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 Longbow Finance SA

13F Portfolio OverlapQ1 2026Longbow Finance SA portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Longbow Finance SA is an institutional investor managing $552M across 55 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 Longbow Finance SA are Axecap Investments,, Brentview Investment, Cambridge Financial Group,, with shared positions in $KLAC, $TJX, $MCK, $C, $VLO, $GE. The full ranking of 25 similar funds is below.

#1Axecap Investments, LLCPassive

Notable overlap · 6 shared positions

$KLAC $TJX $MCK $C $VLO $GE

$145M

69 positions

#2Brentview Investment Management LLCPassive

Notable overlap · 6 shared positions

$MCK $TJX $CBOE $PH $WELL $CRH

$231M

63 positions

#3Cambridge Financial Group, Inc.Active

Notable overlap · 7 shared positions

$TJX $C $GE $MCD $VLO $GEV

$267M

33 positions

#4Winslow Capital Management, LLCActive

Notable overlap · 8 shared positions

$GE $HLT $HWM $PH $MCK $PWR

$25.6B

60 positions

#5McLaughlin Asset Management, Inc.Passive

Notable overlap · 7 shared positions

$KLAC $TJX $PANW $HWM $GE $KO

$105M

91 positions

#6Smith Group Asset Management, LLCActive

Notable overlap · 5 shared positions

$MCK $KLAC $TJX $CBOE $PH

$2.0B

162 positions

#7NatWest Group plcActive

Notable overlap · 6 shared positions

$KLAC $GE $CBOE $HWM $GILD $MNST

$462M

44 positions

#8BRAUN STACEY ASSOCIATES INCActive

Notable overlap · 8 shared positions

$HWM $WELL $TJX $PWR $TRV $MCK

$3.0B

112 positions

#9Alcosta Capital Management, Inc.Active

Notable overlap · 5 shared positions

$KLAC $TJX $GE $RL $HWM

$131M

23 positions

#10Blue Chip Partners, LLCActive

Notable overlap · 7 shared positions

$KLAC $TJX $PWR $MNST $WELL $PANW

$1.4B

170 positions

#11Applied Finance Capital Management, LLCPassive

Notable overlap · 6 shared positions

$KLAC $TRV $WAB $VLO $PWR $MCK

$1.3B

218 positions

#12Passumpsic Savings Bank

Notable overlap · 6 shared positions

$TJX $GE $HWM $PH $CBOE $GEV

$183M

90 positions

#13BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$KLAC $TJX $GE $PWR $MNST $GEV

$360M

106 positions

#14MinichMacGregor Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$KLAC $TJX $PH $VLO $GE $GEV

$567M

136 positions

#15PATTON ALBERTSON MILLER GROUP, LLCPassive

Notable overlap · 6 shared positions

$KLAC $MCK $PWR $WAB $VLO $KO

$842M

212 positions

#16Meiji Yasuda America IncActive

Notable overlap · 7 shared positions

$GE $WELL $PANW $GILD $KO $WMB

$404M

57 positions

#17Sun Financial IncPassive

Notable overlap · 7 shared positions

$KLAC $PANW $PWR $MNST $TJX $GE

$200M

159 positions

#18Covenant Asset Management, LLCPassive

Notable overlap · 6 shared positions

$KLAC $HWM $GE $PWR $CBOE $GEV

$664M

165 positions

#19LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$KLAC $TJX $MCK $PH

$174M

65 positions

#20DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive

Notable overlap · 8 shared positions

$WELL $PH $CRH $PWR $TJX $MCK

$112.7B

1,002 positions

#21Munro PartnersActive

Notable overlap · 6 shared positions

$MCK $GE $HWM $PWR $GEV $CRH

$3.0B

59 positions

#22MARVIN & PALMER ASSOCIATES INCPassive

Notable overlap · 5 shared positions

$TJX $C $PH $VLO $PWR

$84M

21 positions

#23Telligent Fund, LPActive

Notable overlap · 5 shared positions

$KLAC $GE $INTC $HWM $GEV

$94M

24 positions

#24Yoffe Investment Management, LLCPassive

Some overlap · 6 shared positions

$GE $TRV $INTC $MCD $KO $GEV

$78M

111 positions

#25WD RUTHERFORD LLCPassive

Some overlap · 5 shared positions

$TJX $MCK $GE $PANW $GEV

$225M

71 positions

Compare Longbow Finance SA’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 Longbow Finance SA’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.