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 SEI INVESTMENTS

13F Portfolio OverlapQ1 2026SEI INVESTMENTS portfolio →

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Most similar hedge funds by 13F overlap

SEI INVESTMENTS CO is an institutional investor managing $108.4B across 3,228 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 SEI INVESTMENTS are Winslow ,, JENNISON ASSOCIATES, Benchmark Investment Advisors, with shared positions in $SNOW, $GE, $GEV, $ASML, $SPOT, $AMD. The full ranking of 25 similar funds is below.

#1Winslow Capital Management, LLCActive

Some overlap · 10 shared positions

$SNOW $GE $GEV $ASML $SPOT $AMD

$25.6B

60 positions

#2JENNISON ASSOCIATES LLCActive

Some overlap · 8 shared positions

$SNOW $DDOG $GE $GEV $SPOT $AMD

$145.4B

562 positions

#3Benchmark Investment Advisors LLCPassive

Some overlap · 8 shared positions

$WELL $GE $GEV $ASML $SPOT $BKNG

$172M

76 positions

#4Verde Capital ManagementActive

Slight overlap · 6 shared positions

$SNOW $WELL $SNPS $SPOT $PLTR $PLD

$468M

69 positions

#5O'ROURKE & COMPANY, IncPassive

Slight overlap · 5 shared positions

$DDOG $SNOW $WELL $UNIT $DLR

$253M

171 positions

#6ANDERSON HOAGLAND & COPassive

Slight overlap · 5 shared positions

$DDOG $SNOW $GE $GEV $ASML

$1.2B

136 positions

#7DEEPWATER ASSET MANAGEMENT, LLCPassive

Slight overlap · 5 shared positions

$DDOG $SNOW $SNPS $ASML $SHOP

$158M

39 positions

#8MMA ASSET MANAGEMENT LLCPassive

Slight overlap · 6 shared positions

$SNOW $SNPS $DDOG $GE $GEV $SHOP

$284M

179 positions

#9Kinetic Partners Management, LPActive

Slight overlap · 6 shared positions

$DDOG $GEV $SPOT $AMD $WWD $SHOP

$1.8B

49 positions

#10DOCK STREET ASSET MANAGEMENT INCActive

Slight overlap · 6 shared positions

$DDOG $SNOW $SPOT $BKNG $PLTR $GE

$951M

58 positions

#11LifePlan Investment Advisors, Inc.Passive

Slight overlap · 5 shared positions

$DDOG $SNOW $GE $GEV $UNIT

$254M

122 positions

#12Everhart Financial Group, Inc.Active

Slight overlap · 6 shared positions

$SNOW $GEV $GE $UNIT $AMD $PLTR

$1.2B

464 positions

#13Equity Wealth Partners, LLCActive

Slight overlap · 6 shared positions

$SNOW $ASML $BKNG $AMD $SHOP $PLTR

$155M

76 positions

#14Life Planning Partners, IncActive

Slight overlap · 5 shared positions

$DDOG $SNOW $UNIT $PLTR $PH

$131M

68 positions

#15Delta Global Management LPPassive

Slight overlap · 5 shared positions

$SNOW $DDOG $SPOT $AMD $CBRE

$1.2B

154 positions

#16Benchstone Capital Management LPPassive

Slight overlap · 5 shared positions

$DDOG $SNPS $ASML $SPOT $BKNG

$860M

38 positions

#17Sagace Wealth Management LLCPassive

Slight overlap · 6 shared positions

$SNOW $SNPS $UNIT $GEV $DLR $PH

$149M

70 positions

#18GENESIS PRIVATE WEALTH, LLCPassive

Slight overlap · 5 shared positions

$DDOG $SNOW $ASML $GE $PLD

$318M

182 positions

#19ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Slight overlap · 5 shared positions

$SNOW $DDOG $SPOT $AMD $SHOP

$3.5B

110 positions

#20LifeGoal Investments, LLCPassive

Slight overlap · 4 shared positions

$DDOG $SNOW $SNPS $GEV

$175M

112 positions

#21One Madison Group LLCActive

Slight overlap · 5 shared positions

$DDOG $GE $GEV $SPOT $WWD

$866M

28 positions

#22GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Slight overlap · 6 shared positions

$SNPS $GE $GEV $ASML $WWD $PLD

$328M

83 positions

#23KP Management LLCPassive

Slight overlap · 6 shared positions

$SNPS $GE $GEV $ASML $WWD $PH

$409M

83 positions

#24Veery Capital, LLCActive

Slight overlap · 5 shared positions

$SNOW $SNPS $DDOG $UNIT $AMD

$326M

96 positions

#25BROWN WEALTH MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$DDOG $SNOW $SNPS $UNIT

$389M

116 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.