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 REXFORD

13F Portfolio OverlapQ1 2026REXFORD portfolio →

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Most similar hedge funds by 13F overlap

REXFORD CAPITAL INC is an institutional investor managing $140M across 316 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 REXFORD are AMERICAN NATIONAL BANK &, Applied Finance ,, PARNASSUS INVESTMENTS,, with shared positions in $KLAC, $AMAT, $VLO, $AMGN, $GD, $AZO. The full ranking of 25 similar funds is below.

#1AMERICAN NATIONAL BANK & TRUSTPassive

Some overlap · 6 shared positions

$KLAC $AMAT $VLO $AMGN $GD $AZO

$1.0B

615 positions

#2Applied Finance Capital Management, LLCPassive

Some overlap · 5 shared positions

$KLAC $AMAT $VLO $COP $BAC

$1.3B

218 positions

#3PARNASSUS INVESTMENTS, LLCActive

Some overlap · 6 shared positions

$KLAC $AMAT $WM $__PARK_1390777 $AZO $BAC

$34.1B

135 positions

#4Insight Inv LLCPassive

Some overlap · 6 shared positions

$AMGN $AMAT $GD $GLW $COP $AXP

$183M

104 positions

#5Dorato Capital ManagementPassive

Some overlap · 6 shared positions

$AMGN $AMAT $KLAC $GD $MCD $BAC

$135M

254 positions

#6Cornerstone Investment Partners, LLCActive

Some overlap · 5 shared positions

$KLAC $AMAT $APO $AZO $AXP

$2.4B

291 positions

#7EAGLE ROCK INVESTMENT COMPANY, LLCActive

Some overlap · 5 shared positions

$KLAC $AMAT $APO $AZO $AXP

$688M

158 positions

#8Genus Capital Management Inc.Passive

Some overlap · 6 shared positions

$AMGN $VLO $GLW $KLAC $STX $__PARK_1390777

$873M

189 positions

#9Perennial Advisors, LLCPassive

Some overlap · 6 shared positions

$AMGN $AMAT $GD $MCD $COP $AXP

$587M

122 positions

#10Axecap Investments, LLCPassive

Some overlap · 4 shared positions

$KLAC $AMAT $VLO $__PARK_1390777

$145M

69 positions

#11Carmel Capital Management L.L.C.Active

Some overlap · 4 shared positions

$KLAC $AMAT $VLO $AZO

$349M

25 positions

#12Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$KLAC $MCD $GLW $WM $AXP $BAC

$568M

460 positions

#13JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$AMAT $AMGN $GLW $MCD $WM $BAC

$822M

214 positions

#14UNITED BANKActive

Some overlap · 6 shared positions

$AMGN $GD $GLW $MCD $WM $KLAC

$781M

121 positions

#15Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$KLAC $VLO $GLW $AMGN $BAC

$160M

124 positions

#16Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 6 shared positions

$GRMN $GD $GLW $MCD $WM $__PARK_1390777

$302M

93 positions

#17Great Diamond Partners, LLCPassive

Some overlap · 7 shared positions

$KLAC $GLW $AMGN $COP $WM $__PARK_1390777

$520M

228 positions

#18NatWest Group plcActive

Some overlap · 4 shared positions

$KLAC $AMGN $AZN $MSI

$462M

44 positions

#19Eliot Finkel Investment Counsel, LLCActive

Some overlap · 5 shared positions

$AMGN $AMAT $GD $GLW $MCD

$184M

32 positions

#20JENSEN INVESTMENT MANAGEMENT INCActive

Some overlap · 4 shared positions

$KLAC $MSI $MCD $WM

$5.1B

84 positions

#21Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$AMGN $GD $MCD $COP $WM $BAC

$245M

98 positions

#22BROWN BROTHERS HARRIMAN & COPassive

Some overlap · 4 shared positions

$KLAC $AMAT $MCD $WM

$18.6B

1,800 positions

#23Camarda Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$KLAC $AMAT $GD $GLW

$190M

104 positions

#24MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$VLO $GD $MCD $STX $WM $BAC

$246M

145 positions

#25ALBERT D MASON INCPassive

Some overlap · 4 shared positions

$KLAC $GRMN $MCD $KMI

$154M

129 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.