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 Parsonex Advisory Services,

13F Portfolio OverlapQ1 2026Parsonex Advisory Services, portfolio →

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Most similar hedge funds by 13F overlap

Parsonex Advisory Services, Inc. is an institutional investor managing $102M across 56 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 Parsonex Advisory Services, are Saranac Partners Ltd, Montaka Global Pty Ltd, Delta Global, with shared positions in $BAC, $ICE, $ISRG, $UNH, $BSX, $DIS. The full ranking of 25 similar funds is below.

#1Saranac Partners LtdPassive

Notable overlap · 6 shared positions

$BAC $ICE $ISRG $UNH $BSX $DIS

$234M

103 positions

#2Montaka Global Pty LtdActive

Notable overlap · 4 shared positions

$ICE $UBER $CRM $SPOT

$167M

21 positions

#3Delta Global Management LPPassive

Notable overlap · 5 shared positions

$ICE $SCHW $SPOT $BAC $RCL

$1.2B

154 positions

#4First Washington CORPActive

Notable overlap · 6 shared positions

$ICE $BAC $ETN $CRWD $UBER $MU

$353M

50 positions

#5Sandhill Capital Partners LLCActive

Notable overlap · 5 shared positions

$ISRG $UBER $SCHW $GE $LIN

$1.2B

95 positions

#6RIVERPARK CAPITAL MANAGEMENT LLC

Notable overlap · 5 shared positions

$UBER $SCHW $ISRG $UNH $DIS

$52M

36 positions

#7Employees Provident Fund BoardActive

Notable overlap · 9 shared positions

$BAC $UBER $CRWD $ISRG $CRM $BSX

$13.2B

70 positions

#8AMF Tjanstepension ABActive

Notable overlap · 9 shared positions

$BAC $ICE $SPOT $CRM $ETN $GE

$15.1B

117 positions

#9Westbourne Investment Advisors, Inc.Passive

Notable overlap · 4 shared positions

$BAC $UBER $SCHW $PM

$343M

115 positions

#10J. Stern & Co. LLPActive

Notable overlap · 7 shared positions

$ICE $CRM $ETN $DIS $ISRG $LIN

$1.0B

49 positions

#11Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Notable overlap · 5 shared positions

$ICE $ISRG $TTWO $UBER $LIN

$672M

27 positions

#12HARRIS ASSOCIATES L PActive

Notable overlap · 4 shared positions

$ICE $CRM $SCHW $BAC

$75.0B

158 positions

#13Provident Investment Management, Inc.Active

Notable overlap · 4 shared positions

$ICE $SCHW $TTWO $NOC

$1.0B

82 positions

#14Altrafin AGActive

Notable overlap · 6 shared positions

$ICE $CRWD $UNH $UBER $GE $ASML

$290M

52 positions

#15Ruane, Cunniff & Goldfarb L.P.Active

Notable overlap · 4 shared positions

$ICE $SCHW $UNH $MU

$6.0B

50 positions

#16Ayrshire Capital Management LLCPassive

Notable overlap · 7 shared positions

$SCHW $ICE $ETN $UBER $PM $KLAC

$193M

50 positions

#17Veritas Asset Management LLPActive

Notable overlap · 4 shared positions

$ICE $CRM $UNH $PM

$5.9B

21 positions

#18L1 Capital International Pty LtdActive

Notable overlap · 3 shared positions

$ICE $CRM $UBER

$1.7B

23 positions

#19EDGEWOOD MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$ISRG $SPOT $BSX $ASML

$15.5B

87 positions

#20Warther Private Wealth, LLCPassive

Notable overlap · 5 shared positions

$UBER $SCHW $UNH $ASML $ISRG

$427M

40 positions

#21DEEPWATER ASSET MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$UBER $ISRG $TTWO $ASML $MU

$158M

39 positions

#22Titan Wealth (CI) LtdPassive

Notable overlap · 6 shared positions

$CRWD $UBER $UNH $KLAC $DIS $CRM

$232M

51 positions

#23Iron Triangle Partners LP

Notable overlap · 3 shared positions

$ISRG $UNH $BSX

$875M

27 positions

#24BSN Capital Partners LtdSmart money

Notable overlap · 3 shared positions

$ISRG $BAC $BSX

$2.1B

24 positions

#25ITHAKA GROUP LLCActive

Notable overlap · 3 shared positions

$ISRG $CRWD $UBER

$482M

38 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.