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Hedge Funds Similar to Capitolis Liquid Global Markets

13F Portfolio OverlapQ4 2025Capitolis Liquid Global Markets portfolio →
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Most similar hedge funds by 13F overlap

Capitolis Liquid Global Markets LLC is an institutional investor managing $16.8B across 317 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Capitolis Liquid Global Markets are Parsonex Advisory Services,, Morangie, BASSWOOD , L.L.C., with shared positions in $BAC, $ISRG, $SCHW, $CRM, $KLAC, $MS. The full ranking of 25 similar funds is below.

#1Parsonex Advisory Services, Inc.Passive
Some overlap · 5 shared positions
$BAC$ISRG$SCHW$CRM$KLAC
$102M
56 positions
#2Morangie Management LLCActive
Some overlap · 5 shared positions
$BAC$MS$PLTR$CRM$NOW
$109M
34 positions
#3BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 4 shared positions
$BAC$SCHW$USB$MS
$2.1B
108 positions
#4Xcel Wealth Management, LLCPassive
Some overlap · 5 shared positions
$BAC$MS$PLTR$AMD$NOW
$362M
133 positions
#5CAPITOLIS LIQUID GLOBAL MARKETS LLCPassive
Some overlap · 7 shared positions
$BAC$SCHW$SJM$PGR$TERN$BKNG
$15.7B
329 positions
#6Saranac Partners LtdPassive
Some overlap · 5 shared positions
$BAC$ISRG$USB$FISV$NOW
$234M
103 positions
#7Henson-Edgewater Management, LLCPassive
Some overlap · 5 shared positions
$BAC$PLTR$AMD$PGR$ISRG
$157M
66 positions
#8Longaeva Partners L.P.Passive
Some overlap · 4 shared positions
$BAC$SCHW$USB$MS
$2.7B
204 positions
#9Winslow Capital Management, LLCActive
Some overlap · 7 shared positions
$ISRG$BKNG$PLTR$AMD$KLAC$INTU
$25.6B
60 positions
#10One River Asset Management, LLCPassive
Some overlap · 8 shared positions
$BKNG$ISRG$BAC$PLTR$CRM$KLAC
$273M
255 positions
#11RPG Investment Advisory, LLCPassive
Some overlap · 6 shared positions
$ISRG$BAC$PLTR$CRM$AMD$NOW
$829M
92 positions
#12Financial Avengers, Inc.Active
Some overlap · 4 shared positions
$BAC$SCHW$KVUE$AMD
$219M
151 positions
#13HOERTKORN RICHARD CHARLESActive
Some overlap · 3 shared positions
$BAC$SCHW$AMD
$122M
75 positions
#14BSN Capital Partners LtdSmart money
Some overlap · 4 shared positions
$BAC$ISRG$PLTR$AMD
$2.1B
24 positions
#15American Assets Investment Management, LLCActive
Some overlap · 3 shared positions
$BAC$MS$USB
$1.5B
146 positions
#16Viewpoint Capital Management LLCActive
Some overlap · 3 shared positions
$BAC$MS$AMD
$214M
135 positions
#17FAGAN ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$BAC$SCHW$USB$PLTR$AMD
$719M
135 positions
#18Westbourne Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$BAC$SCHW$MS
$343M
115 positions
#19DCM Advisors, LLCActive
Some overlap · 3 shared positions
$BAC$MS$USB
$220M
38 positions
#20Caldwell Investment Management Ltd.Active
Some overlap · 3 shared positions
$BAC$MS$KLAC
$255M
57 positions
#21Great Lakes Retirement, Inc.Passive
Some overlap · 5 shared positions
$BAC$SCHW$USB$AMD$KLAC
$967M
219 positions
#22Teewinot Capital Advisers, L.L.C.Active
Some overlap · 4 shared positions
$BAC$MS$LUV$BKNG
$1.3B
33 positions
#23BOYAR ASSET MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$BAC$CRM$KVUE
$176M
78 positions
#24Atlas Wealth LLCPassive
Some overlap · 3 shared positions
$BAC$MS$USB
$334M
115 positions
#25STRATEGIC PLANNING GROUP, LLCPassive
Some overlap · 6 shared positions
$ISRG$MS$PLTR$AMD$PGR$INTU
$715M
72 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.