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 GATEWAY INVESTMENT ADVISERS

13F Portfolio OverlapQ2 2026GATEWAY INVESTMENT ADVISERS portfolio →

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Most similar hedge funds by 13F overlap

GATEWAY INVESTMENT ADVISERS LLC is an institutional investor managing $10.1B across 779 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 GATEWAY INVESTMENT ADVISERS are FERGUSON WELLMAN, Vann Equity, PBU - The Pension Fund of Early Childhood & Youth Educators, with shared positions in $MS, $WFC, $PH, $CMI, $ETN, $AEP. The full ranking of 25 similar funds is below.

#1FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive

Some overlap · 6 shared positions

$MS $WFC $PH $CMI $ETN $AEP

$8.2B

442 positions

#2Vann Equity Management LLCPassive

Some overlap · 5 shared positions

$MS $WDC $SNDK $CMI $PLTR

$165M

168 positions

#3PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Some overlap · 5 shared positions

$MS $SNDK $TXN $PH $CMI

$4.4B

124 positions

#4Evansbrook LLCActive

Some overlap · 5 shared positions

$MS $TXN $WFC $PH $ETN

$168M

127 positions

#5Aventura Private Wealth, LLCPassive

Some overlap · 5 shared positions

$MS $TXN $WFC $PLTR $ETN

$326M

986 positions

#6Westwind CapitalPassive

Some overlap · 5 shared positions

$MS $WDC $SNDK $PLTR $TXN

$422M

77 positions

#7JPMORGAN CHASE & COPassive

Some overlap · 5 shared positions

$WDC $MS $TXN $WFC $SNDK

$1.8T

7,720 positions

#8Night Squared LPPassive

Some overlap · 5 shared positions

$WDC $SNDK $TXN $PH $ETN

$930M

69 positions

#9ROMANO BROTHERS AND COMPANYPassive

Slight overlap · 5 shared positions

$WDC $SNDK $CMI $ETN $AEP

$994M

331 positions

#10Friday FinancialActive

Slight overlap · 5 shared positions

$WDC $SNDK $MS $PLTR $TXN

$373M

108 positions

#11American Assets Investment Management, LLCActive

Slight overlap · 4 shared positions

$MS $WDC $SNDK $WFC

$1.7B

146 positions

#12STEVENS CAPITAL MANAGEMENT LPPassive

Slight overlap · 4 shared positions

$MS $WDC $SNDK $WFC

$417M

213 positions

#13VOYA INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$MS $WDC $SNDK $WFC

$115.6B

2,484 positions

#14St. Louis Financial Planners Asset Management, LLCActive

Slight overlap · 4 shared positions

$MS $WDC $WFC $PLTR

$188M

30 positions

#15Nearwater Capital Markets, LtdActive

Slight overlap · 4 shared positions

$MS $SNDK $TXN $PH

$5.8B

100 positions

#16Glass Jacobson Investment Advisors llcPassive

Slight overlap · 5 shared positions

$TXN $SNDK $PLTR $ETN $AEP

$321M

618 positions

#17Knights of Columbus Asset Advisors LLCPassive

Slight overlap · 4 shared positions

$MS $TXN $WFC $CMI

$2.0B

386 positions

#18Torren Management, LLCActive

Slight overlap · 5 shared positions

$WDC $SNDK $CMI $ETN $PH

$197M

948 positions

#19Clarendon Private LLCPassive

Slight overlap · 4 shared positions

$MS $TXN $WFC $ETN

$156M

124 positions

#20GLOBALT Investments LLC / GAActive

Slight overlap · 4 shared positions

$MS $TXN $WFC $ETN

$3.0B

213 positions

#21OSSIAMPassive

Slight overlap · 4 shared positions

$MS $SNDK $TXN $PLTR

$7.5B

680 positions

#22OFI INVEST ASSET MANAGEMENTActive

Slight overlap · 4 shared positions

$MS $TXN $PH $PLTR

$10.0B

365 positions

#23MATRIX ASSET ADVISORS INC/NYActive

Slight overlap · 4 shared positions

$MS $TXN $WFC $AEP

$1.2B

106 positions

#24CHILTON INVESTMENT CO INC.Active

Slight overlap · 4 shared positions

$MS $TXN $PH $ETN

$4.2B

299 positions

#25Hartford Funds Management Co LLCSmart money

Slight overlap · 4 shared positions

$MS $WFC $PH $ETN

$1.3B

98 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.