What hedge funds are most similar to FIRST TRUST ADVISORS LP?

The funds with the most similar 13F portfolios to FIRST TRUST ADVISORS LP are DARA US,, Vest Financial,, Sun Financial, based on overlapping conviction holdings in the latest SEC filings.

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 FIRST ADVISORS

13F Portfolio OverlapQ1 2026FIRST ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

FIRST TRUST ADVISORS LP is an institutional investor managing $140.0B across 2,602 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 FIRST ADVISORS are DARA US,, Vest Financial,, Sun Financial, with shared positions in $PANW, $CRWD, $LRCX, $AMAT, $GEV, $IBM. The full ranking of 25 similar funds is below.

#1DARA CAPITAL US, INC.Passive

Some overlap · 10 shared positions

$PANW $CRWD $LRCX $AMAT $GEV $IBM

$105M

119 positions

#2Vest Financial, LLCPassive

Some overlap · 11 shared positions

$LRCX $AMAT $GEV $KLAC $IBM $ROST

$8.3B

414 positions

#3Sun Financial IncPassive

Some overlap · 9 shared positions

$PANW $CRWD $LRCX $GEV $KLAC $ETN

$200M

159 positions

#4Benchmark Investment Advisors LLCPassive

Some overlap · 9 shared positions

$PANW $CRWD $LRCX $AMAT $GEV $KLAC

$172M

76 positions

#5Maytus Capital Management, LLCPassive

Some overlap · 9 shared positions

$CRWD $FTNT $AMAT $IBM $NET $CRM

$562M

62 positions

#6KANE INVESTMENT MANAGEMENT, INC.Active

Some overlap · 9 shared positions

$PANW $LRCX $KLAC $ETN $BKNG $BKR

$194M

99 positions

#7Generate Investment Management LtdActive

Some overlap · 8 shared positions

$LRCX $AMAT $GEV $ETN $IBM $KLAC

$2.0B

70 positions

#8KRS Capital Management, LLCActive

Some overlap · 7 shared positions

$PANW $CRWD $FTNT $LRCX $GEV $ETN

$163M

115 positions

#9Robinhood Asset Management, LLCActive

Some overlap · 7 shared positions

$PANW $CRWD $AMAT $GEV $KLAC $NET

$1.4B

81 positions

#10PINCUS CAPITAL MANAGEMENT, LPActive

Some overlap · 8 shared positions

$LRCX $GEV $ETN $IBM $CRM $PWR

$144M

50 positions

#11V-Square Quantitative Management LLCPassive

Some overlap · 9 shared positions

$LRCX $IBM $CRM $JCI $VZ $GE

$946M

721 positions

#12Persium Advisors, LLCActive

Some overlap · 7 shared positions

$PANW $LRCX $AMAT $IBM $VZ $BKNG

$127M

60 positions

#13Wahed Invest LLCPassive

Some overlap · 7 shared positions

$LRCX $AMAT $GEV $KLAC $IBM $CRM

$770M

225 positions

#14Consilium Wealth Advisory, LLCActive

Some overlap · 8 shared positions

$LRCX $AMAT $GEV $CRM $PNC $BKNG

$293M

102 positions

#15Davidson Capital Management Inc.Active

Some overlap · 7 shared positions

$PANW $FTNT $GEV $KLAC $MPWR $FIX

$552M

93 positions

#16DUTCH ASSET CorpPassive

Some overlap · 7 shared positions

$LRCX $AMAT $GEV $ETN $IBM $PWR

$149M

95 positions

#17Cornerstone Select Advisors, LLCPassive

Some overlap · 6 shared positions

$PANW $CRWD $LRCX $KLAC $IBM $VZ

$160M

124 positions

#18Raiffeisen Bank International AGActive

Some overlap · 7 shared positions

$LRCX $AMAT $KLAC $IBM $JCI $BKNG

$7.0B

824 positions

#19RPG Investment Advisory, LLCPassive

Some overlap · 7 shared positions

$CRWD $FTNT $NET $JCI $CRM $BKR

$829M

92 positions

#20RED REEF ADVISORS LLCPassive

Some overlap · 6 shared positions

$PANW $CRWD $AMAT $GEV $ETN $CRM

$96M

179 positions

#21Knollwood Investment Advisory, LLCPassive

Some overlap · 6 shared positions

$PANW $CRWD $LRCX $AMAT $KLAC $MPWR

$992M

303 positions

#22HOWARD HUGHES MEDICAL INSTITUTEActive

Some overlap · 7 shared positions

$LRCX $AMAT $KLAC $IBM $CRM $BKNG

$416M

31 positions

#23Karani Asset Management LLCPassive

Some overlap · 7 shared positions

$LRCX $AMAT $KLAC $GEV $CRM $BKR

$122M

54 positions

#24Teamwork Financial Advisors, LLCPassive

Some overlap · 7 shared positions

$CRWD $GEV $KLAC $ETN $PNC $PWR

$946M

216 positions

#25Prota Financial, LLCActive

Some overlap · 7 shared positions

$GEV $KLAC $AMAT $LRCX $ETN $CRM

$138M

67 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.