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 ALLIANZ SE

13F Portfolio OverlapQ1 2026ALLIANZ SE portfolio →

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Most similar hedge funds by 13F overlap

ALLIANZ SE is an institutional investor managing $9.0B across 473 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 ALLIANZ SE are Dynamic Financial Group, Sage Mountain Advisors, Grant Street Asset ,, with shared positions in $JHG, $PFE, $IAU, $LIN, $MCD, $NKE. The full ranking of 25 similar funds is below.

#1Dynamic Financial GroupActive

Substantial overlap · 5 shared positions

$JHG $PFE $IAU $LIN $MCD

$122M

69 positions

#2Sage Mountain Advisors LLCActive

Substantial overlap · 3 shared positions

$JHG $IAU $NKE

$1.4B

281 positions

#3Grant Street Asset Management, Inc.Smart money

Substantial overlap · 4 shared positions

$JHG $IAU $MCD $NKE

$519M

96 positions

#4Tower Wealth Partners, Inc.Active

Notable overlap · 3 shared positions

$JHG $AXP $MCD

$181M

87 positions

#5HIGHLINE WEALTH PARTNERS LLCPassive

Notable overlap · 4 shared positions

$JHG $IAU $AXP $AMD

$392M

1,298 positions

#6First Financial Group CorpActive

Notable overlap · 4 shared positions

$JHG $IAU $NKE $DIS

$122M

80 positions

#7Lionshead Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$JHG $PFE $AMD $DIS

$136M

108 positions

#8WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $AXP $MCD

$156M

139 positions

#9Seed Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$JHG $SNPS $MCD

$145M

98 positions

#10NBZ Investment Advisors LLCActive

Notable overlap · 4 shared positions

$JHG $AXP $PFE $AMD

$229M

73 positions

#111900 WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$JHG $NKE $SNPS

$1.6B

253 positions

#12Miller Global Investments, LLCPassive

Notable overlap · 3 shared positions

$JHG $PFE $AMD

$121M

295 positions

#13BARINGS LLCActive

Notable overlap · 3 shared positions

$JHG $TTE $NEM

$6.2B

179 positions

#14NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$JHG $IAU $LIN

$777M

112 positions

#15Magnolia Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$JHG $IAU $PM

$150M

134 positions

#16Generation Capital Management LLCPassive

Notable overlap · 5 shared positions

$JHG $IAU $PM $NKE $MCD

$137M

74 positions

#17IVC Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$JHG $NEM $MCD

$230M

173 positions

#18Traub Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $PFE $SNPS

$101M

130 positions

#19Signature Wealth Management Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $NEM $PM

$199M

116 positions

#20LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$JHG $NEM $AMD

$174M

65 positions

#21Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$JHG $HSY $IAU

$462M

53 positions

#22Destiny Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $AMD $NKE

$914M

1,148 positions

#23Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$JHG $IAU $NKE

$478M

42 positions

#24MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $IAU $AXP

$144M

99 positions

#25Accel Wealth ManagementPassive

Notable overlap · 3 shared positions

$JHG $NEM $NKE

$383M

290 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.