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 Pacer Advisors,

13F Portfolio OverlapQ1 2026Pacer Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Pacer Advisors, Inc. is an institutional investor managing $38.8B across 2,537 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 Pacer Advisors, are EQUITY INVESTMENT, TrueMark Investments,, Foresight Global Investors,, with shared positions in $VZ, $GSK, $UPS, $TGT, $SNY, $SHEL. The full ranking of 25 similar funds is below.

#1EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$VZ $GSK $UPS $TGT $SNY $SHEL

$5.1B

71 positions

#2TrueMark Investments, LLCPassive

Notable overlap · 6 shared positions

$VZ $UPS $VLO $GSK $RIO $BP

$514M

167 positions

#3Foresight Global Investors, Inc.Smart money

Notable overlap · 6 shared positions

$NVS $STM $STLA $RIO $SHEL $UBER

$154M

29 positions

#4KEATING INVESTMENT COUNSELORS INCActive

Notable overlap · 5 shared positions

$EQNR $GSK $VZ $UPS $SU

$404M

59 positions

#5Altrius Capital Management IncPassive

Notable overlap · 6 shared positions

$NVS $GSK $UBER $VZ $SNY $BP

$503M

87 positions

#6MANAGED ASSET PORTFOLIOS, LLCActive

Notable overlap · 6 shared positions

$VZ $NVS $SNY $WDAY $UBER $TAK

$834M

51 positions

#7ABC ARBITRAGE SAPassive

Notable overlap · 7 shared positions

$GSK $IHG $RIO $BP $SHEL $UAL

$753M

364 positions

#8Henry James International Management Inc.Passive

Notable overlap · 5 shared positions

$IHG $NVS $STM $CCJ $CAE

$277M

94 positions

#9Drum Hill Capital, LLCActive

Notable overlap · 3 shared positions

$EQNR $VZ $SHEL

$109M

46 positions

#10OPAL CAPITAL LLCPassive

Notable overlap · 5 shared positions

$VZ $UPS $VLO $GSK $FER

$565M

141 positions

#11Transmarket Holdings LPActive

Notable overlap · 4 shared positions

$GSK $NVS $RIO $BP

$187M

39 positions

#12Mondrian Investment Partners LTDActive

Notable overlap · 5 shared positions

$GSK $SNY $WDAY $BP $SHEL

$6.7B

103 positions

#13Ardmore Road Asset Management LPPassive

Notable overlap · 3 shared positions

$TMUS $UBER $VZ

$1.5B

64 positions

#14SALT Holding Corp.Smart money

Notable overlap · 6 shared positions

$NVS $STM $STLA $EQNR $SHEL $BP

$165M

24 positions

#15Strategic Planning, Inc.Active

Notable overlap · 4 shared positions

$VZ $UPS $SNY $WDAY

$199M

54 positions

#16Catherine Avery Investment Management LLCPassive

Notable overlap · 4 shared positions

$VZ $UPS $TGT $VLO

$223M

109 positions

#17Jones Collombin Investment Counsel IncPassive

Some overlap · 6 shared positions

$VLO $UBER $CCJ $CNQ $SHEL $CVE

$326M

113 positions

#18DV EQUITIES, LLC

Some overlap · 4 shared positions

$EQNR $NVS $SNY $SHEL

$558M

756 positions

#19Nishkama Capital, LLCActive

Some overlap · 4 shared positions

$STM $ZM $UBER $VRSN

$1.6B

52 positions

#20Hillman Capital Management, Inc.Passive

Some overlap · 3 shared positions

$GSK $VZ $UPS

$144M

56 positions

#21Callodine Capital Management, LPActive

Some overlap · 4 shared positions

$GSK $TGT $VTRS $SHEL

$1.4B

56 positions

#22GQG Partners LLCActive

Some overlap · 5 shared positions

$VZ $CNQ $CVE $SU $NVS

$63.1B

81 positions

#23ADVOCATE GROUP LLCPassive

Some overlap · 4 shared positions

$VZ $TGT $UPS $SHEL

$639M

126 positions

#24Wolfstich Capital, LLCActive

Some overlap · 3 shared positions

$VZ $TGT $CNQ

$114M

45 positions

#25LETKO, BROSSEAU & ASSOCIATES INCActive

Some overlap · 5 shared positions

$SLF $GSK $VZ $CAE $CVE

$6.2B

101 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.