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 O'SHAUGHNESSY ASSET ,

13F Portfolio OverlapQ1 2026O'SHAUGHNESSY ASSET , portfolio →

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Most similar hedge funds by 13F overlap

O'SHAUGHNESSY ASSET MANAGEMENT, LLC is an institutional investor managing $20.1B across 2,651 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 O'SHAUGHNESSY ASSET , are CITY NATIONAL BANK OF FLORIDA /MSD, Brandywine Global Investment ,, Storgate,, with shared positions in $HCA, $MO, $TPR, $SYF, $WFC, $GM. The full ranking of 25 similar funds is below.

#1CITY NATIONAL BANK OF FLORIDA /MSDActive

Some overlap · 7 shared positions

$HCA $MO $TPR $SYF $WFC $GM

$168M

127 positions

#2Brandywine Global Investment Management, LLC

Some overlap · 7 shared positions

$HCA $C $WFC $BAC $GM $VZ

$14.9B

601 positions

#3Storgate, LLCActive

Some overlap · 6 shared positions

$HCA $TPR $C $WFC $BAC $PFE

$127M

170 positions

#4VIRGINIA RETIREMENT SYSTEMS ET Al

Some overlap · 6 shared positions

$MO $HCA $VZ $EBAY $C $GILD

$16.8B

949 positions

#5AFFINITY INVESTMENT ADVISORS, LLCPassive

Some overlap · 6 shared positions

$MO $TPR $BAC $VZ $GILD $PFE

$160M

137 positions

#6Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$MO $C $WFC $BAC $VZ $PFE

$170M

82 positions

#7Adams Asset Advisors, LLCActive

Some overlap · 6 shared positions

$MO $C $WFC $BAC $VZ $PFE

$891M

88 positions

#8Griffith & Werner, Inc.Active

Slight overlap · 6 shared positions

$C $WFC $BAC $VZ $GILD $PFE

$202M

72 positions

#9Qsemble Capital Management, LPPassive

Slight overlap · 5 shared positions

$MO $TPR $C $BAC $GM

$1.3B

430 positions

#10UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive

Slight overlap · 5 shared positions

$MO $HCA $BAC $GM $VZ

$687M

301 positions

#11Lansforsakringar Fondforvaltning AB (publ)Active

Slight overlap · 6 shared positions

$C $BAC $VZ $GILD $WFC $PFE

$19.1B

554 positions

#12R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Slight overlap · 5 shared positions

$MO $C $EBAY $BAC $PFE

$172M

38 positions

#13VIKING FUND MANAGEMENT LLCPassive

Slight overlap · 5 shared positions

$MO $C $BAC $VZ $PFE

$976M

142 positions

#14United Super Pty Ltd in its capacity as Trustee for the ConsActive

Slight overlap · 5 shared positions

$HCA $C $WFC $VZ $GILD

$5.3B

185 positions

#15Altrius Capital Management IncPassive

Slight overlap · 5 shared positions

$MO $C $VZ $GILD $PFE

$503M

87 positions

#16FUKOKU MUTUAL LIFE INSURANCE CoPassive

Slight overlap · 5 shared positions

$MO $C $VZ $GILD $PFE

$1.5B

235 positions

#17BRANDES INVESTMENT PARTNERS, LPActive

Slight overlap · 5 shared positions

$HCA $C $WFC $BAC $PFE

$14.1B

186 positions

#18NORDEA INVESTMENT MANAGEMENT ABActive

Slight overlap · 5 shared positions

$HCA $C $EBAY $VZ $GILD

$107.2B

864 positions

#19HF Advisory Group, LLCPassive

Slight overlap · 5 shared positions

$MO $WFC $VZ $GILD $PFE

$293M

166 positions

#20Chou Associates Management Inc.Smart money

Slight overlap · 5 shared positions

$C $SYF $WFC $BAC $GM

$210M

31 positions

#21PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Slight overlap · 5 shared positions

$C $WFC $EBAY $BAC $VZ

$7.7B

190 positions

#22Crossmark Global Holdings, Inc.Passive

Slight overlap · 5 shared positions

$C $WFC $BAC $VZ $GILD

$6.8B

1,234 positions

#23PANAGORA ASSET MANAGEMENT INCPassive

Slight overlap · 5 shared positions

$SYF $MO $BAC $GM $GILD

$26.7B

1,159 positions

#24SOUND SHORE MANAGEMENT INC /CT/Active

Slight overlap · 5 shared positions

$C $WFC $BAC $GM $PFE

$3.0B

40 positions

#25Hudson Capital Management LLCPassive

Slight overlap · 5 shared positions

$WFC $EBAY $BAC $GM $GILD

$387M

75 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.