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 Morse Asset ,

13F Portfolio OverlapQ1 2026Morse Asset , portfolio →

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Most similar hedge funds by 13F overlap

Morse Asset Management, Inc is an institutional investor managing $481M across 403 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 Morse Asset , are Benchmark Investment Advisors, Cornerstone Investment Partners,, Telligent Fund,, with shared positions in $KLAC, $MU, $URI, $VRT, $LRCX, $GE. The full ranking of 25 similar funds is below.

#1Benchmark Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$KLAC $MU $URI $VRT $LRCX $GE

$172M

76 positions

#2Cornerstone Investment Partners, LLCActive

Notable overlap · 7 shared positions

$KLAC $MU $URI $AZO $APO $UNH

$2.4B

291 positions

#3Telligent Fund, LPActive

Notable overlap · 6 shared positions

$KLAC $MU $VRT $GE $GEV $AMD

$94M

24 positions

#4JACKSON SQUARE CAPITAL, LLCPassive

Notable overlap · 7 shared positions

$MU $KLAC $VRT $GEV $LIN $LRCX

$477M

129 positions

#5McLaughlin Asset Management, Inc.Passive

Notable overlap · 7 shared positions

$KLAC $VRT $ISRG $GEV $GE $LRCX

$105M

91 positions

#6Markin Volterra Fund LPActive

Notable overlap · 6 shared positions

$KLAC $MU $VRT $GEV $LRCX $AMD

$65M

34 positions

#7DARA CAPITAL US, INC.Passive

Notable overlap · 7 shared positions

$MU $GE $ISRG $GEV $LRCX $AMD

$105M

119 positions

#8WD RUTHERFORD LLCPassive

Notable overlap · 7 shared positions

$VRT $GE $ISRG $URI $GEV $LRCX

$225M

71 positions

#9Schear Investment Advisers, LLCPassive

Notable overlap · 6 shared positions

$MU $VRT $GE $GEV $LIN $AMD

$227M

77 positions

#10EAGLE ROCK INVESTMENT COMPANY, LLCActive

Notable overlap · 5 shared positions

$KLAC $MU $AZO $URI $APO

$688M

158 positions

#11Polar Capital Holdings PlcActive

Some overlap · 6 shared positions

$KLAC $VRT $MU $GEV $LRCX $AMD

$28.2B

242 positions

#12Terra Nova Asset Management LLCPassive

Some overlap · 7 shared positions

$VRT $GE $AZO $GEV $FTI $LRCX

$135M

83 positions

#13FCF Advisors LLCPassive

Some overlap · 5 shared positions

$KLAC $VRT $GEV $FTI $LRCX

$444M

52 positions

#14NZS Capital, LLCActive

Some overlap · 5 shared positions

$KLAC $URI $ISRG $LIN $LRCX

$3.0B

58 positions

#15Stanley-Laman Group, Ltd.Passive

Some overlap · 7 shared positions

$KLAC $ISRG $LIN $VRT $LRCX $AMD

$814M

294 positions

#16SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 6 shared positions

$VRT $MU $ISRG $GEV $LRCX $BA

$688M

180 positions

#17BRAUN STACEY ASSOCIATES INCActive

Some overlap · 6 shared positions

$VRT $MU $GEV $EVR $LRCX $AZO

$3.0B

112 positions

#18STF Management LP

Some overlap · 7 shared positions

$MU $LIN $ISRG $LRCX $KLAC $AMD

$107M

101 positions

#19Global X Japan Co., Ltd.Active

Some overlap · 5 shared positions

$KLAC $MU $ISRG $LRCX $AMD

$1.9B

378 positions

#20ALKEON CAPITAL MANAGEMENT LLCSmart money

Some overlap · 5 shared positions

$KLAC $VRT $LRCX $GE $ICE

$59.5B

102 positions

#21London & Capital Asset Management LtdActive

Some overlap · 6 shared positions

$URI $GE $GEV $UNH $AMD $ICE

$9.2B

223 positions

#22Winslow Capital Management, LLCActive

Some overlap · 7 shared positions

$GE $ISRG $GEV $KLAC $AMD $VRT

$25.6B

60 positions

#23Cornerstone Select Advisors, LLCPassive

Some overlap · 4 shared positions

$MU $KLAC $VRT $LRCX

$160M

124 positions

#24KTF INVESTMENTS, LLCActive

Some overlap · 5 shared positions

$MU $URI $VRT $UNH $KLAC

$584M

91 positions

#25ARS Investment Partners, LLCActive

Some overlap · 5 shared positions

$MU $VRT $GEV $LRCX $BA

$1.9B

182 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.