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Hedge Funds Similar to PERKINS

13F Portfolio OverlapQ2 2026PERKINS portfolio →
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Most similar hedge funds by 13F overlap

PERKINS CAPITAL MANAGEMENT INC is an institutional investor managing $133M across 79 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 PERKINS are Sofinnova Ventures, First Light Asset, HighMark Wealth, with shared positions in $NTRA, $GILD, $ABT, $AXGN, $BFLY, $NEO. The full ranking of 25 similar funds is below.

#1Sofinnova Ventures IncActive
Notable overlap · 3 shared positions
$NTRA$GILD$ABT
$1.9B
57 positions
#2First Light Asset Management, LLCActive
Notable overlap · 4 shared positions
$AXGN$BFLY$NEO$TLSI
$1.6B
31 positions
#3HighMark Wealth Management LLCActive
Some overlap · 4 shared positions
$AXGN$NEO$ATEC$ABT
$299M
565 positions
#4P.A.W. CAPITAL CORPPassive
Some overlap · 4 shared positions
$BLZE$MGNI$ABT$PFE
$133M
66 positions
#5AWM Investment Company, Inc.Passive
Some overlap · 3 shared positions
$BFLY$BLZE$BKSY
$1.2B
106 positions
#6NANO CAP NEW MILLENNIUM GROWTH FUND L PPassive
Some overlap · 3 shared positions
$OOMA$PSNL$MGNI
$130M
135 positions
#7BROWN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$CYRX$AXGN$VCYT
$500M
54 positions
#8Summit Creek Advisors LLCPassive
Some overlap · 3 shared positions
$VCYT$LMAT$ZETA
$294M
64 positions
#9VILLERE ST DENIS J & CO LLCPassive
Some overlap · 3 shared positions
$IDXX$ABT$PFE
$838M
85 positions
#10Marble Harbor Investment Counsel, LLCActive
Some overlap · 3 shared positions
$IDXX$ABT$PFE
$984M
200 positions
#11Bullseye Asset Management LLCPassive
Some overlap · 3 shared positions
$CYRX$NEO$ZETA
$197M
56 positions
#12POINCIANA ADVISORS GROUP, LLCActive
Some overlap · 3 shared positions
$CIEN$NTRA$GILD
$135M
113 positions
#13Bruce & Co., Inc.Active
Some overlap · 4 shared positions
$ABT$PSNL$PFE$VTRS
$369M
41 positions
#14SECTORAL ASSET MANAGEMENT INCActive
Slight overlap · 3 shared positions
$ABT$ATEC$GILD
$143M
82 positions
#15ARK Investment Management LLCActive
Slight overlap · 3 shared positions
$NTRA$VCYT$PSNL
$15.4B
191 positions
#16Bellevue Group AGActive
Slight overlap · 3 shared positions
$ABT$GILD$IDXX
$4.8B
148 positions
#17Samjo Management, LLCActive
Slight overlap · 4 shared positions
$ZETA$NEOG$CYRX$PFE
$293M
58 positions
#18KEYNOTE FINANCIAL SERVICES LLCPassive
Slight overlap · 3 shared positions
$ABT$GILD$PFE
$214M
185 positions
#19Philip James Wealth Mangement, LLCActive
Slight overlap · 3 shared positions
$ABT$PFE$VTRS
$888M
151 positions
#20AlphaCentric Advisors LLCPassive
Slight overlap · 3 shared positions
$PSNL$ONDS$GILD
$118M
259 positions
#21EDGAR LOMAX CO/VAActive
Slight overlap · 3 shared positions
$ABT$GILD$PFE
$1.3B
58 positions
#22iSAM Funds (UK) LtdPassive
Slight overlap · 3 shared positions
$ABT$GILD$PFE
$142M
241 positions
#23MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Slight overlap · 3 shared positions
$ONDS$GILD$PFE
$112M
100 positions
#24Athena Investment ManagementPassive
Slight overlap · 3 shared positions
$ABT$VTRS$PFE
$169M
132 positions
#25KORNITZER CAPITAL MANAGEMENT INC /KSPassive
Slight overlap · 3 shared positions
$GILD$ABT$PFE
$4.8B
548 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.