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 KELLY LAWRENCE W & ASSOCIATES /CA

13F Portfolio OverlapQ1 2026KELLY LAWRENCE W & ASSOCIATES /CA portfolio →

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Most similar hedge funds by 13F overlap

KELLY LAWRENCE W & ASSOCIATES INC/CA is an institutional investor managing $360M across 124 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 KELLY LAWRENCE W & ASSOCIATES /CA are London & Asset Ltd, Sphera Technology Funds Ltd, CANTOR FITZGERALD, L. P., with shared positions in $ICE, $AMD, $COF, $UNH, $NOW, $PANW. The full ranking of 25 similar funds is below.

#1London & Capital Asset Management LtdActive

Notable overlap · 4 shared positions

$ICE $AMD $COF $UNH

$9.2B

223 positions

#2Sphera Management Technology Funds LtdActive

Notable overlap · 5 shared positions

$AMD $NOW $PANW $AMAT $GNRC

$178M

55 positions

#3CANTOR FITZGERALD, L. P.Active

Notable overlap · 4 shared positions

$AMD $UNH $NOW $HIMS

$6.8B

259 positions

#4Delta Global Management LPPassive

Notable overlap · 5 shared positions

$ICE $COF $PANW $AMD $SCHW

$1.2B

154 positions

#5Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 4 shared positions

$AMD $NOW $UNH $CRM

$566M

28 positions

#6Robocap Asset Management LtdActive

Notable overlap · 3 shared positions

$AMD $PANW $NOW

$94M

23 positions

#7Ruane, Cunniff & Goldfarb L.P.Active

Notable overlap · 4 shared positions

$ICE $COF $UNH $SCHW

$6.0B

50 positions

#8Torrey Growth & Income AdvisorsActive

Notable overlap · 4 shared positions

$AMD $NOW $CRM $UNH

$239M

110 positions

#9Guinness Atkinson Asset Management IncActive

Notable overlap · 6 shared positions

$ICE $ROP $AMAT $AFL $CRM $NEE

$200M

123 positions

#10Hyperion Capital Advisors LPActive

Notable overlap · 4 shared positions

$ICE $UNH $ROP $SCHW

$208M

68 positions

#11CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$AMD $AMAT $PANW $CRM $SCHW $NEE

$180M

58 positions

#12ITHAKA GROUP LLCActive

Notable overlap · 4 shared positions

$AMD $NOW $PANW $CRDO

$482M

38 positions

#13Saranac Partners LtdPassive

Notable overlap · 4 shared positions

$ICE $UNH $AMAT $NOW

$234M

103 positions

#14ADAPT Investment Managers SAActive

Notable overlap · 4 shared positions

$AMD $UNH $CRM $WFC

$7.6B

133 positions

#15Carroll Investors, IncActive

Notable overlap · 3 shared positions

$AMD $PANW $NEE

$187M

31 positions

#16MAVERICK CAPITAL LTDActive

Notable overlap · 4 shared positions

$AMAT $COF $RGEN $AMD

$8.7B

241 positions

#17OSSIAMActive

Notable overlap · 3 shared positions

$AMD $AMAT $UNH

$5.7B

388 positions

#18Diversify Advisory Services, LLCActive

Notable overlap · 4 shared positions

$AMD $NOW $PANW $CRDO

$655M

210 positions

#19Strong Retirement Solutions LLCPassive

Notable overlap · 6 shared positions

$NOW $BR $AMD $ROP $SCHW $NEE

$143M

86 positions

#20One Fin Capital Management LPActive

Notable overlap · 3 shared positions

$GNRC $UNH $COF

$280M

20 positions

#21Tandem Investment Advisors, Inc.Active

Notable overlap · 4 shared positions

$ICE $ROP $BR $NEE

$2.0B

83 positions

#22Kurv Investment Management LLCActive

Notable overlap · 3 shared positions

$AMD $AMAT $HIMS

$173M

62 positions

#23M.D. Sass, LLCActive

Notable overlap · 3 shared positions

$ICE $COF $PANW

$1.3B

36 positions

#24Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Notable overlap · 4 shared positions

$AMD $NOW $PANW $AMAT

$194M

146 positions

#25EAGLE CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$COF $UNH $WWD

$29.8B

60 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.