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 INDEPENDENT FINANCIAL GROUP

13F Portfolio OverlapQ2 2026INDEPENDENT FINANCIAL GROUP portfolio →

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Most similar hedge funds by 13F overlap

INDEPENDENT FINANCIAL GROUP, LLC is an institutional investor managing $5.3B across 1,546 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 INDEPENDENT FINANCIAL GROUP are Markin Volterra Fund, Riggs Asset Managment, Clear Street Group, with shared positions in $SNDK, $PLTR, $MRVL, $CRWD, $GLW, $CRDO. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive

Some overlap · 6 shared positions

$SNDK $PLTR $MRVL $CRWD $GLW $CRDO

$147M

69 positions

#2Riggs Asset Managment Co. Inc.Passive

Some overlap · 6 shared positions

$SNDK $PLTR $MRVL $CRWD $GLW $BE

$560M

132 positions

#3Clear Street Group Inc.Active

Some overlap · 6 shared positions

$SNDK $PLTR $MRVL $GLW $CRDO $BE

$39.5B

1,414 positions

#4OAK RIDGE INVESTMENTS LLCActive

Some overlap · 6 shared positions

$SNDK $MRVL $PLTR $CRWD $CRDO $BE

$1.8B

170 positions

#5VMS Asset Management LimitedPassive

Some overlap · 6 shared positions

$SNDK $MRVL $CRWD $GLW $CRDO $BE

$315M

33 positions

#6UNICOM Systems, Inc.Active

Some overlap · 5 shared positions

$SNDK $PLTR $MRVL $GLW $BE

$1.5B

39 positions

#7Greenline Wealth Management LLCPassive

Some overlap · 5 shared positions

$SNDK $PLTR $MRVL $CRWD $CRDO

$122M

131 positions

#8IMC-Chicago, LLCPassive

Some overlap · 5 shared positions

$SNDK $PLTR $MRVL $CRWD $BE

$418.7B

6,591 positions

#9Rakuten Securities, Inc.Active

Some overlap · 5 shared positions

$SNDK $PLTR $MRVL $CRDO $BE

$430M

914 positions

#10SUSQUEHANNA INTERNATIONAL GROUP, LLPPassive

Some overlap · 5 shared positions

$SNDK $PLTR $MRVL $CRWD $BE

$1.3T

13,275 positions

#11Polar Capital Holdings PlcActive

Some overlap · 5 shared positions

$SNDK $MRVL $CRWD $GLW $BE

$42.4B

245 positions

#12Goldstream Capital Management LtdActive

Some overlap · 5 shared positions

$SNDK $MRVL $CRWD $GLW $BE

$132M

45 positions

#13E Fund Management Co., Ltd.Active

Some overlap · 5 shared positions

$SNDK $MRVL $GLW $PLTR $BE

$4.5B

488 positions

#14Benchmark Investment Advisors LLCPassive

Some overlap · 4 shared positions

$SNDK $PLTR $MRVL $CRWD

$228M

70 positions

#15Cache Advisors, LLCActive

Some overlap · 4 shared positions

$SNDK $PLTR $MRVL $CRWD

$1.2B

139 positions

#16Vann Equity Management LLCPassive

Some overlap · 4 shared positions

$SNDK $PLTR $MRVL $CRWD

$165M

168 positions

#17GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 4 shared positions

$SNDK $MRVL $PLTR $CRWD

$8.3B

587 positions

#18JANE STREET GROUP, LLCPassive

Some overlap · 4 shared positions

$SNDK $PLTR $MRVL $BE

$1.2T

11,385 positions

#19CANTOR FITZGERALD, L. P.Active

Some overlap · 4 shared positions

$SNDK $MRVL $PLTR $GLW

$9.2B

319 positions

#20Jain Global LLCPassive

Some overlap · 5 shared positions

$SNDK $MRVL $CRWD $CRDO $BE

$25.4B

1,706 positions

#21Kultura Capital Management LPActive

Some overlap · 4 shared positions

$SNDK $PLTR $CRWD $BE

$553M

66 positions

#22Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 4 shared positions

$SNDK $PLTR $CRWD $BE

$188M

427 positions

#23GROUP ONE TRADING, L.P.Passive

Slight overlap · 4 shared positions

$SNDK $PLTR $MRVL $BE

$71.1B

7,824 positions

#24Retireful, LLCPassive

Slight overlap · 4 shared positions

$SNDK $MRVL $CRWD $GLW

$107M

81 positions

#25NEOS Investment Management LLCActive

Slight overlap · 4 shared positions

$SNDK $PLTR $MRVL $CRWD

$27.1B

578 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.