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 Navigation Group

13F Portfolio OverlapQ2 2026Navigation Group portfolio →

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Most similar hedge funds by 13F overlap

Navigation Group, LLC is an institutional investor managing $514M across 121 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 Navigation Group are Pinnacle Wealth, DENVER WEALTH, Alliance Wealth Advisors, with shared positions in $LAZ, $ANET, $PLTR, $STT, $SPCX, $UAL. The full ranking of 25 similar funds is below.

#1Pinnacle Wealth Management, LLCActive

Notable overlap · 3 shared positions

$LAZ $ANET $PLTR

$161M

31 positions

#2DENVER WEALTH MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$LAZ $STT $SPCX

$349M

109 positions

#3Alliance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$LAZ $STT $PLTR

$308M

172 positions

#4Oxinas Partners Wealth Management LLCPassive

Some overlap · 3 shared positions

$UAL $DAL $SPCX

$254M

149 positions

#5Sanders Capital, LLCActive

Some overlap · 3 shared positions

$UAL $DAL $LMT

$99.8B

47 positions

#6Slate Path Capital LPActive

Some overlap · 3 shared positions

$UAL $DAL $CSX

$7.2B

40 positions

#7Scientech Research LLCPassive

Some overlap · 3 shared positions

$TER $UAL $SPCX

$123M

224 positions

#8Midwest Professional Planners, LTD.Passive

Some overlap · 4 shared positions

$TER $ANET $NSC $LMT

$510M

131 positions

#9Nearwater Capital Markets, LtdActive

Slight overlap · 4 shared positions

$UAL $TER $ANET $NSC

$5.8B

100 positions

#10POINCIANA ADVISORS GROUP, LLCActive

Slight overlap · 3 shared positions

$DAL $TER $ANET

$135M

113 positions

#11GREAT LAKES ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$DAL $LAZ $CSX

$13.1B

825 positions

#12Capital Markets Trading UK LLPActive

Slight overlap · 3 shared positions

$DAL $UAL $PLTR

$10.4B

351 positions

#13Newport Trust Company, LLCActive

Slight overlap · 3 shared positions

$DAL $UAL $STT

$41.5B

63 positions

#14Marshall & Sterling Wealth Advisors Inc.Passive

Slight overlap · 4 shared positions

$STT $ANET $NSC $LMT

$169M

339 positions

#15Purus Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$TER $ANET $PLTR $LMT

$363M

171 positions

#16Redwood Financial Network CorpPassive

Slight overlap · 3 shared positions

$LAZ $STT $ANET

$180M

192 positions

#17Weinberger Asset Management, IncActive

Slight overlap · 3 shared positions

$UAL $STT $ANET

$312M

101 positions

#18Turner Financial Group, Inc.Active

Slight overlap · 3 shared positions

$TER $SPCX $ANET

$101M

112 positions

#19SIERRA SUMMIT ADVISORS LLCPassive

Slight overlap · 3 shared positions

$TER $SPCX $ANET

$895M

185 positions

#20American Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$DAL $STT $SPCX

$831M

169 positions

#21KKM Financial LLCPassive

Slight overlap · 3 shared positions

$DAL $SPCX $PLTR

$730M

169 positions

#22GUERRA PAN ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$DAL $ANET $LMT

$179M

118 positions

#23Nikko Asset Management Americas, Inc.Passive

Slight overlap · 3 shared positions

$TER $SPCX $PLTR

$7.7B

276 positions

#24Worthington Financial Partners, LLCPassive

Slight overlap · 3 shared positions

$TER $SPCX $PLTR

$121M

99 positions

#25ARK Investment Management LLCActive

Slight overlap · 3 shared positions

$TER $SPCX $PLTR

$15.4B

191 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.