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Hedge Funds Similar to WMS Group

13F Portfolio OverlapQ2 2026WMS Group portfolio →
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Most similar hedge funds by 13F overlap

WMS Group LLC is an institutional investor managing $78M across 57 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 WMS Group are Covenant Asset, ITHAKA GROUP, NZS, with shared positions in $PWR, $HWM, $SHOP, $VRTX, $ISRG, $PLTR. The full ranking of 25 similar funds is below.

#1Covenant Asset Management, LLCPassive
Some overlap · 4 shared positions
$PWR$HWM$SHOP$VRTX
$595M
164 positions
#2ITHAKA GROUP LLCActive
Some overlap · 5 shared positions
$SHOP$HWM$ISRG$PLTR$COIN
$551M
40 positions
#3NZS Capital, LLCActive
Some overlap · 4 shared positions
$PWR$SHOP$ISRG$PGR
$3.9B
61 positions
#4RPG Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$PWR$LHX$ISRG$PLTR
$973M
93 positions
#5GILDER GAGNON HOWE & CO LLCPassive
Some overlap · 3 shared positions
$PWR$SHOP$ISRG
$9.7B
274 positions
#6RH Tailwind Management, LLCActive
Some overlap · 3 shared positions
$PWR$HWM$PLTR
$1.0B
58 positions
#7CTC Alternative Strategies, Ltd.Passive
Some overlap · 3 shared positions
$HWM$PWR$VRTX
$69M
83 positions
#8CAMDEN NATIONAL BANKPassive
Some overlap · 3 shared positions
$PWR$LHX$VRTX
$767M
184 positions
#9Strong Retirement Solutions LLCPassive
Some overlap · 4 shared positions
$PWR$SHOP$ISRG$PGR
$167M
82 positions
#10DEEPWATER ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SHOP$RMBS$ISRG
$220M
35 positions
#11South Street Advisors LLCActive
Some overlap · 3 shared positions
$PWR$HWM$ETN
$769M
84 positions
#12SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SHOP$PWR$ISRG
$26.9B
71 positions
#13NAVELLIER & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$PWR$HWM$PLTR
$1.3B
322 positions
#14Corient IA LLCPassive
Some overlap · 4 shared positions
$HWM$PWR$ISRG$PLTR
$108M
249 positions
#15BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PWR$MNST$PLTR$ETN
$414M
106 positions
#16AMJ Financial Wealth ManagementActive
Some overlap · 3 shared positions
$PWR$RMBS$ETN
$424M
86 positions
#17LOOMIS SAYLES & CO L PActive
Some overlap · 4 shared positions
$SHOP$MNST$VRTX$ISRG
$79.8B
707 positions
#18Reliant Investment Management, LLCPassive
Some overlap · 3 shared positions
$PWR$LHX$ETN
$281M
55 positions
#19AGF MANAGEMENT LTDPassive
Some overlap · 5 shared positions
$PWR$MNST$HWM$ISRG$ETN
$25.8B
656 positions
#20ARK Investment Management LLCActive
Some overlap · 4 shared positions
$SHOP$COIN$PLTR$LHX
$15.4B
191 positions
#21SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$SHOP$PWR$MP$ISRG
$895M
185 positions
#22BOURNE LENT ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$PWR$ISRG$LHX$PLTR
$289M
65 positions
#23CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 3 shared positions
$PWR$MP$PLTR
$78M
44 positions
#24Kingsman Wealth Management, Inc.Active
Some overlap · 3 shared positions
$HWM$PWR$PLTR
$214M
76 positions
#25KINGDON CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 3 shared positions
$HWM$PWR$ISRG
$976M
74 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.