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 Diversified

13F Portfolio OverlapQ2 2026Diversified portfolio →

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Most similar hedge funds by 13F overlap

Diversified Trust Co is an institutional investor managing $6.2B across 1,115 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 Diversified are OneAscent Wealth, PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO, Clifford Group, with shared positions in $COKE, $KLAC, $CB, $MS, $AXP, $LIN. The full ranking of 25 similar funds is below.

#1OneAscent Wealth Management LLCActive

Some overlap · 3 shared positions

$COKE $KLAC $CB

$336M

169 positions

#2PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADOActive

Slight overlap · 5 shared positions

$KLAC $CB $MS $AXP $LIN

$28.9B

1,842 positions

#3Clifford Group, LLCSmart money

Slight overlap · 5 shared positions

$KLAC $MS $AXP $COR $LIN

$145M

86 positions

#4Cunning Capital Partners, LPActive

Slight overlap · 4 shared positions

$KLAC $CB $MS $AXP

$248M

55 positions

#5Miller Capital Partners, Inc.Active

Slight overlap · 4 shared positions

$KLAC $MLM $AXP $LIN

$257M

258 positions

#6MASSACHUSETTS FINANCIAL SERVICES CO /MA/Passive

Slight overlap · 4 shared positions

$KLAC $CB $MS $LIN

$315.2B

1,005 positions

#7Dai-ichi Life Insurance Company, LtdPassive

Slight overlap · 4 shared positions

$KLAC $CB $MS $LIN

$4.3B

470 positions

#8Freedom Day Solutions, LLCActive

Slight overlap · 4 shared positions

$KLAC $CB $MS $LIN

$452M

134 positions

#9Cornerstone Investment Partners, LLCActive

Slight overlap · 4 shared positions

$KLAC $CB $AXP $COR

$3.0B

312 positions

#10EAGLE ROCK INVESTMENT COMPANY, LLCActive

Slight overlap · 4 shared positions

$KLAC $CB $AXP $COR

$808M

156 positions

#11Vest Financial, LLCPassive

Slight overlap · 4 shared positions

$KLAC $CB $AXP $LIN

$9.5B

420 positions

#12RWA WEALTH PARTNERS, LLCActive

Slight overlap · 4 shared positions

$KLAC $CB $AXP $LIN

$10.4B

645 positions

#13HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDPassive

Slight overlap · 4 shared positions

$KLAC $MS $RY $AXP

$71.2B

1,449 positions

#14Raiffeisen Bank International AGActive

Slight overlap · 4 shared positions

$KLAC $MS $AXP $LIN

$8.5B

787 positions

#15Hobbs Group Advisors, LLCActive

Slight overlap · 3 shared positions

$COKE $MS $AXP

$380M

164 positions

#16MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$COKE $MS $AXP

$162M

106 positions

#17Vertrix Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$KLAC $MS $AXP $LIN

$297M

103 positions

#18Clarendon Private LLCPassive

Slight overlap · 4 shared positions

$KLAC $MS $AXP $LIN

$156M

124 positions

#19Clark Capital Management Group, Inc.Active

Slight overlap · 4 shared positions

$KLAC $CB $MS $AXP

$18.3B

542 positions

#20Mn Services Vermogensbeheer B.V.Active

Slight overlap · 4 shared positions

$KLAC $MS $RY $LIN

$13.4B

444 positions

#21Atlas Legacy Advisors, LLCPassive

Slight overlap · 5 shared positions

$MS $RY $CB $COR $LIN

$678M

213 positions

#22Avanza Fonder ABActive

Slight overlap · 4 shared positions

$KLAC $RY $MS $LIN

$4.6B

459 positions

#23Lazard Freres Gestion S.A.S.Active

Slight overlap · 3 shared positions

$KLAC $MLM $MS

$5.8B

115 positions

#24Trueblood Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$KLAC $CB $AXP $LIN

$286M

261 positions

#25DELPHI MANAGEMENT INC /MA/Passive

Slight overlap · 3 shared positions

$KLAC $CB $MS

$102M

83 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.