Hedge Funds Similar to Swan Global Investments,

13F Portfolio OverlapQ1 2026Swan Global Investments, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Swan Global Investments, LLC is an institutional investor managing $3.0B across 76 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 Swan Global Investments, are Alta Advisers Ltd, Cromwell, Utah Retirement Systems, with shared positions in $MU, $GE, $AMD, $PLTR, $MKL, $WFC. The full ranking of 25 similar funds is below.

#1Alta Advisers LtdActive

Slight overlap · 7 shared positions

$MU $GE $AMD $PLTR $MKL $WFC

$276M

206 positions

#2Cromwell Holdings LLCPassive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$178M

1,036 positions

#3Utah Retirement SystemsActive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$9.8B

974 positions

#4AG2R LA MONDIALE GESTION D'ACTIFSActive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$2.2B

353 positions

#5RHUMBLINE ADVISERSPassive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$116.9B

4,151 positions

#6CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMPassive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$94.5B

2,925 positions

#7Arizona State Retirement SystemPassive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$17.1B

2,051 positions

#8STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEMPassive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$53.4B

2,063 positions

#9GEODE CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$1.6T

4,513 positions

#10VANGUARD FIDUCIARY TRUST COPassive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$391.6B

3,983 positions

#11Kentucky Retirement Systems Insurance Trust FundPassive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$1.5B

492 positions

#12HARTFORD INVESTMENT MANAGEMENT COActive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$3.2B

495 positions

#13BlackRock, Inc.Passive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$5.7T

5,685 positions

#14Gladius Capital Management LPActive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$2.2B

106 positions

#15Invesco Ltd.Passive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$653.3B

3,739 positions

#16Korea Investment CORPActive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$48.3B

688 positions

#17VANGUARD GROUP INC

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$6.9T

4,329 positions

#18PFA Pension, ForsikringsaktieselskabActive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$33.2B

381 positions

#19Legal & General Group PlcPassive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$432.4B

3,362 positions

#20Andra AP-fondenPassive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$8.4B

396 positions

#21MUFG SECURITIES AMERICAS INC.Passive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$1.6B

504 positions

#22ONEFUND, LLCPassive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$155M

507 positions

#23OREGON PUBLIC EMPLOYEES RETIREMENT FUNDPassive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$7.6B

1,510 positions

#24National Pension ServiceActive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$131.7B

562 positions

#25NEW YORK STATE COMMON RETIREMENT FUNDPassive

Slight overlap · 6 shared positions

$MU $GE $AMD $PLTR $WFC $KO

$71.6B

3,132 positions

Compare Swan Global Investments,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Swan Global Investments,’s holdings

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.