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 Seven Post Investment Office

13F Portfolio OverlapQ1 2026Seven Post Investment Office portfolio →

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Most similar hedge funds by 13F overlap

Seven Post Investment Office LP is an institutional investor managing $310M across 36 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 Seven Post Investment Office are DecisionPoint Financial,, Vanderbilt University, LASALLE INVESTMENT SECURITIES, with shared positions in $SCHW, $DOV, $COP, $PLD, $PSA, $ELS. The full ranking of 25 similar funds is below.

#1DecisionPoint Financial, LLCActive

Notable overlap · 3 shared positions

$SCHW $DOV $COP

$464M

679 positions

#2Vanderbilt UniversityActive

Notable overlap · 5 shared positions

$SCHW $PLD $PSA $ELS $EQR

$526M

71 positions

#3LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive

Notable overlap · 5 shared positions

$PLD $EQR $PSA $COLD $ELS

$2.5B

48 positions

#4APG Asset Management US Inc.Smart money

Notable overlap · 5 shared positions

$PLD $EQR $PSA $COLD $ELS

$13.0B

59 positions

#5PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 5 shared positions

$SCHW $PLD $ELS $PSA $COP

$166M

72 positions

#6Masterton Capital Management, LPActive

Notable overlap · 4 shared positions

$PLD $EQR $PSA $SKT

$110M

19 positions

#7Adelante Capital Management LLCActive

Notable overlap · 5 shared positions

$PLD $EQR $ELS $PSA $COLD

$1.5B

42 positions

#8HEITMAN REAL ESTATE SECURITIES LLCActive

Notable overlap · 5 shared positions

$PLD $EQR $PSA $ELS $COLD

$1.4B

57 positions

#9Green Street Investors, LLCActive

Notable overlap · 4 shared positions

$PLD $PSA $ELS $COLD

$184M

29 positions

#10Vert Asset Management LLCActive

Notable overlap · 4 shared positions

$PLD $EQR $ELS $COLD

$315M

45 positions

#11B&I Capital AGActive

Notable overlap · 3 shared positions

$PLD $PSA $ELS

$294M

24 positions

#12Resolution Capital LtdSmart money

Notable overlap · 4 shared positions

$PLD $EQR $ELS $WMB

$4.8B

40 positions

#13CENTERSQUARE INVESTMENT MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$PLD $PSA $ELS $EQR

$9.7B

79 positions

#14LDR Capital Management LLCActive

Notable overlap · 4 shared positions

$PLD $ELS $PSA $PEB

$74M

44 positions

#15COHEN & STEERS, INC.Passive

Notable overlap · 5 shared positions

$PLD $PSA $ELS $WMB $EQR

$58M

442 positions

#16Timbercreek Asset Management Ltd.Active

Notable overlap · 3 shared positions

$PLD $EQR $COLD

$537M

45 positions

#17Presima Securities ULCActive

Notable overlap · 6 shared positions

$EQR $COLD $PLD $PSA $WMB $SKT

$178M

48 positions

#18AEW CAPITAL MANAGEMENT L PActive

Notable overlap · 6 shared positions

$PLD $PSA $EQR $ELS $PEB $SKT

$1.4B

40 positions

#19SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$SCHW $GLDM $EPD

$103M

37 positions

#20Sophron Capital Management L.P.Active

Notable overlap · 3 shared positions

$EQR $ELS $PSA

$339M

41 positions

#21Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$SCHW $SLV $COP

$230M

21 positions

#22Magnolia Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SCHW $COP $SLV

$172M

212 positions

#23AA Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$SCHW $DOV $GLDM $COP

$710M

221 positions

#24Royal Palms Capital LLCPassive

Notable overlap · 3 shared positions

$EPD $SCHW $SLV

$101M

50 positions

#25Birch Capital Management, LLCActive

Some overlap · 3 shared positions

$SCHW $EPD $WMB

$191M

78 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.