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 NAVELLIER & ASSOCIATES

13F Portfolio OverlapQ2 2026NAVELLIER & ASSOCIATES portfolio →

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Most similar hedge funds by 13F overlap

NAVELLIER & ASSOCIATES INC is an institutional investor managing $1.3B across 322 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 NAVELLIER & ASSOCIATES are CVFG, Williamson Legacy Group, Mezzasalma Advisors, with shared positions in $STX, $BE, $AGX, $VRT, $CAH, $CRS. The full ranking of 25 similar funds is below.

#1CVFG LLCPassive

Notable overlap · 14 shared positions

$STX $BE $AGX $VRT $CAH $CRS

$952M

250 positions

#2Williamson Legacy Group, LLCPassive

Notable overlap · 9 shared positions

$STX $BE $VRT $HWM $NVT $CIEN

$201M

75 positions

#3Mezzasalma Advisors, LLCPassive

Notable overlap · 8 shared positions

$BE $EME $VRT $CRS $STX $FIX

$498M

171 positions

#4Geneva Partners, LLCPassive

Notable overlap · 8 shared positions

$STX $BE $FIX $VRT $AGX $HWM

$375M

75 positions

#5Dorsey Wright & AssociatesPassive

Notable overlap · 9 shared positions

$FIX $CRS $EME $HWM $PWR $CAH

$590M

131 positions

#6RH Tailwind Management, LLCActive

Notable overlap · 7 shared positions

$FIX $VRT $CRS $PWR $HWM $PLTR

$1.0B

58 positions

#7VMS Asset Management LimitedPassive

Notable overlap · 7 shared positions

$STX $BE $VRT $FIX $TTMI $COHR

$315M

33 positions

#8DigitalBridge Group, Inc.Active

Notable overlap · 5 shared positions

$STX $VRT $PWR $BE $CIEN

$1.7B

61 positions

#9SCALAR GAUGE MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$FIX $VRT $HWM $TTMI $MTZ $SIMO

$182M

27 positions

#10Bannerstone Capital Management, LLCPassive

Notable overlap · 6 shared positions

$VRT $PWR $FIX $BE $AGX $PLTR

$119M

113 positions

#11PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 6 shared positions

$BE $FIX $VRT $AGX $PLTR $STRL

$174M

92 positions

#12LONE PINE CAPITAL LLCActive

Notable overlap · 6 shared positions

$STX $CRS $AGX $TTMI $MTZ $STRL

$16.4B

34 positions

#13Monument Capital ManagementPassive

Notable overlap · 7 shared positions

$FIX $EME $CAH $CRS $PWR $MTZ

$497M

262 positions

#14CHASE INVESTMENT COUNSEL CORPPassive

Notable overlap · 8 shared positions

$VRT $CRS $HWM $MTZ $BTSG $INDV

$474M

138 positions

#15VestGen Investment ManagementPassive

Notable overlap · 8 shared positions

$CRS $EME $FIX $CAH $HWM $PWR

$189M

218 positions

#16Aragon Global Management, LPActive

Notable overlap · 4 shared positions

$STX $BE $VRT $PLTR

$264M

23 positions

#17PATTON FUND MANAGEMENT, INC.Passive

Notable overlap · 8 shared positions

$VRT $STX $FIX $HWM $EME $CIEN

$462M

86 positions

#18Rithm Capital Corp.Active

Notable overlap · 6 shared positions

$VRT $PWR $EME $NVT $MTZ $STRL

$81M

38 positions

#19Value Aligned Research Advisors, LLC

Notable overlap · 6 shared positions

$BE $VRT $STX $FIX $EME $COHR

$40.1B

123 positions

#20PVG ASSET MANAGEMENT CORPPassive

Notable overlap · 7 shared positions

$CRS $BE $HWM $COHR $PLTR $AGI

$173M

132 positions

#21Gunderson Capital Management Inc.Active

Notable overlap · 5 shared positions

$STX $PWR $AGX $CIEN $FTI

$370M

52 positions

#22Englebert Financial Advisers, LLCActive

Notable overlap · 5 shared positions

$STX $FIX $BE $HWM $CIEN

$102M

65 positions

#23Goldstream Capital Management LtdActive

Notable overlap · 5 shared positions

$VRT $STX $BE $CIEN $COHR

$132M

45 positions

#24SANDS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$BE $STX $PWR $CRS

$26.9B

71 positions

#25POINCIANA ADVISORS GROUP, LLCActive

Notable overlap · 8 shared positions

$HWM $FIX $VRT $EME $CIEN $COHR

$135M

113 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.