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 AIGEN INVESTMENT

13F Portfolio OverlapQ2 2026AIGEN INVESTMENT portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

AIGEN INVESTMENT MANAGEMENT, LP is an institutional investor managing $366M across 517 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 AIGEN INVESTMENT are iSAM Funds (UK) Ltd, BERKSHIRE ASSET, DAVIS SELECTED ADVISERS, with shared positions in $CSX, $PPL, $WFC, $DVN, $GILD, $ABT. The full ranking of 25 similar funds is below.

#1iSAM Funds (UK) LtdPassive

Notable overlap · 13 shared positions

$CSX $PPL $WFC $DVN $GILD $ABT

$142M

241 positions

#2BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 8 shared positions

$ABT $PPL $CB $LMT $WFC $EMR

$2.5B

270 positions

#3DAVIS SELECTED ADVISERSActive

Some overlap · 7 shared positions

$WFC $COF $DVN $CB $SE $TXN

$23.3B

112 positions

#4Kesler, Norman & Wride, LLCPassive

Some overlap · 9 shared positions

$CB $LMT $ABT $EMR $PH $LOW

$631M

271 positions

#5MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 9 shared positions

$ABT $TT $CB $PH $LOW $TXN

$857M

166 positions

#6Tufton Capital ManagementPassive

Some overlap · 7 shared positions

$WFC $ABT $CB $LMT $EMR $MMM

$596M

127 positions

#7Qsemble Capital Management, LPPassive

Some overlap · 9 shared positions

$COF $ABT $PPL $CSX $MDLZ $MMM

$781M

371 positions

#8NEW ENGLAND ASSET MANAGEMENT INCPassive

Some overlap · 6 shared positions

$WFC $CSX $ABT $PPL $LMT $TXN

$863M

131 positions

#9GREAT LAKES ADVISORS, LLCPassive

Some overlap · 7 shared positions

$WFC $CSX $GILD $ABT $PH $LOW

$13.1B

825 positions

#10KANAWHA CAPITAL MANAGEMENT LLCActive

Some overlap · 8 shared positions

$ABT $CB $PH $LOW $EMR $MMM

$1.5B

228 positions

#11ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 7 shared positions

$WFC $ABT $TT $EMR $MDLZ $TXN

$460M

220 positions

#12Walsky Investment Management, Inc.Passive

Some overlap · 7 shared positions

$ABT $CSX $WFC $EMR $LOW $TXN

$108M

52 positions

#13RNC CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$COF $DVN $GILD $LMT $EMR $APD

$2.4B

181 positions

#14LYNCH & ASSOCIATES/INPassive

Some overlap · 7 shared positions

$COF $ABT $LMT $MMM $EMR $LOW

$573M

129 positions

#15DMKC Advisory Services, LLCActive

Some overlap · 6 shared positions

$WFC $ABT $LMT $MMM $EMR $LOW

$530M

92 positions

#16Allied Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$WFC $ABT $LMT $MMM $LOW $EMR

$797M

110 positions

#17EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$WFC $ABT $GILD $LMT $MDLZ $TXN

$1.3B

58 positions

#18CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 6 shared positions

$WFC $DVN $EMR $MDLZ $SJM $TXN

$1.5B

184 positions

#19Carlson Capital, L.P.Passive

Some overlap · 5 shared positions

$WFC $COF $DVN $MDLZ $HAL

$494M

74 positions

#20VISTA INVESTMENT MANAGEMENTPassive

Some overlap · 6 shared positions

$COF $WFC $LOW $CSX $TXN $TMO

$333M

178 positions

#21Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$GILD $TT $CB $LMT $ABT $TXN

$467M

118 positions

#22First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 6 shared positions

$COF $LMT $MDLZ $LOW $MAR $TXN

$529M

75 positions

#23NOVARE CAPITAL MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$CSX $EMR $MDLZ $LOW $TXN $LHX

$1.4B

210 positions

#24Pflug Koory, LLCPassive

Some overlap · 8 shared positions

$CSX $PH $WFC $LMT $TT $EMR

$250M

426 positions

#25SHELTON WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$WFC $CSX $EMR $PH $APH $FTNT

$255M

144 positions

Compare AIGEN INVESTMENT’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 AIGEN INVESTMENT’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.