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 SWISS RE LTD

13F Portfolio OverlapQ2 2026SWISS RE LTD portfolio →

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Most similar hedge funds by 13F overlap

SWISS RE LTD is an institutional investor managing $1.1B across 237 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 SWISS RE LTD are CogentBlue Wealth Advisors, Genus, American Assets Investment, with shared positions in $KLAC, $WDC, $RY, $TJX, $TD, $C. The full ranking of 25 similar funds is below.

#1CogentBlue Wealth Advisors, LLCActive

Some overlap · 5 shared positions

$KLAC $WDC $RY $TJX $TD

$175M

103 positions

#2Genus Capital Management Inc.Passive

Some overlap · 5 shared positions

$KLAC $WDC $RY $C $TD

$1.0B

204 positions

#3American Assets Investment Management, LLCActive

Some overlap · 5 shared positions

$SNDK $WDC $RY $C $TD

$1.7B

146 positions

#4Camarda Financial Advisors, LLCPassive

Slight overlap · 4 shared positions

$KLAC $SNDK $WDC $TJX

$331M

122 positions

#5Teza Capital Management LLCPassive

Slight overlap · 4 shared positions

$KLAC $SNDK $WDC $C

$52M

119 positions

#6BANK OF NOVA SCOTIAPassive

Slight overlap · 5 shared positions

$WDC $RY $SNDK $TD $C

$66.2B

1,098 positions

#7CAISSE DE DEPOT ET PLACEMENT DU QUEBECPassive

Slight overlap · 5 shared positions

$TJX $KLAC $RY $C $TD

$70.2B

705 positions

#8Wahed Invest LLCActive

Slight overlap · 4 shared positions

$KLAC $SNDK $WDC $TJX

$958M

227 positions

#9PUFF WEALTH MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$KLAC $WDC $TJX $TD

$98M

77 positions

#10BANCO BILBAO VIZCAYA ARGENTARIA, S.A.Active

Slight overlap · 4 shared positions

$KLAC $SNDK $WDC $C

$16.1B

733 positions

#11Triasima Portfolio Management inc.Passive

Slight overlap · 4 shared positions

$KLAC $RY $TJX $TD

$740M

127 positions

#12Fiera Capital CorpActive

Slight overlap · 4 shared positions

$KLAC $RY $TJX $TD

$27.6B

401 positions

#13TI-TRUST, INCPassive

Slight overlap · 4 shared positions

$SNDK $WDC $RY $TD

$186M

132 positions

#14Gold Investment Management Ltd.Passive

Slight overlap · 4 shared positions

$KLAC $RY $C $TD

$369M

202 positions

#15WORLDQUANT MILLENNIUM ADVISORS LLCPassive

Slight overlap · 4 shared positions

$KLAC $WDC $TJX $C

$29.1B

702 positions

#16Emergent Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$SNDK $WDC $TJX $TD

$192M

122 positions

#17ACADIAN ASSET MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$KLAC $TJX $C $TD

$84.2B

1,987 positions

#18HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDPassive

Slight overlap · 4 shared positions

$KLAC $RY $TD $C

$71.2B

1,449 positions

#19TRIGLAV SKLADI, D.O.O.Passive

Slight overlap · 4 shared positions

$KLAC $SNDK $RY $TD

$1.9B

184 positions

#20Williamson Legacy Group, LLCPassive

Slight overlap · 4 shared positions

$SNDK $WDC $C $TD

$201M

75 positions

#21Affinity Capital Advisors, LLCActive

Slight overlap · 4 shared positions

$SNDK $RY $KLAC $TD

$810M

203 positions

#22Torren Management, LLCActive

Slight overlap · 4 shared positions

$SNDK $WDC $KLAC $TJX

$197M

948 positions

#23Providence First Trust CoPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $WDC

$358M

196 positions

#24Alight Capital Management LPPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $WDC

$712M

83 positions

#25Alpha Family TrustPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $WDC

$249M

200 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.