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 Strategic Global Advisors,

13F Portfolio OverlapQ1 2026Strategic Global Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Strategic Global Advisors, LLC is an institutional investor managing $625M across 142 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 Strategic Global Advisors, are Progressive Investment, Railway Pension Investments Ltd, FCF Advisors, with shared positions in $LRCX, $KLAC, $IDXX, $MCO, $MSCI, $MU. The full ranking of 25 similar funds is below.

#1Progressive Investment Management CorpActive

Notable overlap · 7 shared positions

$LRCX $KLAC $IDXX $MCO $MSCI $MU

$379M

58 positions

#2Railway Pension Investments LtdActive

Notable overlap · 6 shared positions

$LRCX $KLAC $IDXX $MCK $LNG $TJX

$7.0B

103 positions

#3FCF Advisors LLCPassive

Notable overlap · 6 shared positions

$LRCX $KLAC $MCK $VRT $ROL $FTI

$444M

52 positions

#4Benchmark Investment Advisors LLCPassive

Some overlap · 5 shared positions

$LRCX $SPOT $KLAC $VRT $MU

$172M

76 positions

#5CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 5 shared positions

$LRCX $MNST $IDXX $LDOS $MCO

$405M

73 positions

#6Axecap Investments, LLCPassive

Some overlap · 6 shared positions

$LRCX $KLAC $MCK $MU $TJX $ROL

$145M

69 positions

#7Taylor Hoffman Capital Management LLCPassive

Some overlap · 5 shared positions

$LRCX $KLAC $SNA $MCO $MNST

$325M

116 positions

#8Emmett Investment Management, LPPassive

Some overlap · 3 shared positions

$SPOT $LRCX $MCO

$131M

24 positions

#9Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$LRCX $KLAC $VRT $T $MU

$160M

124 positions

#10McLaughlin Asset Management, Inc.Passive

Some overlap · 5 shared positions

$LRCX $KLAC $VRT $LNG $TJX

$105M

91 positions

#11Totem Point Management, LLCActive

Some overlap · 3 shared positions

$SPOT $LRCX $MU

$78M

17 positions

#12NatWest Group plcActive

Some overlap · 4 shared positions

$LRCX $KLAC $MNST $MCO

$462M

44 positions

#13JACKSON SQUARE CAPITAL, LLCPassive

Some overlap · 5 shared positions

$KLAC $LRCX $VRT $MU $TJX

$477M

129 positions

#14Kepler Cheuvreux (Suisse) SAPassive

Some overlap · 5 shared positions

$LRCX $KLAC $FOX $TJX $MU

$1.5B

171 positions

#15GDS Wealth ManagementActive

Some overlap · 5 shared positions

$LRCX $ALL $SPOT $MU $TJX

$1.7B

200 positions

#16AustralianSuper Pty LtdActive

Some overlap · 6 shared positions

$ALL $MNST $IDXX $LRCX $MU $T

$19.2B

277 positions

#17PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 4 shared positions

$SPOT $VRT $MU $LRCX

$128M

80 positions

#18BRAUN STACEY ASSOCIATES INCActive

Some overlap · 6 shared positions

$VRT $LRCX $MU $MCK $TJX $WFC

$3.0B

112 positions

#19Zweig-DiMenna Associates LLCPassive

Some overlap · 4 shared positions

$LRCX $SPOT $VRT $MU

$722M

61 positions

#20Left Brain Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MNST $MCK $VRT $ROL $MU

$255M

79 positions

#21TREMBLANT CAPITAL GROUPActive

Some overlap · 3 shared positions

$SPOT $IDXX $ROL

$3.1B

57 positions

#22Summit Street Capital Management, LLCActive

Some overlap · 4 shared positions

$LRCX $KLAC $FOX $MU

$707M

31 positions

#23Markin Volterra Fund LPActive

Some overlap · 4 shared positions

$LRCX $KLAC $VRT $MU

$65M

34 positions

#24KANE INVESTMENT MANAGEMENT, INC.Active

Some overlap · 5 shared positions

$LRCX $KLAC $MCK $LNG $VRT

$194M

99 positions

#25ALKEON CAPITAL MANAGEMENT LLCSmart money

Some overlap · 4 shared positions

$LRCX $KLAC $VRT $TJX

$59.5B

102 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.