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 ADVENT /DE/

13F Portfolio OverlapQ1 2026ADVENT /DE/ portfolio →

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Most similar hedge funds by 13F overlap

ADVENT CAPITAL MANAGEMENT /DE/ is an institutional investor managing $3.6B across 215 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 ADVENT /DE/ are PIER 88 INVESTMENT PARTNERS, CAMDEN ASSET L P /CA, SSI INVESTMENT, with shared positions in $NEE, $BAC, $UBER, $VTR, $GPN, $PPL. The full ranking of 25 similar funds is below.

#1PIER 88 INVESTMENT PARTNERS LLCPassive

Substantial overlap · 18 shared positions

$NEE $BAC $UBER $VTR $GPN $PPL

$402M

112 positions

#2CAMDEN ASSET MANAGEMENT L P /CAActive

Substantial overlap · 13 shared positions

$NEE $UBER $BAC $VTR $SO $LNTH

$2.9B

69 positions

#3SSI INVESTMENT MANAGEMENT LLCPassive

Substantial overlap · 19 shared positions

$NEE $UBER $PCG $BA $SO $BAC

$1.4B

240 positions

#4Aequim Alternative Investments LPActive

Substantial overlap · 18 shared positions

$VTR $PCG $CMS $CNP $AKAM $MCHP

$5.2B

102 positions

#5SHENKMAN CAPITAL MANAGEMENT INCPassive

Substantial overlap · 16 shared positions

$CMS $GPN $DDOG $MSTR $AVAV $SMCI

$831M

81 positions

#6MACKAY SHIELDS LLCPassive

Substantial overlap · 17 shared positions

$UBER $PCG $BA $APO $LNTH $MCHP

$2.7B

111 positions

#7Wellesley Asset ManagementActive

Substantial overlap · 16 shared positions

$GPN $DDOG $PCG $CMS $MTH $LNTH

$953M

54 positions

#8Lombard Odier Asset Management (Europe) LtdPassive

Substantial overlap · 14 shared positions

$NEE $UBER $GPN $PCG $CNP $DDOG

$1.8B

190 positions

#9INCOME RESEARCH & MANAGEMENTActive

Notable overlap · 9 shared positions

$NEE $UBER $GPN $MTH $MCHP $AKAM

$169M

26 positions

#10ZAZOVE ASSOCIATES LLC

Notable overlap · 12 shared positions

$VTR $SO $PPL $AVAV $GPN $TTI

$1.2B

160 positions

#11AEGON USA Investment Management, LLCSmart money

Notable overlap · 15 shared positions

$BAC $UBER $GPN $SO $KKR $CNP

$128M

41 positions

#12Portman Square Capital LLPActive

Notable overlap · 8 shared positions

$NEE $SO $PCG $BA $MCHP $ARES

$2.6B

102 positions

#13Ares Systematic Credit LtdPassive

Notable overlap · 11 shared positions

$GPN $NEE $SO $AKAM $WEC $RIVN

$127M

150 positions

#14Shaolin Capital Management LLCPassive

Notable overlap · 11 shared positions

$NEE $APO $BA $KKR $MSTR $MCHP

$2.7B

491 positions

#15KIM, LLCActive

Notable overlap · 12 shared positions

$UBER $PCG $GPN $TTI $AKAM $LYV

$976M

64 positions

#16Mirabaud Asset Management (France) SASActive

Notable overlap · 8 shared positions

$UBER $NEE $AKAM $TTI $RIVN $GWRE

$196M

13 positions

#17RATIONAL ADVISORS, INC.Active

Notable overlap · 15 shared positions

$UBER $NEE $PPL $GPN $WEC $BAC

$980M

179 positions

#18WOLVERINE ASSET MANAGEMENT LLCPassive

Notable overlap · 12 shared positions

$PCG $MSTR $SMCI $PPL $RIVN $GWRE

$10.4B

1,678 positions

#19ANGELO GORDON & CO., L.P.

Notable overlap · 10 shared positions

$PPL $APO $PCG $WEC $VAC $CMS

$1.1B

61 positions

#20Algebris (UK) LtdActive

Notable overlap · 5 shared positions

$BAC $GPN $KKR $PCG $ON

$1.4B

70 positions

#21DAVIDSON KEMPNER CAPITAL MANAGEMENT LPActive

Notable overlap · 9 shared positions

$UBER $MCHP $RIVN $BA $SNOW $GPN

$7.3B

231 positions

#22Skaana Management L.P.Active

Notable overlap · 9 shared positions

$BAC $PCG $KKR $RIVN $DUK $HPE

$296M

158 positions

#23DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Notable overlap · 8 shared positions

$VTR $NEE $CNP $PPL $WEC $CMS

$9.6B

148 positions

#24Energy Income Partners, LLCActive

Notable overlap · 7 shared positions

$SO $PPL $CNP $WEC $NEE $DUK

$6.2B

87 positions

#25Sculptor Capital LPPassive

Notable overlap · 10 shared positions

$MSTR $BAC $LYV $RIVN $WDC $SNOW

$9.6B

363 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.