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 State of Tennessee, Treasury Department

13F Portfolio OverlapQ1 2026State of Tennessee, Treasury Department portfolio →

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Most similar hedge funds by 13F overlap

State of Tennessee, Treasury Department is an institutional investor managing $29.8B across 1,721 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 State of Tennessee, Treasury Department are STABLEFORD II, State of New Jersey Common Pension Fund D, SGL Investment Advisors,, with shared positions in $PLD, $USB, $SCHW, $MU, $SE, $AMD. The full ranking of 25 similar funds is below.

#1STABLEFORD CAPITAL II LLCPassive

Some overlap · 5 shared positions

$PLD $USB $SCHW $MU $SE

$269M

144 positions

#2State of New Jersey Common Pension Fund DPassive

Some overlap · 8 shared positions

$SCHW $MU $AMD $BAC $SE $PLD

$25.9B

1,549 positions

#3SGL Investment Advisors, Inc.Passive

Some overlap · 5 shared positions

$USB $SCHW $MU $AMD $AMAT

$266M

126 positions

#4Blume Capital Management, Inc.Passive

Some overlap · 5 shared positions

$USB $SCHW $MU $BAC $AMAT

$588M

337 positions

#5Vanderbilt UniversityActive

Some overlap · 3 shared positions

$PLD $USB $SCHW

$526M

71 positions

#6GTS SECURITIES LLCPassive

Some overlap · 5 shared positions

$USB $SCHW $MU $PLTR $AMD

$2.8B

1,482 positions

#7FAGAN ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$USB $SCHW $AMD $BAC $PLTR

$719M

135 positions

#8Capitolis Liquid Global Markets LLC

Some overlap · 5 shared positions

$USB $SCHW $AMD $BAC $PLTR

$16.8B

317 positions

#9Swedbank ABActive

Some overlap · 6 shared positions

$PLD $MU $AMD $BAC $PLTR $AMAT

$95.1B

684 positions

#10Verde Capital ManagementActive

Some overlap · 4 shared positions

$PLD $USB $SCHW $PLTR

$468M

69 positions

#11Varma Mutual Pension Insurance CoActive

Slight overlap · 6 shared positions

$USB $MU $BAC $AMD $PLTR $AMAT

$17.0B

319 positions

#12Stelac Advisory Services LLCPassive

Slight overlap · 4 shared positions

$PLD $USB $PLTR $AMAT

$494M

163 positions

#13LEUCADIA NATIONAL CORPActive

Slight overlap · 5 shared positions

$SCHW $USB $PLD $AMD $AMAT

$14.6B

1,692 positions

#14Ameritas Investment Partners, Inc.Passive

Slight overlap · 6 shared positions

$USB $SCHW $MU $AMD $PLTR $AMAT

$3.3B

3,113 positions

#15CHERRYDALE WEALTH MANAGEMENT, LLCSmart money

Slight overlap · 7 shared positions

$USB $SCHW $SE $BAC $MU $AMD

$324M

77 positions

#16Prudent Man Advisors, LLCPassive

Slight overlap · 5 shared positions

$SCHW $PLD $MU $BAC $AMAT

$334M

134 positions

#17Wiser Advisor Group LLCPassive

Slight overlap · 3 shared positions

$PLD $SCHW $USB

$83M

224 positions

#18Blue Sparrow, LLC /DEActive

Slight overlap · 6 shared positions

$SCHW $MU $RY $AMD $BAC $PLTR

$5.8B

176 positions

#19Genus Capital Management Inc.Passive

Slight overlap · 5 shared positions

$USB $MU $RY $AMD $SE

$873M

189 positions

#20Great Lakes Retirement, Inc.Passive

Slight overlap · 4 shared positions

$USB $SCHW $AMD $BAC

$967M

219 positions

#21Bay Rivers GroupPassive

Slight overlap · 4 shared positions

$USB $SCHW $AMD $PLTR

$240M

109 positions

#22CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Slight overlap · 4 shared positions

$USB $SCHW $AMD $AMAT

$180M

58 positions

#23Coordinated Financial Services, Inc.Passive

Slight overlap · 4 shared positions

$USB $SCHW $BAC $SE

$174M

176 positions

#24Longaeva Partners L.P.Passive

Slight overlap · 4 shared positions

$USB $SCHW $BAC $AMAT

$2.7B

204 positions

#25Transcendent Capital Group LLCPassive

Slight overlap · 4 shared positions

$USB $SCHW $PLTR $AMAT

$219M

112 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.