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 LOOMIS SAYLES & L P

13F Portfolio OverlapQ1 2026LOOMIS SAYLES & L P portfolio →

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Most similar hedge funds by 13F overlap

LOOMIS SAYLES & CO L P is an institutional investor managing $74.3B across 718 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 LOOMIS SAYLES & L P are JOURNEY RETIREMENT PLANNING & INVESTMENT, RIVERPARK, Third View Private Wealth,, with shared positions in $BA, $SHOP, $MNST, $VRTX, $DIS, $CRM. The full ranking of 25 similar funds is below.

#1JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$BA $SHOP $MNST $VRTX $DIS $CRM

$114M

133 positions

#2RIVERPARK CAPITAL MANAGEMENT LLC

Notable overlap · 7 shared positions

$SHOP $DIS $ADSK $SBUX $ISRG $BKNG

$52M

36 positions

#3Third View Private Wealth, LLCPassive

Notable overlap · 8 shared positions

$BA $SHOP $MNST $VRTX $DIS $REGN

$730M

267 positions

#4Capital Group Investment Management Pte. Ltd.Passive

Some overlap · 6 shared positions

$SHOP $VRTX $ISRG $SBUX $DE $TMO

$585M

140 positions

#5CAPITAL INTERNATIONAL LTD /CA/Active

Some overlap · 6 shared positions

$SHOP $VRTX $ISRG $SBUX $DE $TMO

$2.7B

146 positions

#6DB Fitzpatrick & Co, IncActive

Some overlap · 7 shared positions

$BA $CRM $SBUX $DE $TMO $ADSK

$117M

106 positions

#7Arlington Financial Advisors, LLCActive

Some overlap · 7 shared positions

$DIS $CRM $SBUX $ISRG $DE $NKE

$702M

95 positions

#8BRISTOL JOHN W & CO INC /NY/Active

Some overlap · 8 shared positions

$SBUX $NVS $ISRG $DE $TMO $YUM

$6.1B

61 positions

#9NIGHTVIEW CAPITAL, LLCActive

Some overlap · 4 shared positions

$SHOP $ADSK $CRM $ISRG

$131M

15 positions

#10Hillman Capital Management, Inc.Passive

Some overlap · 4 shared positions

$BA $DIS $CRM $NKE

$144M

56 positions

#11Leith Wheeler Investment Counsel Ltd.Active

Some overlap · 5 shared positions

$ADSK $DIS $CRM $SEIC $NKE

$1.2B

84 positions

#12Pegasus Asset Management, Inc.Passive

Some overlap · 6 shared positions

$CRM $BA $DIS $SBUX $NVS $PH

$313M

67 positions

#13Motley Fool Wealth Management, LLCPassive

Some overlap · 6 shared positions

$VRTX $CRM $TMO $ADSK $BKNG $HLT

$884M

124 positions

#14Washington Trust Advisors, Inc.Passive

Some overlap · 6 shared positions

$REGN $SBUX $DIS $DE $BKNG $NKE

$1.2B

684 positions

#15BENDER ROBERT & ASSOCIATESActive

Some overlap · 7 shared positions

$VRTX $ISRG $SBUX $BKNG $DIS $ILMN

$417M

45 positions

#16Legal Advantage Investments, Inc.Passive

Some overlap · 4 shared positions

$BA $DIS $SHOP $TMO

$194M

79 positions

#17SECTORAL ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$VRTX $REGN $ISRG $TMO

$121M

77 positions

#18Knuff & Co LLCPassive

Some overlap · 5 shared positions

$VRTX $MNST $BA $TMO $NVO

$332M

134 positions

#19Rhenman & Partners Asset Management ABPassive

Some overlap · 4 shared positions

$VRTX $REGN $ISRG $TMO

$810M

86 positions

#20Sather Financial Group IncActive

Some overlap · 3 shared positions

$BA $MNST $NKE

$1.6B

109 positions

#21Iyo Bank, Ltd.Active

Some overlap · 5 shared positions

$ADSK $DIS $DE $TMO $ISRG

$281M

35 positions

#22Bellevue Group AGActive

Some overlap · 4 shared positions

$VRTX $REGN $ISRG $TMO

$4.2B

155 positions

#23Cravens & Co Advisors, LLCActive

Some overlap · 6 shared positions

$VRTX $BA $SBUX $NVO $SHOP $ILMN

$154M

64 positions

#24SOUND SHORE MANAGEMENT INC /CT/Active

Some overlap · 3 shared positions

$BA $REGN $DIS

$3.0B

40 positions

#25GRANDFIELD & DODD, LLCPassive

Some overlap · 5 shared positions

$ADSK $REGN $DIS $NVS $PYPL

$1.8B

209 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.