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 Mitsubishi UFJ & Banking

13F Portfolio OverlapQ1 2026Mitsubishi UFJ & Banking portfolio →

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Most similar hedge funds by 13F overlap

Mitsubishi UFJ Trust & Banking Corp is an institutional investor managing $40.6B across 1,097 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 Mitsubishi UFJ & Banking are COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS, Magellan Asset Ltd, Energy Income Partners,, with shared positions in $DUK, $UNP, $NEE, $AEP, $CSX, $SRE. The full ranking of 25 similar funds is below.

#1COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYSPassive

Some overlap · 8 shared positions

$DUK $UNP $NEE $AEP $CSX $SRE

$19.6B

1,755 positions

#2Magellan Asset Management LtdActive

Some overlap · 7 shared positions

$UNP $NEE $DUK $AEP $CSX $SRE

$7.7B

79 positions

#3Energy Income Partners, LLCActive

Some overlap · 7 shared positions

$DUK $NEE $AEP $OKE $SRE $XEL

$6.2B

87 positions

#4Harrison Street Private Wealth LLCActive

Some overlap · 7 shared positions

$UNP $NEE $AEP $CSX $SRE $XEL

$76M

21 positions

#5Aventail Capital Group, LPPassive

Some overlap · 6 shared positions

$DUK $NEE $AEP $OKE $SRE $XEL

$2.1B

170 positions

#6DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Some overlap · 6 shared positions

$DUK $NEE $AEP $SRE $XEL $LNG

$9.6B

148 positions

#7MORTON COMMUNITY BANKPassive

Some overlap · 5 shared positions

$DUK $NEE $AEP $XEL $LNG

$460M

115 positions

#8Slocum, Gordon & Co LLPPassive

Some overlap · 4 shared positions

$DUK $UNP $NEE $AEP

$147M

64 positions

#9Constitution Capital LLCActive

Some overlap · 4 shared positions

$DUK $UNP $NEE $AEP

$200M

61 positions

#10SCP Investment, LPPassive

Slight overlap · 5 shared positions

$NEE $AEP $SRE $XEL $LNG

$90M

48 positions

#11REAVES W H & CO INCActive

Slight overlap · 5 shared positions

$NEE $AEP $SRE $XEL $SBAC

$6.0B

90 positions

#12Aull & Monroe Investment Management CorpPassive

Slight overlap · 4 shared positions

$DUK $UNP $NEE $CSX

$215M

125 positions

#13Rithm Capital Corp.Active

Slight overlap · 4 shared positions

$DUK $NEE $AEP $OKE

$67M

38 positions

#14SevenBridge Financial Group, LLCPassive

Slight overlap · 4 shared positions

$DUK $UNP $NEE $SRE

$640M

202 positions

#15COHEN & STEERS, INC.Passive

Slight overlap · 5 shared positions

$NEE $CSX $UNP $SRE $SBAC

$58M

442 positions

#16CROBANPassive

Slight overlap · 4 shared positions

$DUK $UNP $NEE $XEL

$213M

73 positions

#17GQG Partners LLCActive

Slight overlap · 4 shared positions

$DUK $NEE $AEP $XEL

$63.1B

81 positions

#18Northside Capital Management, LLCActive

Slight overlap · 4 shared positions

$DUK $UNP $NEE $LNG

$1.1B

193 positions

#19Vectors Research Management, LLCPassive

Slight overlap · 4 shared positions

$DUK $AEP $NEE $LNG

$342M

142 positions

#20Good Steward Wealth Advisors,LLCPassive

Slight overlap · 5 shared positions

$UNP $NEE $OKE $DUK $AEP

$156M

68 positions

#21Elequin Securities, LLCActive

Slight overlap · 3 shared positions

$HTHT $DUK $NEE

$1.2B

622 positions

#22OMERS ADMINISTRATION CorpActive

Slight overlap · 4 shared positions

$DUK $UNP $XEL $LNG

$15.6B

1,096 positions

#23Cherokee Insurance CoPassive

Slight overlap · 4 shared positions

$UNP $AEP $OKE $CSX

$263M

121 positions

#24ANTIPODES PARTNERS LtdActive

Slight overlap · 4 shared positions

$DUK $AEP $SRE $LNG

$5.2B

126 positions

#25Bestgate Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$DUK $NEE $SE $MELI

$55M

45 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.