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Hedge Funds Similar to SIMS INVESTMENT

13F Portfolio OverlapQ3 2026SIMS INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

SIMS INVESTMENT MANAGEMENT, LLC is an institutional investor managing $320M across 39 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SIMS INVESTMENT are BALANCED WEALTH GROUP, INCOME RESEARCH, Strategic Family Wealth Counselors, L.L.C., with shared positions in $ETV, $STT, $FE, $UBER, $EVRG, $DIS. The full ranking of 25 similar funds is below.

#1BALANCED WEALTH GROUP LLCActive
Notable overlap · 3 shared positions
$ETV$STT$FE
$316M
78 positions
#2INCOME RESEARCH & MANAGEMENTPassive
Some overlap · 3 shared positions
$UBER$EVRG$FE
$164M
33 positions
#3Strategic Family Wealth Counselors, L.L.C.Passive
Some overlap · 4 shared positions
$UBER$DIS$DOV$VZ
$430M
178 positions
#4IAT REINSURANCE CO LTD.Active
Some overlap · 4 shared positions
$UBER$AFG$DIS$ACGL
$167M
77 positions
#5LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$UBER$DIS$VZ$BA
$339M
187 positions
#6ADVENT CAPITAL MANAGEMENT /DE/Passive
Some overlap · 3 shared positions
$UBER$FE$BA
$4.5B
236 positions
#7Thayer Partners, LLC / MAActive
Some overlap · 4 shared positions
$ETV$DIS$STT$BA
$242M
100 positions
#8CAMDEN ASSET MANAGEMENT L P /CAActive
Some overlap · 4 shared positions
$UBER$EVRG$FE$BA
$3.4B
73 positions
#9ADVISORY RESEARCH INCActive
Some overlap · 3 shared positions
$PRSU$MPC$CME
$1.0B
136 positions
#10Parsonex Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$UBER$RCL$DIS
$115M
50 positions
#11GLENVIEW CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$UBER$FUN$HUM
$5.5B
45 positions
#12Columbus Hill Capital Management, L.P.Active
Some overlap · 3 shared positions
$UBER$RCL$HUM
$1.0B
30 positions
#13Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$UBER$STT$VZ$BA
$239M
85 positions
#14MASTERS CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$UBER$GM$BA
$3.9B
80 positions
#15Allegiance Financial Group Advisory Services LLCActive
Slight overlap · 4 shared positions
$UBER$GM$FIX$MPC
$578M
205 positions
#16MayTech Global Investments, LLCActive
Slight overlap · 3 shared positions
$UBER$DOV$CME
$900M
22 positions
#17NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Slight overlap · 4 shared positions
$UBER$MPC$DOV$BA
$595M
264 positions
#18Robbins FarleyPassive
Slight overlap · 3 shared positions
$UBER$DIS$CASY
$262M
158 positions
#19Minneapolis Portfolio Management Group, LLCActive
Slight overlap · 3 shared positions
$UBER$BA$GM
$1.1B
34 positions
#20SSI INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$UBER$EVRG$FE$BA
$1.7B
248 positions
#21Cornerstone Capital, Inc.Active
Slight overlap · 3 shared positions
$UBER$DIS$VZ
$1.1B
120 positions
#22Capula Management LtdActive
Slight overlap · 3 shared positions
$UBER$EVRG$BA
$28.0B
700 positions
#23Unify Financial AdvisorsPassive
Slight overlap · 4 shared positions
$UBER$MPC$DOV$VZ
$108M
90 positions
#24Arnhold LLCActive
Slight overlap · 3 shared positions
$UBER$GM$VZ
$1.4B
113 positions
#25Beech Hill Advisors, Inc.Passive
Slight overlap · 3 shared positions
$UBER$DIS$BA
$226M
97 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.