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 STOREBRAND ASSET AS

13F Portfolio OverlapQ2 2026STOREBRAND ASSET AS portfolio →

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Most similar hedge funds by 13F overlap

STOREBRAND ASSET MANAGEMENT AS is an institutional investor managing $40.6B across 762 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 STOREBRAND ASSET AS are Blue Chip Partners, Markin Volterra Fund, Vertrix Wealth, with shared positions in $WM, $PWR, $KLAC, $ABT, $CRWD, $WELL. The full ranking of 25 similar funds is below.

#1Blue Chip Partners, LLCActive

Some overlap · 6 shared positions

$WM $PWR $KLAC $ABT $CRWD $WELL

$1.6B

184 positions

#2Markin Volterra Fund LPActive

Some overlap · 6 shared positions

$PWR $KLAC $CRWD $WDC $DELL $GLW

$147M

69 positions

#3Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$WM $KLAC $ABT $CRWD $LIN

$292M

99 positions

#4NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 5 shared positions

$WM $KLAC $ABT $LIN $MCO

$2.3B

156 positions

#5Community Financial Services Group, LLCPassive

Some overlap · 5 shared positions

$WM $KLAC $ABT $LIN $GLW

$655M

539 positions

#6PeakShares LLCActive

Some overlap · 6 shared positions

$KLAC $CRWD $WDC $DELL $GLW $WELL

$134.4B

122 positions

#7KBC Group NVActive

Slight overlap · 6 shared positions

$KLAC $C $LIN $DELL $GLW $WELL

$47.9B

1,827 positions

#8Stonebridge Financial Group, LLC/CAPassive

Slight overlap · 5 shared positions

$WM $PWR $C $CRWD $GLW

$722M

310 positions

#9Waterway Wealth Management, LLCActive

Slight overlap · 5 shared positions

$PWR $WM $ABT $CRWD $MCO

$490M

96 positions

#10McKinley Carter Wealth Services, Inc.Active

Slight overlap · 5 shared positions

$WM $PWR $C $LIN $DELL

$2.0B

323 positions

#11KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 5 shared positions

$WM $KLAC $CRWD $LIN $MCO

$351M

166 positions

#12Menard Financial Group LLCActive

Slight overlap · 5 shared positions

$PWR $KLAC $C $CRWD $DELL

$184M

80 positions

#13Wahed Invest LLCActive

Slight overlap · 6 shared positions

$KLAC $LIN $WDC $GLW $WELL $ABT

$958M

227 positions

#14FIRST COMMONWEALTH FINANCIAL CORP /PA/Active

Slight overlap · 5 shared positions

$PWR $KLAC $C $DELL $GLW

$715M

269 positions

#15Highview Capital Management LLC/DE/Passive

Slight overlap · 5 shared positions

$PWR $KLAC $CRWD $WDC $DELL

$347M

118 positions

#16ATLAS CAPITAL ADVISORS LLCPassive

Slight overlap · 5 shared positions

$PWR $KLAC $WDC $DELL $GLW

$914M

1,049 positions

#17Western Financial Corp/CAActive

Slight overlap · 5 shared positions

$KLAC $PWR $CRWD $WDC $WELL

$300M

136 positions

#18Bellwether Advisors, LLCActive

Slight overlap · 5 shared positions

$PWR $ABT $WDC $DELL $GLW

$675M

167 positions

#19MIROVAActive

Slight overlap · 4 shared positions

$WM $PWR $KLAC $CRWD

$2.7B

185 positions

#20Kingsman Wealth Management, Inc.Active

Slight overlap · 5 shared positions

$PWR $C $CRWD $DELL $GLW

$224M

82 positions

#21PANORAMIC INVESTMENT ADVISORS, LLCActive

Slight overlap · 5 shared positions

$ABT $PWR $CRWD $GLW $WELL

$209M

141 positions

#22Genus Capital Management Inc.Passive

Slight overlap · 5 shared positions

$KLAC $C $WDC $DELL $GLW

$1.0B

204 positions

#23WESTPAC BANKING CORPPassive

Slight overlap · 5 shared positions

$KLAC $C $WDC $DELL $WELL

$1.6B

498 positions

#24Paragon Private Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$WM $PWR $KLAC $GLW

$326M

192 positions

#25JACKSON SQUARE CAPITAL, LLCActive

Slight overlap · 5 shared positions

$KLAC $CRWD $LIN $DELL $GLW

$667M

144 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.