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 Value Aligned Research Advisors

13F Portfolio OverlapQ2 2026Value Aligned Research Advisors portfolio →

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Most similar hedge funds by 13F overlap

Value Aligned Research Advisors, LLC is an institutional investor managing $40.1B across 123 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 Value Aligned Research Advisors are Situational Awareness, Hel Ved Ltd, PRAKASH INVESTMENT ADVISORS, with shared positions in $NBIS, $BE, $CRWV, $SNDK, $IREN, $APLD. The full ranking of 25 similar funds is below.

#1Situational Awareness LPSmart money

Notable overlap · 8 shared positions

$NBIS $BE $CRWV $SNDK $IREN $APLD

$20.2B

26 positions

#2Hel Ved Capital Management LtdActive

Notable overlap · 11 shared positions

$CRWV $NBIS $SNDK $ASML $FIX $WULF

$1.4B

72 positions

#3PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 8 shared positions

$BE $VRT $NBIS $LITE $CLS $WDC

$174M

92 positions

#4Situational Awareness Partners LP

Notable overlap · 7 shared positions

$BE $CRWV $SNDK $IREN $APLD $CORZ

$13.7B

42 positions

#5BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 8 shared positions

$NBIS $BE $STX $WDC $ALAB $SNDK

$462M

122 positions

#6Goldstream Capital Management LtdActive

Notable overlap · 8 shared positions

$BE $SNDK $VRT $STX $LITE $ASML

$132M

45 positions

#7Maytree Asset Management LtdActive

Notable overlap · 10 shared positions

$NBIS $SNDK $WDC $LITE $ALAB $CBRS

$154M

44 positions

#8Capstone Capital Management LtdPassive

Notable overlap · 8 shared positions

$CRWV $NBIS $BE $WDC $LITE $IREN

$224M

160 positions

#9Clear Street Group Inc.Active

Notable overlap · 11 shared positions

$NBIS $SNDK $WDC $LITE $BE $CRWV

$39.5B

1,414 positions

#10SOMA EQUITY PARTNERS LPActive

Notable overlap · 6 shared positions

$BE $NBIS $ASML $LITE $CLS $IREN

$1.4B

24 positions

#11Williamson Legacy Group, LLCPassive

Notable overlap · 8 shared positions

$BE $SNDK $VRT $STX $LITE $WDC

$201M

75 positions

#12FirstWave Capital Management LLCPassive

Notable overlap · 10 shared positions

$NBIS $IREN $BE $LITE $CRWV $CIFR

$227M

63 positions

#13VMS Asset Management LimitedPassive

Notable overlap · 7 shared positions

$BE $SNDK $VRT $STX $WDC $FIX

$315M

33 positions

#14Mezzasalma Advisors, LLCPassive

Notable overlap · 8 shared positions

$BE $VRT $STX $FIX $CLS $SNDK

$498M

171 positions

#15Gunderson Capital Management Inc.Active

Notable overlap · 6 shared positions

$NBIS $SNDK $ASML $STX $CRWV $CLS

$370M

52 positions

#16Bosman Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$BE $LITE $STX $WDC $FIX $CRWV

$161M

56 positions

#17MITCHELL CAPITAL MANAGEMENT COPassive

Notable overlap · 10 shared positions

$BE $VRT $FIX $SNDK $WDC $CLS

$657M

117 positions

#18Whale Rock Capital Management LLCActive

Notable overlap · 8 shared positions

$BE $SNDK $CLS $WDC $STX $ALAB

$12.5B

35 positions

#19BECK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$SNDK $VRT $STX $WDC $ASML $FTAI

$543M

140 positions

#20AI-Squared Management LtdActive

Notable overlap · 4 shared positions

$NBIS $CRWV $SNDK $CBRS

$187M

19 positions

#21UNICOM Systems, Inc.Active

Notable overlap · 8 shared positions

$SNDK $ASML $STX $WDC $BE $LITE

$1.5B

39 positions

#22Trivest Advisors LtdActive

Notable overlap · 6 shared positions

$BE $SNDK $STX $WDC $CIFR $ZM

$3.2B

15 positions

#23Avala Global LPActive

Notable overlap · 9 shared positions

$BE $STX $LITE $WDC $CIFR $CBRS

$2.7B

30 positions

#24Talos Eurisko Asset Management LPActive

Notable overlap · 8 shared positions

$VRT $ASML $CRWV $STX $LITE $ALAB

$703M

25 positions

#25THAMES CAPITAL MANAGEMENT LLCActive

Notable overlap · 9 shared positions

$NBIS $SNDK $VRT $WULF $CIFR $ALAB

$1.2B

56 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.