What hedge funds are most similar to CAPSTONE INVESTMENT ADVISORS, LLC?

The funds with the most similar 13F portfolios to CAPSTONE INVESTMENT ADVISORS, LLC are WHITEBOX ADVISORS, Sculptor, MACKAY SHIELDS, based on overlapping conviction holdings in the latest SEC filings.

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 CAPSTONE INVESTMENT ADVISORS,

13F Portfolio OverlapQ1 2026CAPSTONE INVESTMENT ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

CAPSTONE INVESTMENT ADVISORS, LLC is an institutional investor managing $57.4B across 1,558 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 CAPSTONE INVESTMENT ADVISORS, are WHITEBOX ADVISORS, Sculptor, MACKAY SHIELDS, with shared positions in $LITE, $WDC, $ECHO, $WBD, $WBS, $MARA. The full ranking of 25 similar funds is below.

#1WHITEBOX ADVISORS LLCActive

Notable overlap · 8 shared positions

$LITE $WDC $ECHO $WBD $WBS $MARA

$8.1B

568 positions

#2Sculptor Capital LPPassive

Notable overlap · 6 shared positions

$LITE $WDC $ECHO $NET $MSTR $KVUE

$9.6B

363 positions

#3MACKAY SHIELDS LLCPassive

Notable overlap · 7 shared positions

$LITE $WDC $BBIO $MIRM $UBER $CHEF

$2.7B

111 positions

#4Markin Volterra Fund LPActive

Notable overlap · 4 shared positions

$LITE $WDC $AMD $PLTR

$65M

34 positions

#5Trivest Advisors LtdSmart money

Notable overlap · 3 shared positions

$LITE $WDC $ECHO

$1.4B

29 positions

#6Amanah Holdings TrustSmart money

Notable overlap · 3 shared positions

$LITE $WDC $ECHO

$908M

20 positions

#7Dilation Capital Management LPActive

Notable overlap · 3 shared positions

$LITE $WDC $ECHO

$199M

20 positions

#8TENOR CAPITAL MANAGEMENT Co., L.P.Passive

Notable overlap · 9 shared positions

$LITE $NET $MIRM $BMRN $CNMD $RPD

$6.5B

501 positions

#9CSS LLC/ILPassive

Notable overlap · 6 shared positions

$LITE $ECHO $NET $MARA $MSTR $AKAM

$2.1B

961 positions

#10Talos Eurisko Asset Management LPActive

Notable overlap · 3 shared positions

$WDC $LITE $AKAM

$585M

23 positions

#11Aequim Alternative Investments LPActive

Notable overlap · 7 shared positions

$WDC $ECHO $IDCC $MIRM $PRGS $EA

$5.2B

102 positions

#12Boussard & Gavaudan Investment Management LLPActive

Notable overlap · 6 shared positions

$WDC $WBD $BBIO $CHEF $ASND $EA

$1.1B

89 positions

#13BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 4 shared positions

$LITE $ECHO $NET $PLTR

$277M

114 positions

#14LINDEN ADVISORS LPPassive

Notable overlap · 6 shared positions

$LITE $BBIO $PRGS $ASND $CNMD $MSTR

$17.9B

563 positions

#15SSI INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$WDC $NET $LITE $MIRM $UBER $ASND

$1.4B

240 positions

#16Science & Technology Partners, L.P.Active

Some overlap · 4 shared positions

$LITE $NET $AKAM $PLTR

$382M

43 positions

#17Warberg Asset Management LLCActive

Some overlap · 4 shared positions

$LITE $CNX $UBER $AKAM

$600M

192 positions

#18HANSEATIC MANAGEMENT SERVICES INCPassive

Some overlap · 4 shared positions

$LITE $WDC $WBD $ECHO

$104M

80 positions

#19Tyro Capital Management LLCSmart money

Some overlap · 3 shared positions

$WDC $LITE $CYTK

$921M

26 positions

#20Ardmore Road Asset Management LPPassive

Some overlap · 4 shared positions

$LITE $WBD $AMD $UBER

$1.5B

64 positions

#21QP WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$LITE $WDC $PLTR

$58M

65 positions

#22St. Louis Financial Planners Asset Management, LLCActive

Some overlap · 3 shared positions

$WDC $WBD $AMD

$176M

33 positions

#23Marex Group plcPassive

Some overlap · 3 shared positions

$LITE $MARA $MSTR

$15.8B

1,007 positions

#24Persistent Asset Partners LtdPassive

Some overlap · 3 shared positions

$LITE $BBIO $BMRN

$268M

322 positions

#25Melqart Asset Management (UK) LtdActive

Some overlap · 6 shared positions

$WBD $WDC $AMD $CYTK $EA $KVUE

$1.0B

41 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.