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 GROUPAMA ASSET MANAGMENT

13F Portfolio OverlapQ2 2026GROUPAMA ASSET MANAGMENT portfolio →

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Most similar hedge funds by 13F overlap

GROUPAMA ASSET MANAGMENT is an institutional investor managing $7.9B across 408 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 GROUPAMA ASSET MANAGMENT are CARDEROCK, MCCARTER PRIVATE WEALTH SERVICES, DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt, with shared positions in $PH, $TMO, $MSI, $TJX, $CDNS, $AEM. The full ranking of 25 similar funds is below.

#1CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 5 shared positions

$PH $TMO $MSI $TJX $CDNS

$435M

70 positions

#2MCCARTER PRIVATE WEALTH SERVICES LLCPassive

Some overlap · 6 shared positions

$TMO $AEM $VRTX $TJX $AZN $NEE

$295M

184 positions

#3DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive

Some overlap · 8 shared positions

$AZN $PH $TMO $C $TJX $TTE

$130.4B

1,077 positions

#4Oliver Luxxe Assets LLCPassive

Some overlap · 7 shared positions

$PH $AZN $BKR $ETR $C $MS

$638M

194 positions

#5RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$PH $MSI $AEM $TJX $NEE

$1.1B

90 positions

#6Rathbones Group PLCActive

Some overlap · 6 shared positions

$TMO $AZN $TTE $CDNS $CME $PH

$27.1B

665 positions

#7Strategic Wealth Partners, Ltd.Passive

Some overlap · 6 shared positions

$AZN $URI $TJX $NEE $C $PNC

$1.6B

1,462 positions

#8BRIAN LOW FINANCIAL GROUP, LLCPassive

Some overlap · 6 shared positions

$AZN $URI $TJX $NEE $C $PNC

$171M

116 positions

#9SWP Investment Management LLCPassive

Some overlap · 6 shared positions

$AZN $URI $TJX $NEE $C $PNC

$145M

43 positions

#10Evelyn Partners Investment Management LLP

Some overlap · 6 shared positions

$AZN $TMO $NEE $TJX $TTE $AEM

$3.7B

410 positions

#11Aristotle Capital Management, LLCActive

Some overlap · 4 shared positions

$PH $MSI $TTE $PNC

$47.7B

212 positions

#12Brentview Investment Management LLCActive

Some overlap · 5 shared positions

$PH $TJX $NEE $MS $CME

$253M

63 positions

#13DJE Kapital AGActive

Some overlap · 6 shared positions

$AEM $TJX $NEE $TTE $CDNS $MS

$5.3B

124 positions

#14Sandro Wealth Management LLCPassive

Some overlap · 5 shared positions

$PH $TMO $TJX $NEE $C

$138M

103 positions

#15GW HENSSLER & ASSOCIATES LTDPassive

Some overlap · 6 shared positions

$AEM $TMO $ETR $TTE $MS $SRE

$2.3B

224 positions

#16Athena Wealth Management, LLCActive

Some overlap · 5 shared positions

$TMO $URI $AZN $NEE $C

$139M

103 positions

#17Sivik Global Healthcare LLCActive

Some overlap · 4 shared positions

$TMO $AZN $VRTX $BSX

$175M

35 positions

#18Raub Brock Capital Management LPActive

Some overlap · 4 shared positions

$MSI $PH $TJX $TMO

$326M

47 positions

#19North Growth Management Ltd.Active

Some overlap · 3 shared positions

$MSI $TMO $URI

$743M

48 positions

#20Umpqua BankPassive

Some overlap · 5 shared positions

$PH $URI $TMO $MS $PNC

$446M

165 positions

#21Edgemoor Investment Advisors, Inc.Active

Some overlap · 6 shared positions

$URI $VRTX $ETR $C $TMO $NEE

$1.5B

188 positions

#22MASTER'S WEALTH MANAGEMENT INC.Smart money

Some overlap · 5 shared positions

$PH $NEE $MS $CME $PNC

$343M

85 positions

#23PGGM InvestmentsActive

Some overlap · 4 shared positions

$TMO $AZN $NEE $CDNS

$4.1B

59 positions

#24Graphene Investments SASPassive

Some overlap · 4 shared positions

$MSI $BKR $VRTX $MS

$185M

42 positions

#25Renaissance Investment Group LLCPassive

Some overlap · 4 shared positions

$TMO $URI $TJX $NEE

$508M

84 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.