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 Heard

13F Portfolio OverlapQ2 2026Heard portfolio →

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Most similar hedge funds by 13F overlap

Heard Capital LLC is an institutional investor managing $2.3B across 21 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 Heard are Coalescence Partners Investment, National Philanthropic, Spinecap SAS, with shared positions in $TDG, $FICO, $BX, $APO, $AXP, $QCOM. The full ranking of 25 similar funds is below.

#1Coalescence Partners Investment Management, LPActive

Substantial overlap · 3 shared positions

$TDG $FICO $BX

$341M

12 positions

#2National Philanthropic TrustActive

Notable overlap · 3 shared positions

$APO $BX $TDG

$6.9B

409 positions

#3Spinecap SASActive

Notable overlap · 3 shared positions

$APO $TDG $BX

$335M

16 positions

#4BECK MACK & OLIVER LLCActive

Notable overlap · 4 shared positions

$APO $BX $AXP $QCOM

$5.1B

201 positions

#5Bosman Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$MRVL $PLTR $BE

$161M

56 positions

#6Q Fund Management (Hong Kong) LtdActive

Notable overlap · 3 shared positions

$BE $MRVL $ADBE

$110M

26 positions

#7Stanley Capital Management, LLCActive

Notable overlap · 3 shared positions

$MRVL $BE $AXP

$754M

37 positions

#8Partners Group Holding AGActive

Notable overlap · 5 shared positions

$APO $AMT $BX $EQIX $ARES

$1.5B

52 positions

#9BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 3 shared positions

$BE $MRVL $EQIX

$462M

122 positions

#10CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 5 shared positions

$BE $PLTR $MRVL $APO $BX

$78M

44 positions

#11Wellington Shields Capital Management, LLCPassive

Notable overlap · 4 shared positions

$BE $AXP $BX $APO

$788M

334 positions

#12N10 ASSETS, LLC

Notable overlap · 3 shared positions

$MRVL $PLTR $AXP

$231M

34 positions

#13Intrepid Financial Planning Group LLCPassive

Notable overlap · 3 shared positions

$MRVL $PLTR $BX

$294M

135 positions

#14Lindsell Train LtdSmart money

Notable overlap · 3 shared positions

$FICO $AXP $ADBE

$2.6B

28 positions

#15EDGEWOOD MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$FICO $TDG $BX $EQIX $PLD

$9.7B

90 positions

#16Koa Wealth Management, LLCActive

Notable overlap · 5 shared positions

$BX $FICO $AMT $QCOM $PLD

$147M

54 positions

#17Sargent Investment Group, LLCPassive

Notable overlap · 4 shared positions

$PLTR $BX $AXP $QCOM

$832M

279 positions

#18Legal Advantage Investments, Inc.Active

Notable overlap · 3 shared positions

$ESLT $TDG $PLTR

$285M

77 positions

#19Fairbanks Capital Management, Inc.Passive

Notable overlap · 3 shared positions

$TDG $AXP $PLTR

$169M

48 positions

#20N10 WEALTH, LLCActive

Notable overlap · 3 shared positions

$MRVL $PLTR $AXP

$282M

43 positions

#21Elequin Securities, LLCActive

Notable overlap · 3 shared positions

$APO $BE $MRVL

$3.4B

693 positions

#221776 Wealth LLCActive

Notable overlap · 3 shared positions

$PLTR $BX $ADBE

$284M

152 positions

#23UNICOM Systems, Inc.Active

Notable overlap · 3 shared positions

$PLTR $BE $MRVL

$1.5B

39 positions

#24Henson-Edgewater Management, LLC

Notable overlap · 3 shared positions

$PLTR $BX $AMT

$192M

66 positions

#25Insight Inv LLCPassive

Notable overlap · 3 shared positions

$MRVL $AXP $QCOM

$212M

109 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.