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 Horizon Investment Services,

13F Portfolio OverlapQ1 2026Horizon Investment Services, portfolio →

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Most similar hedge funds by 13F overlap

Horizon Investment Services, LLC is an institutional investor managing $288M across 137 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 Horizon Investment Services, are Benchmark Investment Advisors, Markin Volterra Fund, RENAISSANCE GROUP, with shared positions in $LRCX, $FIX, $APP, $EME, $MU, $APH. The full ranking of 25 similar funds is below.

#1Benchmark Investment Advisors LLCPassive

Notable overlap · 9 shared positions

$LRCX $FIX $APP $EME $MU $APH

$172M

76 positions

#2Markin Volterra Fund LPActive

Notable overlap · 7 shared positions

$LRCX $FIX $MU $APH $AMAT $KLAC

$65M

34 positions

#3RENAISSANCE GROUP LLCPassive

Notable overlap · 8 shared positions

$FIX $EME $APH $AMAT $KLAC $LRCX

$2.4B

234 positions

#4Fortress Financial Solutions, LLCActive

Notable overlap · 6 shared positions

$COP $FIX $APH $AEP $SLV $EME

$96M

56 positions

#5Smith Group Asset Management, LLCActive

Notable overlap · 7 shared positions

$FIX $APP $KLAC $AXP $JBL $SCHW

$2.0B

162 positions

#6Meiji Yasuda America IncActive

Notable overlap · 7 shared positions

$COP $MU $AXP $CB $AEP $PGR

$404M

57 positions

#7Monument Capital ManagementPassive

Notable overlap · 8 shared positions

$FIX $EME $APH $AMAT $JBL $LRCX

$399M

217 positions

#8Northwest Bancshares, Inc.Active

Notable overlap · 4 shared positions

$COP $LRCX $AMAT $CB

$502M

168 positions

#9Axecap Investments, LLCPassive

Notable overlap · 5 shared positions

$LRCX $HIG $KLAC $AMAT $MU

$145M

69 positions

#10Minot DeBlois Advisors LLCPassive

Notable overlap · 4 shared positions

$COP $AXP $NTRS $CB

$110M

226 positions

#11Davidson Capital Management Inc.Active

Notable overlap · 5 shared positions

$COP $FIX $EME $KLAC $AEP

$552M

93 positions

#12Passumpsic Savings Bank

Notable overlap · 7 shared positions

$LRCX $APH $MU $HIG $AEP $EME

$183M

90 positions

#13FCF Advisors LLCPassive

Notable overlap · 6 shared positions

$LRCX $APP $EME $KLAC $FTI $BKNG

$444M

52 positions

#14PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 7 shared positions

$FIX $APP $MU $STRL $BKNG $LRCX

$128M

80 positions

#15Optimize Financial IncPassive

Notable overlap · 7 shared positions

$LRCX $AMAT $KLAC $APH $MU $TEL

$203M

297 positions

#16Gradient Capital Advisors, LLCPassive

Notable overlap · 4 shared positions

$COP $LRCX $SCHW $SLV

$386M

177 positions

#17Whelan FinancialActive

Notable overlap · 6 shared positions

$COP $KLAC $SCHW $AXP $LRCX $AMAT

$322M

88 positions

#18Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 3 shared positions

$COP $MU $AXP

$566M

28 positions

#19CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$COP $APP $SCHW

$363M

102 positions

#20COOKSON PEIRCE & CO INCPassive

Notable overlap · 7 shared positions

$EME $APH $STRL $JBL $FLS $MU

$2.4B

303 positions

#21Strategic Financial Services, Inc.Smart money

Notable overlap · 4 shared positions

$COP $LRCX $KLAC $BKNG

$2.1B

152 positions

#22Stone Summit Wealth LLCPassive

Notable overlap · 3 shared positions

$COP $APH $AXP

$359M

142 positions

#23Zweig-DiMenna Associates LLCPassive

Notable overlap · 4 shared positions

$LRCX $APP $MU $AMAT

$722M

61 positions

#24NZS Capital, LLCActive

Notable overlap · 4 shared positions

$LRCX $APH $KLAC $PGR

$3.0B

58 positions

#25NAVELLIER & ASSOCIATES INCPassive

Notable overlap · 7 shared positions

$FIX $EME $APP $LRCX $FTI $MU

$960M

326 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.