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 BURNEY /

13F Portfolio OverlapQ1 2026BURNEY / portfolio →

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Most similar hedge funds by 13F overlap

BURNEY CO/ is an institutional investor managing $3.7B across 605 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 BURNEY / are Axecap Investments,, Passumpsic Savings Bank, Brentview Investment, with shared positions in $LRCX, $MCK, $TJX, $ANET, $COR, $KLAC. The full ranking of 25 similar funds is below.

#1Axecap Investments, LLCPassive

Notable overlap · 8 shared positions

$LRCX $MCK $TJX $ANET $COR $KLAC

$145M

69 positions

#2Passumpsic Savings Bank

Notable overlap · 7 shared positions

$PH $LRCX $ANET $TJX $COR $CBOE

$183M

90 positions

#3Brentview Investment Management LLCPassive

Notable overlap · 6 shared positions

$LRCX $PH $MCK $TJX $CBOE $TRGP

$231M

63 positions

#4FCF Advisors LLCPassive

Notable overlap · 6 shared positions

$LRCX $MCK $ANET $EXPE $CF $KLAC

$444M

52 positions

#5Smith Group Asset Management, LLCActive

Notable overlap · 7 shared positions

$PH $MCK $ANET $TJX $CBOE $KLAC

$2.0B

162 positions

#6Railway Pension Investments LtdActive

Some overlap · 7 shared positions

$LRCX $MCK $PH $EXPE $KLAC $TJX

$7.0B

103 positions

#7RENAISSANCE GROUP LLCPassive

Some overlap · 7 shared positions

$LRCX $MCK $ANET $TJX $KLAC $AMAT

$2.4B

234 positions

#8Taylor Hoffman Capital Management LLCPassive

Some overlap · 6 shared positions

$LRCX $ANET $ALSN $KLAC $CBOE $AMAT

$325M

116 positions

#9Miller Capital Partners, Inc.Passive

Some overlap · 5 shared positions

$LRCX $PH $CF $KLAC $TJX

$208M

262 positions

#10LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$PH $MCK $ANET $TJX $KLAC

$174M

65 positions

#11Longbow Finance SAPassive

Some overlap · 6 shared positions

$MCK $PH $TJX $CBOE $KLAC $HWM

$552M

55 positions

#12Westerkirk Capital Inc.Active

Some overlap · 6 shared positions

$LRCX $TJX $PH $KLAC $ANET $AMAT

$929M

208 positions

#13PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Some overlap · 6 shared positions

$LRCX $TJX $ANET $KLAC $AMAT $PH

$7.7B

190 positions

#14Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$LRCX $ANET $KLAC $UGI $LHX

$160M

124 positions

#15McLaughlin Asset Management, Inc.Passive

Some overlap · 5 shared positions

$LRCX $TJX $ANET $KLAC $HWM

$105M

91 positions

#16WD RUTHERFORD LLCPassive

Some overlap · 5 shared positions

$MCK $ANET $TJX $LRCX $SNOW

$225M

71 positions

#17NatWest Group plcActive

Some overlap · 5 shared positions

$LRCX $CF $CBOE $KLAC $HWM

$462M

44 positions

#18CASTLEARK MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$LRCX $ANET $CF $SNOW $SCHW $TJX

$3.0B

292 positions

#19Benchmark Investment Advisors LLCPassive

Some overlap · 5 shared positions

$LRCX $ANET $KLAC $AMAT $PH

$172M

76 positions

#20ALKEON CAPITAL MANAGEMENT LLCSmart money

Some overlap · 4 shared positions

$LRCX $EXPE $TJX $KLAC

$59.5B

102 positions

#21SHUTTLEWORTH & CoPassive

Some overlap · 5 shared positions

$MCK $ANET $TJX $CBOE $AMAT

$111M

52 positions

#22JACKSON SQUARE CAPITAL, LLCPassive

Some overlap · 5 shared positions

$LRCX $ANET $TJX $KLAC $HWM

$477M

129 positions

#23VISTA INVESTMENT PARTNERS LLCPassive

Some overlap · 5 shared positions

$PH $TJX $COR $KLAC $HCA

$378M

169 positions

#24VISTA INVESTMENT PARTNERS II, LLCPassive

Some overlap · 5 shared positions

$PH $TJX $COR $KLAC $HCA

$223M

157 positions

#25Winslow Capital Management, LLCActive

Some overlap · 6 shared positions

$PH $MCK $ANET $KLAC $HWM $SNOW

$25.6B

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.