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 AQR

13F Portfolio OverlapQ2 2026AQR portfolio →

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Most similar hedge funds by 13F overlap

AQR CAPITAL MANAGEMENT LLC is an institutional investor managing $286.8B across 3,900 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 AQR are Bull Harbor, Essential Partners, Caerus Investment Advisors, with shared positions in $FIX, $WDC, $CNC, $BMY, $ABNB, $PCG. The full ranking of 25 similar funds is below.

#1Bull Harbor Capital LLCPassive

Some overlap · 15 shared positions

$FIX $WDC $CNC $BMY $ABNB $PCG

$513M

552 positions

#2Essential Partners LLCPassive

Some overlap · 15 shared positions

$FIX $WDC $CNC $BMY $ABNB $PCG

$217M

2,853 positions

#3Caerus Investment Advisors, LLCPassive

Some overlap · 14 shared positions

$FIX $WDC $CNC $BMY $ABNB $PCG

$300M

339 positions

#4FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 12 shared positions

$FIX $WDC $CNC $BMY $ABNB $PCG

$326M

109 positions

#5Allegiance Financial Group Advisory Services LLCActive

Some overlap · 12 shared positions

$FIX $WDC $CNC $BMY $ABNB $PCG

$578M

205 positions

#6JACKSON THORNTON WEALTH MANAGEMENT, LLCActive

Some overlap · 12 shared positions

$FIX $WDC $CNC $BMY $PCG $ABNB

$1.3B

417 positions

#7MAINSAIL ASSET MANAGEMENT, LLCActive

Some overlap · 11 shared positions

$FIX $WDC $CNC $BMY $ABNB $PCG

$255M

197 positions

#8True Wealth Design, LLCActive

Some overlap · 12 shared positions

$FIX $WDC $CNC $BMY $EIX $ABNB

$420M

2,655 positions

#9Capstone Wealth Management, LLCPassive

Some overlap · 11 shared positions

$FIX $WDC $CNC $ABNB $PCG $EIX

$216M

188 positions

#10Sivia Capital Partners, LLCPassive

Some overlap · 11 shared positions

$WDC $FIX $CNC $ABNB $EIX $PCG

$822M

540 positions

#11Wick Capital Partners, LLCActive

Some overlap · 11 shared positions

$WDC $BMY $ABNB $PCG $EIX $CB

$663M

246 positions

#12LifeGoal Investments, LLCActive

Some overlap · 10 shared positions

$FIX $WDC $CNC $ABNB $PCG $FTNT

$218M

155 positions

#13waypoint wealth counselPassive

Some overlap · 10 shared positions

$FIX $CNC $WDC $PCG $EIX $CB

$160M

150 positions

#14COGENT STRATEGIC WEALTH LLCActive

Some overlap · 9 shared positions

$FIX $WDC $BMY $ABNB $PCG $EIX

$105M

58 positions

#15IEQ CAPITAL, LLCPassive

Some overlap · 8 shared positions

$FIX $WDC $CNC $EIX $JBHT $SNOW

$21.7B

2,011 positions

#16NORTHWEST WEALTH MANAGEMENT, LLCActive

Some overlap · 7 shared positions

$FIX $WDC $CNC $BMY $EIX $CB

$758M

265 positions

#17Kaufman Rossin Wealth, LLCActive

Some overlap · 8 shared positions

$FIX $WDC $EIX $JBHT $GM $PNC

$211M

112 positions

#18CMC Financial GroupActive

Some overlap · 7 shared positions

$FIX $WDC $EIX $FTNT $JBHT $TJX

$52M

45 positions

#19Dorsey Wright & AssociatesPassive

Some overlap · 7 shared positions

$FIX $WDC $EIX $STX $GM $FTI

$590M

131 positions

#20POINCIANA ADVISORS GROUP, LLCActive

Some overlap · 7 shared positions

$FIX $CNC $FTNT $TER $ANET $FTI

$135M

113 positions

#21HBE Wealth Management, LLCActive

Some overlap · 6 shared positions

$FIX $WDC $BMY $CB $JBHT $FTI

$139M

59 positions

#22Aware Super Pty Ltd as trustee of Aware SuperPassive

Some overlap · 7 shared positions

$FIX $EIX $FTNT $JBHT $ANET $TJX

$7.1B

236 positions

#23STANCE CAPITAL LLCPassive

Some overlap · 7 shared positions

$WDC $EIX $STX $TER $PNC $TJX

$328M

340 positions

#24JACOBS LEVY EQUITY MANAGEMENT, INCPassive

Some overlap · 6 shared positions

$FIX $CNC $FTNT $VRSN $GM $SNDK

$27.8B

934 positions

#25PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$FIX $WDC $STX $JBHT $TER $SNDK

$462M

86 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.