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 Longaeva Partners

13F Portfolio OverlapQ1 2026Longaeva Partners portfolio →

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Most similar hedge funds by 13F overlap

Longaeva Partners L.P. is an institutional investor managing $2.7B across 204 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 Longaeva Partners are BASSWOOD , L.L.C., MATRIX ASSET ADVISORS /NY, Cander Asset, with shared positions in $BAC, $MS, $USB, $CFG, $SCHW, $KEY. The full ranking of 25 similar funds is below.

#1BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active

Notable overlap · 7 shared positions

$BAC $MS $USB $CFG $SCHW $KEY

$2.1B

108 positions

#2MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$PNC $MS $USB $KKR $TGT $SBUX

$1.1B

105 positions

#3Cander Asset Management LPActive

Notable overlap · 6 shared positions

$MSCI $BAC $EVR $USB $KKR $TOST

$557M

43 positions

#4Atlas Wealth LLCPassive

Notable overlap · 4 shared positions

$BAC $PNC $MS $USB

$334M

115 positions

#5Westbourne Investment Advisors, Inc.Passive

Notable overlap · 5 shared positions

$BAC $MS $SCHW $TOST $C

$343M

115 positions

#6Socorro Asset Management LPPassive

Notable overlap · 4 shared positions

$PNC $BAC $MS $JCI

$221M

32 positions

#7EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$USB $SCHW $MS $TGT $BAC $SBUX

$1.4B

56 positions

#8Caldwell Investment Management Ltd.Active

Notable overlap · 4 shared positions

$BAC $MS $KKR $C

$255M

57 positions

#9Prana Capital Management, LPPassive

Notable overlap · 5 shared positions

$BAC $KEY $TGT $JKHY $CFG

$3.3B

131 positions

#10Cullen Capital Management, LLCActive

Notable overlap · 5 shared positions

$BAC $MS $TGT $C $JCI

$9.8B

213 positions

#11Delta Global Management LPPassive

Notable overlap · 6 shared positions

$PNC $SCHW $BAC $TOST $C $KKR

$1.2B

154 positions

#12CERTUITY, LLCPassive

Notable overlap · 5 shared positions

$MS $BAC $PNC $FLG $C

$1.5B

659 positions

#13Granite Group Advisors, LLCActive

Notable overlap · 5 shared positions

$PNC $USB $MS $TGT $SBUX

$165M

86 positions

#14DMKC Advisory Services, LLCPassive

Some overlap · 4 shared positions

$BAC $USB $TGT $C

$240M

84 positions

#15Junto Capital Management LPPassive

Some overlap · 5 shared positions

$PNC $MS $CFG $CTSH $AMAT

$4.7B

87 positions

#16Catherine Avery Investment Management LLCPassive

Some overlap · 5 shared positions

$BAC $KEY $TGT $C $JCI

$223M

109 positions

#17Parsonex Advisory Services, Inc.Passive

Some overlap · 4 shared positions

$BAC $BSX $SCHW $ASML

$102M

56 positions

#18Saranac Partners LtdPassive

Some overlap · 4 shared positions

$BAC $BSX $AMAT $USB

$234M

103 positions

#19American Assets Investment Management, LLCActive

Some overlap · 5 shared positions

$BAC $MS $C $USB $PNC

$1.5B

146 positions

#20Algebris (UK) LtdActive

Some overlap · 3 shared positions

$BAC $CFG $KKR

$1.4B

70 positions

#21FARALLON CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$BSX $SCHW $KKR $LNTH

$17.5B

172 positions

#22Financial Perspectives, IncPassive

Some overlap · 5 shared positions

$BSX $MS $KKR $ASML $USB

$358M

716 positions

#23Riverbend Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MS $KKR $USB $C $BAC

$175M

152 positions

#24Fisher Asset Management, LLCActive

Some overlap · 6 shared positions

$USB $MS $ASML $C $BAC $JCI

$294.9B

1,016 positions

#25EQUITY INVESTMENT CORPActive

Some overlap · 4 shared positions

$PNC $USB $TGT $SCHW

$5.1B

71 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.