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 Empire Life Investments

13F Portfolio OverlapQ1 2026Empire Life Investments portfolio →

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Most similar hedge funds by 13F overlap

Empire Life Investments Inc. is an institutional investor managing $1.6B across 110 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 Empire Life Investments are NatWest Group plc, Canoe Financial, ARS Investment Partners,, with shared positions in $LRCX, $NEM, $ROST, $CME, $BKNG, $MSI. The full ranking of 25 similar funds is below.

#1NatWest Group plcActive

Notable overlap · 6 shared positions

$LRCX $NEM $ROST $CME $BKNG $MSI

$462M

44 positions

#2Canoe Financial LPActive

Notable overlap · 7 shared positions

$AZO $ROST $CME $ELV $TJX $TXN

$7.3B

112 positions

#3ARS Investment Partners, LLCActive

Notable overlap · 4 shared positions

$LRCX $NEM $MU $VST

$1.9B

182 positions

#4Grantham, Mayo, Van Otterloo & Co. LLCActive

Notable overlap · 5 shared positions

$LRCX $KO $ELV $TJX $TXN

$39.1B

628 positions

#5Meadowbrook Advisors Group, LLCPassive

Notable overlap · 7 shared positions

$AZO $KO $CME $TXN $TJX $PGR

$168M

136 positions

#6Socorro Asset Management LPPassive

Notable overlap · 5 shared positions

$PNC $LRCX $KO $BAC $TXN

$221M

32 positions

#7Kepler Cheuvreux (Suisse) SAPassive

Notable overlap · 7 shared positions

$LRCX $KO $TJX $BKNG $CME $PGR

$1.5B

171 positions

#8Stiles Financial Services IncPassive

Notable overlap · 5 shared positions

$LRCX $VLO $CME $TJX $TXN

$327M

177 positions

#9Cetera Trust Company, N.APassive

Notable overlap · 5 shared positions

$LRCX $KO $BAC $NEM $BKNG

$177M

351 positions

#10Life Cycle Investment Partners LtdActive

Notable overlap · 7 shared positions

$VLO $CME $NEM $PGR $BKNG $EOG

$15.7B

130 positions

#11STANCE CAPITAL LLCPassive

Some overlap · 5 shared positions

$AZO $NEM $ROST $TJX $TXN

$206M

281 positions

#12NZS Capital, LLCActive

Some overlap · 5 shared positions

$LRCX $TXN $PGR $TYL $ROP

$3.0B

58 positions

#13Cornerstone Select Advisors, LLCPassive

Some overlap · 4 shared positions

$LRCX $MU $VLO $BAC

$160M

124 positions

#14Summit Street Capital Management, LLCActive

Some overlap · 4 shared positions

$LRCX $MU $VLO $ELV

$707M

31 positions

#15Brentview Investment Management LLCPassive

Some overlap · 4 shared positions

$LRCX $CME $WEC $TJX

$231M

63 positions

#16CINCINNATI INSURANCE COActive

Some overlap · 4 shared positions

$LRCX $WEC $VLO $TJX

$6.6B

63 positions

#17McBroom & Associates, LLCActive

Some overlap · 4 shared positions

$LRCX $VST $TJX $KO

$180M

36 positions

#18Glass Wealth Management Co LLCPassive

Some overlap · 4 shared positions

$LRCX $NEM $BAC $TXN

$258M

67 positions

#19FENIMORE ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$AZO $AME $ROST $PGR $BKNG

$4.5B

92 positions

#20Northside Capital Management, LLCActive

Some overlap · 6 shared positions

$VST $EOG $KO $BAC $TXN $PNC

$1.1B

193 positions

#21Horizon Investment Services, LLCPassive

Some overlap · 4 shared positions

$LRCX $MU $PGR $BKNG

$288M

137 positions

#22Axecap Investments, LLCPassive

Some overlap · 4 shared positions

$LRCX $VLO $TJX $MU

$145M

69 positions

#23Hosking Partners LLPActive

Some overlap · 5 shared positions

$TDW $MU $ELV $BAC $BKNG

$2.8B

99 positions

#24CAMBIAR INVESTORS LLCActive

Some overlap · 5 shared positions

$PNC $CME $ELV $TJX $TXN

$2.2B

145 positions

#25Machina Capital S.A.S.Passive

Some overlap · 7 shared positions

$VST $TJX $BKNG $NEM $AME $ROST

$508M

353 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.