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 iSAM Funds (UK) Ltd

13F Portfolio OverlapQ2 2026iSAM Funds (UK) Ltd portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

iSAM Funds (UK) Ltd is an institutional investor managing $142M across 241 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to iSAM Funds (UK) Ltd are AIGEN INVESTMENT, Monte Financial Group, EDGAR LOMAX, with shared positions in $CSX, $PPL, $WFC, $DVN, $GILD, $ABT. The full ranking of 25 similar funds is below.

#1AIGEN INVESTMENT MANAGEMENT, LPPassive

Notable overlap · 13 shared positions

$CSX $PPL $WFC $DVN $GILD $ABT

$366M

517 positions

#2Monte Financial Group, LLCPassive

Some overlap · 6 shared positions

$HIG $EOG $PFE $WFC $MRSH $ABT

$312M

102 positions

#3EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$GILD $PFE $MDLZ $WFC $ABT $NEE

$1.3B

58 positions

#4Qsemble Capital Management, LPPassive

Some overlap · 9 shared positions

$ABT $PPL $MDLZ $CSX $PEG $FANG

$781M

371 positions

#5Aventail Capital Group, LPPassive

Some overlap · 6 shared positions

$ATO $CSX $PPL $NI $PEG $SO

$1.7B

155 positions

#6GREAT LAKES ADVISORS, LLCPassive

Some overlap · 6 shared positions

$CSX $HIG $GILD $WFC $ABT $PH

$13.1B

825 positions

#7CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Some overlap · 5 shared positions

$ATO $PPL $PEG $EVRG $SO

$7.2B

101 positions

#8Energy Income Partners, LLCActive

Some overlap · 6 shared positions

$PPL $ATO $PEG $NEE $EVRG $SO

$6.4B

88 positions

#9Neumann Capital Management, LLCActive

Some overlap · 6 shared positions

$GILD $PFE $WFC $PEG $DOV $MAR

$151M

58 positions

#10BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 5 shared positions

$PPL $EOG $MDLZ $ABT $WFC

$2.5B

270 positions

#11NEW ENGLAND ASSET MANAGEMENT INCPassive

Some overlap · 5 shared positions

$PPL $CSX $WFC $PEG $ABT

$863M

131 positions

#12MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$ATO $ABT $PH $NEE $TT $BRO

$857M

166 positions

#13Hunter Perkins Capital Management, LLCPassive

Some overlap · 6 shared positions

$EOG $FANG $HIG $NEE $PB $SSB

$446M

149 positions

#14Holocene Advisors, LPPassive

Some overlap · 7 shared positions

$GILD $CSX $PH $HLT $EW $COF

$44.4B

789 positions

#15Marble Harbor Investment Counsel, LLCActive

Some overlap · 5 shared positions

$EOG $PFE $WFC $ABT $PH

$984M

200 positions

#16ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 6 shared positions

$MDLZ $WFC $ABT $TT $EVRG $SO

$460M

220 positions

#17Keeler Thomas Management LLCPassive

Some overlap · 5 shared positions

$CTVA $PFE $DVN $ABT $TT

$282M

135 positions

#18AEGON USA Investment Management, LLCSmart money

Some overlap · 5 shared positions

$PPL $WFC $NEE $EVRG $SO

$140M

42 positions

#19RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$CFG $PH $NEE $SO $MAR

$1.1B

90 positions

#20First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 6 shared positions

$PFE $MDLZ $NEE $SO $MAR $COF

$529M

75 positions

#21Capital Investment Counsel, LLCPassive

Some overlap · 5 shared positions

$DHI $GILD $PEG $CFG $SO

$808M

156 positions

#22Sciencast Management LPPassive

Some overlap · 6 shared positions

$ATO $WFC $CSX $EOG $DHI $WRB

$482M

235 positions

#23CONTINENTAL ADVISORS LLCActive

Some overlap · 5 shared positions

$GILD $PFE $WFC $SSB $COF

$237M

50 positions

#24UNITED BANKActive

Some overlap · 5 shared positions

$EOG $GILD $ABT $ATO $DOV

$853M

130 positions

#25DEARBORN PARTNERS LLCPassive

Some overlap · 4 shared positions

$ATO $CTVA $ABT $NEE

$1.8B

269 positions

Compare iSAM Funds (UK) Ltd’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View iSAM Funds (UK) Ltd’s holdings

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.