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 Sivia Partners,

13F Portfolio OverlapQ1 2026Sivia Partners, portfolio →

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Most similar hedge funds by 13F overlap

Sivia Capital Partners, LLC is an institutional investor managing $516M across 455 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 Sivia Partners, are AQR, COGENT STRATEGIC WEALTH, Caerus Investment Advisors,, with shared positions in $BMY, $EIX, $PCG, $FIX, $MU, $BKNG. The full ranking of 25 similar funds is below.

#1AQR CAPITAL MANAGEMENT LLCPassive

Some overlap · 13 shared positions

$BMY $EIX $PCG $FIX $MU $BKNG

$218.4B

3,739 positions

#2COGENT STRATEGIC WEALTH LLCActive

Some overlap · 10 shared positions

$BMY $PCG $MU $EIX $DHR $GE

$97M

56 positions

#3Caerus Investment Advisors, LLCPassive

Some overlap · 12 shared positions

$DHR $BMY $PCG $CB $EIX $ABNB

$240M

281 positions

#4THOMPSON DAVIS & CO., INC.Active

Some overlap · 6 shared positions

$DOV $GE $TJX $FIX $CB $GEV

$150M

141 positions

#5waypoint wealth counselPassive

Some overlap · 10 shared positions

$FIX $EIX $MU $PCG $BMY $CB

$193M

229 positions

#6Colter Lewis Investment Partners LLCPassive

Some overlap · 5 shared positions

$DOV $MRSH $LIN $CB $IBIT

$106M

111 positions

#7HFM Investment Advisors, LLCActive

Some overlap · 4 shared positions

$DOV $BMY $GE $GEV

$260M

1,210 positions

#8JACKSON THORNTON WEALTH MANAGEMENT, LLCActive

Some overlap · 9 shared positions

$MU $EIX $BMY $PCG $ABNB $FIX

$1.1B

286 positions

#9WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 4 shared positions

$DOV $DHR $CB $EOG

$2.1B

122 positions

#10Murphy & Mullick Capital Management CorpPassive

Some overlap · 4 shared positions

$DOV $MU $GE $GEV

$135M

726 positions

#11JACKSON SQUARE CAPITAL, LLCPassive

Some overlap · 6 shared positions

$MU $BMY $GE $TJX $LIN $GEV

$477M

129 positions

#12Lakewood Asset Management LLCPassive

Some overlap · 3 shared positions

$DOV $BMY $BKNG

$156M

107 positions

#13IEQ CAPITAL, LLCPassive

Some overlap · 9 shared positions

$FIX $BMY $MU $PCG $EIX $DKNG

$21.5B

1,880 positions

#14TRITONPOINT WEALTH, LLCPassive

Some overlap · 5 shared positions

$DOV $DHR $TJX $CB $EOG

$934M

268 positions

#15POINCIANA ADVISORS GROUP, LLCPassive

Some overlap · 6 shared positions

$BMY $GE $FIX $BKNG $PCG $FTI

$127M

130 positions

#16VOLORIDGE INVESTMENT MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$MU $MRSH $TJX $BKNG $EOG $GEV

$25.0B

975 positions

#17Schear Investment Advisers, LLCPassive

Some overlap · 6 shared positions

$MU $GE $TJX $LIN $CB $GEV

$227M

77 positions

#18CINCINNATI FINANCIAL CORPActive

Some overlap · 3 shared positions

$DOV $MRSH $TJX

$5.0B

55 positions

#19HFR Wealth Management, LLCActive

Some overlap · 3 shared positions

$DOV $DHR $TJX

$407M

49 positions

#20Capital Group Private Client Services, Inc.Active

Some overlap · 6 shared positions

$MRSH $MU $GE $LIN $DOV $GEV

$5.9B

240 positions

#21SG Americas Securities, LLCPassive

Some overlap · 6 shared positions

$MU $DHR $LIN $BMY $GE $BKNG

$93M

3,176 positions

#22SECURITY NATIONAL BANK OF SO DAKPassive

Some overlap · 3 shared positions

$DOV $DHR $LIN

$207M

119 positions

#23Donoghue Forlines LLCPassive

Some overlap · 5 shared positions

$BMY $MU $EIX $CB $FTI

$361M

118 positions

#24Zhang Financial LLCActive

Some overlap · 4 shared positions

$DOV $MU $IBIT $DHR

$2.9B

367 positions

#25PARTHENON LLCActive

Some overlap · 3 shared positions

$DOV $GE $BKNG

$875M

127 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.