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 AMERIPRISE FINANCIAL

13F Portfolio OverlapQ1 2026AMERIPRISE FINANCIAL portfolio →

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Most similar hedge funds by 13F overlap

AMERIPRISE FINANCIAL INC is an institutional investor managing $431.8B across 4,043 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 AMERIPRISE FINANCIAL are OFI INVEST ASSET, Bank Julius Baer & Ltd, Zurich, Phraction, with shared positions in $LRCX, $MS, $AMAT, $BAC, $MRVL, $ADI. The full ranking of 25 similar funds is below.

#1OFI INVEST ASSET MANAGEMENTActive

Some overlap · 6 shared positions

$LRCX $MS $AMAT $BAC $MRVL $ADI

$7.6B

347 positions

#2Bank Julius Baer & Co. Ltd, ZurichActive

Some overlap · 6 shared positions

$LRCX $AMAT $BAC $COP $WFC $LIN

$33.2B

678 positions

#3Phraction Management LLCActive

Some overlap · 6 shared positions

$LRCX $AMAT $BAC $WFC $ADI $LIN

$483M

65 positions

#4SHELTON CAPITAL MANAGEMENTPassive

Some overlap · 6 shared positions

$LRCX $AMAT $COP $BAC $TJX $LIN

$4.6B

717 positions

#5ATALANTA SOSNOFF CAPITAL, LLCActive

Some overlap · 5 shared positions

$LRCX $MS $AMAT $BAC $ADI

$4.7B

104 positions

#6Alecta Tjanstepension OmsesidigtActive

Some overlap · 6 shared positions

$MS $AMAT $BAC $TJX $ADI $LIN

$20.5B

78 positions

#7DUPONT CAPITAL MANAGEMENT CORPPassive

Some overlap · 6 shared positions

$MS $AMAT $BAC $TJX $ADI $CB

$879M

101 positions

#8Boston Common Asset Management, LLCActive

Some overlap · 6 shared positions

$MS $AMAT $BAC $TJX $ADI $CB

$1.6B

186 positions

#9Curat Global, LLCPassive

Some overlap · 6 shared positions

$LRCX $AMAT $BAC $TJX $ADI $CB

$102M

265 positions

#10Axecap Investments, LLCPassive

Some overlap · 5 shared positions

$LRCX $MS $AMAT $TJX $ADI

$145M

69 positions

#11Northwest Bancshares, Inc.Active

Some overlap · 5 shared positions

$LRCX $MS $AMAT $COP $CB

$502M

168 positions

#12Wahed Invest LLCPassive

Some overlap · 6 shared positions

$LRCX $AMAT $COP $TJX $ADI $LIN

$770M

225 positions

#13Badgley Phelps Wealth Managers, LLCPassive

Some overlap · 5 shared positions

$LRCX $MS $BAC $AMAT $LIN

$5.0B

328 positions

#14TritonPoint Partners, LLCPassive

Some overlap · 6 shared positions

$LRCX $MS $TJX $WFC $ADI $LIN

$272M

200 positions

#15Aventura Private Wealth, LLCPassive

Some overlap · 6 shared positions

$MS $BAC $COP $TJX $WFC $ADI

$273M

904 positions

#16Princeton Global Asset Management LLCPassive

Some overlap · 5 shared positions

$LRCX $MS $BAC $LIN $CB

$613M

829 positions

#17Kintegral Advisory, LLCPassive

Some overlap · 5 shared positions

$LRCX $MS $AMAT $BAC $CB

$1.1B

233 positions

#18Dai-ichi Life Insurance Company, LtdActive

Some overlap · 6 shared positions

$LRCX $BAC $MS $TJX $LIN $CB

$3.5B

464 positions

#19PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Some overlap · 5 shared positions

$LRCX $AMAT $BAC $TJX $WFC

$7.7B

190 positions

#20Van Diest Capital, LLCPassive

Some overlap · 5 shared positions

$LRCX $AMAT $COP $WFC $ADI

$127M

190 positions

#21LOM Asset Management LtdPassive

Some overlap · 5 shared positions

$LRCX $MS $AMAT $TJX $ADI

$348M

277 positions

#22GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 5 shared positions

$LRCX $AMAT $COP $ADI $LIN

$6.0B

624 positions

#23Ensign Peak Advisors, IncActive

Some overlap · 6 shared positions

$AMAT $BAC $MS $COP $WFC $ADI

$53.7B

1,708 positions

#24Glass Wealth Management Co LLCPassive

Some overlap · 4 shared positions

$LRCX $MS $AMAT $BAC

$258M

67 positions

#25RE ADVISERS CORPActive

Some overlap · 5 shared positions

$LRCX $BAC $COP $TJX $CB

$3.7B

111 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.