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 OverlapQ2 2026AIMZ Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

AIMZ Investment Advisors, LLC is an institutional investor managing $363M across 153 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 AIMZ Investment Advisors are AlphaCentric Advisors, Sivik Global Healthcare, Bellevue Group AG, with shared positions in $VRTX, $GILD, $INCY, $AZN, $EEFT, $AMGN. The full ranking of 25 similar funds is below.

#1AlphaCentric Advisors LLCPassive

Notable overlap · 6 shared positions

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

$118M

259 positions

#2Sivik Global Healthcare LLCActive

Notable overlap · 5 shared positions

$VRTX $GILD $REGN $AZN $SYK

$132M

34 positions

#3Bellevue Group AGActive

Notable overlap · 5 shared positions

$VRTX $GILD $REGN $AMGN $SYK

$4.8B

148 positions

#4SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 4 shared positions

$QCOM $INCY $TEVA $REGN

$3.2B

40 positions

#5SEIZERT CAPITAL PARTNERS, LLCPassive

Notable overlap · 5 shared positions

$QCOM $NTAP $REGN $ADBE $BMY

$2.4B

181 positions

#6Kerusso Capital Management LLCPassive

Notable overlap · 5 shared positions

$QCOM $GILD $TROW $AMGN $BMY

$274M

58 positions

#7Parrish Capital LLC

Notable overlap · 5 shared positions

$GILD $TEVA $QCOM $AZN $GSK

$104M

87 positions

#8MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Notable overlap · 4 shared positions

$QCOM $GILD $TEVA $BMY

$112M

100 positions

#9Railway Pension Investments LtdActive

Notable overlap · 7 shared positions

$GILD $QCOM $NTAP $KLAC $SYK $BMY

$8.0B

102 positions

#10NOESIS CAPITAL MANGEMENT CORPActive

Some overlap · 4 shared positions

$QCOM $GILD $REGN $SYK

$832M

124 positions

#11Hudson Capital Management LLCPassive

Some overlap · 4 shared positions

$QCOM $GILD $REGN $BMY

$414M

74 positions

#12PRIMECAP MANAGEMENT CO/CA/Active

Some overlap · 8 shared positions

$AZN $AMGN $KLAC $BMY $NTAP $GSK

$169.1B

324 positions

#13Rhenman & Partners Asset Management ABActive

Some overlap · 5 shared positions

$GILD $REGN $AZN $VRTX $SYK

$1.1B

99 positions

#14Hamrick Investment Counsel, llcPassive

Some overlap · 5 shared positions

$VRTX $TROW $AMGN $ADBE $SYK

$151M

184 positions

#15Shelter Mutual Insurance CoActive

Some overlap · 4 shared positions

$VRTX $QCOM $GILD $BMY

$473M

58 positions

#16R.H. Dinel Investment Counsel, Inc.Active

Some overlap · 4 shared positions

$QCOM $TROW $AMGN $ADBE

$130M

40 positions

#17Stone Summit Wealth LLCPassive

Some overlap · 5 shared positions

$QCOM $GILD $BMY $SYK $AMGN

$394M

144 positions

#18SECTORAL ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$VRTX $GILD $AMGN $REGN $SYK

$143M

82 positions

#19Financial Advisors Network, Inc.Passive

Some overlap · 4 shared positions

$NTAP $GILD $VRTX $ADBE

$816M

208 positions

#20OAK ASSOCIATES LTD /OH/Active

Some overlap · 6 shared positions

$QCOM $NTAP $AMGN $ADBE $KLAC $GILD

$1.8B

139 positions

#21L2 Asset Management, LLCPassive

Some overlap · 5 shared positions

$NTAP $AMGN $QCOM $GILD $INCY

$963M

411 positions

#22Cairn Investment Group, Inc.Active

Some overlap · 3 shared positions

$QCOM $GILD $EXPD

$227M

65 positions

#23HealthInvest Partners ABActive

Some overlap · 4 shared positions

$VRTX $INCY $GILD $SYK

$372M

39 positions

#24Palouse Capital Management, Inc.Passive

Some overlap · 3 shared positions

$QCOM $NTAP $REGN

$160M

124 positions

#25VERITY Wealth AdvisorsSmart money

Some overlap · 3 shared positions

$QCOM $GILD $CTAS

$166M

81 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.