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 Realta Investment Advisors

13F Portfolio OverlapQ3 2026Realta Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

Realta Investment Advisors is an institutional investor managing $342M across 362 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Realta Investment Advisors are Sun Financial, Faithward Advisors, Teamwork Financial Advisors, with shared positions in $PLTR, $KLAC, $ANET, $MSTR, $AXP, $PWR. The full ranking of 25 similar funds is below.

#1Sun Financial IncPassive

Notable overlap · 11 shared positions

$PLTR $KLAC $ANET $MSTR $AXP $PWR

$212M

161 positions

#2Faithward Advisors, LLCPassive

Notable overlap · 6 shared positions

$PLTR $CRWD $NET $KLAC $ANET $VRT

$819M

339 positions

#3Teamwork Financial Advisors, LLCPassive

Notable overlap · 11 shared positions

$PLTR $KLAC $ANET $AXP $PWR $CDNS

$908M

182 positions

#4Avalon Global Asset Management LLCActive

Notable overlap · 5 shared positions

$CRWD $PLTR $NET $VRT $CDNS

$917M

38 positions

#5GLYNN CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$CRWD $PLTR $NET $ANET $VRT

$334M

40 positions

#6BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 10 shared positions

$PLTR $KLAC $ANET $AXP $PWR $CDNS

$436M

104 positions

#7Menard Financial Group LLCActive

Some overlap · 6 shared positions

$CRWD $PLTR $KLAC $AXP $PWR $DE

$184M

80 positions

#8Kessler Investment Group, LLCPassive

Some overlap · 6 shared positions

$CRWD $PLTR $KLAC $ANET $MSTR $VRT

$207M

82 positions

#9True Vision MN LLC

Some overlap · 7 shared positions

$CRWD $PLTR $ANET $MSTR $VRT $UNP

$194M

98 positions

#10Vivid Wealth Management, LLCPassive

Some overlap · 10 shared positions

$KLAC $ANET $AXP $PWR $CDNS $BNY

$280M

73 positions

#11Titan Wealth (CI) LtdPassive

Some overlap · 4 shared positions

$CRWD $PLTR $KLAC $ANET

$269M

51 positions

#12RPG Investment Advisory, LLCPassive

Some overlap · 4 shared positions

$CRWD $PLTR $NET $PWR

$540M

85 positions

#13Knollwood Investment Advisory, LLCPassive

Some overlap · 6 shared positions

$CRWD $PLTR $KLAC $ANET $VRT $CDNS

$1.1B

270 positions

#14PRAKASH INVESTMENT ADVISORS LLCActive

Some overlap · 5 shared positions

$CRWD $ALAB $PLTR $VRT $KLAC

$165M

86 positions

#15PeakShares LLCActive

Some overlap · 5 shared positions

$CRWD $PLTR $KLAC $ANET $AXP

$134.4B

122 positions

#16Legacy Bridge, LLCPassive

Some overlap · 6 shared positions

$PLTR $ANET $VRT $PWR $BNY $DE

$324M

322 positions

#17Bannerstone Capital Management, LLCPassive

Some overlap · 6 shared positions

$PLTR $KLAC $VRT $AXP $PWR $STT

$119M

113 positions

#18Benchmark Investment Advisors LLCActive

Some overlap · 5 shared positions

$CRWD $PLTR $KLAC $ANET $VRT

$228M

70 positions

#19SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY CoActive

Some overlap · 5 shared positions

$PLTR $CRWD $BNY $DE $MSTR

$181M

57 positions

#20Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$CRWD $PLTR $KLAC $ANET $VRT

$238M

149 positions

#21Riggs Asset Managment Co. Inc.Passive

Some overlap · 5 shared positions

$PLTR $CRWD $ANET $VRT $AXP

$560M

132 positions

#22Clarus Wealth AdvisorsActive

Some overlap · 5 shared positions

$PLTR $NET $VRT $PWR $STT

$275M

86 positions

#23Toroso Investments, LLCPassive

Some overlap · 9 shared positions

$PLTR $MSTR $ALAB $KLAC $AG $PWR

$57.8B

2,594 positions

#24KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$PLTR $CRWD $NET $KLAC $UNP

$351M

166 positions

#25Dedeker Financial LLCActive

Some overlap · 3 shared positions

$CRWD $PLTR $ALAB

$176M

56 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.