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 Vident Advisory

13F Portfolio OverlapQ2 2026Vident Advisory portfolio →

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Most similar hedge funds by 13F overlap

Vident Advisory, LLC is an institutional investor managing $13.9B across 1,919 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 Vident Advisory are Penserra, RPG Investment Advisory, High Note Wealth, with shared positions in $CRWD, $FTNT, $GD, $NOC, $KLAC, $RKLB. The full ranking of 25 similar funds is below.

#1Penserra Capital Management LLCPassive

Some overlap · 6 shared positions

$CRWD $FTNT $GD $NOC $KLAC $RKLB

$13.0B

1,127 positions

#2RPG Investment Advisory, LLCPassive

Some overlap · 4 shared positions

$CRWD $PLTR $FTNT $LHX

$973M

93 positions

#3High Note Wealth, LLCPassive

Some overlap · 4 shared positions

$CRWD $PLTR $GD $LMT

$586M

959 positions

#4Titan Wealth (CI) LtdPassive

Some overlap · 5 shared positions

$CRWD $PLTR $KLAC $LHX $LMT

$269M

51 positions

#5Faithward Advisors, LLCPassive

Some overlap · 5 shared positions

$CRWD $PLTR $KLAC $RKLB $CCJ

$819M

339 positions

#6Trifecta Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$CRWD $PLTR $LMT $LHX $TJX

$776M

493 positions

#7Themes Management Co LLCPassive

Some overlap · 6 shared positions

$GD $LMT $NOC $RKLB $LHX $PLTR

$151M

120 positions

#8Wisconsin Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$CRWD $PLTR $FTNT

$117M

90 positions

#9Menard Financial Group LLCActive

Some overlap · 4 shared positions

$CRWD $PLTR $KLAC $SCHW

$184M

80 positions

#10SPIREPOINT PRIVATE CLIENT, LLCPassive

Some overlap · 5 shared positions

$PLTR $GD $NOC $KLAC $TJX

$1.2B

332 positions

#11Processus Wealth & Capital Management, LLCActive

Some overlap · 3 shared positions

$CRWD $PLTR $GD

$169M

35 positions

#12Benchmark Investment Advisors LLCPassive

Some overlap · 4 shared positions

$CRWD $PLTR $KLAC $SNDK

$228M

70 positions

#13KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$PLTR $CRWD $KLAC $LMT

$351M

166 positions

#14Knollwood Investment Advisory, LLCPassive

Some overlap · 4 shared positions

$CRWD $PLTR $KLAC $FTNT

$1.1B

270 positions

#15PeakShares LLCActive

Some overlap · 4 shared positions

$CRWD $PLTR $KLAC $TJX

$134.4B

122 positions

#16Blue Line Capital, LLC / ILPassive

Some overlap · 4 shared positions

$CRWD $PLTR $SNDK $CCJ

$120M

92 positions

#17STEINBERGANNA WEALTH MANAGEMENTActive

Some overlap · 4 shared positions

$CRWD $FTNT $NOC $LMT

$246M

139 positions

#18Sterling Investment Advisors, Ltd.Passive

Some overlap · 4 shared positions

$CRWD $PLTR $LMT $KKR

$599M

225 positions

#19Modus Advisors, LLCPassive

Some overlap · 4 shared positions

$CRWD $LMT $PLTR $SCHW

$405M

118 positions

#20Realta Investment AdvisorsPassive

Some overlap · 3 shared positions

$CRWD $PLTR $KLAC

$322M

378 positions

#21BIRCHBROOK, INC.Active

Some overlap · 3 shared positions

$CRWD $FTNT $LMT

$213M

305 positions

#22Oder Investment Management, LLCPassive

Some overlap · 4 shared positions

$CRWD $PLTR $FTNT $SCHW

$149M

113 positions

#23WILLNER & HELLER, LLCPassive

Some overlap · 4 shared positions

$FTNT $PLTR $CRWD $GD

$160M

165 positions

#24LITTLEJOHN FINANCIAL SERVICES, INC.Passive

Some overlap · 4 shared positions

$PLTR $FTNT $NOC $KLAC

$138M

71 positions

#25Axecap Investments, LLCPassive

Some overlap · 3 shared positions

$CRWD $FTNT $KLAC

$181M

73 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.