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Hedge Funds Similar to MARSHALL WACE, LLP

13F Portfolio OverlapQ2 2026MARSHALL WACE, LLP portfolio →
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Most similar hedge funds by 13F overlap

MARSHALL WACE, LLP is an institutional investor managing $126.7B across 3,103 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MARSHALL WACE, LLP are Maple, Stokes Advisors, BAXTER BROS, with shared positions in $MS, $ABT, $CME, $AXP, $TXN, $UBER. The full ranking of 25 similar funds is below.

#1Maple Capital Management, Inc.Active
Some overlap · 7 shared positions
$MS$ABT$CME$AXP$TXN$UBER
$1.7B
130 positions
#2Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$MS$ABT$AXP$QCOM$TXN$ADP
$467M
118 positions
#3BAXTER BROS INCPassive
Some overlap · 6 shared positions
$MS$AXP$QCOM$TXN$ADP$UBER
$864M
172 positions
#4PBU - The Pension Fund of Early Childhood & Youth EducatorsActive
Some overlap · 6 shared positions
$MS$HLT$TXN$SNDK$FERG$GLW
$4.4B
124 positions
#5Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$MS$HLT$QCOM$TXN$MNST
$181M
73 positions
#6Nearwater Capital Markets, LtdActive
Some overlap · 5 shared positions
$MS$HLT$TXN$SNDK$UBER
$5.8B
100 positions
#7OFI INVEST ASSET MANAGEMENTActive
Some overlap · 5 shared positions
$MS$CME$QCOM$TXN$GLW
$10.0B
365 positions
#8Goldstream Capital Management LtdActive
Some overlap · 6 shared positions
$BE$QCOM$TXN$SNDK$NOK$GLW
$132M
45 positions
#9BECK MACK & OLIVER LLCActive
Some overlap · 5 shared positions
$HLT$ABT$AXP$QCOM$FERG
$5.1B
201 positions
#10MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$MS$QCOM$TXN$ADP$ABT
$1.2B
106 positions
#11CTC Alternative Strategies, Ltd.Passive
Some overlap · 5 shared positions
$HLT$BE$QCOM$ADP$UBER
$69M
83 positions
#12Dempze Nancy EPassive
Slight overlap · 5 shared positions
$MS$ABT$AXP$ADP$UBER
$209M
91 positions
#13Clarendon Private LLCPassive
Slight overlap · 4 shared positions
$MS$AXP$QCOM$TXN
$156M
124 positions
#14Mirabaud Asset Management LtdPassive
Slight overlap · 5 shared positions
$CME$AXP$QCOM$TXN$FERG
$120M
49 positions
#15CHILTON INVESTMENT CO INC.Active
Slight overlap · 4 shared positions
$MS$AXP$TXN$FERG
$4.2B
299 positions
#16BSN Capital Partners LtdActive
Slight overlap · 4 shared positions
$MS$QCOM$TXN$SNDK
$2.2B
26 positions
#17MOODY LYNN & LIEBERSON, LLCPassive
Slight overlap · 4 shared positions
$MS$ABT$FERG$TXN
$1.9B
264 positions
#18CULBERTSON A N & CO INCActive
Slight overlap · 5 shared positions
$MS$ABT$TXN$ADP$GLW
$859M
140 positions
#19Wahed Invest LLCActive
Slight overlap · 6 shared positions
$TXN$SNDK$QCOM$GLW$ABT$UBER
$958M
227 positions
#20Quadrature Capital LtdPassive
Slight overlap · 5 shared positions
$CME$QCOM$TXN$SNDK$NOK
$11.7B
1,542 positions
#21Center for Wealth Management AdvisoryActive
Slight overlap · 4 shared positions
$MS$ABT$CME$ADP
$159M
62 positions
#22Clifford Group, LLCSmart money
Slight overlap · 4 shared positions
$MS$ABT$AXP$ADP
$145M
86 positions
#23DEARBORN PARTNERS LLCPassive
Slight overlap · 5 shared positions
$ABT$CME$QCOM$TXN$ADP
$1.8B
269 positions
#24Westwind CapitalPassive
Slight overlap · 4 shared positions
$MS$BE$SNDK$TXN
$422M
77 positions
#25WOLFF WIESE MAGANA LLCPassive
Slight overlap · 4 shared positions
$MS$ABT$QCOM$GLW
$217M
1,027 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.