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 PIER 88 INVESTMENT PARTNERS

13F Portfolio OverlapQ2 2026PIER 88 INVESTMENT PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

PIER 88 INVESTMENT PARTNERS LLC is an institutional investor managing $421M across 110 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 PIER 88 INVESTMENT PARTNERS are RATIONAL ADVISORS, INCOME RESEARCH, AEGON USA Investment, with shared positions in $UBER, $LNT, $GPN, $PPL, $NEE, $WELL. The full ranking of 25 similar funds is below.

#1RATIONAL ADVISORS, INC.Active

Substantial overlap · 24 shared positions

$UBER $LNT $GPN $PPL $NEE $WELL

$1.1B

195 positions

#2INCOME RESEARCH & MANAGEMENTPassive

Substantial overlap · 11 shared positions

$WEC $UBER $GPN $ETSY $NEE $MTH

$184M

30 positions

#3AEGON USA Investment Management, LLCSmart money

Substantial overlap · 11 shared positions

$UBER $GPN $WFC $PPL $NEE $WEC

$140M

42 positions

#4ADVENT CAPITAL MANAGEMENT /DE/Passive

Substantial overlap · 16 shared positions

$UBER $WFC $NEE $SO $PPL $GPN

$4.5B

236 positions

#5CAMDEN ASSET MANAGEMENT L P /CAActive

Substantial overlap · 9 shared positions

$NEE $ETSY $UBER $SO $WEC $LNT

$3.4B

73 positions

#6SSI INVESTMENT MANAGEMENT LLCPassive

Substantial overlap · 14 shared positions

$NEE $WEC $UBER $SO $BA $WFC

$1.7B

248 positions

#7Ovata Capital Management LtdActive

Substantial overlap · 7 shared positions

$PPL $WEC $ETSY $SO $UBER $FOUR

$1.3B

43 positions

#8ZAZOVE ASSOCIATES LLCActive

Notable overlap · 9 shared positions

$UBER $PPL $SO $GPN $NTNX $DDOG

$1.2B

151 positions

#9Wellesley Asset ManagementPassive

Notable overlap · 9 shared positions

$MTH $SO $GPN $DDOG $PPL $NTNX

$1.1B

64 positions

#10SHENKMAN CAPITAL MANAGEMENT INCActive

Notable overlap · 8 shared positions

$ETSY $WEC $DDOG $MTH $NTNX $SO

$721M

80 positions

#11MACKAY SHIELDS LLCActive

Notable overlap · 9 shared positions

$UBER $ETSY $NEE $BA $APO $DDOG

$3.0B

108 positions

#12Portman Square Capital LLPActive

Notable overlap · 9 shared positions

$NEE $SO $GPN $WDC $ARES $ON

$2.1B

94 positions

#13Aequim Alternative Investments LPActive

Notable overlap · 7 shared positions

$WEC $ETSY $GH $WDC $NEE $SO

$6.4B

102 positions

#14SILVERBACK ASSET MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$UBER $GPN $HALO $WEC $NTNX $ON

$925M

64 positions

#15Lombard Odier Asset Management (Europe) LtdPassive

Notable overlap · 8 shared positions

$UBER $NEE $DDOG $HALO $NTNX $ETSY

$2.3B

212 positions

#16Mirabaud Asset Management (France) SASActive

Notable overlap · 3 shared positions

$NEE $UBER $NTNX

$222M

28 positions

#17Algebris (UK) LtdActive

Notable overlap · 3 shared positions

$GPN $WFC $KKR

$1.5B

73 positions

#18Estuary Capital Management LPActive

Notable overlap · 3 shared positions

$GPN $ARES $KKR

$589M

21 positions

#19Ares Systematic Credit LtdPassive

Notable overlap · 9 shared positions

$GH $SO $NEE $ETSY $WEC $WDC

$165M

242 positions

#20Callodine Capital Management, LPActive

Notable overlap · 4 shared positions

$GPN $MTH $WFC $APO

$1.5B

63 positions

#21STEELHEAD PARTNERS LLCActive

Notable overlap · 6 shared positions

$UBER $DDOG $HALO $NTNX $ON $NET

$1.4B

25 positions

#22KIM, LLCActive

Notable overlap · 8 shared positions

$GPN $ETSY $UBER $DKNG $NTNX $ON

$1.0B

69 positions

#23Shaolin Capital Management LLCPassive

Notable overlap · 5 shared positions

$KKR $WEC $BA $SO $APO

$2.1B

554 positions

#24Virtus Fixed Income Advisers, LLCActive

Notable overlap · 6 shared positions

$GH $WFC $BA $NEE $WDC $HALO

$158M

85 positions

#25Opti Capital Management, LPActive

Notable overlap · 4 shared positions

$ETSY $GPN $DKNG $NTNX

$1.6B

46 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.