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 Boston Partners

13F Portfolio OverlapQ1 2026Boston Partners portfolio →

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Most similar hedge funds by 13F overlap

Boston Partners is an institutional investor managing $95.5B across 767 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 Boston Partners are EAGLE ROCK INVESTMENT COMPANY,, Cornerstone Investment Partners,, Axecap Investments,, with shared positions in $COR, $MU, $AMAT, $LPLA, $DIS, $FANG. The full ranking of 25 similar funds is below.

#1EAGLE ROCK INVESTMENT COMPANY, LLCActive

Some overlap · 8 shared positions

$COR $MU $AMAT $LPLA $DIS $FANG

$688M

158 positions

#2Cornerstone Investment Partners, LLCActive

Some overlap · 8 shared positions

$COR $FANG $MCK $MU $AMAT $IQV

$2.4B

291 positions

#3Axecap Investments, LLCPassive

Some overlap · 7 shared positions

$COR $MCK $MU $AMAT $LHX $MS

$145M

69 positions

#4FERGUSON WELLMAN CAPITAL MANAGEMENT, INCPassive

Some overlap · 8 shared positions

$PM $COR $WFC $UBER $MS $HON

$7.3B

406 positions

#5ProVise Management Group, LLCPassive

Some overlap · 7 shared positions

$MCK $PM $AMAT $COP $WFC $MS

$1.4B

261 positions

#6PARADIGM ASSET MANAGEMENT CO LLCPassive

Some overlap · 7 shared positions

$MPC $PM $WFC $KEYS $USFD $FANG

$426M

424 positions

#7TriaGen Wealth Management LLCPassive

Some overlap · 7 shared positions

$MCK $COR $COP $DIS $MU $MS

$366M

171 positions

#8Foyston, Gordon, & Payne IncPassive

Some overlap · 7 shared positions

$LPLA $PM $KEYS $UBER $IQV $HON

$434M

67 positions

#9PCB Capital LLCPassive

Some overlap · 7 shared positions

$PM $MU $FLEX $WFC $COP $ODFL

$63M

101 positions

#10TWIN CITY PRIVATE WEALTH, LLCPassive

Some overlap · 7 shared positions

$PM $AMAT $COP $WFC $SYY $IQV

$132M

96 positions

#11Left Brain Wealth Management, LLCPassive

Some overlap · 6 shared positions

$COR $MCK $AMAT $MU $UBER $HON

$255M

79 positions

#12Blume Capital Management, Inc.Passive

Some overlap · 7 shared positions

$MU $AMAT $WFC $DIS $UBER $FDX

$588M

337 positions

#13Leith Wheeler Investment Counsel Ltd.Active

Some overlap · 7 shared positions

$COR $WFC $DIS $KEYS $LHX $THC

$1.2B

84 positions

#14DCM Advisors, LLCActive

Some overlap · 6 shared positions

$MPC $PM $COP $WFC $DIS $MS

$220M

38 positions

#15Dana Investment Advisors, Inc.Passive

Some overlap · 8 shared positions

$FANG $PM $IQV $UBER $WFC $SLB

$3.4B

556 positions

#16Avantra Family Wealth, Inc.Passive

Some overlap · 6 shared positions

$MPC $MU $MCK $WFC $LHX $MS

$134M

158 positions

#17LEUTHOLD GROUP, LLCPassive

Some overlap · 6 shared positions

$KGC $COR $MCK $FLEX $MS $FDX

$939M

211 positions

#18Cardinal Capital Management, Inc.Active

Some overlap · 7 shared positions

$AMAT $WFC $UBER $HON $ETR $URI

$3.7B

66 positions

#19SPWM Advisors LLCPassive

Some overlap · 6 shared positions

$PM $AMAT $COP $WFC $DIS $IQV

$115M

93 positions

#20LOM Asset Management LtdPassive

Some overlap · 6 shared positions

$COR $MU $AMAT $MS $HON $ETR

$348M

277 positions

#21Sawyer & Company, IncPassive

Some overlap · 6 shared positions

$MU $COR $COP $DIS $SYY $HON

$260M

197 positions

#22YACKTMAN ASSET MANAGEMENT LPActive

Some overlap · 6 shared positions

$FANG $COP $DIS $LHX $SYY $RS

$7.5B

76 positions

#23Taikang Asset Management (Hong Kong) Co LtdPassive

Some overlap · 6 shared positions

$PM $MU $COP $UBER $IQV $CPAY

$1.0B

75 positions

#24Cetera Trust Company, N.APassive

Some overlap · 6 shared positions

$MCK $WFC $MCHP $DIS $HON $FDX

$177M

351 positions

#25ADAMS NATURAL RESOURCES FUND, INC.Smart money

Some overlap · 5 shared positions

$MPC $FANG $COP $CRH $SLB

$863M

54 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.