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 WESTERLY

13F Portfolio OverlapQ2 2026WESTERLY portfolio →

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Most similar hedge funds by 13F overlap

WESTERLY CAPITAL MANAGEMENT, LLC is an institutional investor managing $542M across 46 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 WESTERLY are Potrero Research, CYPRESS POINT INVESTMENT, DigitalBridge Group, with shared positions in $ENPH, $NOK, $NXDR, $BL, $AMBA, $TAC. The full ranking of 25 similar funds is below.

#1Potrero Capital Research LLCPassive

Notable overlap · 9 shared positions

$ENPH $NOK $NXDR $BL $AMBA $TAC

$180M

46 positions

#2CYPRESS POINT INVESTMENT MANAGEMENT LPActive

Some overlap · 4 shared positions

$COUR $FRSH $SNOW $ESTC

$552M

33 positions

#3DigitalBridge Group, Inc.Active

Some overlap · 3 shared positions

$ANET $CRM $BE

$1.7B

61 positions

#4Grand Alliance Asset Management LtdActive

Some overlap · 3 shared positions

$VIAV $NOK $BE

$167M

15 positions

#5Maytus Capital Management, LLCPassive

Some overlap · 4 shared positions

$CRM $NOK $ANET $SNOW

$636M

62 positions

#6Clayton Partners LLCPassive

Some overlap · 4 shared positions

$FLR $NXT $LUMN $TAC

$152M

44 positions

#7Sandhill Capital Partners LLCActive

Some overlap · 3 shared positions

$ANET $GWRE $APH

$1.2B

98 positions

#8Arosa Capital Management LPActive

Some overlap · 5 shared positions

$ENPH $NXT $BE $AMBA $FSLR

$561M

52 positions

#9NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Some overlap · 3 shared positions

$ANET $NXT $APH

$606M

79 positions

#10Clean Yield GroupPassive

Some overlap · 4 shared positions

$ANET $CRM $NOK $FSLR

$403M

395 positions

#11Kaufman Rossin Wealth, LLCActive

Some overlap · 3 shared positions

$ADBE $ANET $APH

$211M

112 positions

#12Left Brain Wealth Management, LLCPassive

Some overlap · 3 shared positions

$ANET $APH $BE

$332M

99 positions

#13ADAPT Investment Managers SAActive

Some overlap · 3 shared positions

$ADBE $CRM $SNOW

$12.6B

133 positions

#14DV Trading LLCPassive

Some overlap · 4 shared positions

$ADBE $NOK $BE $CRM

$3.1B

514 positions

#15MARIETTA INVESTMENT PARTNERS LLCPassive

Some overlap · 4 shared positions

$ANET $APH $BE $SNOW

$582M

170 positions

#16SOMA EQUITY PARTNERS LPActive

Some overlap · 3 shared positions

$ANET $BE $SNOW

$1.4B

24 positions

#17Opti Capital Management, LPActive

Some overlap · 3 shared positions

$ENPH $FLR $BL

$1.6B

46 positions

#18Sendero Wealth Management, LLCActive

Some overlap · 3 shared positions

$ANET $CRM $APH

$1.0B

209 positions

#19Fluent Financial, LLCActive

Some overlap · 3 shared positions

$ADBE $CRM $FIG

$280M

57 positions

#20RD Finance LtdActive

Some overlap · 3 shared positions

$CRM $ADBE $NXT

$101M

27 positions

#21ABSOLUTE INVESTMENT ADVISERS, LLCPassive

Some overlap · 3 shared positions

$FLR $GWRE $BL

$1.0B

112 positions

#22Nutshell Asset Management LtdActive

Some overlap · 3 shared positions

$ADBE $APH $ANET

$300M

45 positions

#23CMT Capital Markets Trading GmbHActive

Some overlap · 3 shared positions

$ADBE $CRM $SNOW

$11.8B

385 positions

#24SCP Investment, LPActive

Some overlap · 3 shared positions

$ADBE $NXT $FSLR

$108M

47 positions

#25Goodman Financial CorpPassive

Some overlap · 3 shared positions

$FLR $NXT $FSLR

$647M

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.