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 AMI ASSET

13F Portfolio OverlapQ2 2026AMI ASSET portfolio →

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Most similar hedge funds by 13F overlap

AMI ASSET MANAGEMENT CORP is an institutional investor managing $1.7B across 99 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 AMI ASSET are Employees Provident Fund Board, Ravenswood Partners, Investment Services of America, with shared positions in $PWR, $CRWD, $NOW, $SNPS, $ARM, $AXON. The full ranking of 25 similar funds is below.

#1Employees Provident Fund BoardActive

Notable overlap · 5 shared positions

$PWR $CRWD $NOW $SNPS $ARM

$17.4B

68 positions

#2Ravenswood Partners LPActive

Notable overlap · 6 shared positions

$AXON $SCHW $NOW $PWR $TJX $SPOT

$313M

36 positions

#3Capital Investment Services of America, Inc.Active

Notable overlap · 7 shared positions

$PWR $NOW $ECL $SNPS $AXON $TJX

$1.0B

83 positions

#4MIROVAActive

Notable overlap · 7 shared positions

$CRWD $WM $PWR $ECL $SNPS $NOW

$2.7B

185 positions

#5VMS Asset Management LimitedPassive

Notable overlap · 4 shared positions

$GLW $CRWD $ULTA $ARM

$315M

33 positions

#6Liontrust Investment Partners LLPActive

Notable overlap · 6 shared positions

$SPOT $SCHW $BDX $ECL $WST $CTAS

$6.8B

194 positions

#7Strong Retirement Solutions LLCPassive

Notable overlap · 5 shared positions

$PWR $CRWD $NOW $SCHW $CTAS

$167M

82 positions

#8PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 5 shared positions

$CRWD $AXON $SPOT $GLW $NOW

$174M

92 positions

#9DB Fitzpatrick & Co, IncActive

Notable overlap · 4 shared positions

$PWR $WM $ECL $SNPS

$124M

100 positions

#10Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$CRWD $WM $NOW $SNPS $TJX

$358M

74 positions

#11Rockingstone Advisors LLCPassive

Notable overlap · 4 shared positions

$PWR $CRWD $SPOT $MKC

$249M

115 positions

#12PRINCETON CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$PWR $CRWD $GLW $NOW $QCOM

$443M

145 positions

#13SANDS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$AXON $SPOT $PWR $SPCX $ARM

$26.9B

71 positions

#14Bluebird Wealth Management LLCPassive

Notable overlap · 5 shared positions

$CRWD $GLW $SPOT $NOW $TJX

$115M

89 positions

#15Lord & Richards Wealth Management, LLCActive

Notable overlap · 3 shared positions

$PWR $CRWD $NOW

$128M

49 positions

#16AMJ Financial Wealth ManagementActive

Notable overlap · 3 shared positions

$PWR $GLW $TJX

$424M

86 positions

#17MCRAE CAPITAL MANAGEMENT INCPassive

Notable overlap · 4 shared positions

$PWR $LH $BDX $ZTS

$508M

113 positions

#18Blue Chip Partners, LLCActive

Notable overlap · 4 shared positions

$PWR $WM $CRWD $TJX

$1.6B

184 positions

#19Malaga Cove Capital, LLCPassive

Notable overlap · 4 shared positions

$PWR $CRWD $SPOT $SCHW

$314M

185 positions

#20Stack Financial Management, IncActive

Notable overlap · 3 shared positions

$PWR $WM $LH

$1.3B

54 positions

#21Triton Financial Group IncPassive

Notable overlap · 4 shared positions

$GLW $CRWD $ECL $CHD

$174M

99 positions

#22RIPOSTE CAPITAL LLCActive

Notable overlap · 3 shared positions

$GLW $PWR $SPOT

$451M

27 positions

#23RPG Investment Advisory, LLCPassive

Notable overlap · 3 shared positions

$PWR $CRWD $NOW

$973M

93 positions

#24Robeco Schweiz AGActive

Some overlap · 5 shared positions

$PWR $ARM $GLW $ECL $WM

$6.2B

126 positions

#25PARAGON CAPITAL MANAGEMENT INCPassive

Some overlap · 5 shared positions

$CART $SCHW $NOW $AXON $ARM

$135M

80 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.