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 ALLIANCEBERNSTEIN

13F Portfolio OverlapQ2 2026ALLIANCEBERNSTEIN portfolio →

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Most similar hedge funds by 13F overlap

ALLIANCEBERNSTEIN L.P. is an institutional investor managing $302.3B across 3,317 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 ALLIANCEBERNSTEIN are Smith Group Asset, Local Pensions Partnership Investment Ltd, Gibraltar, with shared positions in $KLAC, $BKNG, $TJX, $MCK, $CDNS, $CBOE. The full ranking of 25 similar funds is below.

#1Smith Group Asset Management, LLCActive

Notable overlap · 6 shared positions

$KLAC $BKNG $TJX $MCK $CDNS $CBOE

$1.5B

143 positions

#2Local Pensions Partnership Investment LtdActive

Notable overlap · 4 shared positions

$KLAC $BKNG $TXN $CDNS

$4.8B

33 positions

#3Gibraltar Capital Management, Inc.Active

Some overlap · 4 shared positions

$KLAC $BKNG $MNST $TXN

$664M

130 positions

#4Ifrah Financial Services, Inc.Passive

Some overlap · 6 shared positions

$KLAC $TXN $ETN $SYK $VRTX $CDNS

$396M

205 positions

#5JENSEN INVESTMENT MANAGEMENT INCActive

Some overlap · 6 shared positions

$KLAC $TJX $SYK $MSI $CDNS $VRSK

$4.1B

83 positions

#6Petros Family Wealth, LLCPassive

Some overlap · 5 shared positions

$KLAC $TJX $TXN $ISRG $SYK

$171M

132 positions

#7BROWN BROTHERS HARRIMAN & COActive

Some overlap · 5 shared positions

$KLAC $BKNG $PGR $TXN $CDNS

$22.8B

1,818 positions

#8CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$KLAC $TXN $ETN $SYK $MSI

$1.3B

99 positions

#9BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$KLAC $TJX $MNST $ETN $CDNS

$436M

104 positions

#10Close Asset Management LtdActive

Some overlap · 4 shared positions

$KLAC $BKNG $MCK $CDNS

$3.8B

269 positions

#11Blue Chip Partners, LLCActive

Some overlap · 4 shared positions

$KLAC $TJX $MNST $ETN

$1.6B

184 positions

#12NZS Capital, LLCActive

Some overlap · 6 shared positions

$KLAC $PGR $TXN $ISRG $SYK $CDNS

$3.9B

61 positions

#13JLB & ASSOCIATES INCPassive

Some overlap · 4 shared positions

$KLAC $TJX $PGR $SYK

$740M

68 positions

#14Stonehage Fleming Financial Services Holdings LtdActive

Some overlap · 7 shared positions

$KLAC $SYK $CDNS $VRSK $BKNG $MCK

$2.9B

215 positions

#15KANE INVESTMENT MANAGEMENT, INC.Active

Some overlap · 5 shared positions

$KLAC $BKNG $ETN $MCK $VRTX

$235M

100 positions

#16NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 6 shared positions

$KLAC $TJX $ETN $SYK $MSI $VRSK

$2.3B

156 positions

#17EAGLE ROCK INVESTMENT COMPANY, LLCActive

Some overlap · 4 shared positions

$KLAC $ETN $SYK $MCK

$799M

156 positions

#18Boomfish Wealth Group, LLCPassive

Some overlap · 3 shared positions

$KLAC $BKNG $VRTX

$231M

102 positions

#19Decatur Capital Management, Inc.Active

Some overlap · 4 shared positions

$KLAC $TJX $VRTX $CDNS

$295M

53 positions

#20Railway Pension Investments LtdActive

Some overlap · 5 shared positions

$KLAC $TXN $SYK $MCK $CDNS

$8.0B

102 positions

#21Dakota Wealth ManagementPassive

Some overlap · 4 shared positions

$KLAC $TJX $ETN $CBOE

$5.2B

776 positions

#22Westerkirk Capital Inc.Active

Some overlap · 4 shared positions

$KLAC $TJX $TXN $ETN

$1.0B

212 positions

#23FCF Advisors LLCPassive

Some overlap · 3 shared positions

$KLAC $BKNG $MCK

$544M

58 positions

#24LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$KLAC $TJX $MCK $VRTX

$218M

80 positions

#25MinichMacGregor Wealth Management, LLCPassive

Some overlap · 4 shared positions

$KLAC $TJX $CDNS $VRSK

$620M

159 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.