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Hedge Funds Similar to FMR

13F Portfolio OverlapQ1 2026FMR portfolio →
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Most similar hedge funds by 13F overlap

FMR LLC is an institutional investor managing $1.9T across 5,417 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 FMR are VOYA INVESTMENT, Western Financial /CA, SIERRA SUMMIT ADVISORS, with shared positions in $WFC, $GEV, $BA, $MU, $APH, $WDC. The full ranking of 25 similar funds is below.

#1VOYA INVESTMENT MANAGEMENT LLCPassive
Some overlap · 9 shared positions
$WFC$GEV$BA$MU$APH$WDC
$96.1B
2,348 positions
#2Western Financial Corp/CAActive
Some overlap · 8 shared positions
$GEV$GE$WFC$MU$APH$WDC
$255M
127 positions
#3SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 8 shared positions
$GEV$MRVL$WFC$BA$MU$LRCX
$688M
180 positions
#4Benchmark Investment Advisors LLCPassive
Some overlap · 9 shared positions
$GE$GEV$MU$APH$SNDK$LRCX
$172M
76 positions
#5Markin Volterra Fund LPActive
Some overlap · 8 shared positions
$GEV$MRVL$MU$APH$WDC$SNDK
$65M
34 positions
#6NS Partners LtdActive
Some overlap · 7 shared positions
$GEV$GE$WFC$APH$BAC$KO
$2.2B
71 positions
#7KP Management LLCPassive
Some overlap · 7 shared positions
$GEV$GE$BA$APH$SNDK$CIEN
$409M
83 positions
#8PANAGORA ASSET MANAGEMENT INCPassive
Some overlap · 8 shared positions
$GE$MU$GILD$BAC$KO$PM
$26.7B
1,159 positions
#9Mediolanum International Funds LtdActive
Some overlap · 8 shared positions
$GE$GEV$MU$APH$KO$LRCX
$9.4B
431 positions
#10Polar Capital Holdings PlcActive
Some overlap · 8 shared positions
$GEV$MU$WDC$SNDK$CIEN$LRCX
$28.2B
242 positions
#11Massachusetts Wealth ManagementPassive
Some overlap · 6 shared positions
$GEV$GE$WFC$MU$BAC$KO
$231M
98 positions
#12McLaughlin Asset Management, Inc.Passive
Some overlap · 7 shared positions
$GEV$GE$MRVL$KO$LRCX$KLAC
$105M
91 positions
#13PBU - The Pension Fund of Early Childhood & Youth EducatorsActive
Some overlap · 8 shared positions
$GE$MU$WFC$BAC$KO$LRCX
$7.7B
190 positions
#14Supplemental Annuity Collective Trust of NJPassive
Some overlap · 8 shared positions
$MU$GE$BAC$WFC$GEV$KO
$355M
297 positions
#15Dai-ichi Life Insurance Company, LtdActive
Some overlap · 8 shared positions
$GEV$APH$GILD$BAC$KO$PM
$3.5B
464 positions
#16Winslow Capital Management, LLCActive
Some overlap · 7 shared positions
$GEV$GE$MU$APH$KLAC$ANET
$25.6B
60 positions
#17S-Bank Fund Management LtdActive
Some overlap · 6 shared positions
$GEV$MRVL$WFC$MU$BAC$KO
$671M
178 positions
#18BRAUN STACEY ASSOCIATES INCActive
Some overlap · 7 shared positions
$GEV$WFC$MU$WDC$KO$LRCX
$3.0B
112 positions
#19MUFG SECURITIES AMERICAS INC.Passive
Some overlap · 8 shared positions
$MU$GE$BAC$WFC$KO$GEV
$1.6B
504 positions
#20ONEFUND, LLCPassive
Some overlap · 8 shared positions
$MU$GE$BAC$WFC$KO$GEV
$155M
507 positions
#21Kentucky Retirement Systems Insurance Trust FundPassive
Some overlap · 8 shared positions
$MU$GE$BAC$WFC$KO$GEV
$1.5B
492 positions
#22HOERTKORN RICHARD CHARLESActive
Some overlap · 6 shared positions
$GEV$GE$MRVL$BA$BAC$KO
$122M
75 positions
#23HARTFORD INVESTMENT MANAGEMENT COActive
Some overlap · 8 shared positions
$MU$GE$BAC$WFC$KO$GEV
$3.2B
495 positions
#24PCB Capital LLCPassive
Some overlap · 8 shared positions
$WFC$MU$APH$SHEL$PM$KLAC
$63M
101 positions
#25Czech National BankActive
Some overlap · 8 shared positions
$MU$GE$BAC$WFC$KO$GEV
$15.2B
503 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.