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 OverlapQ1 2026iSAM Funds (UK) Ltd portfolio →

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Most similar hedge funds by 13F overlap

iSAM Funds (UK) Ltd is an institutional investor managing $203M across 291 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 iSAM Funds (UK) Ltd are AIGEN INVESTMENT ,, Borer Denton & Associates,, Boit C F David, with shared positions in $ADI, $HAL, $TMO, $FDX, $__PARK_1390777, $LMT. The full ranking of 25 similar funds is below.

#1AIGEN INVESTMENT MANAGEMENT, LPPassive

Notable overlap · 10 shared positions

$ADI $HAL $TMO $FDX $__PARK_1390777 $LMT

$389M

496 positions

#2Borer Denton & Associates, Inc.Active

Some overlap · 8 shared positions

$__PARK_1390777 $BAC $ADI $CHD $AIG $ITW

$280M

66 positions

#3Boit C F DavidActive

Some overlap · 7 shared positions

$ADI $BAC $PH $SYK $LMT $CHD

$225M

117 positions

#4MORTON COMMUNITY BANKPassive

Some overlap · 8 shared positions

$COP $LNT $SO $XEL $LMT $NI

$460M

115 positions

#5CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$ADI $SO $SYK $LMT $APD $PAYX

$6.4B

283 positions

#6PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Some overlap · 7 shared positions

$PH $COP $LMT $FDX $NUE $APD

$3.0B

77 positions

#7Cartenna Capital, LPActive

Some overlap · 6 shared positions

$PH $ADI $AME $LMT $FDX $TKR

$2.7B

47 positions

#8Kesler, Norman & Wride, LLCPassive

Some overlap · 6 shared positions

$PH $ADI $SYK $LMT $APD $MAR

$581M

245 positions

#9Aristotle Atlantic Partners, LLCActive

Some overlap · 6 shared positions

$ADI $PH $TMO $AME $BAC $MAR

$2.1B

119 positions

#10SMA Capital LLCPassive

Some overlap · 7 shared positions

$PH $AME $LMT $NUE $APD $TKR

$232M

95 positions

#11REAVES W H & CO INCActive

Some overlap · 6 shared positions

$PPL $LNT $PNW $XEL $NI $WEC

$6.0B

90 positions

#12CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 6 shared positions

$PH $SYK $TMO $AME $APD $ITW

$405M

73 positions

#13Energy Income Partners, LLCActive

Some overlap · 6 shared positions

$PPL $SO $XEL $PEG $LNT $WEC

$6.2B

87 positions

#14EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$BAC $SO $COP $LMT $FDX $AIG

$1.4B

56 positions

#15DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Some overlap · 6 shared positions

$LNT $PPL $SO $XEL $NI $WEC

$9.6B

148 positions

#16Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$BAC $SO $COP $LMT $ITW $DE

$215M

125 positions

#17Aventail Capital Group, LPPassive

Some overlap · 5 shared positions

$PPL $LNT $SO $PEG $XEL

$2.1B

170 positions

#18PARNASSUS INVESTMENTS, LLCActive

Some overlap · 6 shared positions

$BAC $SYK $TMO $__PARK_1390777 $MAR $DE

$34.1B

135 positions

#19Two Point Capital Management, Inc.Active

Some overlap · 6 shared positions

$PH $SYK $TMO $APD $PAYX $DHI

$229M

28 positions

#20Alley Investment Management Company, LLCActive

Some overlap · 6 shared positions

$PH $SYK $LMT $COF $PAYX $WEC

$821M

85 positions

#21DIAMOND HILL CAPITAL MANAGEMENT INCActive

Some overlap · 6 shared positions

$BAC $COP $TMO $COF $AIG $DE

$16.0B

187 positions

#22OmniStar Financial Group, Inc.Passive

Some overlap · 5 shared positions

$__PARK_1390777 $BAC $LMT $PH $AIG

$193M

108 positions

#23Umpqua BankActive

Some overlap · 7 shared positions

$PH $BAC $TMO $DE $APD $HCA

$350M

156 positions

#24Alecta Tjanstepension OmsesidigtActive

Some overlap · 6 shared positions

$ADI $BAC $SYK $TMO $AME $ITW

$20.5B

78 positions

#25United Asset Strategies, Inc.Passive

Some overlap · 5 shared positions

$PH $BAC $TMO $LMT $AIG

$1.3B

257 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.