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 TCW GROUP

13F Portfolio OverlapQ1 2026TCW GROUP portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

TCW GROUP INC is an institutional investor managing $13.3B across 629 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 TCW GROUP are Bouvel Investment Partners,, Winslow ,, WD RUTHERFORD, with shared positions in $GE, $ETN, $PANW, $VRT, $ISRG, $INTC. The full ranking of 25 similar funds is below.

#1Bouvel Investment Partners, LLCPassive

Notable overlap · 11 shared positions

$GE $ETN $PANW $VRT $ISRG $INTC

$345M

78 positions

#2Winslow Capital Management, LLCActive

Notable overlap · 9 shared positions

$GE $ASML $MCK $ISRG $ANET $ORLY

$25.6B

60 positions

#3WD RUTHERFORD LLCPassive

Notable overlap · 8 shared positions

$GE $ANET $PANW $MCK $VRT $ISRG

$225M

71 positions

#4Benchmark Investment Advisors LLCPassive

Notable overlap · 9 shared positions

$ANET $ASML $PANW $VRT $NOW $SPOT

$172M

76 positions

#5BECK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$GE $ASML $PANW $MCK $VRT $SPOT

$437M

115 positions

#6ITHAKA GROUP LLCActive

Notable overlap · 8 shared positions

$ANET $PANW $VRT $NOW $CDNS $ISRG

$482M

38 positions

#7JENNISON ASSOCIATES LLCActive

Some overlap · 8 shared positions

$GE $CDNS $ISRG $SPOT $CRWD $SHOP

$145.4B

562 positions

#8MARIETTA INVESTMENT PARTNERS LLCPassive

Some overlap · 7 shared positions

$ANET $ASML $ETN $MCK $SPOT $AME

$499M

161 positions

#9LYELL WEALTH MANAGEMENT, LPPassive

Some overlap · 7 shared positions

$ASML $PANW $VRT $CDNS $ISRG $NOW

$1.4B

216 positions

#10Sun Financial IncPassive

Some overlap · 7 shared positions

$ANET $PANW $ETN $CDNS $GE $__PARK_1390777

$200M

159 positions

#11DARA CAPITAL US, INC.Passive

Some overlap · 7 shared positions

$GE $NOW $ISRG $PANW $CRWD $VRT

$105M

119 positions

#12Telligent Fund, LPActive

Some overlap · 6 shared positions

$GE $ANET $VRT $NOW $INTC $LITE

$94M

24 positions

#13Fairfield Financial Advisors, LTDActive

Some overlap · 7 shared positions

$GE $PANW $MCK $ISRG $WELL $IBM

$290M

72 positions

#14CONGRESS ASSET MANAGEMENT CO /MAPassive

Some overlap · 7 shared positions

$ANET $ETN $ISRG $ORLY $WELL $ASML

$14.0B

417 positions

#15MIROVAPassive

Some overlap · 7 shared positions

$PANW $VRT $NOW $CDNS $ISRG $EQIX

$2.5B

179 positions

#16Blue Chip Partners, LLCActive

Some overlap · 7 shared positions

$ASML $ETN $ORLY $ICE $WELL $PANW

$1.4B

170 positions

#17Parsonex Advisory Services, Inc.Passive

Some overlap · 9 shared positions

$ETN $ISRG $SPOT $ICE $CRWD $BSX

$102M

56 positions

#18DSM CAPITAL PARTNERS LLCActive

Some overlap · 9 shared positions

$GE $ANET $CDNS $SPOT $NOW $BSX

$5.7B

44 positions

#19Knollwood Investment Advisory, LLCPassive

Some overlap · 8 shared positions

$VRT $NOW $PANW $ANET $CRWD $CDNS

$992M

303 positions

#20Teamwork Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$ANET $ETN $GE $CDNS $__PARK_1390777 $CRWD

$946M

216 positions

#21Fortis Capital Management LLCActive

Some overlap · 7 shared positions

$ANET $NOW $PANW $CDNS $SPOT $BSX

$977M

211 positions

#22FAIRFIELD, BUSH & CO.Passive

Some overlap · 6 shared positions

$ASML $ANET $GE $IBM $CRWD $SHOP

$180M

119 positions

#23Sandhill Capital Partners LLCActive

Some overlap · 5 shared positions

$GE $ANET $PANW $NOW $ISRG

$1.2B

95 positions

#24TRILLIUM ASSET MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$ASML $ETN $PANW $NOW $ICE $CDNS

$3.0B

230 positions

#25Broadleaf Partners, LLCActive

Some overlap · 7 shared positions

$ANET $VRT $NOW $ISRG $SHOP $PANW

$429M

84 positions

Compare TCW GROUP’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View TCW GROUP’s holdings

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.