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Hedge Funds Similar to UBS AM, a distinct business unit of UBS ASSET AME

13F Portfolio OverlapQ2 2026UBS AM, a distinct business unit of UBS ASSET AME portfolio →
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Most similar hedge funds by 13F overlap

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME is an institutional investor managing $550.1B across 3,723 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 UBS AM, a distinct business unit of UBS ASSET AME are China Universal Asset , Ltd., GF FUND LTD., Harvest Fund , Ltd, with shared positions in $KLAC, $WDC, $MRVL, $TXN, $ADI, $MS. The full ranking of 25 similar funds is below.

#1China Universal Asset Management Co., Ltd.Passive
Slight overlap · 5 shared positions
$KLAC$WDC$MRVL$TXN$ADI
$1.7B
513 positions
#2GF FUND MANAGEMENT CO. LTD.Active
Slight overlap · 5 shared positions
$KLAC$WDC$MRVL$TXN$ADI
$8.3B
587 positions
#3Harvest Fund Management Co., Ltd
Slight overlap · 5 shared positions
$KLAC$WDC$MRVL$TXN$ADI
$3.0B
455 positions
#4ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Slight overlap · 5 shared positions
$KLAC$WDC$MRVL$TXN$ADI
$409M
182 positions
#5NEOS Investment Management LLCActive
Slight overlap · 5 shared positions
$KLAC$WDC$MRVL$TXN$ADI
$27.1B
578 positions
#6Genus Capital Management Inc.Passive
Slight overlap · 5 shared positions
$KLAC$WDC$MRVL$TXN$ADI
$1.0B
204 positions
#7Western Financial Corp/CAActive
Slight overlap · 5 shared positions
$KLAC$WDC$MRVL$TXN$ADI
$341M
132 positions
#8Invesco Ltd.Passive
Slight overlap · 5 shared positions
$KLAC$WDC$MRVL$TXN$ADI
$1.3T
3,819 positions
#9PROFUND ADVISORS LLCPassive
Slight overlap · 5 shared positions
$KLAC$WDC$MRVL$TXN$ADI
$3.6B
1,175 positions
#10ProShare Advisors LLCActive
Slight overlap · 5 shared positions
$KLAC$WDC$MRVL$TXN$ADI
$69.2B
1,913 positions
#11Wahed Invest LLCActive
Slight overlap · 5 shared positions
$KLAC$MRVL$WDC$TXN$ADI
$958M
227 positions
#12Wall Street Financial Group, Inc.Passive
Slight overlap · 5 shared positions
$KLAC$MRVL$TXN$MS$ADI
$187M
120 positions
#13GUGGENHEIM CAPITAL LLCPassive
Slight overlap · 5 shared positions
$KLAC$MRVL$TXN$ADI$WDC
$15.9B
1,704 positions
#14AMERIPRISE FINANCIAL INCPassive
Slight overlap · 5 shared positions
$WDC$KLAC$MRVL$MS$ADI
$494.7B
4,097 positions
#15Ilmarinen Mutual Pension Insurance CoActive
Slight overlap · 5 shared positions
$KLAC$TXN$MS$WDC$MRVL
$14.8B
445 positions
#16Louisiana State Employees Retirement SystemPassive
Slight overlap · 5 shared positions
$KLAC$TXN$MRVL$WDC$ADI
$6.7B
1,523 positions
#17Retireful, LLCPassive
Slight overlap · 4 shared positions
$KLAC$WDC$MRVL$TXN
$107M
81 positions
#18E Fund Management (Hong Kong) Co., Ltd.Passive
Slight overlap · 4 shared positions
$KLAC$WDC$MRVL$TXN
$302M
551 positions
#19PKO Investment Management Joint-Stock CoPassive
Slight overlap · 4 shared positions
$KLAC$WDC$MRVL$TXN
$1.4B
228 positions
#20Frec Markets, Inc.Passive
Slight overlap · 5 shared positions
$KLAC$WDC$MRVL$TXN$MS
$1.1B
905 positions
#21Alta Wealth Advisors LLCPassive
Slight overlap · 4 shared positions
$KLAC$WDC$MRVL$MS
$369M
170 positions
#22Candriam S.C.A.Active
Slight overlap · 4 shared positions
$KLAC$WDC$MRVL$ADI
$22.2B
677 positions
#23PATTON FUND MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$KLAC$WDC$TXN$ADI
$462M
86 positions
#24Mn Services Vermogensbeheer B.V.Active
Slight overlap · 4 shared positions
$KLAC$MRVL$TXN$MS
$13.4B
444 positions
#25Oak Harvest Investment ServicesPassive
Slight overlap · 4 shared positions
$KLAC$MRVL$TXN$MS
$1.1B
168 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.