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 HMS ,

13F Portfolio OverlapQ1 2026HMS , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

HMS Capital Management, LLC is an institutional investor managing $259M across 113 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 HMS , are BNP PARIBAS, Empire Life Investments, SEAVIEW INVESTMENT MANAGERS, with shared positions in $MCK, $MU, $PH, $BKNG, $AMD, $KO. The full ranking of 25 similar funds is below.

#1BNP PARIBASActive

Some overlap · 6 shared positions

$MCK $MU $PH $BKNG $AMD $KO

$3.1B

333 positions

#2Empire Life Investments Inc.Active

Some overlap · 6 shared positions

$MU $BAC $BKNG $MSI $AEE $KO

$1.6B

110 positions

#3SEAVIEW INVESTMENT MANAGERS LLCPassive

Some overlap · 4 shared positions

$MU $MCK $BAC $AMD

$277M

73 positions

#4Swedbank ABActive

Some overlap · 7 shared positions

$MCK $MU $AMD $BAC $MSI $WM

$95.1B

684 positions

#5Smith Group Asset Management, LLCActive

Some overlap · 6 shared positions

$MCK $PH $BKNG $AMD $CDNS $FIX

$2.0B

162 positions

#6Winslow Capital Management, LLCActive

Some overlap · 5 shared positions

$MCK $PH $MU $BKNG $AMD

$25.6B

60 positions

#7Schear Investment Advisers, LLCPassive

Some overlap · 4 shared positions

$MU $MCK $AMD $MSI

$227M

77 positions

#8Cetera Trust Company, N.APassive

Some overlap · 5 shared positions

$MCK $HCA $BAC $BKNG $KO

$177M

351 positions

#9MITCHELL CAPITAL MANAGEMENT COPassive

Some overlap · 6 shared positions

$MU $HCA $AMD $WM $CLS $FIX

$545M

113 positions

#10PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 5 shared positions

$MU $BKNG $AMD $CLS $FIX

$128M

80 positions

#11Railway Pension Investments LtdActive

Some overlap · 5 shared positions

$MCK $PH $BKNG $HCA $SYK

$7.0B

103 positions

#12IAM Advisory, LLCActive

Some overlap · 5 shared positions

$MCK $AMD $GSAT $WM $MSI

$446M

95 positions

#13Henson-Edgewater Management, LLCPassive

Some overlap · 5 shared positions

$MU $BAC $AMD $GSAT $MCD

$157M

66 positions

#14Raiffeisen Bank International AGActive

Some overlap · 6 shared positions

$BAC $AMD $MU $MSI $WM $BKNG

$7.0B

824 positions

#15Hosking Partners LLPActive

Some overlap · 4 shared positions

$MU $BAC $BKNG $AA

$2.8B

99 positions

#16SIG BROKERAGE, LPPassive

Some overlap · 4 shared positions

$MU $BAC $AMD $KO

$3.8B

769 positions

#17St. Louis Financial Planners Asset Management, LLCActive

Some overlap · 4 shared positions

$MU $BAC $AMD $KO

$176M

33 positions

#18Greater Midwest Financial Group, LLCPassive

Some overlap · 3 shared positions

$MU $MCK $AMD

$186M

65 positions

#19BECK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$MU $MCK $GSAT

$437M

115 positions

#20ATALANTA SOSNOFF CAPITAL, LLCActive

Some overlap · 4 shared positions

$MCK $MU $BAC $MCD

$4.7B

104 positions

#21CALIFORNIA FIRST LEASING CORPActive

Some overlap · 4 shared positions

$MU $BAC $AMD $FIX

$312M

39 positions

#22Diversify Advisory Services, LLCPassive

Some overlap · 5 shared positions

$MU $AMD $KO $CLS $CDNS

$655M

210 positions

#23Global X Japan Co., Ltd.Active

Some overlap · 5 shared positions

$MU $AMD $BKNG $GSAT $MCD

$1.9B

378 positions

#24ING GROEP NVPassive

Some overlap · 4 shared positions

$MU $BAC $AMD $MCD

$16.4B

503 positions

#25Segment Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MCK $PH $MSI $SYK $MCD

$1.7B

309 positions

Compare HMS ,’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 HMS ,’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.