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 AIMZ Investment Advisors,

13F Portfolio OverlapQ1 2026AIMZ Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

AIMZ Investment Advisors, LLC is an institutional investor managing $324M across 139 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 AIMZ Investment Advisors, are SECTORAL ASSET, Arrowpoint Investment Partners (Singapore) Pte. Ltd., Bellevue Group AG, with shared positions in $VRTX, $GILD, $REGN, $AMGN, $UNH, $BMY. The full ranking of 25 similar funds is below.

#1SECTORAL ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$VRTX $GILD $REGN $AMGN $UNH $BMY

$121M

77 positions

#2Arrowpoint Investment Partners (Singapore) Pte. Ltd.Passive

Notable overlap · 7 shared positions

$GILD $REGN $VRTX $AMGN $UNH $TEVA

$113M

82 positions

#3Bellevue Group AGActive

Notable overlap · 6 shared positions

$VRTX $GILD $REGN $AMGN $UNH $SYK

$4.2B

155 positions

#4HealthInvest Partners ABActive

Notable overlap · 6 shared positions

$VRTX $GILD $INCY $AMGN $SYK $UNH

$310M

39 positions

#5AlphaCentric Advisors LLCPassive

Notable overlap · 6 shared positions

$GILD $VRTX $AZN $INCY $EEFT $AMGN

$100M

252 positions

#6Rhenman & Partners Asset Management ABPassive

Notable overlap · 5 shared positions

$GILD $VRTX $REGN $UNH $SYK

$810M

86 positions

#7Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$GILD $AMGN $INFY $TROW $IBM $BMY

$240M

278 positions

#8NIA IMPACT ADVISORS, LLCPassive

Some overlap · 4 shared positions

$VRTX $GILD $IBM $GSK

$225M

89 positions

#9DCF Advisers, LLCActive

Some overlap · 5 shared positions

$REGN $TEVA $INCY $VRTX $AMGN

$375M

86 positions

#10ATWOOD & PALMER INCPassive

Some overlap · 4 shared positions

$GILD $REGN $VRTX $LOW

$1.8B

531 positions

#11CapWealth Advisors, LLCActive

Some overlap · 5 shared positions

$GILD $AMGN $IBM $UNH $SYK

$1.3B

118 positions

#12Petros Family Wealth, LLCPassive

Some overlap · 6 shared positions

$REGN $AMGN $UNH $SYK $ADI $LOW

$140M

131 positions

#13PRIMECAP MANAGEMENT CO/CA/Active

Some overlap · 7 shared positions

$AZN $AMGN $GSK $BMY $ADBE $ADI

$127.0B

320 positions

#14SEIZERT CAPITAL PARTNERS, LLCPassive

Some overlap · 5 shared positions

$REGN $NTAP $UNH $ADBE $BMY

$2.2B

170 positions

#15Parrish Capital LLCPassive

Some overlap · 4 shared positions

$GILD $TEVA $AZN $GSK

$112M

86 positions

#16SECTOR GAMMA ASActive

Some overlap · 5 shared positions

$INCY $GILD $AMGN $UNH $BMY

$423M

42 positions

#17Kerusso Capital Management LLCPassive

Some overlap · 5 shared positions

$GILD $AMGN $TROW $BMY $LOW

$200M

53 positions

#18SOUND SHORE MANAGEMENT INC /CT/Active

Some overlap · 4 shared positions

$REGN $TEVA $INCY $CHKP

$3.0B

40 positions

#19Biondo Investment Advisors, LLCActive

Some overlap · 6 shared positions

$VRTX $AMGN $IBM $REGN $ADBE $LOW

$780M

82 positions

#20Hamrick Investment Counsel, llcPassive

Some overlap · 6 shared positions

$VRTX $AMGN $IBM $ADBE $SYK $TROW

$180M

359 positions

#21Shelter Mutual Insurance CoPassive

Some overlap · 5 shared positions

$VRTX $IBM $GILD $LOW $BMY

$450M

58 positions

#22Argo Wealth Advisory, LLCActive

Some overlap · 5 shared positions

$REGN $AMGN $UNH $SYK $LOW

$170M

48 positions

#23China Universal Asset Management Co., Ltd.Passive

Some overlap · 5 shared positions

$GILD $VRTX $AMGN $REGN $ADI

$1.3B

502 positions

#24MCRAE CAPITAL MANAGEMENT INCActive

Some overlap · 5 shared positions

$VRTX $UNH $CHKP $LOW $IBM

$482M

106 positions

#25OAK ASSOCIATES LTD /OH/Active

Some overlap · 7 shared positions

$AMGN $NTAP $ADBE $LOW $GILD $REGN

$1.5B

140 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.