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 SBI Securities , Ltd.

13F Portfolio OverlapQ1 2026SBI Securities , Ltd. portfolio →

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Most similar hedge funds by 13F overlap

SBI Securities Co., Ltd. is an institutional investor managing $3.6B across 4,018 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 SBI Securities , Ltd. are HOWARD WEALTH ,, Hegarty Advisors,, AA Financial Advisors,, with shared positions in $DOV, $KKR, $PLTR, $HUM, $WT, $AMD. The full ranking of 25 similar funds is below.

#1HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$DOV $KKR $PLTR $HUM $WT $AMD

$238M

142 positions

#2Hegarty Advisors, LLCActive

Notable overlap · 4 shared positions

$DOV $KKR $GLDM $HUM

$127M

57 positions

#3AA Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$DOV $KKR $GLDM $AGQ

$710M

221 positions

#4LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$DOV $KKR $MAR $HUM $WT $PLTR

$595M

360 positions

#5Catalyst Investment Management LLCPassive

Some overlap · 5 shared positions

$DOV $KKR $HUM $KO $WT

$90M

65 positions

#6Wealth Management Associates, Inc.Passive

Some overlap · 6 shared positions

$KKR $PLTR $MAR $WT $VZ $PFE

$290M

234 positions

#7New England Private Wealth Advisors LLCActive

Some overlap · 7 shared positions

$DOV $GLDM $KKR $MAR $HUM $WT

$866M

194 positions

#8Breakwater Investment ManagementPassive

Some overlap · 6 shared positions

$DOV $KKR $HUM $WT $MAR $PLTR

$269M

506 positions

#9KRAEMATON INVESTMENT ADVISORS, INCPassive

Some overlap · 7 shared positions

$PLTR $GLDM $KKR $MAR $WT $VZ

$123M

99 positions

#10American National Bank of TexasActive

Some overlap · 4 shared positions

$DOV $GLDM $KKR $KO

$105M

57 positions

#11Nova Wealth Management, Inc.Passive

Some overlap · 7 shared positions

$PLTR $GLDM $MAR $WT $SOFI $AMD

$154M

545 positions

#12WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive

Some overlap · 5 shared positions

$DOV $KKR $PLTR $HUM $KO

$355M

156 positions

#13Zhang Financial LLCActive

Some overlap · 4 shared positions

$DOV $KKR $MU $GLDM

$2.9B

367 positions

#14Piedmont Capital Management, LLCActive

Some overlap · 6 shared positions

$KKR $GLDM $HUM $IBM $KO $VZ

$197M

50 positions

#15RM Financial Services, LLCActive

Some overlap · 5 shared positions

$KKR $GLDM $MAR $HUM $IBM

$116M

75 positions

#16Long Island Wealth Management, Inc.Active

Some overlap · 5 shared positions

$DOV $MAR $IBM $HUM $AGQ

$216M

89 positions

#17NavPoint Financial, Inc.Active

Some overlap · 5 shared positions

$DOV $GLDM $PLTR $KO $IBM

$247M

71 positions

#18SCS Capital Management LLCActive

Some overlap · 5 shared positions

$KKR $DOV $KO $HUM $MAR

$9.4B

468 positions

#19Lynx Investment AdvisoryPassive

Some overlap · 7 shared positions

$KKR $GLDM $HUM $VZ $PFE $AGQ

$209M

181 positions

#20M.E. ALLISON & CO., INC.Passive

Some overlap · 7 shared positions

$KKR $MAR $HUM $IBM $KO $VZ

$151M

193 positions

#21Prospect Financial Services LLCPassive

Some overlap · 5 shared positions

$PLTR $KKR $HUM $WT $VZ

$164M

104 positions

#22Raab & Moskowitz Asset Management LLCPassive

Some overlap · 6 shared positions

$KKR $MAR $HUM $KO $VZ $PFE

$450M

187 positions

#23Arsenal Capital Advisors LLCPassive

Some overlap · 4 shared positions

$KKR $PLTR $WT $HUM

$138M

98 positions

#24LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive

Some overlap · 6 shared positions

$DOV $KO $VZ $MO $BTI $IBM

$2.7B

111 positions

#25Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 5 shared positions

$KKR $DOV $MAR $WT $PFE

$381M

163 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.