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 CHAPIN DAVIS,

13F Portfolio OverlapQ1 2026CHAPIN DAVIS, portfolio →

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Most similar hedge funds by 13F overlap

CHAPIN DAVIS, INC. is an institutional investor managing $569M across 256 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 CHAPIN DAVIS, are Williamson Legacy Group,, Anther Ltd, WT Asset Ltd, with shared positions in $WDC, $STX, $HWM, $CIEN, $GLW, $LITE. The full ranking of 25 similar funds is below.

#1Williamson Legacy Group, LLCPassive

Notable overlap · 9 shared positions

$WDC $STX $HWM $CIEN $GLW $LITE

$133M

81 positions

#2Anther Capital LtdActive

Notable overlap · 7 shared positions

$WDC $STX $TER $LRCX $GLW $KLAC

$3.8B

31 positions

#3WT Asset Management LtdSmart money

Notable overlap · 6 shared positions

$WDC $STX $KEYS $TER $GLW $LITE

$4.8B

32 positions

#4Trivest Advisors LtdSmart money

Notable overlap · 6 shared positions

$WDC $STX $TER $LRCX $GLW $LITE

$1.4B

29 positions

#5Amanah Holdings TrustSmart money

Notable overlap · 6 shared positions

$WDC $STX $TER $CIEN $LITE $ALB

$908M

20 positions

#6VMS Asset Management LimitedActive

Notable overlap · 6 shared positions

$TER $CIEN $GLW $KLAC $LRCX $LITE

$164M

23 positions

#7Markin Volterra Fund LPActive

Notable overlap · 5 shared positions

$WDC $STX $LRCX $KLAC $LITE

$65M

34 positions

#8Polar Capital Holdings PlcActive

Notable overlap · 7 shared positions

$GLW $LRCX $KLAC $STX $LITE $CIEN

$28.2B

242 positions

#9Optimize Financial IncPassive

Notable overlap · 7 shared positions

$LITE $STX $WDC $KLAC $TER $LRCX

$203M

297 positions

#10WIN ADVISORS, INCPassive

Notable overlap · 8 shared positions

$CIEN $GLW $TER $LRCX $WDC $STX

$219M

78 positions

#11Aequim Alternative Investments LPActive

Notable overlap · 4 shared positions

$WDC $STX $ALB $NEE

$5.2B

102 positions

#12Talos Eurisko Asset Management LPActive

Notable overlap · 4 shared positions

$WDC $KEYS $GLW $LITE

$585M

23 positions

#13Grand Alliance Asset Management LtdActive

Notable overlap · 4 shared positions

$WDC $LRCX $GLW $LITE

$165M

13 positions

#14Tyro Capital Management LLCSmart money

Notable overlap · 4 shared positions

$WDC $LRCX $KLAC $LITE

$921M

26 positions

#15Science & Technology Partners, L.P.Active

Notable overlap · 6 shared positions

$KEYS $CIEN $LRCX $LITE $STX $GLW

$382M

43 positions

#16Goldstream Capital Management LtdActive

Notable overlap · 5 shared positions

$TER $CIEN $LRCX $LITE $STX

$120M

30 positions

#17Castle Hook Partners LPSmart money

Notable overlap · 4 shared positions

$WDC $STX $LITE $ALB

$23.4B

50 positions

#18Tairen Capital LtdActive

Notable overlap · 5 shared positions

$LRCX $GLW $TER $KEYS $LITE

$924M

44 positions

#19Cavalier Investments, LLCSmart money

Notable overlap · 5 shared positions

$HWM $LRCX $KLAC $WDC $ALB

$3.7B

112 positions

#20WCM INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$WDC $STX $GLW

$43.8B

263 positions

#21Retireful, LLCPassive

Notable overlap · 5 shared positions

$WDC $GLW $LITE $CIEN $STX

$71M

84 positions

#22Spear Advisors LLCActive

Notable overlap · 5 shared positions

$TER $LRCX $KLAC $LITE $CIEN

$134M

26 positions

#23Decker Retirement Planning Inc.Passive

Notable overlap · 4 shared positions

$STX $ALB $LRCX $WDC

$221M

284 positions

#24Dedeker Financial LLCPassive

Notable overlap · 4 shared positions

$STX $WDC $CIEN $LRCX

$115M

50 positions

#25Rivermont Capital Management LPActive

Notable overlap · 3 shared positions

$WDC $STX $LITE

$475M

20 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.