What hedge funds are most similar to Convergence Investment Partners, LLC?

The funds with the most similar 13F portfolios to Convergence Investment Partners, LLC are Cornerstone Select Advisors,, Polar Plc, Richard C. Young & , LTD., 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 Convergence Investment Partners,

13F Portfolio OverlapQ1 2026Convergence Investment Partners, portfolio →

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Most similar hedge funds by 13F overlap

Convergence Investment Partners, LLC is an institutional investor managing $611M across 235 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 Convergence Investment Partners, are Cornerstone Select Advisors,, Polar Plc, Richard C. Young & , LTD., with shared positions in $LRCX, $T, $MU, $VLO, $IBM, $BAC. The full ranking of 25 similar funds is below.

#1Cornerstone Select Advisors, LLCPassive

Notable overlap · 7 shared positions

$LRCX $T $MU $VLO $IBM $BAC

$160M

124 positions

#2Polar Capital Holdings PlcActive

Notable overlap · 7 shared positions

$LRCX $MU $AMD $CIEN $SNDK $WDC

$28.2B

242 positions

#3Richard C. Young & CO., LTD.Active

Notable overlap · 7 shared positions

$T $MU $DELL $VLO $IBM $PSX

$1.2B

93 positions

#4AFFINITY INVESTMENT ADVISORS, LLCPassive

Some overlap · 8 shared positions

$MU $VLO $T $IBM $BAC $__PARK_1390777

$160M

137 positions

#5Markin Volterra Fund LPActive

Some overlap · 6 shared positions

$LRCX $MU $AMD $SNDK $WDC $JBL

$65M

34 positions

#6Optimize Financial IncPassive

Some overlap · 6 shared positions

$LRCX $AMD $MU $IBM $SNDK $WDC

$203M

297 positions

#7Maytus Capital Management, LLCPassive

Some overlap · 7 shared positions

$T $DELL $IBM $WDC $FTNT $ROKU

$562M

62 positions

#8Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$T $BMY $IBM $DELL $PSX $BAC

$308M

137 positions

#9Axecap Investments, LLCPassive

Some overlap · 6 shared positions

$LRCX $AMD $VLO $MU $__PARK_1390777 $CAH

$145M

69 positions

#10Williamson Legacy Group, LLCPassive

Some overlap · 6 shared positions

$LRCX $MU $CIEN $SNDK $WDC $__PARK_1390777

$133M

81 positions

#11STANCE CAPITAL LLCPassive

Some overlap · 7 shared positions

$BMY $AMD $WDC $CIEN $DELL $__PARK_1390777

$206M

281 positions

#12Alight Capital Management LPPassive

Some overlap · 6 shared positions

$LRCX $AMD $SNDK $VRSN $WDC $FLEX

$417M

64 positions

#13Greater Midwest Financial Group, LLCPassive

Some overlap · 6 shared positions

$LRCX $MU $BMY $AMD $FTNT $IBM

$186M

65 positions

#14Ellsworth Advisors, LLCPassive

Some overlap · 5 shared positions

$T $BMY $AMD $DELL $MO

$532M

164 positions

#15JACOBS LEVY EQUITY MANAGEMENT, INCPassive

Some overlap · 8 shared positions

$VRSN $VLO $__PARK_1390777 $PSX $MU $FTNT

$23.8B

953 positions

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

Some overlap · 5 shared positions

$LRCX $MU $CIEN $SNDK $VRSN

$382M

43 positions

#17GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 5 shared positions

$LRCX $MU $AMD $SNDK $CIEN

$6.0B

624 positions

#18Ardmore Road Asset Management LPPassive

Some overlap · 5 shared positions

$LRCX $AMD $CIEN $SNDK $FTNT

$1.5B

64 positions

#19KWMG, LLCActive

Some overlap · 6 shared positions

$LRCX $VLO $T $MO $IBM $CAH

$1.2B

147 positions

#20Genus Capital Management Inc.Passive

Some overlap · 6 shared positions

$VLO $IBM $LRCX $AMD $MU $__PARK_1390777

$873M

189 positions

#21Kovitz Investment Group Partners, LLCPassive

Some overlap · 6 shared positions

$AMD $LRCX $MU $BAC $BMY $CAH

$4.3B

484 positions

#22WINCAP FINANCIAL LLCPassive

Some overlap · 5 shared positions

$LRCX $T $BMY $IBM $JBL

$150M

87 positions

#23OFI INVEST ASSET MANAGEMENTActive

Some overlap · 5 shared positions

$LRCX $MU $AMD $BAC $PSX

$7.6B

347 positions

#24Nicholas Wealth, LLC.Passive

Some overlap · 5 shared positions

$MU $DELL $VLO $BMY $BAC

$145M

111 positions

#25ARS Investment Partners, LLCActive

Some overlap · 5 shared positions

$LRCX $MU $BMY $WDC $IBM

$1.9B

182 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.