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 CI INVESTMENTS

13F Portfolio OverlapQ1 2026CI INVESTMENTS portfolio →

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Most similar hedge funds by 13F overlap

CI INVESTMENTS INC. is an institutional investor managing $20.6B across 613 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 CI INVESTMENTS are DUFF & PHELPS INVESTMENT, S-Bank Fund Ltd, Vectors Research ,, with shared positions in $AMH, $LNG, $TRGP, $WMB, $VTR, $EQIX. The full ranking of 25 similar funds is below.

#1DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Some overlap · 8 shared positions

$AMH $LNG $TRGP $WMB $VTR $EQIX

$9.6B

148 positions

#2S-Bank Fund Management LtdActive

Some overlap · 8 shared positions

$DHR $TMO $BAC $GEV $EQIX $NEE

$671M

178 positions

#3Vectors Research Management, LLCPassive

Some overlap · 8 shared positions

$LNG $AMD $GEV $WMB $BAC $EQIX

$342M

142 positions

#4VIKING FUND MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$LNG $BAC $TRGP $WMB $T $NEE

$976M

142 positions

#5GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Some overlap · 7 shared positions

$TMO $BAC $GEV $WMB $NOW $BN

$328M

83 positions

#6SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive

Some overlap · 7 shared positions

$LNG $TRGP $GEV $WMB $EQIX $NEE

$507M

306 positions

#7DARA CAPITAL US, INC.Passive

Some overlap · 7 shared positions

$AMD $DHR $GEV $RL $TMO $NOW

$105M

119 positions

#8guardian investment managementActive

Some overlap · 7 shared positions

$DHR $BAC $GEV $T $C $KKR

$127M

60 positions

#9CHILTON CAPITAL MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$TMO $AMD $GEV $VTR $EQIX $PLD

$2.9B

658 positions

#10GROUPAMA ASSET MANAGMENTActive

Some overlap · 7 shared positions

$TMO $GEV $T $NEE $C $TJX

$6.8B

395 positions

#11CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Some overlap · 6 shared positions

$AMH $LNG $TRGP $VTR $EQIX $PLD

$6.7B

96 positions

#12OMERS ADMINISTRATION CorpActive

Some overlap · 6 shared positions

$LNG $TMO $BAC $NOW $LYV $PLD

$15.6B

1,096 positions

#13Shellback Capital, LPPassive

Some overlap · 6 shared positions

$RL $DHR $AMD $LYV $C $MU

$703M

79 positions

#14Consolidated Investment Group LLCActive

Some overlap · 7 shared positions

$BAC $WMB $EQIX $NOW $C $MU

$922M

77 positions

#15Cambridge Financial Group, Inc.Active

Some overlap · 6 shared positions

$BAC $TRGP $GEV $WMB $C $TJX

$267M

33 positions

#16Northside Capital Management, LLCActive

Some overlap · 6 shared positions

$LNG $TMO $BAC $NEE $C $KKR

$1.1B

193 positions

#17Generate Investment Management LtdActive

Some overlap · 7 shared positions

$AMD $GEV $NOW $PLD $DHR $MU

$2.0B

70 positions

#18Viewpoint Capital Management LLCActive

Some overlap · 6 shared positions

$BAC $AMD $GEV $T $C $RL

$214M

135 positions

#19Estabrook Capital ManagementPassive

Some overlap · 6 shared positions

$BAC $GEV $WMB $T $C $NEE

$685M

380 positions

#20Railway Pension Investments LtdActive

Some overlap · 6 shared positions

$LNG $TMO $NOW $EQIX $NEE $TJX

$7.0B

103 positions

#21Quilter PlcActive

Some overlap · 6 shared positions

$TMO $BAC $AMD $EQIX $NEE $MU

$5.7B

124 positions

#22Xcel Wealth Management, LLCPassive

Some overlap · 6 shared positions

$BAC $GEV $NOW $AMD $NEE $TJX

$362M

133 positions

#23MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 5 shared positions

$LNG $BAC $TRGP $WMB $C

$3.7B

138 positions

#24FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$BAC $WMB $NOW $NEE $C $MU

$5.0B

201 positions

#25EAGLE GLOBAL ADVISORS LLCActive

Some overlap · 5 shared positions

$LNG $TRGP $GEV $WMB $NEE

$2.8B

276 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.