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 MQS

13F Portfolio OverlapQ2 2026MQS portfolio →

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Most similar hedge funds by 13F overlap

MQS Management LLC is an institutional investor managing $82M across 253 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 MQS are iSAM Funds (UK) Ltd, First Fiduciary Investment Counsel, Timbercreek Asset Ltd., with shared positions in $HIG, $ATO, $SO, $MAR, $DHI, $HLT. The full ranking of 25 similar funds is below.

#1iSAM Funds (UK) LtdPassive

Some overlap · 7 shared positions

$HIG $ATO $SO $MAR $DHI $HLT

$142M

241 positions

#2First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 7 shared positions

$MAR $LOW $SO $MCD $WM $NVS

$529M

75 positions

#3Timbercreek Asset Management Ltd.Active

Some overlap · 7 shared positions

$BRX $HLT $CUBE $FR $PLD $FRT

$722M

83 positions

#4GHE, LLCSmart money

Some overlap · 7 shared positions

$MAR $LOW $DHI $MPC $MCD $CB

$265M

57 positions

#5BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 7 shared positions

$LEN $LOW $MCD $WM $PEP $CB

$2.5B

270 positions

#6Hayek Kallen Investment ManagementActive

Some overlap · 7 shared positions

$SO $MCD $WM $NVS $PEP $LOW

$330M

97 positions

#7Quantbot Technologies LPPassive

Some overlap · 8 shared positions

$HIG $GGG $HLT $SU $HAL $INGR

$2.5B

1,893 positions

#8CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Some overlap · 6 shared positions

$BRX $CUBE $FR $ATO $SO $PLD

$7.2B

101 positions

#9COOKE & BIELER LPActive

Some overlap · 6 shared positions

$AVY $INGR $ACGL $OXY $CSL $CB

$8.6B

100 positions

#10SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLCPassive

Some overlap · 6 shared positions

$HIG $KEY $ACGL $WM $MCD $CB

$5.3B

737 positions

#11Kentucky Trust CoPassive

Some overlap · 6 shared positions

$LOW $ATO $SO $MMM $NVS $PFE

$208M

316 positions

#12AIGEN INVESTMENT MANAGEMENT, LPPassive

Some overlap · 6 shared positions

$MAR $LOW $MMM $HAL $CB $ATO

$366M

517 positions

#13KANAWHA CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$LOW $SO $MCD $MMM $PEP $CB

$1.5B

228 positions

#14Nicholson Wealth Management Group, LLCPassive

Some overlap · 6 shared positions

$ATO $SO $MCD $PLD $PEP $CB

$170M

111 positions

#15TCTC Holdings, LLCActive

Some overlap · 6 shared positions

$LOW $WM $NVS $PEP $CB $PFE

$3.8B

240 positions

#16Shellback Capital, LPPassive

Some overlap · 5 shared positions

$HLT $MAR $LOW $DHI $MMM

$1.1B

89 positions

#17Guardian Wealth Advisors, LLCActive

Some overlap · 6 shared positions

$GGG $LOW $MMM $PEP $CB $MCD

$200M

66 positions

#18Willis Investment CounselActive

Some overlap · 6 shared positions

$MCD $MMM $PEP $CB $PFE $DRI

$2.1B

125 positions

#19VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 6 shared positions

$SO $MCD $PEP $CB $DRI $LOW

$201M

57 positions

#20DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Some overlap · 5 shared positions

$BRX $CUBE $FR $ATO $PLD

$10.6B

162 positions

#21Masterton Capital Management, LPActive

Some overlap · 5 shared positions

$HLT $LOW $MCD $PLD $FRT

$118M

24 positions

#22Campbell & CO Investment Adviser LLCPassive

Some overlap · 5 shared positions

$HLT $HIG $ATO $MAR $DHI

$1.9B

1,005 positions

#23MainStreet Investment Advisors LLCActive

Some overlap · 5 shared positions

$MAR $SO $MCD $WM $PEP

$734M

166 positions

#24Bank & Trust CoPassive

Some overlap · 5 shared positions

$KEY $SO $MPC $MCD $PEP

$158M

303 positions

#25Fiera Capital CorpActive

Some overlap · 5 shared positions

$GGG $TD $SU $PEP $HLT

$27.6B

401 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.