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 Sumitomo Mitsui DS Asset Company, Ltd

13F Portfolio OverlapQ1 2026Sumitomo Mitsui DS Asset Company, Ltd portfolio →

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Most similar hedge funds by 13F overlap

Sumitomo Mitsui DS Asset Management Company, Ltd is an institutional investor managing $12.4B across 770 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 Sumitomo Mitsui DS Asset Company, Ltd are ASAHI LIFE ASSET , LTD., Yoffe Investment ,, Gen-Wealth Partners, with shared positions in $MCD, $AMGN, $AXP, $UNH, $IBM, $SHW. The full ranking of 25 similar funds is below.

#1ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive

Notable overlap · 12 shared positions

$MCD $AMGN $AXP $UNH $IBM $SHW

$155M

150 positions

#2Yoffe Investment Management, LLCPassive

Some overlap · 10 shared positions

$MCD $AXP $AMGN $UNH $IBM $TRV

$78M

111 positions

#3Gen-Wealth Partners IncPassive

Some overlap · 10 shared positions

$MCD $AMGN $AXP $IBM $SHW $TRV

$317M

728 positions

#4Pinnacle Holdings, LLCPassive

Some overlap · 8 shared positions

$MCD $AMGN $AXP $UNH $IBM $SHW

$309M

233 positions

#5Empire Financial Management Company, LLCPassive

Some overlap · 8 shared positions

$AMGN $AXP $IBM $TRV $HON $BAC

$442M

211 positions

#6Northern Financial Advisors IncPassive

Some overlap · 7 shared positions

$AXP $AMGN $MCD $IBM $TRV $HON

$137M

105 positions

#7Vertrix Wealth Management, LLCPassive

Some overlap · 7 shared positions

$MCD $AMGN $AXP $IBM $HON $SNPS

$272M

95 positions

#8Generali Powszechne Towarzystwo EmerytalneActive

Some overlap · 7 shared positions

$MCD $AXP $UNH $TRV $HON $CRM

$566M

28 positions

#9Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$MCD $AMGN $AXP $UNH $HON $KO

$218M

69 positions

#10Bell & Brown Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$MCD $AMGN $AXP $UNH $BA $KO

$308M

68 positions

#11Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$MCD $AMGN $AXP $IBM $BAC $KO

$170M

82 positions

#12BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$MCD $AMGN $AXP $TRV $HON $KO

$480M

133 positions

#13Meadowbrook Advisors Group, LLCPassive

Some overlap · 6 shared positions

$MCD $AMGN $UNH $IBM $HON $KO

$168M

136 positions

#14Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$MCD $AXP $IBM $SHW $HON $KO

$446M

104 positions

#15Wynn Capital, LLCPassive

Some overlap · 6 shared positions

$AMGN $AXP $IBM $MCD $BAC $KO

$195M

107 positions

#16Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$MCD $AMGN $IBM $TRV $BAC $KO

$245M

98 positions

#17PLIMOTH TRUST CO LLCPassive

Some overlap · 6 shared positions

$MCD $AMGN $AXP $BAC $CRM $KO

$447M

173 positions

#18Carolina Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$GLDM $MCD $AMGN $IBM $KO

$240M

278 positions

#19Richwood Investment Advisors, LLCActive

Some overlap · 6 shared positions

$MCD $UNH $AMGN $AXP $BA $KO

$130M

98 positions

#20CFC Planning Co LLCPassive

Some overlap · 6 shared positions

$AXP $UNH $IBM $AMGN $CRM $KO

$140M

72 positions

#21INDEPENDENT INVESTORS INCSmart money

Some overlap · 6 shared positions

$MCD $AMGN $AXP $HON $BA $KO

$504M

70 positions

#22Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$MCD $AMGN $IBM $HON $SNPS $KO

$353M

78 positions

#23Carnegie Lake Advisors LLCPassive

Some overlap · 6 shared positions

$AMGN $UNH $MCD $IBM $BAC $KO

$252M

167 positions

#24CHEMUNG CANAL TRUST COPassive

Some overlap · 6 shared positions

$MCD $AXP $TRV $HON $BAC $KO

$494M

112 positions

#25CapWealth Advisors, LLCActive

Some overlap · 6 shared positions

$AMGN $UNH $IBM $HON $BAC $KO

$1.3B

118 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.