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 OverlapQ2 2026Pacer Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Pacer Advisors, Inc. is an institutional investor managing $39.3B across 2,614 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 Pacer Advisors are Distillate Partners, American Alpha Advisors, LSV ASSET, with shared positions in $MO, $CCZ, $BKNG, $UBER, $GD, $TMUS. The full ranking of 25 similar funds is below.

#1Distillate Capital Partners LLCPassive

Notable overlap · 15 shared positions

$MO $CCZ $BKNG $UBER $GD $TMUS

$1.9B

118 positions

#2American Alpha Advisors, LLCPassive

Notable overlap · 15 shared positions

$UBER $MO $BMY $MCK $QCOM $F

$185M

95 positions

#3LSV ASSET MANAGEMENTActive

Notable overlap · 13 shared positions

$QCOM $BMY $VZ $T $MO $PFE

$55.1B

889 positions

#4Mount Lucas Management LPPassive

Notable overlap · 11 shared positions

$T $HCA $GD $NEM $VZ $ADBE

$281M

166 positions

#5WEST MICHIGAN ADVISORS, LLCPassive

Notable overlap · 9 shared positions

$CCZ $BMY $QCOM $GILD $MO $NEM

$455M

298 positions

#61834 INVESTMENT ADVISORS COPassive

Notable overlap · 8 shared positions

$BMY $MO $VZ $PFE $T $QCOM

$886M

232 positions

#7Coastwise Capital Group, LLCPassive

Notable overlap · 8 shared positions

$BMY $VZ $PFE $T $QCOM $GD

$172M

143 positions

#8BCWM, LLCPassive

Notable overlap · 7 shared positions

$BMY $MO $CCZ $VZ $PFE $T

$342M

57 positions

#9Unison Advisors LLCActive

Notable overlap · 9 shared positions

$QCOM $GD $CCZ $MPC $ADBE $VZ

$1.4B

173 positions

#10FOUNDATION RESOURCE MANAGEMENT INCActive

Notable overlap · 7 shared positions

$CCZ $VZ $PFE $GILD $BMY $NEM

$939M

56 positions

#11Persium Advisors, LLCSmart money

Notable overlap · 7 shared positions

$BKNG $VZ $PFE $T $LOW $GD

$191M

70 positions

#12AFFINITY INVESTMENT ADVISORS, LLCPassive

Notable overlap · 8 shared positions

$VZ $MO $T $F $PFE $NEM

$197M

140 positions

#13FCF Advisors LLCPassive

Some overlap · 7 shared positions

$BMY $MO $BKNG $GILD $EXPE $MCK

$544M

58 positions

#14KEYNOTE FINANCIAL SERVICES LLCPassive

Some overlap · 8 shared positions

$T $PFE $VZ $QCOM $BMY $MPC

$214M

185 positions

#15Ardmore Road Asset Management LPPassive

Some overlap · 7 shared positions

$VZ $QCOM $BKNG $UBER $EXPE $TMUS

$1.7B

70 positions

#16Disciplined Equity Management, Inc.Smart money

Some overlap · 7 shared positions

$MO $BKNG $VZ $PFE $T $F

$227M

47 positions

#17Hillman Capital Management, Inc.Passive

Some overlap · 7 shared positions

$BMY $CCZ $VZ $PFE $CRM $ADBE

$138M

54 positions

#18CHIRON CAPITAL MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$BMY $CCZ $PFE $GILD $CRM $ADBE

$101M

125 positions

#19Adams Asset Advisors, LLCActive

Some overlap · 7 shared positions

$MO $VZ $T $NEM $PFE $BMY

$984M

94 positions

#20Center for Wealth Management AdvisoryActive

Some overlap · 7 shared positions

$CCZ $VZ $GILD $GD $MO $ACN

$161M

62 positions

#21Hudson Capital Management LLCPassive

Some overlap · 7 shared positions

$BMY $T $QCOM $GILD $CRM $ADP

$405M

78 positions

#22Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 7 shared positions

$BMY $VZ $T $GD $UBER $CRM

$327M

94 positions

#23Cairn Investment Group, Inc.Active

Some overlap · 7 shared positions

$CCZ $BKNG $QCOM $GILD $MCK $CAH

$227M

65 positions

#24United Super Pty Ltd in its capacity as Trustee for the ConsActive

Some overlap · 8 shared positions

$QCOM $BMY $VZ $ADBE $CRM $CCZ

$5.6B

184 positions

#25EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$BMY $CCZ $PFE $T $GILD $GD

$1.3B

58 positions

Compare Pacer Advisors’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 Pacer Advisors’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.