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 Danica Pension, Livsforsikringsaktieselskab

13F Portfolio OverlapQ1 2026Danica Pension, Livsforsikringsaktieselskab portfolio →

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Most similar hedge funds by 13F overlap

Danica Pension, Livsforsikringsaktieselskab is an institutional investor managing $5.3B across 163 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 Danica Pension, Livsforsikringsaktieselskab are FORBES J M & LLP, Cohen Investment Advisors, Xcel Wealth ,, with shared positions in $BAC, $NEE, $KO, $ABT, $ETN, $BA. The full ranking of 25 similar funds is below.

#1FORBES J M & CO LLPActive

Some overlap · 5 shared positions

$BAC $NEE $KO $ABT $ETN

$1.2B

150 positions

#2Cohen Investment Advisors LLCPassive

Some overlap · 5 shared positions

$BAC $NEE $KO $BA $TMO

$210M

79 positions

#3Xcel Wealth Management, LLCPassive

Some overlap · 6 shared positions

$BAC $NEE $BA $ABT $UBER $AMD

$362M

133 positions

#4ADVENT CAPITAL MANAGEMENT /DE/Passive

Some overlap · 5 shared positions

$BAC $NEE $PCG $BA $UBER

$3.6B

215 positions

#5BOURGEON CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$BAC $ETN $BA $XYZ $DHR $MDB

$578M

108 positions

#6RE ADVISERS CORPActive

Some overlap · 5 shared positions

$BAC $ABT $BSX $ETN $BA

$3.7B

111 positions

#7Beech Hill Advisors, Inc.Passive

Some overlap · 6 shared positions

$NEE $KO $ETN $BA $UBER $AMD

$200M

94 positions

#8TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 6 shared positions

$NEE $MCK $ETN $TMO $BJ $AMD

$182M

115 positions

#9DOVER ADVISORS, LLCPassive

Some overlap · 6 shared positions

$KO $ABT $NEE $ETN $TMO $UBER

$242M

159 positions

#10SSI INVESTMENT MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$NEE $BAC $PCG $BA $UBER

$1.4B

240 positions

#11SFE Investment CounselPassive

Some overlap · 6 shared positions

$NEE $ABT $ETN $DHR $AMD $IQV

$635M

143 positions

#12Haverford Financial Services, Inc.Active

Some overlap · 5 shared positions

$NEE $KO $MCK $ETN $TMO

$336M

46 positions

#13TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Some overlap · 6 shared positions

$ABT $BSX $ETN $BA $DHR $UBER

$200M

110 positions

#14TRED AVON FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$BAC $NEE $TMO $ABT $DHR $ETN

$301M

261 positions

#15WATERS PARKERSON & CO., LLCActive

Some overlap · 5 shared positions

$BAC $ABT $TMO $BSX $KO

$1.9B

188 positions

#16Cetera Trust Company, N.APassive

Some overlap · 5 shared positions

$BAC $KO $MCK $TMO $NEE

$177M

351 positions

#17NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$NEE $ABT $KO $BA $ETN $CL

$367M

141 positions

#18Employees Provident Fund BoardActive

Some overlap · 5 shared positions

$BAC $NEE $BSX $MDB $UBER

$13.2B

70 positions

#19Rhenman & Partners Asset Management ABPassive

Some overlap · 6 shared positions

$ABT $MCK $BSX $TMO $ALHC $IQV

$810M

86 positions

#20CAPITAL CITY TRUST CO/FLActive

Some overlap · 6 shared positions

$KO $NEE $TMO $DHR $ETN $CL

$437M

114 positions

#21Compagnie Lombard Odier SCmAActive

Some overlap · 6 shared positions

$BAC $TMO $KO $NEE $UBER $ETN

$8.1B

454 positions

#22Greater Midwest Financial Group, LLCPassive

Some overlap · 6 shared positions

$NEE $MCK $ETN $TMO $AMD $ABT

$186M

65 positions

#23Quilter PlcActive

Some overlap · 5 shared positions

$KO $NEE $BAC $TMO $AMD

$5.7B

124 positions

#24Socorro Asset Management LPPassive

Some overlap · 4 shared positions

$BAC $NEE $KO $DHR

$221M

32 positions

#25FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 4 shared positions

$BAC $NEE $KO $ETN

$5.0B

201 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.