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 FCG Investment

13F Portfolio OverlapQ1 2026FCG Investment portfolio →

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Most similar hedge funds by 13F overlap

FCG Investment Co is an institutional investor managing $289M across 118 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 FCG Investment are MEEDER ASSET, Donoghue Forlines, Shoker Investment Counsel,, with shared positions in $GILD, $MU, $__PARK_1390777, $AMAT, $NOC, $LMT. The full ranking of 25 similar funds is below.

#1MEEDER ASSET MANAGEMENT INCPassive

Some overlap · 7 shared positions

$GILD $MU $__PARK_1390777 $AMAT $NOC $LMT

$1.7B

890 positions

#2Donoghue Forlines LLCPassive

Some overlap · 6 shared positions

$GILD $LRCX $MU $LMT $AMAT $EIX

$361M

118 positions

#3Shoker Investment Counsel, Inc.Active

Some overlap · 6 shared positions

$LRCX $HBAN $GILD $AMAT $LMT $GD

$337M

109 positions

#4SteelPeak Wealth, LLCPassive

Some overlap · 6 shared positions

$MU $LRCX $AMAT $PLTR $RIO $GILD

$3.3B

575 positions

#5Global X Japan Co., Ltd.Active

Some overlap · 5 shared positions

$MU $GILD $LRCX $AMAT $PLTR

$1.9B

378 positions

#6China Universal Asset Management Co., Ltd.Passive

Some overlap · 5 shared positions

$MU $GILD $LRCX $AMAT $PLTR

$1.3B

502 positions

#7Prudent Man Advisors, LLCPassive

Some overlap · 5 shared positions

$MU $BRZE $LRCX $AMAT $NOC

$334M

134 positions

#8Science & Technology Partners, L.P.Active

Some overlap · 5 shared positions

$MU $BE $LRCX $AMAT $PLTR

$382M

43 positions

#9Migdal Insurance & Financial Holdings Ltd.Active

Some overlap · 6 shared positions

$MU $LRCX $AMAT $LMT $NOC $GILD

$11.5B

362 positions

#10Western Financial Corp/CAActive

Some overlap · 5 shared positions

$MU $LRCX $LMT $AMAT $__PARK_1390777

$255M

127 positions

#11STF Management LP

Some overlap · 5 shared positions

$MU $LRCX $AMAT $GILD $PLTR

$107M

101 positions

#12Rafferty Asset Management, LLCActive

Some overlap · 5 shared positions

$MU $LRCX $AMAT $MPWR $PLTR

$24.6B

1,057 positions

#13L & S Advisors IncPassive

Some overlap · 5 shared positions

$GILD $LRCX $LMT $__PARK_1390777 $NOC

$795M

233 positions

#14Axecap Investments, LLCPassive

Some overlap · 5 shared positions

$MU $LRCX $AMAT $__PARK_1390777 $MPWR

$145M

69 positions

#15GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 5 shared positions

$MU $LRCX $AMAT $GILD $PLTR

$6.0B

624 positions

#16Gold Investment Management Ltd.Passive

Some overlap · 5 shared positions

$BRZE $LRCX $LMT $AMAT $GD

$323M

201 positions

#17NEOS Investment Management LLCActive

Some overlap · 5 shared positions

$MU $LRCX $AMAT $PLTR $GILD

$19.8B

575 positions

#18CHESAPEAKE CAPITAL CORP /IL/Passive

Some overlap · 5 shared positions

$MU $BE $LRCX $NOC $RIO

$139M

156 positions

#19Alpha Family TrustPassive

Some overlap · 5 shared positions

$MU $LRCX $AMAT $PLTR $GILD

$206M

203 positions

#20PROFUND ADVISORS LLCPassive

Some overlap · 5 shared positions

$MU $LRCX $AMAT $PLTR $GILD

$2.7B

1,092 positions

#21Global Trust Asset Management, LLCPassive

Some overlap · 5 shared positions

$BRZE $LRCX $AMAT $MU $PLTR

$262M

458 positions

#22Glass Wealth Management Co LLCPassive

Some overlap · 5 shared positions

$LRCX $LMT $AMAT $NOC $GD

$258M

67 positions

#23ProShare Advisors LLCActive

Some overlap · 5 shared positions

$MU $LRCX $AMAT $PLTR $GILD

$67.5B

1,865 positions

#24PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 5 shared positions

$MU $BE $LRCX $PLTR $AMAT

$128M

80 positions

#25NAPLES GLOBAL ADVISORS, LLCPassive

Some overlap · 5 shared positions

$LRCX $MU $AMAT $LMT $RIO

$1.4B

441 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.