What hedge funds are most similar to Optimize Financial Inc?

The funds with the most similar 13F portfolios to Optimize Financial Inc are Sound Solutions, PATTON FUND, Analog Century, based on overlapping conviction holdings in the latest SEC filings.

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 Optimize Financial

13F Portfolio OverlapQ2 2026Optimize Financial portfolio →

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Most similar hedge funds by 13F overlap

Optimize Financial Inc is an institutional investor managing $557M across 588 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 Optimize Financial are Sound Solutions, PATTON FUND, Analog Century, with shared positions in $SNDK, $STX, $WDC, $KLAC, $TTMI, $FSLR. The full ranking of 25 similar funds is below.

#1Sound Capital Solutions LLCPassive

Substantial overlap · 18 shared positions

$SNDK $STX $WDC $KLAC $TTMI $FSLR

$427M

309 positions

#2PATTON FUND MANAGEMENT, INC.Passive

Notable overlap · 8 shared positions

$SNDK $STX $KLAC $TER $WDC $LITE

$462M

86 positions

#3Analog Century Management LPActive

Notable overlap · 8 shared positions

$LITE $SNDK $TTMI $MTSI $FN $ADI

$2.7B

25 positions

#4Fedenia Advisers LLCPassive

Notable overlap · 7 shared positions

$SNDK $LITE $STX $WDC $KLAC $TER

$421M

459 positions

#5Williamson Legacy Group, LLCPassive

Notable overlap · 8 shared positions

$LITE $SNDK $STX $WDC $TER $COHR

$201M

75 positions

#6Markin Volterra Fund LPActive

Notable overlap · 7 shared positions

$LITE $SNDK $STX $WDC $KLAC $COHR

$147M

69 positions

#7Whale Rock Capital Management LLCActive

Notable overlap · 7 shared positions

$SNDK $TTMI $WDC $MTSI $FN $COHR

$12.5B

35 positions

#8FLORIDA FINANCIAL ADVISORS, LLCPassive

Notable overlap · 8 shared positions

$SNDK $STX $WDC $TER $APH $LITE

$592M

362 positions

#9Park Capital Management, LLC / WIPassive

Notable overlap · 7 shared positions

$SNDK $STX $WDC $KLAC $TER $LITE

$170M

161 positions

#10Polar Capital Holdings PlcActive

Notable overlap · 8 shared positions

$SNDK $STX $KLAC $COHR $WDC $TTMI

$42.4B

245 positions

#11Grand Alliance Asset Management LtdActive

Notable overlap · 6 shared positions

$LITE $SNDK $TTMI $WDC $TER $COHR

$167M

15 positions

#12Goldstream Capital Management LtdActive

Notable overlap · 6 shared positions

$LITE $SNDK $STX $TER $WDC $COHR

$132M

45 positions

#13Amanah Holdings TrustSmart money

Notable overlap · 6 shared positions

$LITE $SNDK $STX $WDC $TER $APH

$1.7B

20 positions

#14VMS Asset Management LimitedPassive

Notable overlap · 6 shared positions

$SNDK $STX $TTMI $WDC $TER $COHR

$315M

33 positions

#15Sunstone Asset Management, L.P.Passive

Notable overlap · 7 shared positions

$STX $MTSI $ADI $APH $TER $KLAC

$92M

57 positions

#16Zweig-DiMenna Associates LLCActive

Notable overlap · 6 shared positions

$LITE $SNDK $STX $TER $COHR $ADI

$1.1B

70 positions

#17WEDGE CAPITAL MANAGEMENT L L P/NCPassive

Notable overlap · 7 shared positions

$KLAC $KEYS $APH $STX $FN $ARW

$6.1B

484 positions

#18KP Management LLCPassive

Notable overlap · 6 shared positions

$LITE $KLAC $TER $STX $COHR $APH

$532M

86 positions

#19Tuttle Capital Management, LLCPassive

Notable overlap · 6 shared positions

$LITE $FN $SNDK $KLAC $COHR $PENG

$148M

116 positions

#20Talos Eurisko Asset Management LPActive

Notable overlap · 6 shared positions

$LITE $STX $TER $COHR $APH $MSI

$703M

25 positions

#21Franchise GP LtdActive

Notable overlap · 6 shared positions

$LITE $SNDK $STX $WDC $TER $ADI

$215M

39 positions

#22Winslow Capital Management, LLCActive

Notable overlap · 6 shared positions

$LITE $STX $KLAC $ADI $APH $SNDK

$29.1B

66 positions

#23THAMES CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$SNDK $KLAC $COHR $APH $FN $PENG

$1.2B

56 positions

#24Katamaran Capital LLPPassive

Notable overlap · 6 shared positions

$STX $COHR $ADI $APH $MSI $MTSI

$126M

36 positions

#25SEEDS INVESTOR LLCPassive

Notable overlap · 7 shared positions

$SNDK $WDC $KLAC $STX $LITE $COHR

$973M

379 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.