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 Virtus Investment Advisers,

13F Portfolio OverlapQ1 2026Virtus Investment Advisers, portfolio →

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Most similar hedge funds by 13F overlap

Virtus Investment Advisers, LLC is an institutional investor managing $363M across 450 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 Virtus Investment Advisers, are denkapparat Operations GmbH, China Universal Asset , Ltd., NORDEA INVESTMENT AB, with shared positions in $GILD, $AMGN, $EIX, $INCY, $ROST, $CB. The full ranking of 25 similar funds is below.

#1denkapparat Operations GmbHPassive

Some overlap · 8 shared positions

$GILD $AMGN $EIX $INCY $ROST $CB

$242M

333 positions

#2China Universal Asset Management Co., Ltd.Passive

Some overlap · 7 shared positions

$GILD $AMGN $REGN $VRTX $ALNY $LIN

$1.3B

502 positions

#3NORDEA INVESTMENT MANAGEMENT ABActive

Some overlap · 8 shared positions

$AMGN $GILD $LIN $TJX $WAB $TT

$107.2B

864 positions

#4Longbow Finance SAPassive

Some overlap · 8 shared positions

$GILD $PWR $TJX $WAB $WELL $HWM

$552M

55 positions

#5BRAUN STACEY ASSOCIATES INCActive

Some overlap · 8 shared positions

$VRT $PWR $TJX $WELL $HWM $CME

$3.0B

112 positions

#6BEACON INVESTMENT ADVISORY SERVICES, INC.Passive

Some overlap · 7 shared positions

$AMGN $VRTX $REGN $GILD $ROST $TJX

$2.4B

787 positions

#7Boston Common Asset Management, LLCActive

Some overlap · 8 shared positions

$VRT $CB $TJX $WAB $CME $AMAT

$1.6B

186 positions

#8DJE Kapital AGActive

Some overlap · 8 shared positions

$PWR $VRT $LIN $HSY $TJX $WAB

$4.5B

113 positions

#9Vest Financial, LLCPassive

Some overlap · 8 shared positions

$ROST $LIN $CB $BKR $KO $AMAT

$8.3B

414 positions

#10NatWest Group plcActive

Some overlap · 7 shared positions

$GILD $AMGN $ROST $HSY $HWM $TT

$462M

44 positions

#11Meiji Yasuda America IncActive

Some overlap · 7 shared positions

$GILD $AMGN $CB $TJX $WELL $KO

$404M

57 positions

#12Kintegral Advisory, LLCPassive

Some overlap · 7 shared positions

$GILD $AMGN $CB $TT $KO $AMAT

$1.1B

233 positions

#13Donoghue Forlines LLCPassive

Some overlap · 7 shared positions

$GILD $EIX $ROST $CB $WAB $CME

$361M

118 positions

#14UNITED BANKActive

Some overlap · 7 shared positions

$GILD $AMGN $HSY $CME $HUBB $AFL

$781M

121 positions

#15KWMG, LLCActive

Some overlap · 7 shared positions

$AMGN $EIX $ROST $TJX $TRV $AFL

$1.2B

147 positions

#16CAMBIAR INVESTORS LLCActive

Some overlap · 7 shared positions

$REGN $SLB $CB $TJX $CME $AMAT

$2.2B

145 positions

#17TRILLIUM ASSET MANAGEMENT, LLCActive

Some overlap · 7 shared positions

$VRTX $LIN $TJX $WAB $TT $TRV

$3.0B

230 positions

#18DELTA FINANCIAL ADVISORS LLCPassive

Some overlap · 7 shared positions

$AMGN $CB $TJX $TRV $AMAT $AFL

$384M

149 positions

#19PANAGORA ASSET MANAGEMENT INCPassive

Some overlap · 8 shared positions

$GILD $ALL $HIG $KO $DAL $__PARK_1390777

$26.7B

1,159 positions

#20GKV Capital Management Co., Inc.Passive

Some overlap · 6 shared positions

$AMGN $VRTX $PWR $LIN $TJX $AMAT

$201M

165 positions

#21Wealth Science Advisors LLCActive

Some overlap · 7 shared positions

$VRTX $CB $TT $AMAT $WELL $BKR

$178M

203 positions

#22AIMZ Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$GILD $AMGN $REGN $VRTX $INCY

$324M

139 positions

#23MEEDER ASSET MANAGEMENT INCPassive

Some overlap · 6 shared positions

$GILD $AMGN $TJX $ALL $AMAT $__PARK_1390777

$1.7B

890 positions

#24SECTORAL ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$GILD $AMGN $REGN $VRTX $ALNY

$121M

77 positions

#25Bellevue Group AGActive

Some overlap · 5 shared positions

$GILD $AMGN $REGN $VRTX $ALNY

$4.2B

155 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.