What hedge funds are most similar to Sumitomo Mitsui Trust Holdings, Inc.?

The funds with the most similar 13F portfolios to Sumitomo Mitsui Trust Holdings, Inc. are Resona Asset ,Ltd., China Universal Asset , Ltd., BDF-GESTION, 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 Sumitomo Mitsui ,

13F Portfolio OverlapQ1 2026Sumitomo Mitsui , portfolio →

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Most similar hedge funds by 13F overlap

Sumitomo Mitsui Trust Holdings, Inc. is an institutional investor managing $154.5B across 1,047 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 Sumitomo Mitsui , are Resona Asset ,Ltd., China Universal Asset , Ltd., BDF-GESTION, with shared positions in $GLDM, $MU, $AMD, $PLTR, $BAC, $KO. The full ranking of 25 similar funds is below.

#1Resona Asset Management Co.,Ltd.Active

Some overlap · 10 shared positions

$GLDM $MU $AMD $PLTR $BAC $KO

$20.1B

791 positions

#2China Universal Asset Management Co., Ltd.Passive

Some overlap · 8 shared positions

$GLDM $IAUM $AMD $MU $PLTR $LIN

$1.3B

502 positions

#3BDF-GESTIONActive

Some overlap · 10 shared positions

$MU $PLTR $AMD $BAC $KO $UNH

$749M

144 positions

#4UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMEPassive

Some overlap · 10 shared positions

$AMD $MU $BAC $KO $LIN $PLTR

$481.0B

3,807 positions

#5Income Insurance LtdPassive

Some overlap · 9 shared positions

$AMD $MU $PLTR $BAC $KO $UNH

$147M

164 positions

#6VANGUARD CAPITAL MANAGEMENT LLCPassive

Some overlap · 10 shared positions

$MU $AMD $PLTR $BAC $KO $LRCX

$4.0T

3,982 positions

#7Supplemental Annuity Collective Trust of NJPassive

Some overlap · 9 shared positions

$MU $PLTR $AMD $BAC $KO $UNH

$355M

297 positions

#8HARTFORD INVESTMENT MANAGEMENT COActive

Some overlap · 9 shared positions

$MU $PLTR $AMD $BAC $KO $UNH

$3.2B

495 positions

#9ONEFUND, LLCPassive

Some overlap · 9 shared positions

$MU $AMD $PLTR $BAC $KO $UNH

$155M

507 positions

#10Czech National BankActive

Some overlap · 9 shared positions

$MU $PLTR $AMD $BAC $KO $UNH

$15.2B

503 positions

#11MUFG SECURITIES AMERICAS INC.Passive

Some overlap · 9 shared positions

$MU $PLTR $AMD $BAC $KO $UNH

$1.6B

504 positions

#12GEODE CAPITAL MANAGEMENT, LLCPassive

Some overlap · 10 shared positions

$MU $PLTR $AMD $BAC $KO $LRCX

$1.6T

4,513 positions

#13Avanza Fonder ABActive

Some overlap · 9 shared positions

$AMD $MU $BAC $KO $UNH $LIN

$3.6B

484 positions

#14National Pension ServiceActive

Some overlap · 9 shared positions

$MU $PLTR $AMD $BAC $KO $LIN

$131.7B

562 positions

#15Kentucky Retirement Systems Insurance Trust FundPassive

Some overlap · 9 shared positions

$MU $AMD $PLTR $BAC $KO $UNH

$1.5B

492 positions

#16PFA Pension, ForsikringsaktieselskabActive

Some overlap · 9 shared positions

$MU $AMD $PLTR $BAC $KO $LIN

$33.2B

381 positions

#17DANSKE BANK A/SPassive

Some overlap · 9 shared positions

$MU $PLTR $AMD $KO $BAC $LIN

$41.5B

1,179 positions

#18Utah Retirement SystemsActive

Some overlap · 9 shared positions

$MU $AMD $PLTR $BAC $KO $LRCX

$9.8B

974 positions

#19STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEMPassive

Some overlap · 9 shared positions

$MU $AMD $PLTR $BAC $KO $LRCX

$53.4B

2,063 positions

#20Swiss National BankPassive

Some overlap · 9 shared positions

$MU $PLTR $AMD $KO $LRCX $GE

$173.8B

2,301 positions

#21Arizona State Retirement SystemPassive

Some overlap · 9 shared positions

$MU $PLTR $AMD $BAC $KO $LRCX

$17.1B

2,051 positions

#22CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMPassive

Some overlap · 9 shared positions

$MU $PLTR $AMD $BAC $KO $LRCX

$94.5B

2,925 positions

#23STATE STREET CORPPassive

Some overlap · 9 shared positions

$MU $AMD $PLTR $BAC $KO $LRCX

$2.9T

4,269 positions

#24NEW YORK STATE COMMON RETIREMENT FUNDPassive

Some overlap · 9 shared positions

$MU $AMD $BAC $PLTR $KO $UNH

$71.6B

3,132 positions

#25SHELTON CAPITAL MANAGEMENTPassive

Some overlap · 8 shared positions

$AMD $MU $PLTR $BAC $LIN $ISRG

$4.6B

717 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.