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 Invst

13F Portfolio OverlapQ2 2026Invst portfolio →

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Most similar hedge funds by 13F overlap

Invst, LLC is an institutional investor managing $1.0B across 343 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 Invst are Eddie Patel, Bay Rivers Group, Elevated Financial Group, with shared positions in $STRL, $CLS, $CRDO, $AGX, $POWL, $PLTR. The full ranking of 25 similar funds is below.

#1Eddie Patel IncPassive

Some overlap · 5 shared positions

$STRL $CLS $CRDO $AGX $POWL

$167M

127 positions

#2Bay Rivers GroupPassive

Some overlap · 5 shared positions

$STRL $CLS $POWL $PLTR $CRDO

$293M

126 positions

#3Elevated Financial Group LLCActive

Some overlap · 5 shared positions

$STRL $CLS $CRDO $IAU $DAL

$365M

125 positions

#4Legacy Bridge, LLCPassive

Some overlap · 4 shared positions

$STRL $CLS $CRDO $PLTR

$324M

322 positions

#5PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 4 shared positions

$STRL $CLS $AGX $PLTR

$174M

92 positions

#6GK Wealth Management LLCPassive

Some overlap · 5 shared positions

$CLS $CRDO $STRL $PLTR $DAL

$190M

234 positions

#7Truvestments Capital LLCPassive

Some overlap · 4 shared positions

$CLS $CRDO $STRL $POWL

$673M

1,150 positions

#8FCF Advisors LLCPassive

Some overlap · 3 shared positions

$STRL $AGX $POWL

$544M

58 positions

#9Norris Financial Group, LLCPassive

Some overlap · 4 shared positions

$CLS $CRDO $AGX $PLTR

$251M

82 positions

#10Second Half Financial Partners, LLCActive

Some overlap · 4 shared positions

$STRL $AGX $CLS $DAL

$244M

109 positions

#11Expressive Wealth LLCPassive

Some overlap · 4 shared positions

$POWL $CLS $PLTR $DAL

$106M

133 positions

#12Greenline Wealth Management LLCPassive

Slight overlap · 4 shared positions

$CRDO $PLTR $STRL $CLS

$122M

131 positions

#13Bannerstone Capital Management, LLCPassive

Slight overlap · 3 shared positions

$CLS $AGX $PLTR

$119M

113 positions

#14Elite Wealth Management, Inc.Active

Slight overlap · 3 shared positions

$CLS $AGX $PLTR

$337M

47 positions

#15Cadent Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$CLS $AGX $POWL

$485M

201 positions

#16Oxinas Partners Wealth Management LLCPassive

Slight overlap · 4 shared positions

$CLS $CRDO $STRL $DAL

$254M

149 positions

#17ITHAKA GROUP LLCActive

Slight overlap · 3 shared positions

$STRL $CRDO $PLTR

$551M

40 positions

#18Riggs Asset Managment Co. Inc.Passive

Slight overlap · 3 shared positions

$STRL $PLTR $SII

$560M

132 positions

#19Mission Financial Group, LLCPassive

Slight overlap · 3 shared positions

$STRL $PLTR $IAU

$121M

158 positions

#20THOROUGHBRED FINANCIAL SERVICES, LLCPassive

Slight overlap · 3 shared positions

$CLS $CRDO $STRL

$2.1B

624 positions

#21Compass Wealth Management, LLC/GAActive

Slight overlap · 3 shared positions

$CLS $PLTR $IAU

$251M

74 positions

#22JT Stratford LLCPassive

Slight overlap · 3 shared positions

$STRL $PLTR $DAL

$912M

321 positions

#23Straight Path Wealth ManagementActive

Slight overlap · 3 shared positions

$CRDO $PLTR $CLS

$428M

141 positions

#24NAVELLIER & ASSOCIATES INCPassive

Slight overlap · 3 shared positions

$AGX $PLTR $STRL

$1.3B

322 positions

#25RENAISSANCE TECHNOLOGIES LLCPassive

Slight overlap · 3 shared positions

$PLTR $STRL $AGX

$72.6B

3,140 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.