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Hedge Funds Similar to Neo Ivy

13F Portfolio OverlapQ1 2026Neo Ivy portfolio →
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Most similar hedge funds by 13F overlap

Neo Ivy Capital Management is an institutional investor managing $379M across 315 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 Neo Ivy are KKM Financial, Leonteq Securities AG, BDF-GESTION, with shared positions in $F, $KLAC, $MU, $INTC, $FCX, $BA. The full ranking of 25 similar funds is below.

#1KKM Financial LLCPassive
Some overlap · 7 shared positions
$F$KLAC$MU$INTC$FCX$BA
$563M
168 positions
#2Leonteq Securities AGPassive
Some overlap · 7 shared positions
$MU$INTC$FCX$UNH$AMD$PLTR
$2.7B
1,279 positions
#3BDF-GESTIONActive
Some overlap · 7 shared positions
$PLTR$ISRG$MU$KO$KLAC$AMD
$749M
144 positions
#4STF Management LP
Some overlap · 6 shared positions
$ISRG$KLAC$PLTR$MU$AMD$INTC
$107M
101 positions
#5NLB Skladi, upravljanje premozenja, d.o.o.Passive
Some overlap · 7 shared positions
$PLTR$MU$ISRG$AMD$FCX$INTC
$2.1B
335 positions
#6Intellectus Partners, LLCPassive
Some overlap · 6 shared positions
$KLAC$PLTR$MU$ISRG$FCX$AMD
$490M
290 positions
#7BIT Capital GmbHActive
Some overlap · 6 shared positions
$ALB$MU$INTC$OSCR$FCX$AMD
$2.1B
92 positions
#8Morse Asset Management, IncPassive
Some overlap · 6 shared positions
$ISRG$KLAC$MU$UNH$BA$AMD
$481M
403 positions
#9RPG Investment Advisory, LLCPassive
Some overlap · 6 shared positions
$ISRG$PLTR$OSCR$FCX$BA$AMD
$829M
92 positions
#10CERTUITY, LLCPassive
Some overlap · 6 shared positions
$F$MU$INTC$FLG$FCX$BA
$1.5B
659 positions
#11FLOYD FINANCIAL GROUP LLCActive
Some overlap · 6 shared positions
$PLTR$INTC$SBUX$UNH$BA$AMD
$150M
68 positions
#12Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 6 shared positions
$ISRG$KLAC$CI$KO$UNH$ALB
$39.1B
628 positions
#13ProShare Advisors LLCActive
Some overlap · 7 shared positions
$PLTR$MU$AMD$INTC$KLAC$ISRG
$67.5B
1,865 positions
#14Alpha Family TrustPassive
Some overlap · 7 shared positions
$PLTR$MU$AMD$KLAC$INTC$KO
$206M
203 positions
#15Beech Hill Advisors, Inc.Passive
Some overlap · 6 shared positions
$MU$FCX$KO$UNH$BA$AMD
$200M
94 positions
#16PROFUND ADVISORS LLCPassive
Some overlap · 6 shared positions
$PLTR$KLAC$MU$INTC$AMD$ISRG
$2.7B
1,092 positions
#17Saudi Central BankPassive
Some overlap · 6 shared positions
$PLTR$MU$KO$ALB$AMD$CI
$4.7B
514 positions
#18GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 6 shared positions
$PLTR$MU$INTC$AMD$KLAC$ISRG
$6.0B
624 positions
#19Rafferty Asset Management, LLCActive
Some overlap · 6 shared positions
$KLAC$MU$INTC$PLTR$AMD$CRDO
$24.6B
1,057 positions
#20Hudson Bay Capital Management LPPassive
Some overlap · 6 shared positions
$PLTR$MU$FLG$UNH$AMD$INTC
$29.0B
1,378 positions
#21SIMPLEX TRADING, LLCActive
Some overlap · 6 shared positions
$PLTR$INTC$CI$UNH$AMD$FCX
$149.1B
8,927 positions
#22NEOS Investment Management LLCActive
Some overlap · 6 shared positions
$PLTR$MU$INTC$AMD$KLAC$ISRG
$19.8B
575 positions
#23Hedges Asset Management LLC
Some overlap · 5 shared positions
$IMAX$L$F$INTC$BA
$142M
108 positions
#24Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$CRDO$KLAC$PLTR$MU$AMD
$65M
34 positions
#25Global X Japan Co., Ltd.Active
Some overlap · 5 shared positions
$ISRG$KLAC$PLTR$MU$AMD
$1.9B
378 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.