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 TWIN

13F Portfolio OverlapQ1 2026TWIN portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

TWIN CAPITAL MANAGEMENT INC is an institutional investor managing $776M across 271 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TWIN are Avanza Fonder AB, BDF-GESTION, Consilium Wealth Advisory,, with shared positions in $MU, $KO, $AMGN, $AMD, $LIN, $ABT. The full ranking of 25 similar funds is below.

#1Avanza Fonder ABActive

Some overlap · 9 shared positions

$MU $KO $AMGN $AMD $LIN $ABT

$3.6B

484 positions

#2BDF-GESTIONActive

Some overlap · 7 shared positions

$MU $KO $KLAC $UNH $AMD $LIN

$749M

144 positions

#3Consilium Wealth Advisory, LLCActive

Some overlap · 7 shared positions

$MU $AMGN $PWR $GE $LIN $WFC

$293M

102 positions

#4Nicholas Wealth, LLC.Passive

Some overlap · 6 shared positions

$VZ $MU $KO $AMGN $BMY $ABT

$145M

111 positions

#5Plato Investment Management LtdPassive

Some overlap · 7 shared positions

$KO $MU $VZ $GE $AMD $KLAC

$1.5B

516 positions

#6CFC Planning Co LLCPassive

Some overlap · 6 shared positions

$VZ $MU $KO $AMGN $UNH $AMD

$140M

72 positions

#7PFA Pension, ForsikringsaktieselskabActive

Some overlap · 8 shared positions

$MU $AMD $GE $KO $LIN $VZ

$33.2B

381 positions

#8STOREBRAND ASSET MANAGEMENT ASActive

Some overlap · 7 shared positions

$KO $PWR $MU $VZ $LIN $ABT

$34.8B

773 positions

#9PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Some overlap · 6 shared positions

$KLAC $KO $MU $VZ $GE $WFC

$7.7B

190 positions

#10CHARLES SCHWAB INVESTMENT MANAGEMENT INCPassive

Some overlap · 6 shared positions

$VZ $KO $AMGN $BMY $UNH $ABT

$654.5B

3,455 positions

#11Capital Group Private Client Services, Inc.Active

Some overlap · 6 shared positions

$KLAC $MU $AMGN $GE $LIN $ABT

$5.9B

240 positions

#12STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive

Some overlap · 6 shared positions

$KLAC $KO $AMGN $GE $ABT $WFC

$126.9B

113 positions

#13Capital International, Inc./CA/Active

Some overlap · 6 shared positions

$KLAC $AMGN $MU $GE $UNH $ABT

$13.0B

303 positions

#14Morse Asset Management, IncPassive

Some overlap · 6 shared positions

$KLAC $MU $GE $UNH $AMD $LIN

$481M

403 positions

#15DANSKE BANK A/SPassive

Some overlap · 7 shared positions

$MU $KO $LIN $AMD $WFC $GE

$41.5B

1,179 positions

#16CONNORS INVESTOR SERVICES INCActive

Some overlap · 6 shared positions

$VZ $KO $PWR $LIN $ABT $WFC

$1.1B

149 positions

#17Raiffeisen Bank International AGActive

Some overlap · 6 shared positions

$KLAC $PWR $MU $AMD $LIN $ABT

$7.0B

824 positions

#18West Branch Capital LLCPassive

Some overlap · 7 shared positions

$KO $GE $UNH $MU $WFC $AMD

$373M

378 positions

#19ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive

Some overlap · 6 shared positions

$AMGN $KO $VZ $MU $UNH $AMD

$155M

150 positions

#20Genus Capital Management Inc.Passive

Some overlap · 5 shared positions

$KLAC $VZ $MU $AMGN $AMD

$873M

189 positions

#21Wahed Invest LLCPassive

Some overlap · 6 shared positions

$MU $KO $KLAC $AMD $LIN $ABT

$770M

225 positions

#22Western Financial Corp/CAActive

Some overlap · 6 shared positions

$KLAC $MU $PWR $GE $AMD $WFC

$255M

127 positions

#23EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$KO $AMGN $BMY $UNH $ABT $WFC

$1.4B

56 positions

#24Tredje AP-fondenPassive

Some overlap · 7 shared positions

$MU $KO $AMD $GE $WFC $VZ

$18.3B

555 positions

#25Alpha Family TrustPassive

Some overlap · 6 shared positions

$MU $AMGN $KLAC $AMD $KO $LIN

$206M

203 positions

Compare TWIN’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View TWIN’s holdings

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.