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 JUPITER ASSET LTD

13F Portfolio OverlapQ1 2026JUPITER ASSET LTD portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

JUPITER ASSET MANAGEMENT LTD is an institutional investor managing $18.8B across 481 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 JUPITER ASSET LTD are Guinness Asset LTD, Alphadyne Asset, Guinness Atkinson Asset, with shared positions in $CME, $TXN, $CRM, $KO, $DHR, $ICE. The full ranking of 25 similar funds is below.

#1Guinness Asset Management LTDActive

Some overlap · 7 shared positions

$CME $TXN $CRM $KO $DHR $ICE

$5.8B

143 positions

#2Alphadyne Asset Management LPPassive

Some overlap · 6 shared positions

$CRM $CME $DG $DHR $TXN $DLTR

$5.8B

876 positions

#3Guinness Atkinson Asset Management IncPassive

Some overlap · 7 shared positions

$CRM $DHR $ICE $KO $AJG $TXN

$200M

123 positions

#4Socorro Asset Management LPPassive

Some overlap · 6 shared positions

$DHR $TXN $KO $DIS $ICE $BAC

$221M

32 positions

#5Cedrus Wealth Group LLCActive

Some overlap · 5 shared positions

$PSLV $AG $CDE $PAAS $PHYS

$90M

48 positions

#6Evelyn Partners Investment Management Services LtdPassive

Some overlap · 6 shared positions

$CEF $KO $DIS $ZTS $SYK $AJG

$850M

281 positions

#7SPROTT INC.Active

Some overlap · 5 shared positions

$PSLV $CEF $CDE $PAAS $PHYS

$3.4B

243 positions

#8ANB BANKPassive

Some overlap · 6 shared positions

$DHR $KO $TXN $BAC $SYK $DIS

$247M

128 positions

#9WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 7 shared positions

$DHR $DIS $ICE $SYK $AJG $KO

$2.1B

122 positions

#10Nan Shan Life Insurance Co., Ltd.Active

Some overlap · 5 shared positions

$CRM $CME $TXN $DIS $BAC

$2.8B

87 positions

#11Sompo Asset Management Co., Ltd.Active

Some overlap · 5 shared positions

$CRM $TXN $KO $DIS $BAC

$545M

180 positions

#12Brandywine Global Investment Management, LLC

Some overlap · 5 shared positions

$CCZ $DG $DIS $CRM $BAC

$14.9B

601 positions

#13BOYAR ASSET MANAGEMENT INC.Passive

Some overlap · 5 shared positions

$CCZ $CRM $KO $DIS $BAC

$176M

78 positions

#14Smith Thornton Advisors LLCPassive

Some overlap · 5 shared positions

$CRM $TXN $KO $DIS $BAC

$199M

130 positions

#15WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 5 shared positions

$CRM $CME $DIS $ZTS $CCZ

$1.2B

69 positions

#16DIAMOND HILL CAPITAL MANAGEMENT INCActive

Some overlap · 5 shared positions

$CRM $TXN $DIS $BAC $ZTS

$16.0B

187 positions

#17Live Oak Private Wealth LLCPassive

Some overlap · 5 shared positions

$A $DHR $DIS $DLTR $BAC

$717M

207 positions

#18VAN DEN BERG MANAGEMENT I, INCPassive

Some overlap · 5 shared positions

$CME $DHR $DIS $ILMN $PHYS

$436M

133 positions

#19Walter Public Investments Inc.Passive

Some overlap · 5 shared positions

$CME $TXN $DIS $ICE $ZTS

$418M

48 positions

#20PARNASSUS INVESTMENTS, LLCActive

Some overlap · 5 shared positions

$CRM $DHR $ICE $BAC $SYK

$34.1B

135 positions

#21Pursuit Wealth Management LLC

Some overlap · 4 shared positions

$PSLV $CRM $KO $LYFT

$116M

118 positions

#22Ally Financial Inc.Active

Some overlap · 5 shared positions

$DHR $CCZ $DIS $CRM $BAC

$804M

125 positions

#23Alecta Tjanstepension OmsesidigtActive

Some overlap · 5 shared positions

$DHR $TXN $DIS $BAC $SYK

$20.5B

78 positions

#24FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Active

Some overlap · 5 shared positions

$CRM $TXN $CCZ $BAC $DIS

$18.1B

418 positions

#25Evelyn Partners Investment Management LLPActive

Some overlap · 5 shared positions

$CEF $KO $BAC $ZTS $SYK

$3.7B

410 positions

Compare JUPITER ASSET LTD’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View JUPITER ASSET LTD’s holdings

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.