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 ASAHI LIFE ASSET , LTD.

13F Portfolio OverlapQ1 2026ASAHI LIFE ASSET , LTD. portfolio →

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Most similar hedge funds by 13F overlap

ASAHI LIFE ASSET MANAGEMENT CO., LTD. is an institutional investor managing $155M across 150 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 ASAHI LIFE ASSET , LTD. are Yoffe Investment ,, CFC Planning, Generali Powszechne Towarzystwo Emerytalne, with shared positions in $TRV, $AXP, $IBM, $MCD, $HON, $UNH. The full ranking of 25 similar funds is below.

#1Yoffe Investment Management, LLCPassive

Notable overlap · 10 shared positions

$TRV $AXP $IBM $MCD $HON $UNH

$78M

111 positions

#2CFC Planning Co LLCPassive

Notable overlap · 9 shared positions

$UNH $AXP $IBM $CRM $AMGN $KO

$140M

72 positions

#3Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 9 shared positions

$UNH $CRM $BA $MCD $AXP $TRV

$566M

28 positions

#4Northern Financial Advisors IncPassive

Notable overlap · 9 shared positions

$AXP $TRV $IBM $HON $AMGN $MCD

$137M

105 positions

#5Empire Financial Management Company, LLCPassive

Notable overlap · 9 shared positions

$IBM $HON $BA $CRM $AXP $TRV

$442M

211 positions

#6Pinnacle Holdings, LLCPassive

Notable overlap · 8 shared positions

$AMGN $MCD $TRV $SHW $AXP $IBM

$309M

233 positions

#7Sumitomo Mitsui DS Asset Management Company, LtdActive

Notable overlap · 12 shared positions

$MCD $AMGN $AXP $UNH $IBM $SHW

$12.4B

770 positions

#8BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$AMGN $TRV $MCD $HON $AXP $KO

$480M

133 positions

#9Gen-Wealth Partners IncPassive

Notable overlap · 12 shared positions

$HON $MCD $AMGN $IBM $AXP $MMM

$317M

728 positions

#10Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$MCD $SHW $AXP $IBM $HON $KO

$446M

104 positions

#11Palisade Asset Management, LLCActive

Notable overlap · 6 shared positions

$AMGN $UNH $MCD $IBM $TRV $MMM

$996M

195 positions

#12Capital Wealth Planning, LLCActive

Notable overlap · 6 shared positions

$AMGN $MCD $AXP $IBM $KO $VZ

$18.1B

151 positions

#13Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$AMGN $MCD $IBM $TRV $KO $VZ

$245M

98 positions

#14Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$AMGN $AXP $IBM $MCD $HON $KO

$272M

95 positions

#15Cohen Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$AMGN $MCD $BA $CRM $KO $VZ

$210M

79 positions

#16Rayburn West Financial Services LLCPassive

Notable overlap · 7 shared positions

$AMGN $AXP $IBM $MCD $KO $VZ

$170M

82 positions

#17Sawyer & Company, IncPassive

Notable overlap · 6 shared positions

$AMGN $TRV $CRM $HON $AXP $MU

$260M

197 positions

#18Kerusso Capital Management LLCPassive

Some overlap · 6 shared positions

$AMGN $SHW $AXP $MMM $KO $VZ

$200M

53 positions

#19Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$MCD $HON $UNH $AXP $AMGN $KO

$218M

69 positions

#20HAMEL ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$AMGN $MCD $HON $IBM $KO $VZ

$351M

81 positions

#21Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$AMGN $MCD $IBM $HON $KO

$353M

78 positions

#22R.H. Investment Group, LLCPassive

Some overlap · 5 shared positions

$AMGN $MCD $UNH $TRV $VZ

$130M

45 positions

#23Catherine Avery Investment Management LLCPassive

Some overlap · 6 shared positions

$AMGN $MCD $IBM $KO $VZ $BAC

$223M

109 positions

#24WAYCROSS PARTNERS, LLCActive

Some overlap · 7 shared positions

$MCD $SHW $HON $BA $AXP $AMD

$1.0B

76 positions

#25CapWealth Advisors, LLCActive

Some overlap · 6 shared positions

$AMGN $UNH $IBM $HON $KO $BAC

$1.3B

118 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.