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 REX Advisers

13F Portfolio OverlapQ2 2026REX Advisers portfolio →

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Most similar hedge funds by 13F overlap

REX Advisers, LLC is an institutional investor managing $56M across 59 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 REX Advisers are Virtus Wealth Solutions, Hel Ved Ltd, Situational Awareness, with shared positions in $NBIS, $DELL, $GLW, $SNDK, $CORZ, $CLSK. The full ranking of 25 similar funds is below.

#1Virtus Wealth Solutions LLCActive

Substantial overlap · 4 shared positions

$NBIS $DELL $GLW $SNDK

$735M

53 positions

#2Hel Ved Capital Management LtdActive

Notable overlap · 4 shared positions

$GLW $SNDK $NBIS $CORZ

$1.4B

72 positions

#3Situational Awareness LPSmart money

Notable overlap · 5 shared positions

$NBIS $SNDK $CORZ $CLSK $BTDR

$20.2B

26 positions

#43G Capital Partners LPActive

Notable overlap · 3 shared positions

$DELL $NBIS $SNDK

$373M

18 positions

#5HARTLINE INVESTMENT CORP/Active

Notable overlap · 3 shared positions

$GLW $VRT $DELL

$1.1B

115 positions

#6Anatole Investment Management LtdActive

Notable overlap · 3 shared positions

$FCEL $NBIS $SNDK

$590M

13 positions

#7VMS Asset Management LimitedPassive

Notable overlap · 4 shared positions

$SNDK $VRT $GLW $DELL

$315M

33 positions

#8Potrero Capital Research LLCPassive

Notable overlap · 4 shared positions

$GLW $HIMS $ENPH $SPCX

$180M

46 positions

#9Retireful, LLCPassive

Notable overlap · 4 shared positions

$GLW $SNDK $DELL $VRT

$107M

81 positions

#10Steadtrust LLCPassive

Notable overlap · 3 shared positions

$GLW $DELL $HL

$198M

132 positions

#11Geneva Partners, LLCPassive

Notable overlap · 3 shared positions

$DELL $GLW $VRT

$375M

75 positions

#12BECK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$VRT $SNDK $GLW

$543M

140 positions

#13Werlinich Asset Management, LLCActive

Notable overlap · 3 shared positions

$GLW $DELL $VRT

$262M

58 positions

#14Scientech Research LLCPassive

Notable overlap · 7 shared positions

$FCEL $SPCX $TEM $SNDK $MRNA $NBIS

$123M

224 positions

#15Sassicaia Capital Advisers LLCActive

Notable overlap · 5 shared positions

$SNDK $SPCX $NBIS $FCEL $GLW

$227M

32 positions

#16Gunderson Capital Management Inc.Active

Notable overlap · 3 shared positions

$DELL $NBIS $SNDK

$370M

52 positions

#17Anther Capital LtdSmart money

Notable overlap · 3 shared positions

$GLW $SNDK $NBIS

$3.9B

21 positions

#18Contrarius Group Holdings LtdActive

Notable overlap · 3 shared positions

$DELL $SPCX $TEM

$2.2B

34 positions

#19FirstWave Capital Management LLCPassive

Notable overlap · 3 shared positions

$NBIS $HIMS $GLW

$227M

63 positions

#20Situational Awareness Partners LP

Notable overlap · 5 shared positions

$SNDK $CORZ $CLSK $BTDR $GLW

$13.7B

42 positions

#21BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 3 shared positions

$NBIS $GLW $SNDK

$462M

122 positions

#22Maytree Asset Management LtdActive

Notable overlap · 3 shared positions

$NBIS $SNDK $VRT

$154M

44 positions

#23Marex Group plcPassive

Notable overlap · 5 shared positions

$SNDK $SPCX $NBIS $VRT $GLW

$23.6B

1,117 positions

#24WIN ADVISORS, INCPassive

Notable overlap · 3 shared positions

$SNDK $VRT $DELL

$281M

75 positions

#25KIECKHEFER GROUP LLCSmart money

Notable overlap · 3 shared positions

$DELL $VRT $GLW

$246M

65 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.