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Hedge Funds Similar to Sumitomo Mitsui

13F Portfolio OverlapQ2 2026Sumitomo Mitsui portfolio →
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Most similar hedge funds by 13F overlap

Sumitomo Mitsui Trust Holdings, Inc. is an institutional investor managing $175.1B across 1,080 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 Sumitomo Mitsui are China Universal Asset , Ltd., NavPoint Financial, Versant, with shared positions in $GLDM, $IAUM, $KLAC, $PLTR. The full ranking of 8 similar funds is below.

#1China Universal Asset Management Co., Ltd.Passive
Slight overlap · 4 shared positions
$GLDM$IAUM$KLAC$PLTR
$1.7B
513 positions
#2NavPoint Financial, Inc.Active
Slight overlap · 3 shared positions
$GLDM$IAUM$PLTR
$283M
75 positions
#3Versant Capital Management, IncPassive
Slight overlap · 3 shared positions
$GLDM$IAUM$KLAC
$1.2B
2,804 positions
#4Argos Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$GLDM$KLAC$PLTR
$378M
224 positions
#5OVERSEA-CHINESE BANKING Corp LtdPassive
Slight overlap · 3 shared positions
$GLDM$KLAC$PLTR
$4.7B
363 positions
#6Brand Asset Management Group, Inc.Active
Slight overlap · 3 shared positions
$IAUM$KLAC$PLTR
$452M
223 positions
#7FORONJY FINANCIAL LLCActive
Slight overlap · 3 shared positions
$GLDM$KLAC$PLTR
$285M
113 positions
#8Capital Management Associates, IncActive
Slight overlap · 3 shared positions
$KLAC$GLDM$PLTR
$499M
160 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.