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 New Age Alpha Advisors,

13F Portfolio OverlapQ1 2026New Age Alpha Advisors, portfolio →

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Most similar hedge funds by 13F overlap

New Age Alpha Advisors, LLC is an institutional investor managing $2.1B across 766 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 New Age Alpha Advisors, are DoubleLine ETF Adviser, Knights of Columbus Asset Advisors, PRUDENTIAL FINANCIAL, with shared positions in $WELL, $PLD, $AMGN, $EQIX, $T, $GILD. The full ranking of 25 similar funds is below.

#1DoubleLine ETF Adviser LPPassive

Some overlap · 8 shared positions

$WELL $PLD $AMGN $EQIX $T $GILD

$263M

176 positions

#2Knights of Columbus Asset Advisors LLCPassive

Some overlap · 8 shared positions

$WELL $PLD $COP $EQIX $T $C

$1.8B

397 positions

#3PRUDENTIAL FINANCIAL INCPassive

Some overlap · 10 shared positions

$WELL $PLD $MU $EQIX $C $MS

$81.2B

2,401 positions

#4guardian investment managementActive

Some overlap · 8 shared positions

$GEV $AMGN $T $C $MU $GE

$127M

60 positions

#5Meiji Yasuda America IncActive

Some overlap · 7 shared positions

$WELL $COP $AMGN $GILD $UBER $MU

$404M

57 positions

#6Estabrook Capital ManagementPassive

Some overlap · 7 shared positions

$COP $GEV $AMGN $T $C $GE

$685M

380 positions

#7Massachusetts Wealth ManagementPassive

Some overlap · 7 shared positions

$COP $GEV $AMGN $C $MU $GE

$231M

98 positions

#8Wahed Invest LLCPassive

Some overlap · 8 shared positions

$GEV $T $GILD $MU $COP $INTC

$770M

225 positions

#9SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive

Some overlap · 6 shared positions

$WELL $COP $GEV $PLD $EQIX $DLR

$507M

306 positions

#10ALBION FINANCIAL GROUP /UTActive

Some overlap · 7 shared positions

$COP $GEV $AMGN $C $UBER $MS

$1.5B

737 positions

#11Retirement Systems of AlabamaActive

Some overlap · 9 shared positions

$COP $MU $GE $BAC $PLD $EQIX

$30.0B

947 positions

#12MACQUARIE GROUP LTDActive

Some overlap · 7 shared positions

$WELL $PLD $T $GILD $C $MU

$16.8B

813 positions

#13EASTERLY INVESTMENT PARTNERS LLCActive

Some overlap · 7 shared positions

$COP $WELL $EQIX $C $DLR $BAC

$1.3B

166 positions

#14CI INVESTMENTS INC.Active

Some overlap · 7 shared positions

$GEV $PLD $EQIX $T $C $MU

$20.6B

613 positions

#15Capital Group Private Client Services, Inc.Active

Some overlap · 6 shared positions

$WELL $COP $GEV $AMGN $MU $GE

$5.9B

240 positions

#16VUB Generali dochodkova spravcovska spolocnost, a.s.Passive

Some overlap · 6 shared positions

$WELL $COP $GEV $PLD $GE $BAC

$127M

91 positions

#17CHILTON CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$COP $GEV $PLD $EQIX $GILD $MS

$2.9B

658 positions

#18Schear Investment Advisers, LLCPassive

Some overlap · 7 shared positions

$GEV $AMGN $C $MU $MS $GE

$227M

77 positions

#19Palacios Wealth Management, LLCActive

Some overlap · 8 shared positions

$AMGN $UBER $MS $BAC $CRWD $C

$160M

75 positions

#20LBP AM SAPassive

Some overlap · 7 shared positions

$WELL $T $GEV $UBER $MU $CRWD

$7.3B

388 positions

#21WHITE PINE CAPITAL LLCPassive

Some overlap · 7 shared positions

$GEV $EQIX $T $C $MS $GE

$355M

228 positions

#22PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Some overlap · 6 shared positions

$COP $PLD $AMGN $UBER $DLR $MS

$3.0B

77 positions

#23Capital International, Inc./CA/Active

Some overlap · 6 shared positions

$WELL $COP $AMGN $MU $GE $BAC

$13.0B

303 positions

#24WESTPAC BANKING CORPPassive

Some overlap · 6 shared positions

$WELL $AMGN $PLD $EQIX $GILD $C

$1.4B

495 positions

#25EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$COP $AMGN $T $GILD $MS $BAC

$1.4B

56 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.