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 Virtus Wealth Solutions

13F Portfolio OverlapQ2 2026Virtus Wealth Solutions portfolio →

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Most similar hedge funds by 13F overlap

Virtus Wealth Solutions LLC is an institutional investor managing $735M across 53 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 Virtus Wealth Solutions are Grand Alliance Asset Ltd, Whale Rock, Q Fund (Hong Kong) Ltd, with shared positions in $SNDK, $GLW, $TER, $VIAV, $BE, $TTMI. The full ranking of 25 similar funds is below.

#1Grand Alliance Asset Management LtdActive

Substantial overlap · 7 shared positions

$SNDK $GLW $TER $VIAV $BE $TTMI

$167M

15 positions

#2Whale Rock Capital Management LLCActive

Substantial overlap · 8 shared positions

$SNDK $ALAB $GLW $VIAV $BE $TTMI

$12.5B

35 positions

#3Q Fund Management (Hong Kong) LtdActive

Substantial overlap · 4 shared positions

$SNDK $ALAB $BE $LITE

$110M

26 positions

#4REX Advisers, LLCPassive

Substantial overlap · 4 shared positions

$NBIS $DELL $GLW $SNDK

$56M

59 positions

#53G Capital Partners LPActive

Substantial overlap · 3 shared positions

$DELL $SNDK $NBIS

$373M

18 positions

#6Hel Ved Capital Management LtdActive

Notable overlap · 6 shared positions

$SNDK $GLW $NBIS $TER $BE $TTMI

$1.4B

72 positions

#7BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 9 shared positions

$NBIS $GLW $ALAB $TER $BE $MXL

$462M

122 positions

#8WT Asset Management LtdActive

Notable overlap · 5 shared positions

$SNDK $TER $ALAB $LITE $STX

$5.1B

29 positions

#9VMS Asset Management LimitedPassive

Notable overlap · 7 shared positions

$SNDK $GLW $TER $BE $DELL $TTMI

$315M

33 positions

#10Situational Awareness LPSmart money

Notable overlap · 3 shared positions

$SNDK $NBIS $BE

$20.2B

26 positions

#11Clear Street Group Inc.Active

Notable overlap · 7 shared positions

$SNDK $NBIS $BE $ALAB $GLW $LITE

$39.5B

1,414 positions

#12Anther Capital LtdSmart money

Notable overlap · 8 shared positions

$SNDK $GLW $TER $LITE $STX $ALAB

$3.9B

21 positions

#13Geneva Partners, LLCPassive

Notable overlap · 5 shared positions

$DELL $TER $GLW $BE $STX

$375M

75 positions

#14Maytree Asset Management LtdActive

Notable overlap · 7 shared positions

$SNDK $NBIS $ALAB $LITE $MXL $TTMI

$154M

44 positions

#15Ma Investment Partnership, LPSmart money

Notable overlap · 3 shared positions

$SNDK $VIAV $BE

$561M

13 positions

#16Alpha Financial Advisors, LLCActive

Notable overlap · 6 shared positions

$SNDK $ALAB $DELL $GLW $TER $STX

$382M

114 positions

#17Amanah Holdings TrustSmart money

Notable overlap · 4 shared positions

$SNDK $TER $LITE $STX

$1.7B

20 positions

#18Analog Century Management LPActive

Notable overlap · 6 shared positions

$ALAB $VIAV $NBIS $SNDK $TTMI $LITE

$2.7B

25 positions

#19Goldstream Capital Management LtdActive

Notable overlap · 7 shared positions

$SNDK $TER $GLW $BE $VIAV $LITE

$132M

45 positions

#20LONE PINE CAPITAL LLCActive

Notable overlap · 5 shared positions

$NBIS $TER $GLW $TTMI $STX

$16.4B

34 positions

#21Retireful, LLCPassive

Notable overlap · 6 shared positions

$GLW $ALAB $SNDK $DELL $FLEX $STX

$107M

81 positions

#22Ariose Capital Management LtdActive

Notable overlap · 3 shared positions

$SNDK $VIAV $STX

$234M

19 positions

#23Franchise GP LtdActive

Notable overlap · 6 shared positions

$SNDK $NBIS $TER $DELL $LITE $STX

$215M

39 positions

#24Rakuten Securities, Inc.Active

Notable overlap · 6 shared positions

$SNDK $ALAB $LITE $BE $STX $AAOI

$430M

914 positions

#25Spear Advisors LLCActive

Notable overlap · 3 shared positions

$ALAB $TER $LITE

$291M

28 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.