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 ADVENT /DE/, PIER 88 INVESTMENT PARTNERS, SSI INVESTMENT, 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 OverlapQ1 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 Q1 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 ADVENT /DE/, PIER 88 INVESTMENT PARTNERS, SSI INVESTMENT, with shared positions in $BAC, $UBER, $GPN, $SO, $KKR, $CNP. The full ranking of 25 similar funds is below.

#1ADVENT CAPITAL MANAGEMENT /DE/Passive

Notable overlap · 15 shared positions

$BAC $UBER $GPN $SO $KKR $CNP

$3.6B

215 positions

#2PIER 88 INVESTMENT PARTNERS LLCPassive

Notable overlap · 12 shared positions

$WFC $BAC $UBER $GPN $KKR $APO

$402M

112 positions

#3SSI INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$WFC $BAC $UBER $SO $KKR $PPL

$1.4B

240 positions

#4RATIONAL ADVISORS, INC.Active

Notable overlap · 9 shared positions

$WFC $UBER $GPN $BAC $PPL $NEE

$980M

179 positions

#5CAMDEN ASSET MANAGEMENT L P /CAActive

Notable overlap · 9 shared positions

$BAC $UBER $SO $NEE $EVRG $WEC

$2.9B

69 positions

#6DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Notable overlap · 9 shared positions

$DUK $SO $CNP $PPL $NEE $EVRG

$9.6B

148 positions

#7NEW ENGLAND ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$WFC $BAC $KKR $DUK $PPL $CMS

$786M

99 positions

#8Energy Income Partners, LLCActive

Notable overlap · 8 shared positions

$SO $DUK $CNP $PPL $NEE $EVRG

$6.2B

87 positions

#9ZAZOVE ASSOCIATES LLCActive

Some overlap · 7 shared positions

$GPN $SO $DUK $PPL $EVRG $VTR

$1.2B

160 positions

#10Aequim Alternative Investments LPActive

Some overlap · 8 shared positions

$DUK $CNP $EVRG $WEC $VTR $NEE

$5.2B

102 positions

#11ANGELO GORDON & CO., L.P.

Some overlap · 8 shared positions

$DUK $APO $PPL $EVRG $WEC $CMS

$1.1B

61 positions

#12Griffith & Werner, Inc.Active

Some overlap · 4 shared positions

$WFC $BAC $SO $DUK

$202M

72 positions

#13Lombard Odier Asset Management (Europe) LtdPassive

Some overlap · 6 shared positions

$UBER $GPN $DUK $CNP $NEE $CMS

$1.8B

190 positions

#14SCHNIEDERS CAPITAL MANAGEMENT, LLC.Passive

Some overlap · 6 shared positions

$BAC $SO $DUK $APO $WFC $NEE

$629M

206 positions

#15INCOME RESEARCH & MANAGEMENTActive

Some overlap · 10 shared positions

$UBER $GPN $NEE $EVRG $WFC $MTH

$169M

26 positions

#16Kuhn & Co Investment CounselPassive

Some overlap · 6 shared positions

$WFC $KKR $NEE $SO $UPST $PNW

$155M

142 positions

#17ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 4 shared positions

$WFC $BAC $SO $EVRG

$417M

199 positions

#18EDGAR LOMAX CO/VAActive

Some overlap · 5 shared positions

$BAC $WFC $SO $DUK $NEE

$1.4B

56 positions

#19Ares Systematic Credit LtdPassive

Some overlap · 7 shared positions

$GPN $SO $NEE $EVRG $WEC $PNW

$127M

150 positions

#20Shaolin Capital Management LLCPassive

Some overlap · 6 shared positions

$SO $DUK $KKR $APO $NEE $PNW

$2.7B

491 positions

#21MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$WFC $SO $DUK $WEC

$220M

148 positions

#22Teewinot Capital Advisers, L.L.C.Active

Some overlap · 3 shared positions

$WFC $BAC $UBER

$1.3B

33 positions

#23High Point Wealth Management, LLCPassive

Some overlap · 5 shared positions

$BAC $WFC $SO $DUK $UBER

$104M

250 positions

#24Regal Partners LtdActive

Some overlap · 3 shared positions

$WFC $BAC $APO

$1.8B

106 positions

#25BlueCrest Capital Management LtdPassive

Some overlap · 3 shared positions

$WFC $BAC $NEE

$1.7B

231 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.