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 Asset

13F Portfolio OverlapQ1 2026Asset portfolio →

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Most similar hedge funds by 13F overlap

Trust Asset Management LLC is an institutional investor managing $726M across 217 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 Asset are KLP KAPITALFORVALTNING AS, BDF-GESTION, PFA Pension, Forsikringsaktieselskab, with shared positions in $MU, $AMD, $BAC, $PLTR, $WFC, $AMAT. The full ranking of 25 similar funds is below.

#1KLP KAPITALFORVALTNING ASPassive

Slight overlap · 13 shared positions

$MU $AMD $BAC $PLTR $WFC $AMAT

$25.5B

2,154 positions

#2BDF-GESTIONActive

Slight overlap · 11 shared positions

$MU $AMD $BAC $PLTR $AMAT $LRCX

$749M

144 positions

#3PFA Pension, ForsikringsaktieselskabActive

Slight overlap · 11 shared positions

$MU $AMD $BAC $PLTR $WFC $AMAT

$33.2B

381 positions

#4Legal & General Group PlcPassive

Slight overlap · 10 shared positions

$MU $AMD $BAC $PLTR $WFC $AMAT

$432.4B

3,362 positions

#5CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMActive

Slight overlap · 11 shared positions

$MU $BAC $PLTR $AMAT $LRCX $UNH

$162.5B

1,064 positions

#6QRG CAPITAL MANAGEMENT, INC.Passive

Slight overlap · 10 shared positions

$MU $AMD $BAC $PLTR $WFC $AMAT

$9.7B

1,138 positions

#7Lombard Odier Asset Management (Switzerland) SAPassive

Slight overlap · 10 shared positions

$MU $AMD $BAC $PLTR $AMAT $LRCX

$2.6B

452 positions

#8NEW YORK STATE COMMON RETIREMENT FUNDPassive

Slight overlap · 9 shared positions

$MU $AMD $BAC $PLTR $WFC $AMAT

$71.6B

3,132 positions

#9Plato Investment Management LtdPassive

Slight overlap · 10 shared positions

$MU $AMD $BAC $PLTR $LRCX $C

$1.5B

516 positions

#10Avanza Fonder ABActive

Slight overlap · 10 shared positions

$MU $AMD $BAC $AMAT $LRCX $UNH

$3.6B

484 positions

#11Palacios Wealth Management, LLCActive

Slight overlap · 10 shared positions

$MU $AMD $BAC $PLTR $C $IBM

$160M

75 positions

#12STATE STREET CORPPassive

Slight overlap · 9 shared positions

$MU $AMD $BAC $PLTR $AMAT $LRCX

$2.9T

4,269 positions

#13Invesco Ltd.Passive

Slight overlap · 9 shared positions

$MU $AMD $BAC $PLTR $WFC $AMAT

$653.3B

3,739 positions

#14Ethic Inc.Passive

Slight overlap · 10 shared positions

$MU $AMD $AMAT $LRCX $UNH $IBM

$6.4B

1,235 positions

#15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMEPassive

Slight overlap · 9 shared positions

$MU $AMD $BAC $PLTR $AMAT $LRCX

$481.0B

3,807 positions

#16OFI INVEST ASSET MANAGEMENTActive

Slight overlap · 9 shared positions

$MU $AMD $BAC $PLTR $AMAT $LRCX

$7.6B

347 positions

#17AmundiPassive

Slight overlap · 9 shared positions

$MU $AMD $BAC $PLTR $AMAT $LRCX

$367.1B

2,033 positions

#18XPONANCE, INC.Passive

Slight overlap · 9 shared positions

$MU $AMD $BAC $PLTR $AMAT $LRCX

$14.1B

1,686 positions

#19TEACHER RETIREMENT SYSTEM OF TEXASPassive

Slight overlap · 9 shared positions

$MU $BAC $PLTR $WFC $AMAT $LRCX

$24.0B

1,478 positions

#20Siemens Fonds Invest GmbHPassive

Slight overlap · 9 shared positions

$MU $AMD $BAC $PLTR $AMAT $LRCX

$1.7B

548 positions

#21VANGUARD PORTFOLIO MANAGEMENT LLCPassive

Slight overlap · 9 shared positions

$MU $AMD $BAC $PLTR $LRCX $UNH

$1.9T

3,040 positions

#22FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDActive

Slight overlap · 9 shared positions

$MU $BAC $PLTR $AMAT $LRCX $UNH

$18.3B

538 positions

#23PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Slight overlap · 9 shared positions

$MU $BAC $WFC $AMAT $LRCX $C

$7.7B

190 positions

#24Income Insurance LtdPassive

Slight overlap · 8 shared positions

$MU $AMD $BAC $PLTR $WFC $AMAT

$147M

164 positions

#25HSBC HOLDINGS PLCPassive

Slight overlap · 8 shared positions

$MU $AMD $BAC $PLTR $WFC $AMAT

$191.6B

2,873 positions

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View Asset’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.