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 Virtus Fixed Income Advisers,

13F Portfolio OverlapQ1 2026Virtus Fixed Income Advisers, portfolio →

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Most similar hedge funds by 13F overlap

Virtus Fixed Income Advisers, LLC is an institutional investor managing $123M across 23 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 Virtus Fixed Income Advisers, are MACKAY SHIELDS, Williamson Legacy Group,, Trivest Advisors Ltd, with shared positions in $LITE, $WDC, $CABO, $STX, $GVA, $WGO. The full ranking of 25 similar funds is below.

#1MACKAY SHIELDS LLCPassive

Notable overlap · 4 shared positions

$LITE $WDC $CABO $STX

$2.7B

111 positions

#2Williamson Legacy Group, LLCPassive

Notable overlap · 3 shared positions

$LITE $WDC $STX

$133M

81 positions

#3Trivest Advisors LtdSmart money

Notable overlap · 3 shared positions

$LITE $WDC $STX

$1.4B

29 positions

#4WT Asset Management LtdSmart money

Notable overlap · 3 shared positions

$LITE $WDC $STX

$4.8B

32 positions

#5Amanah Holdings TrustSmart money

Notable overlap · 3 shared positions

$LITE $WDC $STX

$908M

20 positions

#6Anther Capital LtdActive

Notable overlap · 3 shared positions

$LITE $WDC $STX

$3.8B

31 positions

#7Rivermont Capital Management LPActive

Notable overlap · 3 shared positions

$LITE $WDC $STX

$475M

20 positions

#8Markin Volterra Fund LPActive

Notable overlap · 3 shared positions

$LITE $WDC $STX

$65M

34 positions

#9Avala Global LPActive

Notable overlap · 3 shared positions

$LITE $WDC $STX

$2.1B

22 positions

#10KEYSTONE INVESTORS PTE LTD

Notable overlap · 3 shared positions

$LITE $WDC $STX

$1.1B

77 positions

#11Boussard & Gavaudan Investment Management LLPActive

Some overlap · 3 shared positions

$WDC $GVA $STX

$1.1B

89 positions

#12Castle Hook Partners LPSmart money

Some overlap · 3 shared positions

$WDC $STX $LITE

$23.4B

50 positions

#13Value Aligned Research Advisors, LLCActive

Some overlap · 3 shared positions

$LITE $STX $WDC

$20.7B

107 positions

#14Aequim Alternative Investments LPActive

Some overlap · 3 shared positions

$WDC $STX $GVA

$5.2B

102 positions

#15CHAPIN DAVIS, INC.Passive

Some overlap · 3 shared positions

$WDC $STX $LITE

$449M

261 positions

#16Maple Rock Capital Partners Inc.Active

Some overlap · 3 shared positions

$WDC $STX $WGO

$3.1B

44 positions

#17Retireful, LLCPassive

Some overlap · 3 shared positions

$WDC $LITE $STX

$71M

84 positions

#18UNICOM Systems, Inc.Active

Some overlap · 3 shared positions

$WDC $STX $LITE

$976M

32 positions

#19Ares Systematic Credit LtdPassive

Some overlap · 4 shared positions

$WGO $WDC $LITE $GVA

$127M

150 positions

#20Polar Capital Holdings PlcActive

Some overlap · 3 shared positions

$LITE $STX $WDC

$28.2B

242 positions

#21SSI INVESTMENT MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$WDC $LITE $STX

$1.4B

240 positions

#22Optimize Financial IncPassive

Some overlap · 3 shared positions

$LITE $STX $WDC

$203M

297 positions

#23PINNBROOK CAPITAL MANAGEMENT LPActive

Some overlap · 3 shared positions

$WDC $STX $LITE

$384M

45 positions

#24Rokos Capital Management LLPActive

Some overlap · 3 shared positions

$LITE $WDC $STX

$13.2B

176 positions

#25FLORIDA FINANCIAL ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$STX $WDC $LITE

$418M

317 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.