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 Sanders ,

13F Portfolio OverlapQ1 2026Sanders , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sanders Capital, LLC is an institutional investor managing $83.9B across 44 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 Sanders , are ENGLISH, Center for Wealth Advisory, Glassy Mountain Advisors,, with shared positions in $HCA, $CI, $AMAT, $ELV, $MKL, $BKNG. The full ranking of 25 similar funds is below.

#1ENGLISH CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$HCA $CI $AMAT $ELV $MKL $BKNG

$171M

36 positions

#2Center for Wealth Management AdvisoryActive

Notable overlap · 8 shared positions

$UNH $CI $ELV $GD $ACN $CME

$139M

62 positions

#3Glassy Mountain Advisors, Inc.Passive

Notable overlap · 7 shared positions

$AMAT $HCA $BAC $GD $CRM $UNH

$322M

77 positions

#4Prana Capital Management, LPPassive

Notable overlap · 6 shared positions

$BAC $ACN $ELV $CI $HCA $TFC

$3.3B

131 positions

#5Focused Investors LLCActive

Notable overlap · 5 shared positions

$CI $ELV $UNH $NOC $LMT

$3.1B

22 positions

#6CAMBIAR INVESTORS LLCActive

Notable overlap · 5 shared positions

$AMAT $DAL $ELV $CME $AZN

$2.2B

145 positions

#7Grantham, Mayo, Van Otterloo & Co. LLCActive

Notable overlap · 6 shared positions

$CRM $ACN $UNH $CI $ELV $ABT

$39.1B

628 positions

#8BloombergSen Inc.Smart money

Notable overlap · 4 shared positions

$HCA $UNH $CI $BKNG

$1.3B

30 positions

#9BCV Asset Management Inc.Active

Notable overlap · 5 shared positions

$AMAT $HCA $BAC $UNH $ACN

$2.9B

120 positions

#10Jefferson Bridge Capital, LLCPassive

Notable overlap · 4 shared positions

$HCA $DAL $CRM $UNH

$101M

53 positions

#11Processus Wealth & Capital Management, LLCActive

Notable overlap · 5 shared positions

$BAC $AMAT $GD $ULTA $CRM

$147M

35 positions

#12Life Cycle Investment Partners LtdActive

Notable overlap · 7 shared positions

$DAL $HCA $CME $NOC $BAC $AMAT

$15.7B

130 positions

#13Stanley Capital Management, LLCActive

Notable overlap · 4 shared positions

$BAC $AMAT $ELV $ULTA

$598M

40 positions

#14SHAYNE & JACOBS, LLCActive

Notable overlap · 4 shared positions

$HCA $AMAT $UNH $BAC

$324M

94 positions

#15Palestra Capital Management LLCActive

Some overlap · 3 shared positions

$STX $AMAT $CRM

$2.6B

23 positions

#16RBA Wealth Management, LLCPassive

Some overlap · 4 shared positions

$AMAT $ACN $CRM $CI

$278M

92 positions

#17DAVIS SELECTED ADVISERSActive

Some overlap · 5 shared positions

$CI $AMAT $UNH $MKL $TCOM

$21.8B

112 positions

#18Live Oak Private Wealth LLCPassive

Some overlap · 5 shared positions

$BAC $HCA $UNH $MKL $ABT

$717M

207 positions

#19WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 5 shared positions

$CRM $ACN $CME $STX $LMT

$1.2B

69 positions

#20Distillate Capital Partners LLCPassive

Some overlap · 7 shared positions

$CRM $ACN $CI $GD $UNH $ABT

$1.9B

118 positions

#21Glass Wealth Management Co LLCPassive

Some overlap · 6 shared positions

$AMAT $BAC $NOC $LMT $GD $TFC

$258M

67 positions

#22Saranac Partners LtdPassive

Some overlap · 4 shared positions

$BAC $AMAT $UNH $AZN

$234M

103 positions

#23Trivest Advisors LtdSmart money

Some overlap · 3 shared positions

$STX $AMAT $TCOM

$1.4B

29 positions

#24CALIFORNIA FIRST LEASING CORPActive

Some overlap · 4 shared positions

$CI $AMAT $BAC $UNH

$312M

39 positions

#25RE ADVISERS CORPActive

Some overlap · 5 shared positions

$BAC $UNH $NOC $CI $ABT

$3.7B

111 positions

Compare Sanders ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Sanders ,’s holdings

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.