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 OverlapQ3 2026HERBST GROUP portfolio →

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Most similar hedge funds by 13F overlap

HERBST GROUP, LLC is an institutional investor managing $176M across 72 U.S. equity positions as of Q3 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

$207M

82 positions

#3VMS Asset Management LimitedActive

Notable overlap · 4 shared positions

$GLW $CRWD $VRT $BE

$264M

32 positions

#4PRAKASH INVESTMENT ADVISORS LLCActive

Notable overlap · 5 shared positions

$CRWD $VRT $BE $GLW $CEG

$165M

86 positions

#5NovaPoint Capital, LLCPassive

Notable overlap · 5 shared positions

$GLW $LHX $GD $GRMN $VRT

$464M

162 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

$334M

81 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

$334M

40 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

$116M

86 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

$202M

109 positions

#15OMC Financial Services LTDActive

Some overlap · 3 shared positions

$GLW $CRWD $GD

$175M

31 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

$258M

57 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

$5.5B

135 positions

#21WIN ADVISORS, INCActive

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

$148M

110 positions

#24Capstone Capital Management LtdPassive

Some overlap · 5 shared positions

$CRWV $BE $CEG $GLW $MDB

$247M

150 positions

#25CapWealth Advisors, LLCActive

Some overlap · 3 shared positions

$GLW $WMB $CEG

$1.3B

122 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.