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 DIMENSIONAL FUND ADVISORS

13F Portfolio OverlapQ1 2026DIMENSIONAL FUND ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

DIMENSIONAL FUND ADVISORS LP is an institutional investor managing $481.4B across 3,215 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 DIMENSIONAL FUND ADVISORS are TOWNSQUARE, VUB Generali dochodkova spravcovska spolocnost, a.s., STOREBRAND ASSET AS, with shared positions in $MU, $SHEL, $VZ, $WFC, $COP, $T. The full ranking of 25 similar funds is below.

#1TOWNSQUARE CAPITAL LLCPassive

Slight overlap · 7 shared positions

$MU $SHEL $VZ $WFC $COP $T

$444M

252 positions

#2VUB Generali dochodkova spravcovska spolocnost, a.s.Passive

Slight overlap · 8 shared positions

$WELL $PLD $BAC $WFC $COP $KO

$127M

91 positions

#3STOREBRAND ASSET MANAGEMENT ASActive

Slight overlap · 7 shared positions

$MU $WELL $VZ $BAC $T $KO

$34.8B

773 positions

#4abrdn plcActive

Slight overlap · 7 shared positions

$MU $WELL $VZ $PLD $BAC $KO

$61.9B

931 positions

#5PFA Pension, ForsikringsaktieselskabActive

Slight overlap · 7 shared positions

$MU $VZ $BAC $WFC $T $KO

$33.2B

381 positions

#6FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDActive

Slight overlap · 7 shared positions

$MU $VZ $BAC $T $KO $LIN

$18.3B

538 positions

#7Avanza Fonder ABActive

Slight overlap · 7 shared positions

$MU $VZ $BAC $T $KO $LIN

$3.6B

484 positions

#8VANGUARD PORTFOLIO MANAGEMENT LLCPassive

Slight overlap · 7 shared positions

$MU $WELL $PLD $BAC $KO $LIN

$1.9T

3,040 positions

#9Russell Investments Group, Ltd.Passive

Slight overlap · 7 shared positions

$MU $WELL $PLD $BAC $T $LIN

$93.1B

4,237 positions

#10PCB Capital LLCPassive

Slight overlap · 6 shared positions

$MU $SHEL $VZ $WFC $COP $T

$63M

101 positions

#11Knights of Columbus Asset Advisors LLCPassive

Slight overlap · 7 shared positions

$WELL $PLD $BAC $WFC $COP $T

$1.8B

397 positions

#12MACQUARIE GROUP LTDActive

Slight overlap · 6 shared positions

$MU $WELL $VZ $PLD $WFC $T

$16.8B

813 positions

#13STRS OHIOPassive

Slight overlap · 6 shared positions

$MU $WELL $VZ $PLD $WFC $UNH

$25.2B

2,118 positions

#14New Age Alpha Advisors, LLCPassive

Slight overlap · 6 shared positions

$MU $WELL $PLD $BAC $COP $T

$2.1B

766 positions

#15KLP KAPITALFORVALTNING ASPassive

Slight overlap · 6 shared positions

$MU $VZ $BAC $WFC $T $KO

$25.5B

2,154 positions

#16GREAT WEST LIFE ASSURANCE CO /CAN/Passive

Slight overlap · 6 shared positions

$MU $WELL $PLD $BAC $KO $UNH

$56M

1,841 positions

#17Asset Management One Co., Ltd.Active

Slight overlap · 6 shared positions

$MU $WELL $PLD $BAC $KO $UNH

$33.9B

911 positions

#18SWEENEY & MICHEL, LLCActive

Slight overlap · 6 shared positions

$SHEL $VZ $PLD $BAC $WFC $ASML

$340M

145 positions

#19Bruce G. Allen Investments, LLCPassive

Slight overlap · 6 shared positions

$SHEL $VZ $BAC $WFC $T $KO

$153M

1,084 positions

#20NEW ENGLAND ASSET MANAGEMENT INCActive

Slight overlap · 6 shared positions

$SHEL $VZ $BAC $WFC $T $KO

$786M

99 positions

#21IFM Investors Pty LtdActive

Slight overlap · 6 shared positions

$MU $WELL $BAC $WFC $KO $UNH

$12.0B

686 positions

#22HSBC HOLDINGS PLCPassive

Slight overlap · 6 shared positions

$MU $WELL $BAC $WFC $KO $UNH

$191.6B

2,873 positions

#23Tredje AP-fondenPassive

Slight overlap · 6 shared positions

$MU $VZ $BAC $WFC $KO $LIN

$18.3B

555 positions

#24Retirement Systems of AlabamaActive

Slight overlap · 6 shared positions

$MU $PLD $BAC $WFC $COP $KO

$30.0B

947 positions

#25ALERUS FINANCIAL NAActive

Slight overlap · 6 shared positions

$MU $VZ $WFC $COP $T $UNH

$2.0B

510 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.