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 OverlapQ1 2026GATEWAY INVESTMENT ADVISERS portfolio →

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Most similar hedge funds by 13F overlap

GATEWAY INVESTMENT ADVISERS LLC is an institutional investor managing $9.0B across 684 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 GATEWAY INVESTMENT ADVISERS are Aventura Private Wealth,, FERGUSON WELLMAN ,, Eurizon SGR S.p.A., with shared positions in $MS, $BAC, $PLTR, $WFC, $AMD, $UNH. The full ranking of 25 similar funds is below.

#1Aventura Private Wealth, LLCPassive

Some overlap · 8 shared positions

$MS $BAC $PLTR $WFC $AMD $UNH

$273M

904 positions

#2FERGUSON WELLMAN CAPITAL MANAGEMENT, INCPassive

Some overlap · 7 shared positions

$MS $WFC $PH $AEP $MU $HON

$7.3B

406 positions

#3Eurizon Capital SGR S.p.A.Passive

Some overlap · 7 shared positions

$BAC $AMD $PH $MU $HON $LOW

$32.0B

1,193 positions

#4Evansbrook LLCActive

Some overlap · 6 shared positions

$BAC $MS $WFC $PH $ISRG $UNH

$150M

117 positions

#5Whalen Wealth Management Inc.Passive

Some overlap · 6 shared positions

$BAC $PLTR $MS $AMD $MU $UNH

$187M

174 positions

#6OFI INVEST ASSET MANAGEMENTActive

Some overlap · 6 shared positions

$MS $PLTR $BAC $AMD $MU $ISRG

$7.6B

347 positions

#7Myriad Asset Management Advisors LLCActive

Some overlap · 6 shared positions

$BAC $MS $WFC $MU $AMD $ETN

$339M

47 positions

#8THRIVENT FINANCIAL FOR LUTHERANSPassive

Some overlap · 7 shared positions

$WFC $MS $BAC $COP $PLTR $PH

$52M

2,522 positions

#9GERMAN AMERICAN BANCORP, INC.Active

Some overlap · 6 shared positions

$BAC $MS $MU $HON $UNH $COP

$1.2B

148 positions

#10Consolidated Investment Group LLCActive

Some overlap · 6 shared positions

$BAC $MS $MU $HON $UNH $ETN

$922M

77 positions

#11Myriad Asset Management US LPActive

Some overlap · 6 shared positions

$BAC $MS $MU $WFC $ETN $AMD

$67M

46 positions

#12Blue Sparrow, LLC /DEActive

Some overlap · 6 shared positions

$MS $PLTR $AMD $MU $HON $BAC

$5.8B

176 positions

#13GREAT LAKES ADVISORS, LLCPassive

Some overlap · 6 shared positions

$BAC $WFC $PH $MU $LOW $COP

$12.1B

792 positions

#14Mattson Financial Services, LLCPassive

Some overlap · 6 shared positions

$BAC $MS $LOW $UNH $COP $ETN

$419M

232 positions

#15Tempo Wealth, LLCPassive

Some overlap · 6 shared positions

$MS $AMD $PH $PLTR $MU $LOW

$573M

213 positions

#16BDF-GESTIONActive

Some overlap · 6 shared positions

$PLTR $BAC $AMD $MU $ISRG $UNH

$749M

144 positions

#17Winslow Capital Management, LLCActive

Some overlap · 6 shared positions

$PLTR $AMD $MS $PH $MU $ISRG

$25.6B

60 positions

#18RED REEF ADVISORS LLCPassive

Some overlap · 6 shared positions

$PLTR $WFC $AMD $MU $HON $ETN

$96M

179 positions

#19Brown Financial AdvisorsPassive

Some overlap · 6 shared positions

$MS $BAC $LOW $UNH $COP $ETN

$264M

209 positions

#20Capitolis Liquid Global Markets LLC

Some overlap · 5 shared positions

$BAC $MS $PLTR $AMD $ISRG

$16.8B

317 positions

#21RICHARDS, MERRILL & PETERSON, INC.Passive

Some overlap · 6 shared positions

$PLTR $MS $MU $HON $LOW $ISRG

$273M

283 positions

#22Income Insurance LtdPassive

Some overlap · 6 shared positions

$BAC $PLTR $AMD $MU $WFC $UNH

$147M

164 positions

#23HOEY INVESTMENTS, INCActive

Some overlap · 6 shared positions

$BAC $MS $PLTR $WFC $LOW $MU

$693M

420 positions

#24Gradient Investments LLCPassive

Some overlap · 6 shared positions

$MS $BAC $LOW $UNH $COP $ETN

$6.5B

420 positions

#25Nicholas Wealth, LLC.Passive

Some overlap · 5 shared positions

$BAC $MS $PLTR $MU $ETN

$145M

111 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.