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 INCOME RESEARCH &

13F Portfolio OverlapQ1 2026INCOME RESEARCH & portfolio →

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Most similar hedge funds by 13F overlap

INCOME RESEARCH & MANAGEMENT is an institutional investor managing $169M across 26 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 INCOME RESEARCH & are PIER 88 INVESTMENT PARTNERS, CAMDEN ASSET L P /CA, STEELHEAD PARTNERS, with shared positions in $NEE, $ETSY, $GPN, $MTH, $UBER, $EEFT. The full ranking of 25 similar funds is below.

#1PIER 88 INVESTMENT PARTNERS LLCPassive

Substantial overlap · 10 shared positions

$NEE $ETSY $GPN $MTH $UBER $EEFT

$402M

112 positions

#2CAMDEN ASSET MANAGEMENT L P /CAActive

Substantial overlap · 11 shared positions

$NEE $UBER $ON $EVRG $DXCM $ETSY

$2.9B

69 positions

#3STEELHEAD PARTNERS LLCActive

Substantial overlap · 4 shared positions

$AKAM $UBER $ON $DXCM

$1.4B

24 positions

#4Wellesley Asset ManagementActive

Substantial overlap · 7 shared positions

$AKAM $MTH $ON $MCHP $GPN $NVST

$953M

54 positions

#5Ares Systematic Credit LtdPassive

Substantial overlap · 8 shared positions

$AKAM $GPN $NVST $ETSY $NEE $EVRG

$127M

150 positions

#6Opti Capital Management, LPActive

Notable overlap · 6 shared positions

$XYZ $ETSY $DXCM $GPN $MCHP $HAE

$1.4B

36 positions

#7Mirabaud Asset Management (France) SASActive

Notable overlap · 3 shared positions

$AKAM $UBER $NEE

$196M

13 positions

#8SHENKMAN CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$ETSY $AKAM $ON $GPN $MTH $NEE

$831M

81 positions

#9ADVENT CAPITAL MANAGEMENT /DE/Passive

Notable overlap · 9 shared positions

$NEE $UBER $GPN $MTH $MCHP $AKAM

$3.6B

215 positions

#10SILVERBACK ASSET MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$ON $UBER $HAE $AKAM

$684M

58 positions

#11Portman Square Capital LLPActive

Notable overlap · 4 shared positions

$NEE $MCHP $EVRG $ON

$2.6B

102 positions

#12KIM, LLCActive

Notable overlap · 7 shared positions

$UBER $ON $HAE $GPN $AKAM $XYZ

$976M

64 positions

#13MACKAY SHIELDS LLCPassive

Notable overlap · 8 shared positions

$UBER $ON $AKAM $MCHP $ETSY $DXCM

$2.7B

111 positions

#14Ionic Capital Management LLCSmart money

Notable overlap · 3 shared positions

$AKAM $ON $UBER

$1.4B

165 positions

#15SSI INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$NEE $UBER $ON $MCHP $EVRG $AKAM

$1.4B

240 positions

#16GLENVIEW CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$GPN $UBER $XYZ $AKAM

$4.0B

44 positions

#17Lombard Odier Asset Management (Europe) LtdPassive

Notable overlap · 5 shared positions

$NEE $UBER $ON $GPN $MCHP

$1.8B

190 positions

#18Aequim Alternative Investments LPActive

Notable overlap · 5 shared positions

$EVRG $AKAM $ETSY $MCHP $NEE

$5.2B

102 positions

#19SONA ASSET MANAGEMENT (US) LLCActive

Notable overlap · 3 shared positions

$AKAM $ETSY $MCHP

$4.7B

344 positions

#20DAVIDSON KEMPNER CAPITAL MANAGEMENT LPActive

Notable overlap · 4 shared positions

$ETSY $UBER $MCHP $GPN

$7.3B

231 positions

#21RATIONAL ADVISORS, INC.Active

Notable overlap · 9 shared positions

$UBER $NEE $GPN $ON $ETSY $MTH

$980M

179 positions

#22Shaolin Capital Management LLCPassive

Notable overlap · 4 shared positions

$ETSY $PNW $NEE $MCHP

$2.7B

491 positions

#23MARINER INVESTMENT GROUP LLCActive

Notable overlap · 3 shared positions

$GPN $ON $MCHP

$362M

161 positions

#24Radcliffe Capital Management, L.P.Passive

Notable overlap · 3 shared positions

$ETSY $DXCM $GLAD

$1.3B

405 positions

#25TENOR CAPITAL MANAGEMENT Co., L.P.Passive

Notable overlap · 5 shared positions

$AKAM $ETSY $ON $MCHP $DXCM

$6.5B

501 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.