What hedge funds are most similar to AEGON USA Investment Management, LLC?

The funds with the most similar 13F portfolios to AEGON USA Investment Management, LLC are PIER 88 INVESTMENT PARTNERS, ADVENT, INCOME RESEARCH, 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 AEGON USA Investment

13F Portfolio OverlapQ2 2026AEGON USA Investment portfolio →

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Most similar hedge funds by 13F overlap

AEGON USA Investment Management, LLC is an institutional investor managing $140M across 42 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to AEGON USA Investment are PIER 88 INVESTMENT PARTNERS, ADVENT, INCOME RESEARCH, with shared positions in $UBER, $GPN, $WFC, $PPL, $NEE, $WEC. The full ranking of 25 similar funds is below.

#1PIER 88 INVESTMENT PARTNERS LLCPassive

Substantial overlap · 11 shared positions

$UBER $GPN $WFC $PPL $NEE $WEC

$421M

110 positions

#2ADVENT CAPITAL MANAGEMENT /DE/Passive

Substantial overlap · 13 shared positions

$WFC $UBER $NEE $SO $CMS $PPL

$4.5B

236 positions

#3INCOME RESEARCH & MANAGEMENTPassive

Substantial overlap · 12 shared positions

$SO $UBER $GPN $NEE $WEC $EVRG

$184M

30 positions

#4CAMDEN ASSET MANAGEMENT L P /CAActive

Notable overlap · 7 shared positions

$UBER $NEE $SO $EVRG $WEC $NVST

$3.4B

73 positions

#5RATIONAL ADVISORS, INC.Active

Notable overlap · 10 shared positions

$UBER $GPN $PPL $NEE $WEC $WFC

$1.1B

195 positions

#6ZAZOVE ASSOCIATES LLCPassive

Notable overlap · 6 shared positions

$SO $UBER $PPL $EVRG $GPN $WEC

$1.2B

151 positions

#7Portman Square Capital LLPActive

Notable overlap · 8 shared positions

$SO $NEE $EVRG $GPN $ARES $PPL

$2.1B

94 positions

#8SSI INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$NEE $WEC $UBER $SO $WFC $PPL

$1.7B

248 positions

#9Ovata Capital Management LtdActive

Notable overlap · 5 shared positions

$PPL $SO $WEC $UBER $PNW

$1.3B

43 positions

#10Aequim Alternative Investments LPActive

Notable overlap · 7 shared positions

$WEC $EVRG $CNP $CMS $NEE $SO

$6.4B

102 positions

#11Shaolin Capital Management LLCPassive

Notable overlap · 5 shared positions

$APO $KKR $WEC $SO $PNW

$2.1B

554 positions

#12Magellan Asset Management LtdActive

Notable overlap · 5 shared positions

$EVRG $WEC $CMS $SO $NEE

$4.5B

78 positions

#13Wellesley Asset ManagementPassive

Notable overlap · 6 shared positions

$SO $GPN $CMS $MTH $NVST $PPL

$1.1B

64 positions

#14Algebris (UK) LtdActive

Notable overlap · 3 shared positions

$GPN $KKR $WFC

$1.5B

73 positions

#15Partners Group Holding AGActive

Notable overlap · 4 shared positions

$APO $KKR $ARES $CMS

$1.5B

52 positions

#16Estuary Capital Management LPActive

Notable overlap · 3 shared positions

$GPN $KKR $ARES

$589M

21 positions

#17High Point Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$SO $WFC $UBER $EVRG $PNW

$122M

250 positions

#18REAVES W H & CO INCActive

Notable overlap · 5 shared positions

$CNP $CMS $NEE $WEC $PNW

$6.6B

94 positions

#19Energy Income Partners, LLCActive

Notable overlap · 6 shared positions

$SO $PPL $EVRG $CNP $WEC $NEE

$6.4B

88 positions

#20PenderFund Capital Management Ltd.

Notable overlap · 4 shared positions

$SO $PPL $MTH $KKR

$780M

231 positions

#21SHENKMAN CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$CMS $WEC $PNW $MTH $SO $UBER

$721M

80 positions

#22Callodine Capital Management, LPActive

Notable overlap · 4 shared positions

$GPN $WFC $APO $MTH

$1.5B

63 positions

#23Ares Systematic Credit LtdPassive

Notable overlap · 8 shared positions

$SO $NEE $EVRG $WEC $PNW $NVST

$165M

242 positions

#24Elequin Securities, LLCActive

Notable overlap · 6 shared positions

$APO $CNP $NEE $KKR $SO $PPL

$3.4B

693 positions

#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$WEC $WFC $SO

$233M

122 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.