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Hedge Funds Similar to Index Technologies Group

13F Portfolio OverlapQ2 2026Index Technologies Group portfolio →
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Most similar hedge funds by 13F overlap

Index Technologies Group LLC is an institutional investor managing $125M across 275 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 Index Technologies Group are Quantum Portfolio, Emergent Wealth Advisors, REUTER JAMES WEALTH, with shared positions in $AGX, $ROKU, $CHRD, $HPE, $TIGO, $WMB. The full ranking of 25 similar funds is below.

#1Quantum Portfolio Management LLCPassive
Notable overlap · 21 shared positions
$AGX$ROKU$CHRD$HPE$TIGO$WMB
$278M
522 positions
#2Emergent Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$APH$DGX$WDC$SPG$TER
$192M
122 positions
#3REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$APH$WMB$DOV$IAU$MCK
$760M
229 positions
#4Avala Global LPActive
Some overlap · 3 shared positions
$AGX$SGI$WDC
$2.7B
30 positions
#5Alamea Verwaltungs GmbHActive
Some overlap · 5 shared positions
$WMB$DGX$LH$CW$MTZ
$125M
73 positions
#6TimesSquare Capital Management, LLCActive
Some overlap · 5 shared positions
$TTWO$APH$MKSI$CBRE$CW
$6.8B
158 positions
#7MorganRosel Wealth Management, LLCActive
Some overlap · 4 shared positions
$APH$MCK$WDC$DOV
$296M
104 positions
#8M.D. Sass, LLCActive
Some overlap · 4 shared positions
$DGX$WMB$SGI$APH
$1.5B
39 positions
#9Cadent Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$AGX$WMB$TER
$485M
201 positions
#10Sound Capital Solutions LLCPassive
Some overlap · 4 shared positions
$HPE$WDC$APH$TER
$427M
309 positions
#11Park West Asset Management LLCActive
Some overlap · 4 shared positions
$ROKU$WDC$TIGO$MKSI
$1.5B
47 positions
#12Dorsey Wright & AssociatesPassive
Some overlap · 4 shared positions
$APH$MTZ$WDC$CW
$590M
131 positions
#13LONE PINE CAPITAL LLCActive
Some overlap · 4 shared positions
$AGX$MTZ$TER$MCK
$16.4B
34 positions
#14Reliant Investment Management, LLCPassive
Some overlap · 4 shared positions
$APH$DGX$CBRE$CW
$281M
55 positions
#15Bellwether Advisors, LLCPassive
Some overlap · 4 shared positions
$HPE$WDC$IAU$CW
$675M
167 positions
#16Evercore Wealth Management, LLCActive
Some overlap · 4 shared positions
$APH$WMB$CBRE$IAU
$7.1B
433 positions
#17SCOPUS ASSET MANAGEMENT, L.P.Passive
Some overlap · 4 shared positions
$SGI$MTZ$DOV$CW
$7.1B
265 positions
#18VestGen Investment ManagementPassive
Some overlap · 4 shared positions
$APH$WDC$MTZ$CW
$189M
218 positions
#19CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 3 shared positions
$AGX$WMB$MTZ
$2.2B
73 positions
#20Silphium Asset Management LtdSmart money
Some overlap · 4 shared positions
$APH$MCK$TER$HPE
$297M
55 positions
#21HWG Holdings LPActive
Some overlap · 3 shared positions
$AGX$APH$CW
$442M
44 positions
#22TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$HPE$DGX$WMB
$288M
94 positions
#23Markin Volterra Fund LPActive
Some overlap · 3 shared positions
$HPE$APH$WDC
$147M
69 positions
#24Lakewood Asset Management LLCPassive
Some overlap · 3 shared positions
$HPE$MCK$DOV
$182M
107 positions
#25Williamson Legacy Group, LLCPassive
Some overlap · 4 shared positions
$MTZ$WDC$MKSI$TER
$201M
75 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.