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 HERBST GROUP

13F Portfolio OverlapQ2 2026HERBST GROUP portfolio →

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Most similar hedge funds by 13F overlap

HERBST GROUP, LLC is an institutional investor managing $183M across 65 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 HERBST GROUP are Crystal Rock, Kessler Investment Group, VMS Asset Limited, with shared positions in $CRWD, $GLW, $VRT, $LHX, $GNRC, $BE. The full ranking of 25 similar funds is below.

#1Crystal Rock Capital ManagementActive

Notable overlap · 4 shared positions

$CRWD $GLW $VRT $LHX

$196M

34 positions

#2Kessler Investment Group, LLCPassive

Notable overlap · 4 shared positions

$CRWD $VRT $GLW $GNRC

$234M

81 positions

#3VMS Asset Management LimitedPassive

Notable overlap · 4 shared positions

$GLW $CRWD $VRT $BE

$315M

33 positions

#4PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 5 shared positions

$CRWD $VRT $BE $GLW $CEG

$174M

92 positions

#5NovaPoint Capital, LLCPassive

Notable overlap · 5 shared positions

$GLW $LHX $GD $GRMN $VRT

$481M

161 positions

#6AGP FRANKLIN, LLCPassive

Notable overlap · 5 shared positions

$CRWD $GLW $CRWV $GNRC $MDB

$231M

93 positions

#7Geneva Partners, LLCPassive

Notable overlap · 3 shared positions

$GLW $VRT $BE

$375M

75 positions

#8Goldstream Capital Management LtdActive

Notable overlap · 4 shared positions

$VRT $CRWD $BE $GLW

$132M

45 positions

#9Bluebird Wealth Management LLCPassive

Notable overlap · 4 shared positions

$CRWD $GLW $VRT $MDB

$115M

89 positions

#10GLYNN CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$CRWD $VRT $CRWV

$363M

43 positions

#11Riggs Asset Managment Co. Inc.Passive

Some overlap · 4 shared positions

$GLW $CRWD $BE $VRT

$560M

132 positions

#12Retireful, LLCPassive

Some overlap · 3 shared positions

$GLW $VRT $CRWD

$107M

81 positions

#13BECK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$GLW $VRT $CRWD

$543M

140 positions

#14Merrion Investment Management Co, LLCPassive

Some overlap · 3 shared positions

$GLW $VRT $CEG

$211M

106 positions

#15OMC Financial Services LTDActive

Some overlap · 3 shared positions

$GLW $CRWD $GD

$302M

61 positions

#16True Vision MN LLC

Some overlap · 3 shared positions

$CRWD $VRT $GNRC

$194M

98 positions

#17Triton Financial Group IncPassive

Some overlap · 3 shared positions

$GLW $CRWD $LHX

$174M

99 positions

#18Werlinich Asset Management, LLCActive

Some overlap · 4 shared positions

$GLW $VRT $CRWD $GD

$262M

58 positions

#19JOHN G ULLMAN & ASSOCIATES INCPassive

Some overlap · 3 shared positions

$GLW $BE $GNRC

$824M

181 positions

#20Robeco Schweiz AGActive

Some overlap · 4 shared positions

$VRT $GNRC $BE $GLW

$6.2B

126 positions

#21WIN ADVISORS, INCPassive

Some overlap · 3 shared positions

$CRWD $VRT $BE

$281M

75 positions

#22Hel Ved Capital Management LtdActive

Some overlap · 3 shared positions

$GLW $CRWV $BE

$1.4B

72 positions

#23Green Alpha Advisors, LLCPassive

Some overlap · 3 shared positions

$GLW $CRWD $GRMN

$149M

113 positions

#24Capstone Capital Management LtdPassive

Some overlap · 5 shared positions

$CRWV $BE $CEG $GLW $MDB

$224M

160 positions

#25CapWealth Advisors, LLCActive

Some overlap · 3 shared positions

$GLW $WMB $CEG

$1.5B

118 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.