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 COMMERZBANK AKTIENGESELLSCHAFT

13F Portfolio OverlapQ2 2026COMMERZBANK AKTIENGESELLSCHAFT portfolio →

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Most similar hedge funds by 13F overlap

COMMERZBANK AKTIENGESELLSCHAFT /FI is an institutional investor managing $5.0B across 347 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to COMMERZBANK AKTIENGESELLSCHAFT are MATRIX ASSET ADVISORS, Buck Wealth Strategies, VIRGINIA WEALTH GROUP, with shared positions in $CCZ, $AMGN, $PEP, $AEP, $PYPL, $TMO. The full ranking of 25 similar funds is below.

#1MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$CCZ $AMGN $PEP $AEP $PYPL $TMO

$1.2B

106 positions

#2Buck Wealth Strategies, LLCPassive

Some overlap · 5 shared positions

$CCZ $HPQ $AMGN $VZ $PYPL

$956M

1,170 positions

#3VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 5 shared positions

$MCD $AMGN $VZ $PEP $QCOM

$201M

57 positions

#4LifePlan Financial, LLCPassive

Some overlap · 4 shared positions

$CCZ $CRM $VZ $PYPL

$143M

89 positions

#5Catherine Avery Investment Management LLCPassive

Some overlap · 4 shared positions

$MCD $CRM $AMGN $VZ

$229M

166 positions

#6Vickerman Investment Advisors, Inc.Active

Some overlap · 5 shared positions

$CRM $AMGN $PEP $PYPL $TMO

$515M

100 positions

#7Infusive Asset Management Inc.Passive

Some overlap · 4 shared positions

$MCD $HPQ $CRM $VZ

$220M

30 positions

#8Cohen Investment Advisors LLCPassive

Some overlap · 5 shared positions

$MCD $AMGN $VZ $CRM $TMO

$223M

81 positions

#9Welch Group, LLCPassive

Some overlap · 5 shared positions

$MCD $VZ $PEP $AEP $QCOM

$2.9B

326 positions

#10Sterling Wealth Management, Inc.Active

Some overlap · 5 shared positions

$MCD $CCZ $PEP $AEP $QCOM

$402M

116 positions

#11PINKERTON WEALTH, LLCActive

Some overlap · 5 shared positions

$AMGN $MCD $VZ $PEP $QCOM

$1.2B

103 positions

#12VAN STRUM & TOWNE INC.Passive

Some overlap · 5 shared positions

$CRM $AMGN $PEP $HPQ $QCOM

$367M

111 positions

#13Pathway Financial Advisers, LLCPassive

Some overlap · 6 shared positions

$PEP $VZ $AEP $AMGN $MCD $GLW

$397M

167 positions

#14Exeter Financial, LLCPassive

Some overlap · 4 shared positions

$MCD $AMGN $VZ $PEP

$261M

101 positions

#15Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$MCD $AMGN $VZ $PEP

$513M

70 positions

#16SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 5 shared positions

$AMGN $MCD $VZ $PEP $QCOM

$1.3B

97 positions

#17CHIRON CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$CCZ $CRM $PYPL $VZ $PEP $TMO

$111M

136 positions

#18Optimist Retirement Group LLCActive

Some overlap · 5 shared positions

$HPQ $VZ $PEP $MCD $QCOM

$259M

118 positions

#19FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 4 shared positions

$MCD $AMGN $PEP $AEP

$5.3B

210 positions

#20Patrick Mauro Investment Advisor, INC.Active

Some overlap · 5 shared positions

$MCD $VZ $PEP $AEP $GLW

$199M

38 positions

#21F&V Capital Management, LLCPassive

Some overlap · 4 shared positions

$CRM $VZ $PYPL $AEP

$542M

63 positions

#22PENN DAVIS MCFARLAND INCActive

Some overlap · 7 shared positions

$CRM $PYPL $AMGN $MCD $VZ $QCOM

$1.1B

79 positions

#23Wolff Financial Management LLCActive

Some overlap · 5 shared positions

$MCD $VZ $AEP $PEP $QCOM

$501M

106 positions

#24Granite Group Advisors, LLCActive

Some overlap · 5 shared positions

$AMGN $PEP $CCZ $AEP $QCOM

$169M

84 positions

#25Gs Investments, Inc.Passive

Some overlap · 5 shared positions

$AMGN $PEP $AEP $CRM $TMO

$138M

133 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.