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Hedge Funds Similar to October Effect Ltd

13F Portfolio OverlapQ2 2026October Effect Ltd portfolio →
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Most similar hedge funds by 13F overlap

October Effect Ltd is an institutional investor managing $106M across 64 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 October Effect Ltd are WT Asset Ltd, FirstWave, SHARPEPOINT, with shared positions in $WDC, $RDDT, $SPCX, $AAOI, $NBIS, $MO. The full ranking of 25 similar funds is below.

#1WT Asset Management LtdActive
Notable overlap · 3 shared positions
$WDC$RDDT$SPCX
$5.1B
29 positions
#2FirstWave Capital Management LLCPassive
Notable overlap · 3 shared positions
$RDDT$AAOI$NBIS
$227M
63 positions
#3SHARPEPOINT LLCPassive
Notable overlap · 4 shared positions
$WDC$SPCX$MO$LMT
$200M
89 positions
#4EXCHANGE TRADED CONCEPTS, LLCPassive
Notable overlap · 4 shared positions
$WDC$MO$PM$TRP
$21.9B
1,580 positions
#5FRED ALGER MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$WDC$SPCX$NBIS
$30.0B
425 positions
#6Marex Group plcPassive
Some overlap · 5 shared positions
$AAOI$SPCX$NBIS$RDDT$CBRS
$23.6B
1,117 positions
#7Bellwether Advisors, LLCPassive
Some overlap · 3 shared positions
$WDC$NBIS$RDDT
$675M
167 positions
#8Kultura Capital Management LPActive
Some overlap · 4 shared positions
$AAOI$SPCX$RDDT$NBIS
$553M
66 positions
#9Avala Global LPActive
Some overlap · 3 shared positions
$WDC$SPCX$CBRS
$2.7B
30 positions
#10Maytree Asset Management LtdActive
Some overlap · 4 shared positions
$WDC$AAOI$NBIS$CBRS
$154M
44 positions
#11STEVENS CAPITAL MANAGEMENT LPPassive
Some overlap · 3 shared positions
$WDC$NBIS$SPCX
$417M
213 positions
#12FDx Advisors, Inc.Passive
Some overlap · 5 shared positions
$WDC$NBIS$SPCX$PM$TRP
$332M
179 positions
#13Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$WDC$PEP$PM
$304M
194 positions
#14Clear Street Group Inc.Active
Some overlap · 5 shared positions
$WDC$NBIS$SPCX$AAOI$CBRS
$39.5B
1,414 positions
#15O'Domhnaill Enterprises, Inc.Passive
Some overlap · 5 shared positions
$SPCX$GILD$MO$LMT$PM
$125M
61 positions
#16CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$LUMN$GILD$PEP
$1.5B
118 positions
#17Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$PSLV$MO$PM
$240M
74 positions
#18Virginia Estate & Retirement Planning Advisors Inc.Active
Some overlap · 4 shared positions
$PSLV$MO$PM$PEP
$83M
186 positions
#19Wolff Financial Management LLCActive
Some overlap · 4 shared positions
$WDC$MO$PEP$PM
$501M
106 positions
#20Value Aligned Research Advisors, LLCActive
Some overlap · 4 shared positions
$WDC$NBIS$AAOI$CBRS
$40.1B
123 positions
#21Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$WDC$MO$PEP$PM
$251M
74 positions
#22STANCE CAPITAL LLCPassive
Some overlap · 3 shared positions
$WDC$GILD$PEP
$328M
340 positions
#23Principal Street Partners, LLCPassive
Some overlap · 4 shared positions
$GILD$FITB$MO$LMT
$683M
277 positions
#24CLEAR WAVE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$WDC$NBIS$SPCX
$541M
191 positions
#25HOLLENCREST SECURITIES LLCPassive
Some overlap · 3 shared positions
$PSLV$MO$PM
$1.5B
1,229 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.