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 RH Tailwind

13F Portfolio OverlapQ2 2026RH Tailwind portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

RH Tailwind Management, LLC is an institutional investor managing $1.0B across 58 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 RH Tailwind are NAVELLIER & ASSOCIATES, SCALAR GAUGE, Dorsey Wright & Associates, with shared positions in $FIX, $VRT, $CRS, $PWR, $HWM, $PLTR. The full ranking of 25 similar funds is below.

#1NAVELLIER & ASSOCIATES INCPassive

Notable overlap · 7 shared positions

$FIX $VRT $CRS $PWR $HWM $PLTR

$1.3B

322 positions

#2SCALAR GAUGE MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$VRT $FIX $MTZ $HWM

$182M

27 positions

#3Dorsey Wright & AssociatesPassive

Notable overlap · 5 shared positions

$CRS $FIX $HWM $MTZ $PWR

$590M

131 positions

#4LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$PWR $HWM $RIO $MS $CRS

$320M

82 positions

#5Guided Capital Wealth Management, LLCActive

Notable overlap · 3 shared positions

$CRS $PWR $PLTR

$171M

35 positions

#6CHASE INVESTMENT COUNSEL CORPPassive

Notable overlap · 4 shared positions

$VRT $CRS $HWM $MTZ

$474M

138 positions

#7N10 ASSETS, LLC

Notable overlap · 3 shared positions

$VRT $PWR $PLTR

$231M

34 positions

#8N10 WEALTH, LLCActive

Notable overlap · 3 shared positions

$VRT $PWR $PLTR

$282M

43 positions

#9Kingsman Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$HWM $PLTR $PWR $VRT $MS

$214M

76 positions

#10Titan Investment Management LLCActive

Notable overlap · 4 shared positions

$VRT $PWR $MS $PLTR

$135M

38 positions

#11Aubrey Capital Management LtdPassive

Notable overlap · 4 shared positions

$FIX $VRT $CRS $PLTR

$160M

39 positions

#12Rithm Capital Corp.Active

Notable overlap · 3 shared positions

$VRT $PWR $MTZ

$81M

38 positions

#13Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$HWM $FIX $VRT

$513M

70 positions

#14KADENSA CAPITAL LtdActive

Notable overlap · 3 shared positions

$PWR $FIX $HWM

$469M

28 positions

#15Aragon Global Management, LPActive

Notable overlap · 3 shared positions

$VRT $PLTR $MS

$264M

23 positions

#16Bannerstone Capital Management, LLCPassive

Notable overlap · 4 shared positions

$VRT $PWR $FIX $PLTR

$119M

113 positions

#17CTC Alternative Strategies, Ltd.Passive

Notable overlap · 3 shared positions

$VRT $HWM $PWR

$69M

83 positions

#18Munro PartnersActive

Notable overlap · 3 shared positions

$PWR $HWM $FIX

$4.5B

61 positions

#19Carroll Investors, IncActive

Notable overlap · 3 shared positions

$VRT $PLTR $HWM

$234M

31 positions

#20Broadleaf Partners, LLCPassive

Some overlap · 3 shared positions

$VRT $PWR $PLTR

$517M

86 positions

#21WESTFIELD CAPITAL MANAGEMENT CO LPPassive

Some overlap · 6 shared positions

$FIX $HWM $VRT $PWR $MS $CRS

$30.6B

278 positions

#22Hedeker Wealth, LLCPassive

Some overlap · 4 shared positions

$FIX $PLTR $MS $MTZ

$524M

92 positions

#23GLYNN CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$VRT $PLTR $FIX

$363M

43 positions

#24HARTLINE INVESTMENT CORP/Active

Some overlap · 3 shared positions

$VRT $MS $PLTR

$1.1B

115 positions

#25PVG ASSET MANAGEMENT CORPPassive

Some overlap · 3 shared positions

$HWM $CRS $PLTR

$173M

132 positions

Compare RH Tailwind’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View RH Tailwind’s holdings

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.