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 EAGLE

13F Portfolio OverlapQ1 2026EAGLE portfolio →

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Most similar hedge funds by 13F overlap

EAGLE CAPITAL MANAGEMENT LLC is an institutional investor managing $29.8B across 60 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 EAGLE are Generali Powszechne Towarzystwo Emerytalne, GENERATION INVESTMENT LLP, Warther Private Wealth,, with shared positions in $COP, $MELI, $UNH, $DHR, $WDAY, $INTU. The full ranking of 25 similar funds is below.

#1Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 4 shared positions

$COP $MELI $UNH $DHR

$566M

28 positions

#2GENERATION INVESTMENT MANAGEMENT LLPSmart money

Notable overlap · 4 shared positions

$MELI $DHR $WDAY $INTU

$11.2B

29 positions

#3Warther Private Wealth, LLCPassive

Notable overlap · 5 shared positions

$UNH $MELI $ASML $EL $EQT

$427M

40 positions

#4HARBER ASSET MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$SAP $INTU $WDAY $UNH

$156M

41 positions

#5Bowie Capital Management, LLCActive

Notable overlap · 5 shared positions

$UNH $INTU $AJG $ASML $AON

$2.7B

36 positions

#6Ruane, Cunniff & Goldfarb L.P.Active

Notable overlap · 6 shared positions

$COF $UNH $SAP $ELV $LBRDA $CHTR

$6.0B

50 positions

#7Minot DeBlois Advisors LLCPassive

Notable overlap · 4 shared positions

$COP $DHR $ASML $HUM

$110M

226 positions

#8Compass Advisory Group LLCActive

Notable overlap · 3 shared positions

$COP $LEN $HUM

$374M

86 positions

#9CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 5 shared positions

$COP $HUM $COF $UNH $MS

$363M

102 positions

#10HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$WDAY $CCZ $SHEL $ELV $UNH $HUM

$32.4B

465 positions

#11Palmer Knight CoPassive

Notable overlap · 5 shared positions

$DHR $COF $LEN $ELV $UNH

$205M

32 positions

#12Robinson Value Management, Ltd.Passive

Notable overlap · 3 shared positions

$COP $CCZ $INTU

$180M

73 positions

#13Tide Cove Capital Partners LLCSmart money

Notable overlap · 3 shared positions

$COP $DHR $HUM

$147M

13 positions

#14L1 Capital International Pty LtdActive

Notable overlap · 3 shared positions

$DHR $INTU $AER

$1.7B

23 positions

#15Advisory Resource GroupPassive

Notable overlap · 4 shared positions

$COP $ELV $DHR $MS

$581M

172 positions

#16Spear Holdings RSC LtdActive

Notable overlap · 4 shared positions

$MELI $DHR $UNH $GEV

$1.0B

18 positions

#17PBCay One RSC LtdSmart money

Notable overlap · 4 shared positions

$MELI $DHR $UNH $GEV

$1.3B

18 positions

#18D1 Capital Partners L.P.Active

Notable overlap · 3 shared positions

$MELI $DHR $COF

$11.2B

44 positions

#19FERNBRIDGE CAPITAL MANAGEMENT LPSmart money

Notable overlap · 4 shared positions

$WDAY $INTU $COF $PTC

$1.6B

17 positions

#20White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$COP $DHR $HUM

$721M

145 positions

#21Montis Financial, LLCActive

Notable overlap · 3 shared positions

$COP $HUM $MS

$484M

150 positions

#22Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 3 shared positions

$COP $HUM $MS

$1.2B

1,060 positions

#23NAYA CAPITAL MANAGEMENT UK LTDSmart money

Notable overlap · 3 shared positions

$UNH $WWD $HUM

$1.2B

4 positions

#24AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$COP $UNH $ELV

$445M

77 positions

#25Smead Capital Management, Inc.Active

Notable overlap · 3 shared positions

$COP $LEN $UNH

$4.6B

32 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.