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 FRANKLIN RESOURCES

13F Portfolio OverlapQ1 2026FRANKLIN RESOURCES portfolio →

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Most similar hedge funds by 13F overlap

FRANKLIN RESOURCES INC is an institutional investor managing $408.3B across 3,148 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 FRANKLIN RESOURCES are Cetera Company, N.A, PARADIGM ASSET, Eurizon SGR S.p.A., with shared positions in $NEE, $BAC, $TMO, $KO, $HON, $SCHW. The full ranking of 25 similar funds is below.

#1Cetera Trust Company, N.APassive

Some overlap · 9 shared positions

$NEE $BAC $TMO $KO $HON $SCHW

$177M

351 positions

#2PARADIGM ASSET MANAGEMENT CO LLCPassive

Some overlap · 8 shared positions

$NEE $BAC $AZN $TMO $KO $C

$426M

424 positions

#3Eurizon Capital SGR S.p.A.Passive

Some overlap · 9 shared positions

$BAC $C $KO $HON $TMO $LRCX

$32.0B

1,193 positions

#4Coign Capital Advisors LLCActive

Some overlap · 9 shared positions

$C $BAC $HON $MCK $PM $SCHW

$190M

80 positions

#5HOWE & RUSLING INCPassive

Some overlap · 7 shared positions

$NEE $BAC $KO $HON $AZN $PM

$1.5B

477 positions

#6CORNERCAP INVESTMENT COUNSEL INC

Some overlap · 7 shared positions

$C $BAC $TMO $HON $SCHW $LRCX

$203M

151 positions

#7Scott & Selber, Inc.Active

Some overlap · 7 shared positions

$C $BAC $TMO $HON $SCHW $LRCX

$387M

91 positions

#8Compagnie Lombard Odier SCmAActive

Some overlap · 7 shared positions

$NEE $BAC $AZN $TMO $KO $LIN

$8.1B

454 positions

#9CAPITOLIS LIQUID GLOBAL MARKETS LLCPassive

Some overlap · 7 shared positions

$C $BAC $HON $SCHW $KO $TMO

$15.7B

329 positions

#10FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$NEE $C $BAC $KO $HON $COP

$5.0B

201 positions

#11Evelyn Partners Investment Management LLPActive

Some overlap · 6 shared positions

$NEE $BAC $AZN $TMO $KO $LIN

$3.7B

410 positions

#12Zurich Insurance Group Ltd/FIPassive

Some overlap · 7 shared positions

$AZN $NEE $KO $C $PM $LRCX

$12.7B

327 positions

#13Cullen Capital Management, LLCActive

Some overlap · 6 shared positions

$NEE $C $BAC $PM $COP $JCI

$9.8B

213 positions

#14United Asset Strategies, Inc.Passive

Some overlap · 6 shared positions

$C $BAC $TMO $SCHW $PM $MCK

$1.3B

257 positions

#15S-Bank Fund Management LtdActive

Some overlap · 6 shared positions

$NEE $BAC $TMO $KO $COF $LIN

$671M

178 positions

#16Northside Capital Management, LLCActive

Some overlap · 5 shared positions

$NEE $C $BAC $TMO $KO

$1.1B

193 positions

#17Haverford Financial Services, Inc.Active

Some overlap · 6 shared positions

$NEE $TMO $KO $HON $MCK $LIN

$336M

46 positions

#18Haverford Trust CoActive

Some overlap · 6 shared positions

$NEE $TMO $KO $HON $MCK $PM

$10.9B

419 positions

#19DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive

Some overlap · 6 shared positions

$BAC $AZN $TMO $KO $C $MCK

$112.7B

1,002 positions

#20Slagle Financial, LLCPassive

Some overlap · 5 shared positions

$NEE $C $BAC $KO $PM

$303M

121 positions

#21Asio Capital, LLCActive

Some overlap · 6 shared positions

$C $BAC $TMO $LRCX $COF $COP

$712M

110 positions

#22HARRIS ASSOCIATES L PActive

Some overlap · 6 shared positions

$C $BAC $SCHW $GM $COF $COP

$75.0B

158 positions

#23Capital Group Investment Management Pte. Ltd.Passive

Some overlap · 6 shared positions

$C $BAC $AZN $TMO $NOC $LIN

$585M

140 positions

#24RE ADVISERS CORPActive

Some overlap · 6 shared positions

$C $BAC $HON $LRCX $COP $NOC

$3.7B

111 positions

#25GERMAN AMERICAN BANCORP, INC.Active

Some overlap · 7 shared positions

$BAC $KO $GM $HON $COP $NOC

$1.2B

148 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.