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Hedge Funds Similar to Analyst IMS Investment Services Ltd.

13F Portfolio OverlapQ2 2026Analyst IMS Investment Services Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Analyst IMS Investment Management Services Ltd. is an institutional investor managing $4.3B across 152 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 Analyst IMS Investment Services Ltd. are APG Asset US, Green Street Investors, Vert Asset, with shared positions in $ARE, $SPG, $BXP, $KIM, $SLG, $TEVA. The full ranking of 25 similar funds is below.

#1APG Asset Management US Inc.Smart money
Some overlap · 4 shared positions
$ARE$SPG$BXP$KIM
$14.3B
61 positions
#2Green Street Investors, LLCActive
Some overlap · 3 shared positions
$ARE$SPG$BXP
$212M
29 positions
#3Vert Asset Management LLCActive
Some overlap · 5 shared positions
$SPG$ARE$BXP$KIM$SLG
$365M
44 positions
#4Y.D. More Investments LtdActive
Some overlap · 4 shared positions
$TEVA$ITRN$ASML$CGNT
$3.2B
510 positions
#5LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive
Some overlap · 4 shared positions
$SPG$BXP$ARE$KIM
$2.8B
44 positions
#6CENTERSQUARE INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SPG$ARE$KIM$SLG
$11.7B
80 positions
#7HEITMAN REAL ESTATE SECURITIES LLCActive
Some overlap · 3 shared positions
$SPG$BXP$ARE
$1.6B
57 positions
#8Yelin Lapidot Holdings Management Ltd.Active
Some overlap · 3 shared positions
$TEVA$MRVL$BABA
$527M
85 positions
#9Altshuler Shaham LtdActive
Some overlap · 3 shared positions
$TEVA$BABA$NEE
$8.1B
497 positions
#10COHEN & STEERS, INC.Active
Some overlap · 4 shared positions
$SPG$BXP$KIM$NEE
$63.2B
442 positions
#11LDR Capital Management LLCActive
Slight overlap · 4 shared positions
$SPG$BXP$ARE$SLG
$87M
45 positions
#12Adelante Capital Management LLC
Slight overlap · 5 shared positions
$SPG$BXP$KIM$ARE$SLG
$1.5B
42 positions
#13DCF Advisers, LLCActive
Slight overlap · 4 shared positions
$TEVA$MRVL$BABA$C
$566M
93 positions
#14CORDA Investment Management, LLC.Active
Slight overlap · 3 shared positions
$SPG$NVO$ASML
$1.6B
85 positions
#15Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active
Slight overlap · 3 shared positions
$TEVA$MRVL$BABA
$144M
40 positions
#16NAN FUNG TRINITY (HK) LtdPassive
Slight overlap · 3 shared positions
$ARE$BXP$SLG
$1.0B
55 positions
#17Resolution Capital LtdActive
Slight overlap · 3 shared positions
$SPG$KIM$CEG
$5.4B
39 positions
#18New Insight Wealth AdvisorsPassive
Slight overlap · 3 shared positions
$SPG$MRVL$BABA
$339M
120 positions
#19Atika Capital Management LLCActive
Slight overlap · 3 shared positions
$TEVA$MRVL$CIEN
$1.5B
81 positions
#20Biondo Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$SPG$ASML$CEG
$817M
89 positions
#21InTrack Investment Management IncPassive
Slight overlap · 3 shared positions
$SPG$C$NEE
$202M
110 positions
#22BOURGEON CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$TEVA$MRVL$C
$679M
104 positions
#23Daiwa Securities Group Inc.Active
Slight overlap · 3 shared positions
$SPG$BXP$KIM
$51.1B
1,194 positions
#24Chung Wu Investment Group, LLCPassive
Slight overlap · 3 shared positions
$SPG$ASML$C
$152M
283 positions
#25Slagle Financial, LLCPassive
Slight overlap · 3 shared positions
$SPG$C$NEE
$334M
127 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.