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 TODD ASSET

13F Portfolio OverlapQ2 2026TODD ASSET portfolio →

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Most similar hedge funds by 13F overlap

TODD ASSET MANAGEMENT LLC is an institutional investor managing $5.6B across 182 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 TODD ASSET are VISTA INVESTMENT PARTNERS II, VISTA INVESTMENT PARTNERS, Cunning Partners, with shared positions in $DELL, $KLAC, $CB, $JBL, $CFG, $TPR. The full ranking of 25 similar funds is below.

#1VISTA INVESTMENT PARTNERS II, LLCPassive

Notable overlap · 8 shared positions

$DELL $KLAC $CB $JBL $CFG $TPR

$255M

160 positions

#2VISTA INVESTMENT PARTNERS LLCPassive

Notable overlap · 8 shared positions

$DELL $KLAC $JBL $CFG $CB $TPR

$397M

172 positions

#3Cunning Capital Partners, LPActive

Notable overlap · 8 shared positions

$DELL $KLAC $MS $JBL $URI $TPR

$248M

55 positions

#4Axecap Investments, LLCPassive

Notable overlap · 8 shared positions

$DELL $KLAC $MS $CFG $QCOM $TPR

$181M

73 positions

#5VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$DELL $MS $SHEL $QCOM $FITB $MO

$1.1B

146 positions

#6AFFINITY INVESTMENT ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$DELL $JBL $URI $TPR $MO $MS

$197M

140 positions

#7DELPHI MANAGEMENT INC /MA/Passive

Notable overlap · 5 shared positions

$DELL $KLAC $MS $CB $JBL

$102M

83 positions

#8Orca Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$CB $CMI $QCOM $TTE $FITB $KLAC

$167M

83 positions

#9Trust Investment AdvisorsPassive

Notable overlap · 6 shared positions

$KLAC $DELL $RIO $MS $CFG $QCOM

$209M

97 positions

#10TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKYPassive

Some overlap · 15 shared positions

$KLAC $DELL $CB $QCOM $TEVA $NXPI

$14.7B

1,681 positions

#11FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 5 shared positions

$CB $NXPI $MS $MDT $PH

$383M

74 positions

#12RBA Wealth Management, LLCPassive

Some overlap · 6 shared positions

$NXPI $URI $CMI $QCOM $MDT $BWA

$273M

80 positions

#13Horizon Investment Services, LLCPassive

Some overlap · 5 shared positions

$DELL $KLAC $JBL $CB $FTI

$360M

143 positions

#14FORTEM FINANCIAL GROUP, LLCPassive

Some overlap · 5 shared positions

$DELL $KLAC $CMI $TPR $HCA

$490M

188 positions

#15Lifeworks Advisors, LLCPassive

Some overlap · 5 shared positions

$DELL $JBL $CMI $QCOM $MO

$955M

337 positions

#16Great Diamond Partners, LLCPassive

Some overlap · 6 shared positions

$KLAC $CMI $TPR $BNY $PH $MS

$582M

238 positions

#17Drum Hill Capital, LLCActive

Some overlap · 5 shared positions

$NXPI $TTE $SHEL $QCOM $BWA

$98M

45 positions

#18MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Some overlap · 5 shared positions

$TEVA $RIO $QCOM $MDT $MO

$112M

100 positions

#19Steadtrust LLCPassive

Some overlap · 6 shared positions

$DELL $JBL $AER $QCOM $RIO $TEVA

$198M

132 positions

#20Cullen Capital Management, LLCActive

Some overlap · 5 shared positions

$CB $MS $QCOM $MDT $MO

$10.2B

208 positions

#21OAK ASSOCIATES LTD /OH/Active

Some overlap · 5 shared positions

$NXPI $KLAC $CB $QCOM $BNY

$1.8B

139 positions

#22Seascape Capital ManagementPassive

Some overlap · 5 shared positions

$KLAC $NXPI $QCOM $NWG $HCA

$417M

96 positions

#23BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$DELL $KLAC $CB $CMI

$1.7B

401 positions

#24EAGLE ROCK INVESTMENT COMPANY, LLCActive

Some overlap · 4 shared positions

$CB $KLAC $URI $CMI

$808M

156 positions

#25Cornerstone Investment Partners, LLCActive

Some overlap · 4 shared positions

$CB $KLAC $URI $CMI

$3.0B

312 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.