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 CITADEL ADVISORS

13F Portfolio OverlapQ1 2026CITADEL ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

CITADEL ADVISORS LLC is an institutional investor managing $618.5B across 12,857 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 CITADEL ADVISORS are WESTBOURNE INVESTMENTS,, MILLENNIUM, TWO SIGMA INVESTMENTS,, with shared positions in $MU, $DIA, $ISRG, $GE, $C, $PH. The full ranking of 25 similar funds is below.

#1WESTBOURNE INVESTMENTS, INC.Passive

Some overlap · 6 shared positions

$MU $DIA $ISRG $GE $C $PH

$210M

141 positions

#2MILLENNIUM MANAGEMENT LLCPassive

Some overlap · 8 shared positions

$WBD $WDC $NSC $EA $MU $C

$240.3B

5,622 positions

#3TWO SIGMA INVESTMENTS, LPPassive

Some overlap · 8 shared positions

$MU $WDC $ISRG $TMUS $WCN $MS

$123.9B

4,546 positions

#4Worth Asset Management, LLCPassive

Some overlap · 5 shared positions

$MU $DIA $USB $MS $LMT

$268M

182 positions

#5Rokos Capital Management LLPActive

Some overlap · 6 shared positions

$MU $WDC $NSC $C $MS $LMT

$13.2B

176 positions

#6Alpha Family TrustPassive

Some overlap · 6 shared positions

$MU $WDC $ISRG $GILD $TMUS $KO

$206M

203 positions

#7Headlands Technologies LLCPassive

Some overlap · 6 shared positions

$MU $WBD $EA $USB $C $ROST

$878M

712 positions

#8Northern Financial Advisors IncPassive

Some overlap · 5 shared positions

$DIA $MU $GILD $TMUS $KO

$137M

105 positions

#9D. E. Shaw & Co., Inc.Passive

Some overlap · 6 shared positions

$MU $WDC $NSC $C $ROST $LMT

$166.3B

4,470 positions

#10Donoghue Forlines LLCPassive

Some overlap · 6 shared positions

$MU $WBD $WDC $GILD $ROST $LMT

$361M

118 positions

#11Qube Research & Technologies LtdPassive

Some overlap · 6 shared positions

$MU $WBD $GE $C $LMT $PH

$89.9B

3,479 positions

#12LMR Partners LLPActive

Some overlap · 5 shared positions

$MU $WBD $NSC $EA $USB

$45.4B

1,417 positions

#13AIGEN INVESTMENT MANAGEMENT, LPPassive

Some overlap · 8 shared positions

$ISRG $MAR $GILD $GE $TMUS $ELV

$389M

496 positions

#14Eagle Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$MU $DIA $ISRG $GE $TMUS

$108M

98 positions

#15Chung Wu Investment Group, LLCPassive

Some overlap · 4 shared positions

$MU $DIA $GE $MS

$116M

259 positions

#16MERIDIAN INVESTMENT COUNSEL INC.Passive

Slight overlap · 5 shared positions

$DIA $MU $NSC $GILD $C

$420M

237 positions

#17MIRAE ASSET SECURITIES (USA) INC.Active

Slight overlap · 5 shared positions

$DIA $MU $USB $LMT $GE

$2.7B

153 positions

#18NISSAY ASSET MANAGEMENT CORP /JAPANActive

Slight overlap · 5 shared positions

$DIA $MU $MAR $GE $C

$18.9B

666 positions

#19SteelPeak Wealth, LLCPassive

Slight overlap · 4 shared positions

$MU $DIA $ISRG $GILD

$3.3B

575 positions

#20LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Slight overlap · 6 shared positions

$MU $GILD $GE $KO $LMT $PH

$279M

80 positions

#21Western Financial Corp/CAActive

Slight overlap · 5 shared positions

$MU $WBD $WDC $GE $LMT

$255M

127 positions

#22PFS Partners, LLCActive

Slight overlap · 5 shared positions

$MU $WDC $MAR $GE $MS

$218M

590 positions

#23Polymer Capital Management (HK) LTDActive

Slight overlap · 4 shared positions

$MU $DIA $WDC $USB

$1.2B

154 positions

#24Parallax Volatility Advisers, L.P.Active

Slight overlap · 5 shared positions

$MU $WDC $GE $USB $C

$38.6B

1,428 positions

#25KEYSTONE INVESTORS PTE LTD

Slight overlap · 5 shared positions

$MU $WDC $GILD $USB $ROST

$1.1B

77 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.