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 ATALANTA SOSNOFF ,

13F Portfolio OverlapQ1 2026ATALANTA SOSNOFF , portfolio →

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Most similar hedge funds by 13F overlap

ATALANTA SOSNOFF CAPITAL, LLC is an institutional investor managing $4.7B across 104 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 ATALANTA SOSNOFF , are Hosking Partners LLP, Cornerstone Investment Partners,, Wynn ,, with shared positions in $CBRE, $BAC, $AXP, $DAL, $MU, $MS. The full ranking of 25 similar funds is below.

#1Hosking Partners LLPActive

Notable overlap · 8 shared positions

$CBRE $BAC $AXP $DAL $MU $MS

$2.8B

99 positions

#2Cornerstone Investment Partners, LLCActive

Notable overlap · 6 shared positions

$MCK $CBRE $TTWO $AMAT $AXP $MU

$2.4B

291 positions

#3Wynn Capital, LLCPassive

Notable overlap · 8 shared positions

$MCK $AMAT $SCHW $GE $AXP $BAC

$195M

107 positions

#4HOERTKORN RICHARD CHARLESActive

Notable overlap · 6 shared positions

$SCHW $GEV $MCD $BAC $GE $CBRE

$122M

75 positions

#5PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 6 shared positions

$SCHW $MCK $BAC $AXP $GE $GEV

$166M

72 positions

#6SEAVIEW INVESTMENT MANAGERS LLCPassive

Notable overlap · 5 shared positions

$SCHW $MCK $BAC $AXP $MU

$277M

73 positions

#7Axecap Investments, LLCPassive

Notable overlap · 8 shared positions

$MCK $AMAT $MU $ADI $LRCX $MS

$145M

69 positions

#8WOLFF WIESE MAGANA LLCPassive

Notable overlap · 7 shared positions

$SCHW $AXP $MS $MU $MCD $AMAT

$181M

983 positions

#9Winslow Capital Management, LLCActive

Notable overlap · 8 shared positions

$GEV $GE $MCK $ADI $PLTR $ANET

$25.6B

60 positions

#10Benchmark Investment Advisors LLCPassive

Notable overlap · 8 shared positions

$AMAT $MU $LRCX $NOW $PLTR $GE

$172M

76 positions

#11WRIGHT INVESTORS SERVICE INCPassive

Notable overlap · 6 shared positions

$SCHW $AMAT $BAC $AXP $DAL $LRCX

$318M

148 positions

#12Gunderson Capital Management Inc.Passive

Some overlap · 6 shared positions

$GEV $AMAT $GE $MU $ADI $PLTR

$239M

46 positions

#13DARA CAPITAL US, INC.Passive

Some overlap · 6 shared positions

$GEV $AMAT $GE $MU $LRCX $NOW

$105M

119 positions

#14Schear Investment Advisers, LLCPassive

Some overlap · 6 shared positions

$GEV $GE $MS $MU $DAL $MCK

$227M

77 positions

#15WD RUTHERFORD LLCPassive

Some overlap · 6 shared positions

$MCK $GEV $GE $LRCX $AXP $ANET

$225M

71 positions

#16TRUSTCO BANK CORP N YPassive

Some overlap · 5 shared positions

$MCD $GEV $AMAT $GE $AXP

$113M

71 positions

#17Western Financial Corp/CAActive

Some overlap · 7 shared positions

$AMAT $GE $MU $ADI $LRCX $GEV

$255M

127 positions

#18Blume Capital Management, Inc.Passive

Some overlap · 5 shared positions

$SCHW $AMAT $BAC $MU $FCX

$588M

337 positions

#19Cetera Trust Company, N.APassive

Some overlap · 5 shared positions

$MCK $BAC $SCHW $DAL $LRCX

$177M

351 positions

#20RED REEF ADVISORS LLCPassive

Some overlap · 6 shared positions

$SCHW $GEV $MU $NOW $AMAT $PLTR

$96M

179 positions

#21Left Brain Wealth Management, LLCPassive

Some overlap · 6 shared positions

$MCK $GE $AMAT $MU $PLTR $ANET

$255M

79 positions

#22ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 6 shared positions

$SCHW $AMAT $ADI $AXP $ANET $GE

$112M

102 positions

#23Hudson Canyon Capital ManagementPassive

Some overlap · 5 shared positions

$SCHW $AMAT $BAC $GE $MS

$163M

52 positions

#24GABLES CAPITAL MANAGEMENT INC.Passive

Some overlap · 6 shared positions

$MCD $BAC $GEV $MU $PLTR $TTWO

$236M

472 positions

#25Prudent Man Advisors, LLCPassive

Some overlap · 7 shared positions

$MU $BAC $AMAT $SCHW $MS $LRCX

$334M

134 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.