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 Yorktown & Research

13F Portfolio OverlapQ2 2026Yorktown & Research portfolio →

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Most similar hedge funds by 13F overlap

Yorktown Management & Research Co Inc is an institutional investor managing $163M across 249 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 Yorktown & Research are Freedom Day Solutions, Aubrey Ltd, AdvisorShares Investments, with shared positions in $FIX, $KLAC, $ANET, $MLI, $IBKR, $FCFS. The full ranking of 25 similar funds is below.

#1Freedom Day Solutions, LLCActive

Notable overlap · 7 shared positions

$FIX $KLAC $ANET $MLI $IBKR $FCFS

$452M

134 positions

#2Aubrey Capital Management LtdPassive

Notable overlap · 7 shared positions

$FIX $SNEX $ANET $RBC $DY $WWD

$160M

39 positions

#3AdvisorShares Investments LLCActive

Some overlap · 4 shared positions

$FIX $IESC $MLI $CASY

$828M

269 positions

#4Davidson Capital Management Inc.Active

Some overlap · 6 shared positions

$FIX $KLAC $SNPS $ANET $IBKR $MEDP

$624M

96 positions

#5Smith Group Asset Management, LLCActive

Some overlap · 4 shared positions

$FIX $KLAC $ANET $MEDP

$2.5B

166 positions

#6Illumine Investment Management, LLCPassive

Some overlap · 6 shared positions

$FIX $SNPS $FN $ACMR $ANET $IBKR

$154M

95 positions

#7Bannerstone Capital Management, LLCPassive

Some overlap · 7 shared positions

$FIX $FTAI $KLAC $BE $SNPS $APLD

$119M

113 positions

#8WESTFIELD CAPITAL MANAGEMENT CO LPPassive

Some overlap · 6 shared positions

$FIX $FTAI $GH $ANET $WWD $AXON

$30.6B

278 positions

#9Geneva Partners, LLCPassive

Some overlap · 4 shared positions

$FIX $KLAC $BE $MOD

$375M

75 positions

#10GLR Partners, LLCPassive

Some overlap · 4 shared positions

$FIX $KLAC $ANET $MEDP

$215M

111 positions

#11Sidoxia Capital Management, LLCPassive

Some overlap · 3 shared positions

$FIX $SNPS $ANET

$136M

88 positions

#12Dorsey Wright & AssociatesPassive

Some overlap · 5 shared positions

$FIX $FN $IBKR $CW $LITE

$590M

131 positions

#13Monument Capital ManagementPassive

Some overlap · 4 shared positions

$FIX $KLAC $FCFS $CASY

$497M

262 positions

#14Catalyst Funds Management Pty LtdPassive

Some overlap · 8 shared positions

$FN $BE $DY $MOD $SMTC $IONQ

$1.8B

643 positions

#15Wealth High Governance Capital LtdaPassive

Some overlap · 4 shared positions

$FIX $CW $DDOG $FPS

$334M

35 positions

#16Wealth High Governance Asset Management Ltda.Active

Some overlap · 4 shared positions

$FIX $CW $DDOG $FPS

$940M

50 positions

#17PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 5 shared positions

$FIX $BE $KLAC $AXON $LITE

$174M

92 positions

#18Stirlingshire Investments, Inc.Passive

Some overlap · 5 shared positions

$KLAC $IESC $FN $MLI $IBKR

$135M

221 positions

#19Consolidated Planning CorpActive

Some overlap · 3 shared positions

$FIX $KLAC $CASY

$742M

159 positions

#20Capstone Capital Management LtdPassive

Some overlap · 5 shared positions

$KLAC $SNPS $ACMR $BE $LITE

$224M

160 positions

#21Lisanti Capital Growth, LLCPassive

Some overlap · 7 shared positions

$CECO $RBC $AXSM $DY $SMTC $MOD

$455M

109 positions

#22Hood River Capital Management LLCActive

Some overlap · 7 shared positions

$GH $BE $APLD $SMTC $FCFS $XMTR

$13.8B

166 positions

#23Benchmark Investment Advisors LLCPassive

Some overlap · 3 shared positions

$FIX $KLAC $ANET

$228M

70 positions

#24Tribune Investment Group LPActive

Some overlap · 7 shared positions

$FTAI $RBC $BE $DY $WWD $CW

$247M

34 positions

#25TREMBLANT CAPITAL GROUPActive

Some overlap · 7 shared positions

$FTAI $GH $BE $SMTC $FCFS $DDOG

$3.5B

58 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.