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 SSI INVESTMENT

13F Portfolio OverlapQ1 2026SSI INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

SSI INVESTMENT MANAGEMENT LLC is an institutional investor managing $1.4B across 240 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 SSI INVESTMENT are ADVENT /DE/, MACKAY SHIELDS, Aequim Alternative Investments, with shared positions in $NEE, $UBER, $PCG, $BA, $SO, $BAC. The full ranking of 25 similar funds is below.

#1ADVENT CAPITAL MANAGEMENT /DE/Passive

Substantial overlap · 19 shared positions

$NEE $UBER $PCG $BA $SO $BAC

$3.6B

215 positions

#2MACKAY SHIELDS LLCPassive

Substantial overlap · 17 shared positions

$WDC $BA $UBER $ON $PCG $MKSI

$2.7B

111 positions

#3Aequim Alternative Investments LPActive

Substantial overlap · 19 shared positions

$WDC $ALB $PCG $WEC $LYV $SNOW

$5.2B

102 positions

#4PIER 88 INVESTMENT PARTNERS LLCPassive

Notable overlap · 13 shared positions

$NEE $UBER $ON $WFC $WEC $BA

$402M

112 positions

#5Sculptor Capital LPPassive

Notable overlap · 13 shared positions

$WDC $LYV $MKSI $FWONA $SNOW $BAC

$9.6B

363 positions

#6CAMDEN ASSET MANAGEMENT L P /CAActive

Notable overlap · 11 shared positions

$NEE $UBER $ON $LYV $WEC $SO

$2.9B

69 positions

#7Portman Square Capital LLPActive

Notable overlap · 11 shared positions

$NEE $BA $ALB $PCG $SO $JAZZ

$2.6B

102 positions

#8BlueCrest Capital Management LtdPassive

Notable overlap · 11 shared positions

$ON $PCG $WFC $JAZZ $BAC $NEE

$1.7B

231 positions

#9Boussard & Gavaudan Investment Management LLPActive

Notable overlap · 9 shared positions

$WDC $ON $LYV $SNOW $ASND $AEIS

$1.1B

89 positions

#10Ares Systematic Credit LtdPassive

Notable overlap · 11 shared positions

$NEE $WEC $SO $SNOW $WDC $RIVN

$127M

150 positions

#11TENOR CAPITAL MANAGEMENT Co., L.P.Passive

Notable overlap · 12 shared positions

$LYV $JAZZ $VTR $ON $SNOW $NET

$6.5B

501 positions

#12CSS LLC/ILPassive

Notable overlap · 12 shared positions

$LYV $JAZZ $ALB $EQX $SNOW $NET

$2.1B

961 positions

#13KIM, LLCActive

Notable overlap · 9 shared positions

$LYV $UBER $ON $PCG $FWONA $SNOW

$976M

64 positions

#14Lombard Odier Asset Management (Europe) LtdPassive

Notable overlap · 8 shared positions

$NEE $UBER $ON $PCG $LYV $RIVN

$1.8B

190 positions

#15RATIONAL ADVISORS, INC.Active

Notable overlap · 11 shared positions

$WFC $UBER $NEE $PPL $WEC $ON

$980M

179 positions

#16AEGON USA Investment Management, LLCSmart money

Notable overlap · 10 shared positions

$WFC $BAC $UBER $SO $KKR $PPL

$128M

41 positions

#17ZAZOVE ASSOCIATES LLC

Notable overlap · 10 shared positions

$MKSI $SO $JAZZ $PPL $VTR $LYV

$1.2B

160 positions

#18Warberg Asset Management LLCActive

Notable overlap · 11 shared positions

$LYV $SNOW $VTR $MCHP $AKAM $ALB

$600M

192 positions

#19Calamos Advisors LLCPassive

Notable overlap · 15 shared positions

$WDC $BA $NEE $LITE $BABA $UBER

$28.2B

1,196 positions

#20INCOME RESEARCH & MANAGEMENTActive

Notable overlap · 8 shared positions

$NEE $UBER $ON $MCHP $EVRG $AKAM

$169M

26 positions

#21Shaolin Capital Management LLCPassive

Notable overlap · 7 shared positions

$NEE $BA $JAZZ $SO $KKR $HPE

$2.7B

491 positions

#22WOLVERINE ASSET MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$ALB $PCG $ON $PPL $ASND $RIVN

$10.4B

1,678 positions

#23Mirabaud Asset Management (France) SASActive

Notable overlap · 6 shared positions

$NEE $UBER $FWONA $SNOW $RIVN $AKAM

$196M

13 positions

#24LINDEN ADVISORS LPPassive

Notable overlap · 9 shared positions

$MKSI $FWONA $ASND $JAZZ $SPHR $AFRM

$17.9B

563 positions

#25Skaana Management L.P.Active

Notable overlap · 9 shared positions

$ALB $PCG $BAC $KKR $RIVN $NET

$296M

158 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.