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 StoryOne

13F Portfolio OverlapQ2 2026StoryOne portfolio →

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Most similar hedge funds by 13F overlap

StoryOne LLC is an institutional investor managing $212M across 79 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 StoryOne are ARGONAUTICA PRIVATE WEALTH, FMR, Western Financial, with shared positions in $KLAC, $WDC, $MRVL, $NEE, $APH, $WFC. The full ranking of 25 similar funds is below.

#1ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Slight overlap · 5 shared positions

$KLAC $WDC $MRVL $NEE $APH

$409M

182 positions

#2FMR LLCPassive

Slight overlap · 5 shared positions

$KLAC $WDC $MRVL $APH $WFC

$2.3T

5,572 positions

#3Western Financial Corp/CAActive

Slight overlap · 5 shared positions

$KLAC $WDC $MRVL $APH $WFC

$341M

132 positions

#4Alta Wealth Advisors LLCPassive

Slight overlap · 5 shared positions

$KLAC $WDC $MRVL $APH $MS

$369M

170 positions

#5Frec Markets, Inc.Passive

Slight overlap · 5 shared positions

$KLAC $WDC $APH $MRVL $MS

$1.1B

905 positions

#6Trek Financial, LLCPassive

Slight overlap · 3 shared positions

$RIVN $WDC $MRVL

$2.0B

504 positions

#7Clarendon Private LLCPassive

Slight overlap · 5 shared positions

$KLAC $NEE $APH $WFC $MS

$156M

124 positions

#8STEVENS CAPITAL MANAGEMENT LPPassive

Slight overlap · 5 shared positions

$WDC $MRVL $NEE $WFC $MS

$417M

213 positions

#9Candriam S.C.A.Active

Slight overlap · 4 shared positions

$KLAC $WDC $MRVL $NEE

$22.2B

677 positions

#10CHAPIN DAVIS, INC.Passive

Slight overlap · 4 shared positions

$KLAC $WDC $MRVL $NEE

$569M

256 positions

#11LGT Fund Management Co Ltd.Passive

Slight overlap · 4 shared positions

$KLAC $WDC $MRVL $NEE

$2.4B

235 positions

#12Universal- Beteiligungs- und Servicegesellschaft mbHPassive

Slight overlap · 4 shared positions

$KLAC $WDC $MRVL $NEE

$65.4B

2,122 positions

#13Virtus Investment Advisers, LLCPassive

Slight overlap · 4 shared positions

$KLAC $WDC $MRVL $APH

$429M

463 positions

#14Inspire Investing, LLCPassive

Slight overlap · 4 shared positions

$KLAC $WDC $MRVL $APH

$2.4B

1,266 positions

#15Markin Volterra Fund LPActive

Slight overlap · 4 shared positions

$KLAC $WDC $MRVL $APH

$147M

69 positions

#16CONNABLE OFFICE INCActive

Slight overlap · 4 shared positions

$KLAC $WDC $NEE $APH

$1.1B

231 positions

#17Astoria Portfolio Advisors LLC.Passive

Slight overlap · 4 shared positions

$KLAC $WDC $NEE $APH

$593M

358 positions

#18NLB Skladi, upravljanje premozenja, d.o.o.Passive

Slight overlap · 4 shared positions

$KLAC $MRVL $NEE $APH

$2.6B

358 positions

#19Norway Savings BankPassive

Slight overlap · 4 shared positions

$KLAC $MRVL $NEE $APH

$239M

104 positions

#20SPIREPOINT PRIVATE CLIENT, LLCPassive

Slight overlap · 3 shared positions

$RIVN $KLAC $NEE

$1.2B

332 positions

#21Markin Asset Management, LPActive

Slight overlap · 4 shared positions

$KLAC $WDC $MRVL $FBTC

$117M

47 positions

#22Storgate, LLCPassive

Slight overlap · 4 shared positions

$KLAC $WDC $NEE $WFC

$482M

351 positions

#23AMERIPRISE FINANCIAL INCPassive

Slight overlap · 4 shared positions

$KLAC $WDC $MRVL $MS

$494.7B

4,097 positions

#24Banco Santander, S.A.Active

Slight overlap · 4 shared positions

$KLAC $WDC $MRVL $MS

$16.1B

511 positions

#25Ilmarinen Mutual Pension Insurance CoActive

Slight overlap · 4 shared positions

$KLAC $WDC $MRVL $MS

$14.8B

445 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.