

#21LYELL WEALTH MANAGEMENT, LPPassive

Notable overlap · 7 shared positions

$ASML $CDNS $TMO $UBER $VRT $ISRG

$1.6B

232 positions

#22Trifecta Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$CRWD $UBER $TMO $LMT $GLW $VRT

$776M

493 positions

#23Legal Advantage Investments, Inc.Active

Notable overlap · 4 shared positions

$ASML $BA $TDG $TMO

$285M

77 positions

#24PURSUE WEALTH PARTNERS LLCPassive

Notable overlap · 3 shared positions

$CRWD $ASML $NOW

$179M

91 positions

#25Paragon Advisors, LLCActive

Notable overlap · 5 shared positions

$ASML $ANET $CRWD $VRT $NOW

$476M

77 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.