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 VestGen Investment

13F Portfolio OverlapQ2 2026VestGen Investment portfolio →

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Most similar hedge funds by 13F overlap

VestGen Investment Management is an institutional investor managing $189M across 218 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 VestGen Investment are Dorsey Wright & Associates, Transamerica Financial Advisors, COOKSON PEIRCE, with shared positions in $CRS, $APH, $FLEX, $CAH, $EME, $CW. The full ranking of 25 similar funds is below.

#1Dorsey Wright & AssociatesPassive

Substantial overlap · 23 shared positions

$CRS $APH $FLEX $CAH $EME $CW

$590M

131 positions

#2Transamerica Financial Advisors, LLCPassive

Notable overlap · 15 shared positions

$CRS $FLEX $EME $FIX $WELL $ETR

$1.2B

2,188 positions

#3COOKSON PEIRCE & CO INCPassive

Notable overlap · 6 shared positions

$FLEX $APH $CAH $EME $FTI $HWM

$3.0B

317 positions

#4NAVELLIER & ASSOCIATES INCPassive

Notable overlap · 8 shared positions

$CRS $EME $FIX $CAH $HWM $PWR

$1.3B

322 positions

#5Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$FLEX $APH $FIX $HWM $LITE

$513M

70 positions

#6Bellwether Advisors, LLCPassive

Notable overlap · 8 shared positions

$FLEX $EME $CW $FIX $WDC $PWR

$675M

167 positions

#7Monument Capital ManagementPassive

Notable overlap · 8 shared positions

$APH $EME $FIX $CAH $CRS $PWR

$497M

262 positions

#8Rithm Capital Corp.Active

Notable overlap · 5 shared positions

$FLEX $EME $ETR $PWR $MTZ

$81M

38 positions

#9ODDO BHF ASSET MANAGEMENT SASPassive

Notable overlap · 8 shared positions

$APH $EME $WELL $WDC $HWM $FIX

$2.2B

253 positions

#10TimesSquare Capital Management, LLCActive

Notable overlap · 6 shared positions

$CRS $EME $CW $FIX $APH $TRGP

$6.8B

158 positions

#11Electron Capital Partners, LLCActive

Notable overlap · 5 shared positions

$FLEX $ETR $EIX $MTZ $PWR

$2.5B

46 positions

#12POINCIANA ADVISORS GROUP, LLCActive

Notable overlap · 8 shared positions

$FIX $EME $FTI $APH $HWM $SNDK

$135M

113 positions

#13TABR Capital Management, LLCActive

Notable overlap · 7 shared positions

$FLEX $FIX $CW $EME $WDC $HWM

$117M

54 positions

#14CHASE INVESTMENT COUNSEL CORPPassive

Some overlap · 6 shared positions

$CRS $BNY $FTI $HWM $MTZ $EME

$474M

138 positions

#15FLORIDA FINANCIAL ADVISORS, LLCPassive

Some overlap · 8 shared positions

$APH $CAH $WDC $FTI $SNDK $LITE

$592M

362 positions

#16Mezzasalma Advisors, LLCPassive

Some overlap · 6 shared positions

$CRS $EME $FIX $HWM $SNDK $TRGP

$498M

171 positions

#17KANE INVESTMENT MANAGEMENT, INC.Active

Some overlap · 8 shared positions

$FIX $HWM $APH $PWR $EME $FLEX

$235M

100 positions

#18Williamson Legacy Group, LLCPassive

Some overlap · 8 shared positions

$WDC $FTI $HWM $BNY $SNDK $MTZ

$201M

75 positions

#19S&T BANK/PAPassive

Some overlap · 3 shared positions

$FLEX $WDC $SNDK

$333M

445 positions

#20Third Point LLCActive

Some overlap · 3 shared positions

$FLEX $CRS $MTZ

$4.7B

43 positions

#21PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$FIX $EME $WDC $HWM $SNDK $TRGP

$462M

86 positions

#22Kaufman Rossin Wealth, LLCActive

Some overlap · 6 shared positions

$APH $FIX $WDC $EIX $FTI $TPR

$211M

112 positions

#23RENAISSANCE GROUP LLCPassive

Some overlap · 5 shared positions

$APH $CAH $FIX $EME $TPR

$2.5B

234 positions

#24BRAUN STACEY ASSOCIATES INCActive

Some overlap · 7 shared positions

$WELL $WDC $HWM $ETR $APH $PWR

$3.5B

113 positions

#25RH Tailwind Management, LLCActive

Some overlap · 5 shared positions

$CRS $FIX $HWM $PWR $MTZ

$1.0B

58 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.