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 AQR

13F Portfolio OverlapQ1 2026AQR portfolio →

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Most similar hedge funds by 13F overlap

AQR CAPITAL MANAGEMENT LLC is an institutional investor managing $218.4B across 3,739 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 AQR are Sivia Partners,, Caerus Investment Advisors,, JACKSON THORNTON WEALTH ,, with shared positions in $BMY, $EIX, $PCG, $FIX, $MU, $BKNG. The full ranking of 25 similar funds is below.

#1Sivia Capital Partners, LLCPassive

Some overlap · 13 shared positions

$BMY $EIX $PCG $FIX $MU $BKNG

$516M

455 positions

#2Caerus Investment Advisors, LLCPassive

Some overlap · 13 shared positions

$BMY $PCG $EIX $CB $GE $FIX

$240M

281 positions

#3JACKSON THORNTON WEALTH MANAGEMENT, LLCActive

Some overlap · 14 shared positions

$MU $EIX $BMY $PCG $FIX $FDX

$1.1B

286 positions

#4waypoint wealth counselPassive

Some overlap · 12 shared positions

$FIX $EIX $MU $PCG $FTI $BMY

$193M

229 positions

#5Kaufman Rossin Wealth, LLCActive

Some overlap · 11 shared positions

$EIX $FIX $GEV $FTI $GE $FDX

$174M

98 positions

#6COGENT STRATEGIC WEALTH LLCActive

Some overlap · 9 shared positions

$BMY $EIX $PCG $FIX $MU $CB

$97M

56 positions

#7True Wealth Design, LLCActive

Some overlap · 12 shared positions

$FIX $BMY $GE $PCG $LMT $EIX

$360M

2,699 positions

#8Donoghue Forlines LLCPassive

Some overlap · 8 shared positions

$BMY $EIX $MU $CB $FTI $FDX

$361M

118 positions

#9POINCIANA ADVISORS GROUP, LLCPassive

Some overlap · 7 shared positions

$BMY $FIX $BKNG $PCG $FTI $GE

$127M

130 positions

#10IEQ CAPITAL, LLCPassive

Some overlap · 9 shared positions

$FIX $BMY $MU $PCG $EIX $ANET

$21.5B

1,880 positions

#11JACOBS LEVY EQUITY MANAGEMENT, INCPassive

Some overlap · 8 shared positions

$MU $BKNG $FIX $GM $ADBE $REGN

$23.8B

953 positions

#12Man Group plcPassive

Some overlap · 8 shared positions

$BMY $BKNG $GE $GM $ADBE $ANET

$55.1B

2,367 positions

#13Allegiance Financial Group Advisory Services LLCActive

Some overlap · 10 shared positions

$BMY $GE $FIX $PCG $EIX $GEV

$503M

198 positions

#14Mediolanum International Funds LtdActive

Some overlap · 7 shared positions

$BMY $MU $GEV $GE $TJX $ANET

$9.4B

431 positions

#15FCF Advisors LLCPassive

Some overlap · 7 shared positions

$BMY $BKNG $GEV $FTI $ANET $VRSN

$444M

52 positions

#16STANCE CAPITAL LLCPassive

Some overlap · 7 shared positions

$BMY $EIX $GEV $GM $TJX $WDC

$206M

281 positions

#17Qube Research & Technologies LtdPassive

Some overlap · 8 shared positions

$MU $GE $GM $FDX $TJX $LMT

$89.9B

3,479 positions

#18CAMBIAR INVESTORS LLCActive

Some overlap · 7 shared positions

$BMY $CB $CNC $FDX $TJX $REGN

$2.2B

145 positions

#19CAPITAL FUND MANAGEMENT S.A.Passive

Some overlap · 7 shared positions

$MU $BKNG $GEV $GE $ADBE $ABNB

$22.1B

2,005 positions

#20denkapparat Operations GmbHPassive

Some overlap · 6 shared positions

$BMY $EIX $FIX $CB $ADBE $NEM

$242M

333 positions

#21Benchmark Investment Advisors LLCPassive

Some overlap · 6 shared positions

$FIX $MU $BKNG $GEV $GE $ANET

$172M

76 positions

#22TWO SIGMA INVESTMENTS, LPPassive

Some overlap · 7 shared positions

$MU $BMY $ADBE $TJX $REGN $WDC

$123.9B

4,546 positions

#23JACKSON SQUARE CAPITAL, LLCPassive

Some overlap · 6 shared positions

$BMY $MU $GEV $GE $TJX $ANET

$477M

129 positions

#24Bosman Wealth Management, LLCPassive

Some overlap · 6 shared positions

$FIX $MU $GEV $FTI $ANET $WDC

$114M

52 positions

#25ARS Investment Partners, LLCActive

Some overlap · 6 shared positions

$BMY $MU $GEV $REGN $WDC $NEM

$1.9B

182 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.