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 XPONANCE,

13F Portfolio OverlapQ1 2026XPONANCE, portfolio →

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Most similar hedge funds by 13F overlap

XPONANCE, INC. is an institutional investor managing $14.1B across 1,686 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 XPONANCE, are Supplemental Annuity Collective of NJ, Plato Investment Ltd, PFA Pension, Forsikringsaktieselskab, with shared positions in $PLTR, $AMD, $GE, $KO, $LRCX, $MU. The full ranking of 25 similar funds is below.

#1Supplemental Annuity Collective Trust of NJPassive

Some overlap · 10 shared positions

$PLTR $AMD $GE $KO $LRCX $MU

$355M

297 positions

#2Plato Investment Management LtdPassive

Some overlap · 10 shared positions

$GE $AMD $LRCX $PLTR $KO $MU

$1.5B

516 positions

#3PFA Pension, ForsikringsaktieselskabActive

Some overlap · 10 shared positions

$AMD $LRCX $GE $PLTR $KO $MU

$33.2B

381 positions

#4ONEFUND, LLCPassive

Some overlap · 10 shared positions

$PLTR $AMD $GE $KO $MU $LRCX

$155M

507 positions

#5HARTFORD INVESTMENT MANAGEMENT COActive

Some overlap · 10 shared positions

$PLTR $AMD $GE $KO $MU $LRCX

$3.2B

495 positions

#6Czech National BankActive

Some overlap · 10 shared positions

$PLTR $AMD $GE $KO $MU $LRCX

$15.2B

503 positions

#7Kentucky Retirement Systems Insurance Trust FundPassive

Some overlap · 10 shared positions

$AMD $PLTR $GE $KO $MU $LRCX

$1.5B

492 positions

#8MUFG SECURITIES AMERICAS INC.Passive

Some overlap · 10 shared positions

$PLTR $AMD $GE $KO $MU $LRCX

$1.6B

504 positions

#9AmundiPassive

Some overlap · 10 shared positions

$PLTR $AMD $LRCX $MU $GE $BAC

$367.1B

2,033 positions

#10DANSKE BANK A/SPassive

Some overlap · 10 shared positions

$LRCX $KO $PLTR $AMD $MU $GE

$41.5B

1,179 positions

#11Lombard Odier Asset Management (Switzerland) SAPassive

Some overlap · 10 shared positions

$PLTR $AMD $LRCX $KO $MU $BAC

$2.6B

452 positions

#12Utah Retirement SystemsActive

Some overlap · 10 shared positions

$AMD $PLTR $MU $KO $GE $LRCX

$9.8B

974 positions

#13CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMPassive

Some overlap · 10 shared positions

$PLTR $AMD $KO $MU $GE $BAC

$94.5B

2,925 positions

#14Income Insurance LtdPassive

Some overlap · 9 shared positions

$PLTR $GE $AMD $LRCX $KO $MU

$147M

164 positions

#15Arizona State Retirement SystemPassive

Some overlap · 10 shared positions

$PLTR $AMD $MU $KO $GE $BAC

$17.1B

2,051 positions

#16VANGUARD CAPITAL MANAGEMENT LLCPassive

Some overlap · 10 shared positions

$AMD $PLTR $MU $GE $KO $BAC

$4.0T

3,982 positions

#17Eagle Wealth Advisors LLCPassive

Some overlap · 9 shared positions

$PLTR $GE $AMD $LRCX $MU $GEV

$108M

98 positions

#18Siemens Fonds Invest GmbHPassive

Some overlap · 9 shared positions

$PLTR $AMD $LRCX $KO $MU $GEV

$1.7B

548 positions

#19BDF-GESTIONActive

Some overlap · 9 shared positions

$PLTR $AMD $LRCX $KO $MU $BAC

$749M

144 positions

#20Korea Investment CORPActive

Some overlap · 9 shared positions

$PLTR $GE $AMD $MU $KO $GEV

$48.3B

688 positions

#21RHUMBLINE ADVISERSPassive

Some overlap · 10 shared positions

$MU $PLTR $AMD $KO $BAC $LRCX

$116.9B

4,151 positions

#22Swiss National BankPassive

Some overlap · 9 shared positions

$PLTR $AMD $KO $GE $MU $LRCX

$173.8B

2,301 positions

#23Sumitomo Mitsui Trust Holdings, Inc.Active

Some overlap · 9 shared positions

$PLTR $AMD $MU $KO $BAC $LRCX

$154.5B

1,047 positions

#24UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMEPassive

Some overlap · 9 shared positions

$AMD $LRCX $KO $MU $PLTR $BAC

$481.0B

3,807 positions

#25ING GROEP NVPassive

Some overlap · 8 shared positions

$PLTR $GE $AMD $LRCX $MU $GEV

$16.4B

503 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.