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 Warm Springs Advisors

13F Portfolio OverlapQ2 2026Warm Springs Advisors portfolio →

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Most similar hedge funds by 13F overlap

Warm Springs Advisors Inc. is an institutional investor managing $145M across 45 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 Warm Springs Advisors are Bienville, DEEPWATER ASSET, WORMSER FRERES GESTION, with shared positions in $SOFI, $CRWV, $RDDT, $RBRK, $ISRG, $NU. The full ranking of 25 similar funds is below.

#1Bienville Capital Management, LLCPassive

Notable overlap · 4 shared positions

$SOFI $CRWV $RDDT $RBRK

$750M

95 positions

#2DEEPWATER ASSET MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$ISRG $RDDT $RBRK $NU

$220M

35 positions

#3WORMSER FRERES GESTIONActive

Some overlap · 5 shared positions

$ISRG $NOW $TMO $SYK $DHR

$181M

71 positions

#4Sandhill Capital Partners LLCActive

Some overlap · 5 shared positions

$ISRG $NOW $BLK $QCOM $SYK

$1.2B

98 positions

#5Renaissance Capital LLCActive

Some overlap · 3 shared positions

$CRWV $RDDT $RBRK

$145M

54 positions

#6Aspex Management (HK) LtdActive

Some overlap · 4 shared positions

$CRWV $GRAB $NU $QCOM

$8.9B

27 positions

#7Sivik Global Healthcare LLCActive

Some overlap · 4 shared positions

$ISRG $TMO $SYK $DHR

$175M

35 positions

#8FirstWave Capital Management LLCPassive

Some overlap · 4 shared positions

$RDDT $RBRK $NU $CRWV

$227M

63 positions

#9Harvest Portfolios Group Inc.Active

Some overlap · 6 shared positions

$SOFI $RDDT $TMO $ISRG $SYK $DHR

$7.1B

267 positions

#10S.E.E.D. Planning Group LLCPassive

Some overlap · 3 shared positions

$ISRG $TMO $SYK

$408M

98 positions

#11Biondo Investment Advisors, LLCActive

Some overlap · 3 shared positions

$ISRG $NOW $DUK

$817M

89 positions

#12INTERCAPITAL, LLCPassive

Some overlap · 3 shared positions

$CRWV $RDDT $CELH

$401M

121 positions

#13Capstone Capital Management LtdPassive

Some overlap · 3 shared positions

$CRWV $NOW $QCOM

$247M

150 positions

#14Sullivan Wood Capital Management LLCSmart money

Some overlap · 3 shared positions

$SOFI $NU $CELH

$65M

21 positions

#15BENDER ROBERT & ASSOCIATESActive

Some overlap · 3 shared positions

$ISRG $NOW $DUK

$525M

46 positions

#16Arlington Financial Advisors, LLCActive

Some overlap · 3 shared positions

$ISRG $NU $BLK

$796M

112 positions

#17Orion Capital Management LLCPassive

Some overlap · 3 shared positions

$ISRG $QCOM $BLK

$323M

511 positions

#18FLOYD FINANCIAL GROUP LLCActive

Some overlap · 4 shared positions

$CRWV $RDDT $SOFI $QCOM

$153M

65 positions

#19HealthInvest Partners ABActive

Some overlap · 3 shared positions

$ISRG $TMO $SYK

$372M

39 positions

#20Wilian Securities, LLCPassive

Some overlap · 4 shared positions

$NOW $TMO $ISRG $SYK

$169M

89 positions

#21MayTech Global Investments, LLCActive

Some overlap · 3 shared positions

$ISRG $NU $SYK

$900M

22 positions

#22D1 Capital Partners L.P.Smart money

Some overlap · 5 shared positions

$RDDT $TMO $NU $ISRG $DHR

$34.8B

55 positions

#23Ravenstone Capital Management Inc.Active

Some overlap · 3 shared positions

$ISRG $TMO $DHR

$244M

54 positions

#24McGuire Investment Group, LLCActive

Some overlap · 5 shared positions

$TMO $ISRG $QCOM $BLK $SYK

$1.1B

132 positions

#25LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 5 shared positions

$NOW $TMO $QCOM $SYK $DHR

$10.8B

564 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.