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 Retireful

13F Portfolio OverlapQ2 2026Retireful portfolio →

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Most similar hedge funds by 13F overlap

Retireful, LLC is an institutional investor managing $107M across 81 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 Retireful are VMS Asset Limited, Markin Volterra Fund, WIN ADVISORS, with shared positions in $WDC, $GLW, $SNDK, $MRVL, $VRT, $DDOG. The full ranking of 25 similar funds is below.

#1VMS Asset Management LimitedPassive

Substantial overlap · 11 shared positions

$WDC $GLW $SNDK $MRVL $VRT $DDOG

$315M

33 positions

#2Markin Volterra Fund LPActive

Substantial overlap · 15 shared positions

$WDC $SNDK $MRVL $DELL $VRT $COHR

$147M

69 positions

#3WIN ADVISORS, INCPassive

Substantial overlap · 12 shared positions

$ALAB $SNDK $WDC $MRVL $VRT $DELL

$281M

75 positions

#4PATTON FUND MANAGEMENT, INC.Passive

Substantial overlap · 14 shared positions

$SNDK $DDOG $CRWD $VRT $JBHT $COHR

$462M

86 positions

#5CHAPIN DAVIS, INC.Passive

Substantial overlap · 10 shared positions

$WDC $SNDK $FLEX $MRVL $DELL $DDOG

$569M

256 positions

#6Williamson Legacy Group, LLCPassive

Notable overlap · 10 shared positions

$WDC $SNDK $GLW $MTZ $VRT $NVT

$201M

75 positions

#7Dedeker Financial LLCActive

Notable overlap · 8 shared positions

$WDC $ALAB $FIX $MRVL $CRWD $COHR

$176M

55 positions

#8Fedenia Advisers LLCPassive

Notable overlap · 10 shared positions

$SNDK $WDC $MRVL $FIX $GLW $DELL

$421M

459 positions

#9Geneva Partners, LLCPassive

Notable overlap · 8 shared positions

$GLW $DELL $FIX $MRVL $VRT $STRL

$375M

75 positions

#10Whale Rock Capital Management LLCActive

Notable overlap · 7 shared positions

$GLW $ALAB $SNDK $WDC $MKSI $COHR

$12.5B

35 positions

#11CMC Financial GroupActive

Notable overlap · 8 shared positions

$WDC $SNDK $DELL $ALAB $FLEX $CRWD

$52M

45 positions

#12Donoghue Forlines LLCPassive

Notable overlap · 13 shared positions

$WDC $MRVL $ALAB $CRWD $SNDK $MTZ

$387M

114 positions

#13Goldstream Capital Management LtdActive

Notable overlap · 9 shared positions

$SNDK $MRVL $VRT $CRWD $COHR $GLW

$132M

45 positions

#14BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 8 shared positions

$GLW $WDC $ALAB $MRVL $STX $KLAC

$462M

122 positions

#15Bellwether Advisors, LLCPassive

Notable overlap · 8 shared positions

$WDC $GLW $SNDK $FLEX $DELL $HUM

$675M

167 positions

#16PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 9 shared positions

$FIX $WDC $VRT $GLW $CRWD $ALAB

$174M

92 positions

#17Virtus Wealth Solutions LLCActive

Notable overlap · 6 shared positions

$GLW $ALAB $SNDK $DELL $FLEX $STX

$735M

53 positions

#18Maytus Capital Management, LLCPassive

Notable overlap · 9 shared positions

$FLEX $DDOG $TXN $MKSI $CRWD $ANET

$636M

62 positions

#19Alpha Financial Advisors, LLCActive

Notable overlap · 7 shared positions

$ALAB $SNDK $DELL $MRVL $WDC $STX

$382M

114 positions

#20Hel Ved Capital Management LtdActive

Notable overlap · 6 shared positions

$GLW $SNDK $FIX $MKSI $STRL $MTZ

$1.4B

72 positions

#21TB Alternative Assets Ltd.Active

Notable overlap · 7 shared positions

$WDC $SNDK $MRVL $GLW $COHR $STX

$623M

34 positions

#22Park Capital Management, LLC / WIPassive

Notable overlap · 9 shared positions

$SNDK $WDC $GLW $FIX $MRVL $DELL

$170M

161 positions

#23Polar Capital Holdings PlcActive

Notable overlap · 11 shared positions

$SNDK $GLW $COHR $WDC $STX $ANET

$42.4B

245 positions

#24BECK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$GLW $SNDK $WDC $VRT $CRWD $STX

$543M

140 positions

#25THAMES CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$SNDK $ALAB $VRT $FLEX $MKSI $COHR

$1.2B

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.