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Hedge Funds Similar to Simplify Asset

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

Simplify Asset Management Inc. is an institutional investor managing $7.2B across 141 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 Simplify Asset are SECTORAL ASSET, Rhenman & Partners Asset AB, Bellevue Group AG, with shared positions in $UTHR, $TMO, $GILD, $REGN, $DHR, $AMGN. The full ranking of 25 similar funds is below.

#1SECTORAL ASSET MANAGEMENT INCActive
Some overlap · 8 shared positions
$UTHR$TMO$GILD$REGN$DHR$AMGN
$121M
77 positions
#2Rhenman & Partners Asset Management ABPassive
Some overlap · 9 shared positions
$JAZZ$TMO$GILD$REGN$ISRG$CVS
$810M
86 positions
#3Bellevue Group AGActive
Some overlap · 9 shared positions
$TMO$GILD$REGN$DHR$AMGN$ISRG
$4.2B
155 positions
#4Propel Bio Management, LLCActive
Some overlap · 8 shared positions
$PAGP$EYPT$ACHV$PHAT$DCTH$ABEO
$159M
38 positions
#5ATWOOD & PALMER INCPassive
Some overlap · 5 shared positions
$UTHR$TMO$GILD$REGN$VRTX
$1.8B
531 positions
#6Tri Locum Partners LPActive
Some overlap · 5 shared positions
$UTHR$JAZZ$TMO$ISRG$VRTX
$713M
17 positions
#7Polaris Capital Management, LLCActive
Slight overlap · 4 shared positions
$UTHR$JAZZ$GILD$CVS
$1.2B
84 positions
#8Bellecapital International Ltd.Passive
Slight overlap · 4 shared positions
$IBIT$TMO$REGN$ISRG
$538M
116 positions
#9Pursuit Wealth Management LLC
Slight overlap · 3 shared positions
$IBIT$GILD$REGN
$116M
118 positions
#10Oxler Private Wealth LLCActive
Slight overlap · 3 shared positions
$IBIT$TMO$AMGN
$319M
92 positions
#11Candriam S.C.A.Active
Slight overlap · 6 shared positions
$TMO$GILD$REGN$AMGN$ISRG$VRTX
$19.3B
692 positions
#12Palo Alto Investors LPActive
Slight overlap · 3 shared positions
$UTHR$ALGN$CLDX
$654M
51 positions
#13Harvest Portfolios Group Inc.Active
Slight overlap · 6 shared positions
$TMO$REGN$DHR$AMGN$AZN$ISRG
$6.1B
260 positions
#14DIADEMA PARTNERS LPPassive
Slight overlap · 4 shared positions
$UTHR$JAZZ$EYPT$VRTX
$588M
144 positions
#15Carmignac GestionActive
Slight overlap · 5 shared positions
$NVO$TMO$REGN$ALGN$VRTX
$6.5B
112 positions
#16LOOMIS SAYLES & CO L PActive
Slight overlap · 5 shared positions
$NVO$TMO$REGN$ISRG$VRTX
$74.3B
718 positions
#17AlphaCentric Advisors LLCPassive
Slight overlap · 6 shared positions
$JAZZ$GILD$AMGN$AZN$ISRG$VRTX
$100M
252 positions
#18Spear Holdings RSC LtdActive
Slight overlap · 3 shared positions
$IBIT$TMO$DHR
$1.0B
18 positions
#19PBCay One RSC LtdSmart money
Slight overlap · 3 shared positions
$IBIT$TMO$DHR
$1.3B
18 positions
#20Sofinnova Ventures IncActive
Slight overlap · 3 shared positions
$UTHR$JAZZ$AZN
$2.6B
74 positions
#21HealthInvest Partners ABActive
Slight overlap · 6 shared positions
$TMO$GILD$AMGN$ISRG$CVS$VRTX
$310M
39 positions
#22Exome Asset Management LLCPassive
Slight overlap · 4 shared positions
$UTHR$TXG$ISRG$GH
$193M
56 positions
#23AUGUSTINE ASSET MANAGEMENT INCActive
Slight overlap · 4 shared positions
$UTHR$GILD$REGN$AMGN
$444M
112 positions
#24Gainplan LLCActive
Slight overlap · 3 shared positions
$IBIT$TMO$DHR
$133M
59 positions
#25Copia Wealth ManagementPassive
Slight overlap · 3 shared positions
$IBIT$REGN$PCT
$146M
532 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.