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Hedge Funds Similar to Ethic

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

Ethic Inc. is an institutional investor managing $6.4B across 1,235 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 Ethic are Wahed Invest, Avanza Fonder AB, BDF-GESTION, with shared positions in $MU, $AMAT, $LRCX, $AMD, $IBM, $T. The full ranking of 25 similar funds is below.

#1Wahed Invest LLCActive
Some overlap · 11 shared positions
$MU$AMAT$LRCX$AMD$IBM$T
$770M
225 positions
#2Avanza Fonder ABActive
Some overlap · 10 shared positions
$MU$AMAT$LRCX$AMD$T$TJX
$3.6B
484 positions
#3BDF-GESTIONActive
Some overlap · 9 shared positions
$MU$AMAT$LRCX$AMD$IBM$T
$749M
144 positions
#4PFA Pension, ForsikringsaktieselskabActive
Some overlap · 9 shared positions
$MU$LRCX$AMD$AMAT$T$VZ
$33.2B
381 positions
#5Raiffeisen Bank International AGActive
Some overlap · 9 shared positions
$MU$AMAT$LRCX$AMD$IBM$KLAC
$7.0B
824 positions
#6Dai-ichi Life Insurance Company, LtdActive
Some overlap · 9 shared positions
$LRCX$MS$IBM$T$VZ$GEV
$3.5B
464 positions
#7Generate Investment Management LtdActive
Some overlap · 8 shared positions
$MU$AMAT$LRCX$AMD$IBM$GEV
$2.0B
70 positions
#8Axecap Investments, LLCPassive
Some overlap · 8 shared positions
$MU$AMAT$LRCX$MS$AMD$TJX
$145M
69 positions
#9Dempze Nancy EPassive
Some overlap · 9 shared positions
$AMAT$MS$AMD$IBM$TJX$UNH
$182M
92 positions
#10KKM Financial LLCPassive
Some overlap · 8 shared positions
$MU$AMAT$LRCX$AMD$IBM$ASML
$563M
168 positions
#11PBU - The Pension Fund of Early Childhood & Youth EducatorsActive
Some overlap · 8 shared positions
$MU$AMAT$LRCX$IBM$VZ$TJX
$7.7B
190 positions
#12NORDEA INVESTMENT MANAGEMENT ABActive
Some overlap · 8 shared positions
$MU$AMAT$LRCX$AMD$VZ$GEV
$107.2B
864 positions
#13Western Financial Corp/CAActive
Some overlap · 8 shared positions
$MU$AMAT$LRCX$AMD$GEV$ASML
$255M
127 positions
#14Genus Capital Management Inc.Passive
Some overlap · 8 shared positions
$MU$LRCX$AMD$IBM$VZ$GEV
$873M
189 positions
#15FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDActive
Some overlap · 8 shared positions
$AMAT$LRCX$MU$T$VZ$TJX
$18.3B
538 positions
#16Kintegral Advisory, LLCActive
Some overlap · 8 shared positions
$AMAT$LRCX$MS$AMD$VZ$AXP
$1.1B
233 positions
#17Wealth Science Advisors LLCActive
Some overlap · 8 shared positions
$MU$AMAT$MS$T$UNH$AXP
$178M
203 positions
#18Progressive Investment Management CorpActive
Some overlap · 8 shared positions
$MU$AMAT$LRCX$AMD$ASML$KLAC
$379M
58 positions
#19KLP KAPITALFORVALTNING ASPassive
Some overlap · 8 shared positions
$MU$AMD$LRCX$AMAT$T$VZ
$25.5B
2,154 positions
#20NVWM, LLCPassive
Some overlap · 8 shared positions
$AMAT$MS$AMD$GEV$TJX$ASML
$449M
747 positions
#21DARA CAPITAL US, INC.Active
Some overlap · 7 shared positions
$MU$AMAT$LRCX$AMD$IBM$GEV
$105M
119 positions
#22Siemens Fonds Invest GmbHActive
Some overlap · 7 shared positions
$MU$AMAT$LRCX$AMD$MS$GEV
$1.7B
548 positions
#23HOWARD HUGHES MEDICAL INSTITUTEActive
Some overlap · 7 shared positions
$MU$AMAT$LRCX$AMD$IBM$ASML
$416M
31 positions
#24QRG CAPITAL MANAGEMENT, INC.Passive
Some overlap · 7 shared positions
$MU$AMAT$LRCX$AMD$TJX$MS
$9.7B
1,138 positions
#25ING GROEP NVPassive
Some overlap · 7 shared positions
$MU$LRCX$AMAT$AMD$IBM$GEV
$16.4B
503 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.