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 Unison Asset

13F Portfolio OverlapQ1 2026Unison Asset portfolio →

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Most similar hedge funds by 13F overlap

Unison Asset Management LLC is an institutional investor managing $219M across 32 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 Unison Asset are MFF Investments Ltd, Focused Investors, Coronation Fund Managers Ltd., with shared positions in $AXP, $LOW, $BAC, $UNH, $KKR, $ELV. The full ranking of 25 similar funds is below.

#1MFF Capital Investments LtdActive

Notable overlap · 5 shared positions

$AXP $LOW $BAC $UNH $KKR

$1.5B

19 positions

#2Focused Investors LLCActive

Notable overlap · 4 shared positions

$AXP $ELV $LOW $UNH

$3.1B

22 positions

#3Coronation Fund Managers Ltd.Active

Notable overlap · 6 shared positions

$NU $BKNG $SPOT $ELV $UNH $UBER

$2.2B

53 positions

#4Longview Partners (Guernsey) LTDActive

Notable overlap · 5 shared positions

$AXP $CDW $UNH $BKNG $NKE

$7.1B

25 positions

#5TB Capital Gestao de Recursos Ltda.Active

Notable overlap · 3 shared positions

$NU $BKNG $ADBE

$163M

17 positions

#6Bretton Capital Management, LLCActive

Notable overlap · 3 shared positions

$AXP $BAC $UNH

$109M

18 positions

#7Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$LOW $AXP $ELV $UNH $ADBE

$695M

159 positions

#8Rothschild & Co Wealth Management UK LtdSmart money

Notable overlap · 3 shared positions

$AXP $BKNG $DE

$6.5B

25 positions

#9GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 5 shared positions

$AXP $LOW $ELV $BKNG $BAC

$854M

145 positions

#10Legend Capital Advisors LLCActive

Notable overlap · 4 shared positions

$NU $UNH $AXP $KKR

$160M

159 positions

#11AlpenGlobal Capital LLCPassive

Notable overlap · 5 shared positions

$AXP $BKNG $ADBE $ONON $UBER

$157M

36 positions

#12Glassy Mountain Advisors, Inc.Passive

Notable overlap · 5 shared positions

$LOW $BKNG $BAC $ADBE $UNH

$322M

77 positions

#13Allied Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$BAC $WFC $LOW $DE

$697M

100 positions

#14North Berkeley Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$NU $WFC $AXP

$189M

73 positions

#15Financial Avengers, Inc.Active

Notable overlap · 4 shared positions

$AXP $BAC $ADBE $UNH

$219M

151 positions

#16Hosking Partners LLPActive

Notable overlap · 5 shared positions

$AXP $BKNG $BAC $ELV $WFC

$2.8B

99 positions

#17Rayburn West Financial Services LLCPassive

Notable overlap · 4 shared positions

$AXP $BAC $DE $WFC

$170M

82 positions

#18Foyston, Gordon, & Payne IncPassive

Notable overlap · 5 shared positions

$AXP $BKNG $UNH $CDW $UBER

$434M

67 positions

#19AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$UNH $BAC $ELV $LOW $BKNG

$696M

176 positions

#20CEERA INVESTMENTS, LLCPassive

Notable overlap · 4 shared positions

$AXP $UNH $ADBE $WT

$228M

93 positions

#21Long Corridor Asset Management LtdActive

Notable overlap · 3 shared positions

$AXP $ADBE $UBER

$411M

38 positions

#22Smead Capital Management, Inc.Active

Notable overlap · 3 shared positions

$AXP $BAC $UNH

$4.6B

32 positions

#23DCM Advisors, LLCActive

Notable overlap · 3 shared positions

$AXP $BAC $WFC

$220M

38 positions

#24Vantage Investment Partners, LLCActive

Notable overlap · 6 shared positions

$ORLY $UNH $BKNG $LOW $UBER $NKE

$1.4B

64 positions

#25PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 3 shared positions

$AXP $BAC $WFC

$166M

72 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.