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 UBS Group AG

13F Portfolio OverlapQ2 2026UBS Group AG portfolio →

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Most similar hedge funds by 13F overlap

UBS Group AG is an institutional investor managing $786.0B across 10,407 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to UBS Group AG are Generali Asset SPA SGR, Border to Coast Pensions Partnership Ltd, Banque Cantonale Vaudoise, with shared positions in $UBS, $MS, $MRVL, $TXN, $SPCX, $RKLB. The full ranking of 25 similar funds is below.

#1Generali Asset Management SPA SGRPassive

Slight overlap · 3 shared positions

$UBS $MS $MRVL

$5.7B

504 positions

#2Border to Coast Pensions Partnership LtdActive

Slight overlap · 3 shared positions

$UBS $MS $TXN

$7.3B

89 positions

#3Banque Cantonale VaudoisePassive

Slight overlap · 3 shared positions

$UBS $MS $TXN

$2.6B

816 positions

#4Assenagon Asset Management S.A.Active

Slight overlap · 3 shared positions

$UBS $MRVL $TXN

$103.3B

1,096 positions

#5STEVENS CAPITAL MANAGEMENT LPPassive

Slight overlap · 4 shared positions

$SPCX $MS $MRVL $RKLB

$417M

213 positions

#6Baker Avenue Asset Management, LPPassive

Slight overlap · 3 shared positions

$UBS $MRVL $TXN

$5.3B

818 positions

#7TigerOak Management, L.L.C.Active

Slight overlap · 3 shared positions

$SPCX $MS $MRVL

$382M

136 positions

#8Stone House Investment Management, LLCActive

Slight overlap · 3 shared positions

$SPCX $MS $MRVL

$768M

215 positions

#9PROATHLETE WEALTH MANAGEMENT LLCSmart money

Slight overlap · 3 shared positions

$SPCX $MS $TXN

$457M

1,237 positions

#10CenterStar Asset Management, LLCPassive

Slight overlap · 3 shared positions

$SPCX $MRVL $TXN

$425M

216 positions

#11Mirae Asset Global Investments Co., Ltd.Active

Slight overlap · 3 shared positions

$SPCX $MRVL $TXN

$67.7B

1,670 positions

#12PFG Private Wealth Management, LLCActive

Slight overlap · 3 shared positions

$SPCX $MRVL $TXN

$236M

72 positions

#13Connective Portfolio Management, LLCPassive

Slight overlap · 3 shared positions

$SPCX $MRVL $RKLB

$67M

39 positions

#14Penserra Capital Management LLCPassive

Slight overlap · 3 shared positions

$SPCX $MRVL $RKLB

$13.0B

1,127 positions

#15SBI Securities Co., Ltd.Passive

Slight overlap · 3 shared positions

$SPCX $MRVL $RKLB

$4.4B

4,126 positions

#16CANTOR FITZGERALD, L. P.Active

Slight overlap · 3 shared positions

$SPCX $MRVL $RKLB

$9.2B

319 positions

#17GREENWOOD CAPITAL ASSOCIATES LLCPassive

Slight overlap · 3 shared positions

$MS $MRVL $TXN

$1.0B

267 positions

#18Mn Services Vermogensbeheer B.V.Active

Slight overlap · 3 shared positions

$MS $MRVL $TXN

$13.4B

428 positions

#19Wall Street Financial Group, Inc.Passive

Slight overlap · 3 shared positions

$MS $MRVL $TXN

$187M

120 positions

#20Oak Harvest Investment ServicesPassive

Slight overlap · 3 shared positions

$MS $MRVL $TXN

$1.1B

166 positions

#21Siemens Fonds Invest GmbHPassive

Slight overlap · 3 shared positions

$MS $MRVL $TXN

$2.0B

538 positions

#22Truvestments Capital LLCPassive

Slight overlap · 3 shared positions

$MS $MRVL $TXN

$673M

1,150 positions

#23OFI INVEST ASSET MANAGEMENTActive

Slight overlap · 3 shared positions

$MS $MRVL $TXN

$10.0B

365 positions

#24Scientech Research LLCPassive

Slight overlap · 3 shared positions

$SPCX $TXN $RKLB

$123M

224 positions

#25Huntleigh Advisors, Inc.Passive

Slight overlap · 3 shared positions

$MS $MRVL $RKLB

$714M

303 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.