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 9823

13F Portfolio OverlapQ2 20269823 portfolio →

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Most similar hedge funds by 13F overlap

9823 Capital, L.P. is an institutional investor managing $148M across 33 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 9823 are STRATEGIC PLANNING GROUP, Ifrah Financial Services, AMF Tjanstepension AB, with shared positions in $FIX, $VRTX, $ETN, $LIN, $ASML, $TRGP. The full ranking of 25 similar funds is below.

#1STRATEGIC PLANNING GROUP, LLCActive

Slight overlap · 5 shared positions

$FIX $VRTX $ETN $LIN $ASML

$918M

75 positions

#2Ifrah Financial Services, Inc.Passive

Slight overlap · 4 shared positions

$FIX $VRTX $ETN $LIN

$409M

214 positions

#3AMF Tjanstepension ABActive

Slight overlap · 4 shared positions

$FIX $VRTX $ETN $LIN

$16.9B

121 positions

#4Transamerica Financial Advisors, LLCPassive

Slight overlap · 4 shared positions

$FIX $TRGP $ETN $ASML

$1.2B

2,188 positions

#5Merewether Investment Management, LPActive

Slight overlap · 3 shared positions

$FIX $TRGP $PSX

$5.3B

81 positions

#6Freedom Day Solutions, LLCActive

Slight overlap · 4 shared positions

$FIX $VRTX $LIN $ASML

$452M

134 positions

#7Glass Jacobson Investment Advisors llcPassive

Slight overlap · 3 shared positions

$FIX $PSX $ETN

$321M

618 positions

#8Neuberger Berman Group LLCPassive

Slight overlap · 4 shared positions

$TRGP $ETN $LIN $ASML

$150.4B

2,340 positions

#9DAVIS R M INCActive

Slight overlap · 4 shared positions

$PSX $ETN $LIN $ASML

$6.3B

280 positions

#10KANE INVESTMENT MANAGEMENT, INC.Active

Slight overlap · 3 shared positions

$FIX $VRTX $ETN

$235M

100 positions

#11Bluebird Wealth Management LLCPassive

Slight overlap · 4 shared positions

$VRTX $ETN $LIN $ASML

$115M

89 positions

#12Clearbridge Investments, LLCPassive

Slight overlap · 4 shared positions

$VRTX $ETN $LIN $ASML

$120.9B

699 positions

#13TRILLIUM ASSET MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$VRTX $ETN $LIN $ASML

$3.3B

230 positions

#14STABLEFORD CAPITAL II LLCPassive

Slight overlap · 4 shared positions

$ETN $BIIB $LIN $ASML

$289M

147 positions

#15Biltmore Wealth Management, LLCActive

Slight overlap · 3 shared positions

$PSX $VRTX $ETN

$320M

58 positions

#16SWS PartnersPassive

Slight overlap · 3 shared positions

$PSX $ETN $MET

$463M

108 positions

#17ADAMS NATURAL RESOURCES FUND, INC.Smart money

Slight overlap · 3 shared positions

$TRGP $PSX $LIN

$763M

51 positions

#18AGF MANAGEMENT LTDPassive

Slight overlap · 3 shared positions

$TRGP $ETN $LIN

$25.8B

656 positions

#19Clifford Group, LLCSmart money

Slight overlap · 3 shared positions

$PSX $ETN $LIN

$145M

86 positions

#20BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive

Slight overlap · 3 shared positions

$PSX $ETN $LIN

$371M

394 positions

#21Kuhn & Co Investment CounselPassive

Slight overlap · 3 shared positions

$PSX $MET $LIN

$173M

149 positions

#22PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADOActive

Slight overlap · 3 shared positions

$VRTX $ETN $LIN

$28.9B

1,842 positions

#23MOODY LYNN & LIEBERSON, LLCPassive

Slight overlap · 3 shared positions

$VRTX $ETN $LIN

$1.9B

264 positions

#24Baldwin Investment Management, LLCActive

Slight overlap · 3 shared positions

$VRTX $ETN $LIN

$1.0B

231 positions

#25Princeton Global Asset Management LLCPassive

Slight overlap · 3 shared positions

$VRTX $ETN $LIN

$698M

831 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.