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 SWS Partners

13F Portfolio OverlapQ2 2026SWS Partners portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SWS Partners is an institutional investor managing $463M across 108 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 SWS Partners are Sunstone Asset, Sicart Associates, Bouvel Investment Partners, with shared positions in $SNOW, $GLW, $CIEN, $NET, $ANET, $TER. The full ranking of 25 similar funds is below.

#1Sunstone Asset Management, L.P.Passive

Notable overlap · 7 shared positions

$SNOW $GLW $CIEN $NET $ANET $TER

$92M

57 positions

#2Sicart Associates LLCActive

Notable overlap · 5 shared positions

$GH $XYZ $MP $GLW $WFC

$408M

74 positions

#3Bouvel Investment Partners, LLCPassive

Notable overlap · 6 shared positions

$MRVL $TER $SNOW $ETN $APH $NTRA

$442M

84 positions

#4Goldstream Capital Management LtdActive

Notable overlap · 5 shared positions

$MRVL $CIEN $TER $NET $GLW

$132M

45 positions

#5Alta Park Capital, LPActive

Notable overlap · 5 shared positions

$MRVL $TER $SNOW $MELI $OKTA

$1.1B

27 positions

#6BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$MRVL $OKTA $XYZ $ETN

$679M

104 positions

#7SHELTON WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$MRVL $MELI $ANET $WFC $UBER $GD

$255M

144 positions

#8Bluebird Wealth Management LLCPassive

Notable overlap · 6 shared positions

$TER $GLW $ANET $ETN $UBER $MELI

$115M

89 positions

#9Robinhood Asset Management, LLCActive

Notable overlap · 6 shared positions

$MRVL $AMBA $NET $NTRA $ETN $UBER

$1.9B

83 positions

#10Spear Advisors LLCActive

Notable overlap · 6 shared positions

$MRVL $TER $NET $ANET $CIEN $SNOW

$291M

28 positions

#11Science & Technology Partners, L.P.Active

Notable overlap · 4 shared positions

$GH $NTRA $GLW $MRVL

$593M

84 positions

#12STRATEGY ASSET MANAGERS LLCPassive

Notable overlap · 7 shared positions

$GLW $PM $MELI $ETN $GD $DUK

$670M

265 positions

#13Nikko Asset Management Americas, Inc.Passive

Notable overlap · 6 shared positions

$XYZ $TER $MELI $NTRA $NET $GH

$7.7B

276 positions

#14Geneva Partners, LLCPassive

Notable overlap · 4 shared positions

$MRVL $TER $GLW $MPC

$375M

75 positions

#15ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Notable overlap · 7 shared positions

$SNOW $NTRA $MELI $ANET $UBER $APH

$4.4B

109 positions

#16NZS Capital, LLCActive

Notable overlap · 6 shared positions

$SNOW $MRVL $MELI $APH $UBER $NET

$3.9B

61 positions

#17Fedenia Advisers LLCPassive

Notable overlap · 4 shared positions

$MRVL $GLW $TER $CIEN

$421M

459 positions

#18SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$GH $SNOW $NTRA

$5.7B

155 positions

#19HARTLINE INVESTMENT CORP/Active

Notable overlap · 5 shared positions

$MRVL $GLW $NET $ETN $UBER

$1.1B

115 positions

#20Tairen Capital LtdActive

Notable overlap · 4 shared positions

$MRVL $GLW $CIEN $TER

$1.1B

44 positions

#21DEEPWATER ASSET MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$MRVL $SNOW $MELI $NET

$220M

35 positions

#22High Point Wealth Management, LLCPassive

Some overlap · 6 shared positions

$PM $SNOW $WFC $ED $DUK $UBER

$122M

250 positions

#23Meridiem Capital Partners LPPassive

Some overlap · 4 shared positions

$SNOW $XYZ $NET $ANET

$2.2B

85 positions

#24Fund Advisors of America Inc/FLPassive

Some overlap · 4 shared positions

$MRVL $GLW $NET $PM

$110M

120 positions

#25Williamson Legacy Group, LLCPassive

Some overlap · 4 shared positions

$CIEN $TER $GLW $GH

$201M

75 positions

Compare SWS Partners’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 SWS Partners’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.