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 PCM Encore,

13F Portfolio OverlapQ1 2026PCM Encore, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PCM Encore, LLC is an institutional investor managing $486M across 445 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 PCM Encore, are Plato Investment Ltd, ATALANTA SOSNOFF ,, Glass Wealth, with shared positions in $LRCX, $GE, $MS, $BAC, $AMD, $MU. The full ranking of 25 similar funds is below.

#1Plato Investment Management LtdPassive

Some overlap · 6 shared positions

$LRCX $GE $MS $BAC $AMD $MU

$1.5B

516 positions

#2ATALANTA SOSNOFF CAPITAL, LLCActive

Some overlap · 5 shared positions

$MS $LRCX $GE $BAC $MU

$4.7B

104 positions

#3Glass Wealth Management Co LLCPassive

Slight overlap · 5 shared positions

$MS $LRCX $SHEL $BAC $NVS

$258M

67 positions

#4Blue Sparrow, LLC /DEActive

Slight overlap · 6 shared positions

$MS $BAC $AMD $CNQ $MU $LRCX

$5.8B

176 positions

#5Axecap Investments, LLCPassive

Slight overlap · 5 shared positions

$MS $LRCX $GE $AMD $MU

$145M

69 positions

#6Myriad Asset Management US LPActive

Slight overlap · 5 shared positions

$MS $LRCX $BAC $AMD $MU

$67M

46 positions

#7OFI INVEST ASSET MANAGEMENTActive

Slight overlap · 5 shared positions

$MS $LRCX $BAC $AMD $MU

$7.6B

347 positions

#8Myriad Asset Management Advisors LLCActive

Slight overlap · 5 shared positions

$MS $LRCX $BAC $AMD $MU

$339M

47 positions

#9Vista Cima Wealth Management LLCPassive

Slight overlap · 5 shared positions

$MS $LRCX $GE $AMD $MU

$101M

48 positions

#10ALLIUM FINANCIAL ADVISORS, LLCActive

Slight overlap · 6 shared positions

$MS $LRCX $BAC $MU $AMD $GE

$125M

79 positions

#11Optiver Holding B.V.Active

Slight overlap · 6 shared positions

$MS $SHEL $BAC $AMD $MU $NVS

$289.5B

2,301 positions

#12QRG CAPITAL MANAGEMENT, INC.Passive

Slight overlap · 6 shared positions

$LRCX $GE $BAC $AMD $MS $MU

$9.7B

1,138 positions

#13Eagle Wealth Advisors LLCPassive

Slight overlap · 5 shared positions

$NTRB $LRCX $GE $AMD $MU

$108M

98 positions

#14STATE STREET CORPPassive

Slight overlap · 6 shared positions

$MS $BAC $GE $AMD $LRCX $MU

$2.9T

4,269 positions

#15American Assets Investment Management, LLCActive

Slight overlap · 5 shared positions

$MS $GE $SHEL $BAC $NVS

$1.5B

146 positions

#16BREAKTHRU ADVISORY SERVICES, LLCPassive

Slight overlap · 5 shared positions

$MS $LRCX $BAC $AMD $MU

$62M

59 positions

#17Quadrature Capital LtdPassive

Slight overlap · 5 shared positions

$MS $LRCX $GE $AMD $MU

$8.4B

1,313 positions

#18Fisher Asset Management, LLCActive

Slight overlap · 5 shared positions

$MS $SHEL $BAC $CNQ $NVS

$294.9B

1,016 positions

#19Whalen Wealth Management Inc.Passive

Slight overlap · 5 shared positions

$LRCX $MS $BAC $AMD $MU

$187M

174 positions

#20Wall Street Financial Group, Inc.Passive

Slight overlap · 5 shared positions

$MS $LRCX $AMD $MU $GE

$169M

667 positions

#21J.P. Marvel Investment Advisors, LLCActive

Slight overlap · 4 shared positions

$MS $LRCX $GE $BAC

$705M

60 positions

#22Henson-Edgewater Management, LLCPassive

Slight overlap · 5 shared positions

$LRCX $GE $BAC $AMD $MU

$157M

66 positions

#23STRATEGIC PLANNING GROUP, LLCPassive

Slight overlap · 4 shared positions

$MS $LRCX $GE $AMD

$715M

72 positions

#24Kintegral Advisory, LLCPassive

Slight overlap · 4 shared positions

$MS $LRCX $BAC $AMD

$1.1B

233 positions

#25Worth Asset Management, LLCPassive

Slight overlap · 4 shared positions

$NTRB $LRCX $MS $MU

$268M

182 positions

Compare PCM Encore,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View PCM Encore,’s holdings

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.