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 Smith Group Asset ,

13F Portfolio OverlapQ1 2026Smith Group Asset , portfolio →

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Most similar hedge funds by 13F overlap

Smith Group Asset Management, LLC is an institutional investor managing $2.0B across 162 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 Smith Group Asset , are Axecap Investments,, FCF Advisors, CONSCIOUS WEALTH INVESTMENTS,, with shared positions in $KLAC, $ADI, $HAS, $TJX, $MCK, $AMD. The full ranking of 25 similar funds is below.

#1Axecap Investments, LLCPassive

Notable overlap · 7 shared positions

$KLAC $ADI $HAS $TJX $MCK $AMD

$145M

69 positions

#2FCF Advisors LLCPassive

Notable overlap · 8 shared positions

$KLAC $TPR $MCK $ANET $BKNG $APP

$444M

52 positions

#3CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$KLAC $ANET $AXP $ACGL $SCHW $AMD

$180M

58 positions

#4LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$KLAC $MCK $TJX $ANET $PH $VRTX

$174M

65 positions

#5STRATEGIC PLANNING GROUP, LLCPassive

Notable overlap · 7 shared positions

$FIX $ANET $CBOE $TJX $VRTX $AMD

$715M

72 positions

#6RENAISSANCE GROUP LLCPassive

Notable overlap · 8 shared positions

$KLAC $JBL $FIX $ANET $TJX $TPR

$2.4B

234 positions

#7Benchmark Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$KLAC $FIX $APP $BKNG $ANET $PH

$172M

76 positions

#8Giverny Capital Inc.Active

Notable overlap · 6 shared positions

$MEDP $BKNG $ADI $ANET $SCHW $DIS

$2.7B

51 positions

#9TIMUCUAN ASSET MANAGEMENT INC/FLActive

Notable overlap · 5 shared positions

$ADI $ANET $AXP $BKNG $SCHW

$2.7B

28 positions

#10Dempze Nancy EPassive

Notable overlap · 6 shared positions

$ADI $AXP $TJX $AMD $SCHW $VRTX

$182M

92 positions

#11Elefante Mark BPassive

Notable overlap · 6 shared positions

$ADI $TJX $AXP $SCHW $AMD $VRTX

$182M

58 positions

#12Passumpsic Savings Bank

Notable overlap · 6 shared positions

$ANET $BKNG $PH $TJX $DIS $CBOE

$183M

90 positions

#13Delaney Dennis RPassive

Notable overlap · 6 shared positions

$ADI $TJX $SCHW $AXP $AMD $VRTX

$282M

60 positions

#14Cornerstone Investment Partners, LLCActive

Notable overlap · 5 shared positions

$KLAC $MCK $AXP $DG $FIX

$2.4B

291 positions

#15Hemenway Trust Co LLCActive

Notable overlap · 6 shared positions

$ADI $TJX $AXP $AMD $SCHW $VRTX

$1.2B

135 positions

#16Notis-McConarty EdwardActive

Notable overlap · 6 shared positions

$ADI $TJX $AXP $AMD $SCHW $VRTX

$219M

68 positions

#17SOMERVILLE KURT FPassive

Notable overlap · 6 shared positions

$ADI $TJX $AXP $AMD $SCHW $VRTX

$379M

91 positions

#18PUZO MICHAEL JPassive

Notable overlap · 6 shared positions

$ADI $TJX $AMD $AXP $SCHW $VRTX

$343M

67 positions

#19ALKEON CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 4 shared positions

$KLAC $ADI $TJX $CDNS

$59.5B

102 positions

#20Horizon Investment Services, LLCPassive

Notable overlap · 7 shared positions

$FIX $APP $KLAC $AXP $JBL $SCHW

$288M

137 positions

#21WD RUTHERFORD LLCPassive

Notable overlap · 6 shared positions

$ANET $TJX $MCK $AMD $APP $AXP

$225M

71 positions

#22Salvus Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$ADI $BKNG $AXP $SCHW $ANET

$172M

126 positions

#23Decatur Capital Management, Inc.Active

Notable overlap · 5 shared positions

$KLAC $TJX $BKNG $CDNS $VRTX

$219M

33 positions

#24McGuire Investment Group, LLCActive

Notable overlap · 5 shared positions

$ADI $CBOE $MEDP $SCHW $AMD

$885M

121 positions

#25BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$ANET $KLAC $TJX $CDNS $AMD $AXP

$360M

106 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.