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 ADVENT

13F Portfolio OverlapQ2 2026ADVENT portfolio →

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Most similar hedge funds by 13F overlap

ADVENT CAPITAL MANAGEMENT /DE/ is an institutional investor managing $4.5B across 236 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ADVENT are PIER 88 INVESTMENT PARTNERS, AEGON USA Investment, SSI INVESTMENT, with shared positions in $UBER, $WFC, $NEE, $SO, $PPL, $GPN. The full ranking of 25 similar funds is below.

#1PIER 88 INVESTMENT PARTNERS LLCPassive

Substantial overlap · 16 shared positions

$UBER $WFC $NEE $SO $PPL $GPN

$421M

110 positions

#2AEGON USA Investment Management, LLCSmart money

Substantial overlap · 13 shared positions

$WFC $UBER $NEE $SO $CMS $PPL

$140M

42 positions

#3SSI INVESTMENT MANAGEMENT LLCPassive

Substantial overlap · 21 shared positions

$NEE $AKAM $WDC $UBER $SO $SNOW

$1.7B

248 positions

#4INCOME RESEARCH & MANAGEMENTPassive

Substantial overlap · 10 shared positions

$UBER $NEE $SO $AKAM $GPN $MCHP

$184M

30 positions

#5CAMDEN ASSET MANAGEMENT L P /CAActive

Substantial overlap · 12 shared positions

$NEE $UBER $SO $AKAM $SNOW $BA

$3.4B

73 positions

#6MACKAY SHIELDS LLCActive

Substantial overlap · 15 shared positions

$UBER $WDC $NEE $MCHP $SNOW $APO

$3.0B

108 positions

#7Wellesley Asset ManagementPassive

Substantial overlap · 13 shared positions

$SO $AKAM $GPN $CMS $MCHP $AVAV

$1.1B

64 positions

#8RATIONAL ADVISORS, INC.Active

Substantial overlap · 15 shared positions

$UBER $PPL $NEE $GPN $WFC $MTH

$1.1B

195 positions

#9ZAZOVE ASSOCIATES LLCActive

Substantial overlap · 13 shared positions

$UBER $SO $PPL $MCHP $AVAV $GPN

$1.2B

151 positions

#10Aequim Alternative Investments LPActive

Substantial overlap · 14 shared positions

$SMCI $MCHP $WDC $SNOW $PCG $CMS

$6.4B

102 positions

#11SHENKMAN CAPITAL MANAGEMENT INCActive

Substantial overlap · 17 shared positions

$CMS $SMCI $AVAV $MSTR $FE $WEC

$721M

80 positions

#12Portman Square Capital LLPActive

Notable overlap · 13 shared positions

$NEE $SO $AKAM $MCHP $GPN $PCG

$2.1B

94 positions

#13Mirabaud Asset Management (France) SASActive

Notable overlap · 9 shared positions

$UBER $NEE $AKAM $SNOW $MSTR $IRTC

$222M

28 positions

#14Lombard Odier Asset Management (Europe) LtdPassive

Notable overlap · 12 shared positions

$UBER $NEE $AKAM $SNOW $FE $CNP

$2.3B

212 positions

#15Ares Systematic Credit LtdPassive

Notable overlap · 11 shared positions

$AKAM $MCHP $SNOW $SO $NEE $SMCI

$165M

242 positions

#16WOLVERINE ASSET MANAGEMENT LLCPassive

Notable overlap · 12 shared positions

$AKAM $SMCI $MSTR $PCG $GME $UBER

$11.4B

1,668 positions

#17Virtus Fixed Income Advisers, LLCActive

Notable overlap · 11 shared positions

$WDC $WFC $AKAM $SNOW $BA $NEE

$158M

85 positions

#18CSS LLC/ILPassive

Notable overlap · 11 shared positions

$SMCI $MCHP $APO $AKAM $CNP $BA

$2.6B

1,001 positions

#19ARISTEIA CAPITAL, L.L.C.Active

Notable overlap · 10 shared positions

$AKAM $SMCI $MSTR $UBER $FE $AFRM

$7.7B

788 positions

#20Shaolin Capital Management LLCPassive

Notable overlap · 9 shared positions

$KKR $APO $SO $MSTR $BA $GME

$2.1B

554 positions

#21TENOR CAPITAL MANAGEMENT Co., L.P.Passive

Notable overlap · 10 shared positions

$AKAM $SNOW $GME $IRTC $LYV $MSTR

$7.1B

549 positions

#22KIM, LLCActive

Notable overlap · 9 shared positions

$GPN $AKAM $SNOW $UBER $FE $PCG

$1.0B

69 positions

#23WHITEBOX ADVISORS LLCPassive

Notable overlap · 8 shared positions

$UBER $SMCI $SNOW $MSTR $GME $COIN

$7.7B

667 positions

#24Ovata Capital Management LtdActive

Notable overlap · 6 shared positions

$SO $AKAM $PPL $UBER $WEC $FOUR

$1.3B

43 positions

#25SUSQUEHANNA ADVISORS GROUP, INC.Active

Notable overlap · 9 shared positions

$SMCI $NEE $APO $BA $MCHP $GME

$5.7B

133 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.