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 OverlapQ1 2026Heard portfolio →

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Most similar hedge funds by 13F overlap

Heard Capital LLC is an institutional investor managing $1.9B across 21 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 Heard are Blue Whale LLP, AVENIR, Legal Advantage Investments,, with shared positions in $LRCX, $FICO, $APO, $ARES, $AMT, $ADBE. The full ranking of 25 similar funds is below.

#1Blue Whale Capital LLPActive

Notable overlap · 4 shared positions

$LRCX $FICO $APO $ARES

$2.1B

26 positions

#2AVENIR CORPActive

Notable overlap · 3 shared positions

$AMT $ADBE $EQIX

$820M

72 positions

#3Legal Advantage Investments, Inc.Passive

Notable overlap · 3 shared positions

$ESLT $TDG $PLTR

$194M

79 positions

#4DOCK STREET ASSET MANAGEMENT INCActive

Notable overlap · 3 shared positions

$PLTR $FICO $LRCX

$951M

58 positions

#5ALLEN OPERATIONS LLCSmart money

Notable overlap · 3 shared positions

$PLTR $TDG $PPLI

$670M

35 positions

#6Partners Group Holding AGActive

Notable overlap · 4 shared positions

$APO $AMT $EQIX $ARES

$1.4B

50 positions

#7B&I Capital AGActive

Notable overlap · 3 shared positions

$AMT $EQIX $PLD

$294M

24 positions

#8Fairbanks Capital Management, Inc.Passive

Notable overlap · 3 shared positions

$TDG $AXP $AMT

$160M

50 positions

#9Taylor Hoffman Capital Management LLCPassive

Notable overlap · 3 shared positions

$LRCX $FICO $ADBE

$325M

116 positions

#10Bannerstone Capital Management, LLCPassive

Notable overlap · 3 shared positions

$PLTR $LRCX $AXP

$108M

97 positions

#11Lindsell Train LtdSmart money

Notable overlap · 3 shared positions

$FICO $AXP $ADBE

$3.1B

27 positions

#12YCG, LLCActive

Notable overlap · 3 shared positions

$FICO $TDG $ADBE

$1.1B

42 positions

#13EDGEWOOD MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$TDG $FICO $EQIX $PLD

$15.5B

87 positions

#14PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Some overlap · 3 shared positions

$PLTR $AMT $PLD

$3.0B

77 positions

#15CEERA INVESTMENTS, LLCPassive

Some overlap · 3 shared positions

$AXP $ADBE $FICO

$228M

93 positions

#16Vert Asset Management LLCActive

Some overlap · 3 shared positions

$AMT $EQIX $PLD

$315M

45 positions

#17Mill Capital Management, LLCActive

Some overlap · 4 shared positions

$AXP $TDG $AMT $LRCX

$1.3B

130 positions

#18Torrey Growth & Income AdvisorsActive

Some overlap · 3 shared positions

$AXP $LRCX $PLTR

$239M

110 positions

#19Markin Volterra Fund LPActive

Some overlap · 3 shared positions

$LRCX $PLTR $EQIX

$65M

34 positions

#20LDR Capital Management LLCActive

Some overlap · 3 shared positions

$AMT $EQIX $PLD

$74M

44 positions

#21LAFFER TENGLER INVESTMENTS, INC.Passive

Some overlap · 3 shared positions

$LRCX $AXP $PLD

$677M

182 positions

#22AlpenGlobal Capital LLCPassive

Some overlap · 3 shared positions

$AXP $ADBE $AMT

$157M

36 positions

#23Accuvest Global AdvisorsPassive

Some overlap · 3 shared positions

$PLTR $APO $TDG

$107M

57 positions

#24Sustainable Insight Capital Management, LLCPassive

Some overlap · 3 shared positions

$PLTR $TDG $LRCX

$298M

86 positions

#25Socorro Asset Management LPPassive

Some overlap · 3 shared positions

$AMT $LRCX $PLD

$221M

32 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.