13F Pro

Hedge Funds Similar to NEEDHAM INVESTMENT

13F Portfolio OverlapQ2 2026NEEDHAM INVESTMENT portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

NEEDHAM INVESTMENT MANAGEMENT LLC is an institutional investor managing $3.3B across 176 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 NEEDHAM INVESTMENT are Andar HK Ltd, Herald Investment Ltd, AWM Investment Company, with shared positions in $VICR, $VSH, $VPG, $FORM, $AIP, $SMCI. The full ranking of 25 similar funds is below.

#1Andar Capital Management HK LtdActive
Notable overlap · 4 shared positions
$VICR$VSH$VPG$FORM
$223M
13 positions
#2Herald Investment Management LtdActive
Notable overlap · 8 shared positions
$VICR$AIP$VPG$SMCI$VSH$PDFS
$737M
92 positions
#3AWM Investment Company, Inc.Passive
Notable overlap · 4 shared positions
$VICR$LASR$UTI$ARLO
$1.2B
106 positions
#4Samjo Management, LLCActive
Notable overlap · 3 shared positions
$AIP$PDFS$GENI
$293M
58 positions
#5LINDEN ADVISORS LPPassive
Notable overlap · 4 shared positions
$VSH$VECO$SMCI$MKSI
$19.3B
638 positions
#6Tuttle Capital Management, LLCPassive
Notable overlap · 6 shared positions
$LASR$MKSI$NVMI$COHR$KLAC$VECO
$148M
116 positions
#7HANSEATIC MANAGEMENT SERVICES INCPassive
Notable overlap · 6 shared positions
$FORM$LASR$VSH$LINC$COHR$VSAT
$136M
83 positions
#8SCALAR GAUGE MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$VRT$FORM$VSH
$182M
27 positions
#9THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$VRT$MKSI$AIP$COHR$KLAC
$1.2B
56 positions
#10IRONWOOD INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$VICR$SMCI$COHR$ATRO
$289M
177 positions
#11ESSEX INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 5 shared positions
$LINC$CECO$AIP$TTI$ECG
$763M
306 positions
#12Grand Alliance Asset Management LtdActive
Some overlap · 3 shared positions
$VSH$FORM$COHR
$167M
15 positions
#13Divisar Capital Management LLCActive
Some overlap · 3 shared positions
$PDFS$MKSI$LASR
$434M
28 positions
#14Informed Momentum Co LLCPassive
Some overlap · 8 shared positions
$VICR$CECO$FORM$VPG$VSAT$AIP
$1.1B
268 positions
#15Harvey Partners, LLCActive
Some overlap · 4 shared positions
$CECO$VPG$MKSI$LASR
$1.5B
48 positions
#16ABSOLUTE INVESTMENT ADVISERS, LLCPassive
Some overlap · 5 shared positions
$VSH$MKSI$VECO$PSN$AKAM
$1.0B
112 positions
#17Pillsbury Lake Capital LLCPassive
Some overlap · 4 shared positions
$PDFS$LINC$UTI$CLH
$366M
43 positions
#18Retireful, LLCPassive
Some overlap · 5 shared positions
$VRT$MKSI$COHR$KLAC$NVT
$107M
81 positions
#19Bridge City Capital, LLCPassive
Some overlap · 5 shared positions
$VPG$PDFS$CRAI$WTTR$BMI
$438M
114 positions
#20SELDON CAPITAL LPPassive
Some overlap · 3 shared positions
$VRT$VECO$MKSI
$320M
74 positions
#21Bouvel Investment Partners, LLCPassive
Some overlap · 3 shared positions
$VICR$PDFS$VRT
$442M
84 positions
#22Talos Eurisko Asset Management LPActive
Some overlap · 3 shared positions
$VRT$MKSI$COHR
$703M
25 positions
#23Portolan Capital Management, LLCPassive
Some overlap · 4 shared positions
$VPG$VECO$GENI$AKAM
$2.7B
148 positions
#24BRANT POINT INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$VRT$COHR$NVT$GNRC$CLH
$813M
120 positions
#25Pinpoint Asset Management (Singapore) Pte. Ltd.Active
Some overlap · 5 shared positions
$VSH$MKSI$COHR$KLAC$VICR
$493M
151 positions

Compare NEEDHAM INVESTMENT’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View NEEDHAM INVESTMENT’s holdings

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.