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 INVESCO

13F Portfolio OverlapQ2 2026INVESCO portfolio →

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Most similar hedge funds by 13F overlap

INVESCO, LLC is an institutional investor managing $323M across 133 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 INVESCO are JLB & ASSOCIATES, Guinness Atkinson Asset, EADS & HEALD WEALTH, with shared positions in $APH, $KLAC, $NOC, $AXP, $AMGN, $SHW. The full ranking of 25 similar funds is below.

#1JLB & ASSOCIATES INCPassive

Notable overlap · 6 shared positions

$APH $KLAC $NOC $AXP $AMGN $SHW

$748M

68 positions

#2Guinness Atkinson Asset Management IncPassive

Notable overlap · 6 shared positions

$APH $KLAC $TMO $AFL $TXN $ICE

$223M

107 positions

#3EADS & HEALD WEALTH MANAGEMENTPassive

Notable overlap · 7 shared positions

$APH $ADI $AFL $AXP $SHW $AMGN

$204M

148 positions

#4Elk River Wealth Management, LLCActive

Notable overlap · 7 shared positions

$APH $MNST $PNC $TXN $TMO $ICE

$628M

103 positions

#5CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$APH $KLAC $ADI $TXN

$1.3B

99 positions

#6Coign Capital Advisors LLCActive

Notable overlap · 6 shared positions

$APH $ADI $TMO $MCK $AXP $NOC

$222M

88 positions

#7Railway Pension Investments LtdActive

Notable overlap · 6 shared positions

$KLAC $APH $TMO $MCK $TXN $ADI

$8.0B

102 positions

#8Jones Kertz & Associates, Inc.Active

Notable overlap · 5 shared positions

$APH $KLAC $AMGN $ADI $MCK

$217M

66 positions

#9Local Pensions Partnership Investment LtdActive

Notable overlap · 4 shared positions

$APH $KLAC $TMO $TXN

$4.8B

32 positions

#10Close Asset Management LtdActive

Notable overlap · 4 shared positions

$APH $KLAC $ADI $MCK

$3.8B

269 positions

#11Petros Family Wealth, LLCPassive

Notable overlap · 7 shared positions

$KLAC $PSX $ADI $AMGN $TXN $ICE

$164M

134 positions

#12JGP Wealth Management, LLCActive

Notable overlap · 6 shared positions

$KLAC $ADI $AFL $PNC $AMGN $ICE

$1.1B

231 positions

#13CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 4 shared positions

$APH $MNST $SHW $TMO

$456M

67 positions

#14Norway Savings BankPassive

Notable overlap · 5 shared positions

$APH $KLAC $ADI $AMGN $ICE

$239M

104 positions

#15Union Heritage Capital, LLCPassive

Notable overlap · 4 shared positions

$APH $KLAC $AXP $AMGN

$295M

65 positions

#16James Hambro & Partners LLPActive

Notable overlap · 5 shared positions

$APH $MCK $TMO $TXN $ICE

$2.8B

68 positions

#17Nicholson Wealth Management Group, LLCPassive

Notable overlap · 7 shared positions

$ADI $APH $AFL $SHW $AMGN $TXN

$170M

111 positions

#18WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$KLAC $ADI $PSX $AFL $AMGN $SO

$390M

103 positions

#19ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Notable overlap · 6 shared positions

$KLAC $APH $ADI $TXN $SHW $PSX

$409M

182 positions

#20ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 5 shared positions

$APH $SHW $TMO $TXN $MCK

$1.3B

109 positions

#21Bristol Gate Capital Partners Inc.Active

Notable overlap · 4 shared positions

$APH $KLAC $MCK $SHW

$1.4B

33 positions

#22Raub Brock Capital Management LPActive

Notable overlap · 5 shared positions

$APH $MCK $SHW $TXN $TMO

$363M

45 positions

#23Dundas Partners LLPActive

Notable overlap · 4 shared positions

$APH $ADI $TMO $AXP

$1.4B

31 positions

#24ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 5 shared positions

$APH $AFL $AXP $TMO $TXN

$1.9B

88 positions

#25KP Management LLCPassive

Some overlap · 4 shared positions

$APH $KLAC $SHW $TMO

$532M

86 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.