What hedge funds are most similar to CAPITOLIS LIQUID GLOBAL MARKETS LLC?

The funds with the most similar 13F portfolios to CAPITOLIS LIQUID GLOBAL MARKETS LLC are Brookmont, Phraction, HOWE & RUSLING, based on overlapping conviction holdings in the latest SEC filings.

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 CAPITOLIS LIQUID GLOBAL MARKETS

13F Portfolio OverlapQ2 2026CAPITOLIS LIQUID GLOBAL MARKETS portfolio →

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Most similar hedge funds by 13F overlap

CAPITOLIS LIQUID GLOBAL MARKETS LLC is an institutional investor managing $23.0B across 320 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 CAPITOLIS LIQUID GLOBAL MARKETS are Brookmont, Phraction, HOWE & RUSLING, with shared positions in $ADI, $HON, $HONA, $WFC, $QCOM, $PEP. The full ranking of 25 similar funds is below.

#1Brookmont Capital ManagementActive

Some overlap · 6 shared positions

$ADI $HON $HONA $WFC $QCOM $PEP

$186M

61 positions

#2Phraction Management LLCActive

Some overlap · 6 shared positions

$ADI $HON $HONA $WFC $TXN $PEP

$596M

66 positions

#3HOWE & RUSLING INCPassive

Some overlap · 6 shared positions

$HON $HONA $KLAC $ELV $QCOM $PEP

$1.7B

479 positions

#4Rafferty Asset Management, LLCActive

Some overlap · 6 shared positions

$ADI $KLAC $NXPI $QCOM $TXN $PLTR

$43.9B

1,133 positions

#5McGuire Investment Group, LLCActive

Some overlap · 6 shared positions

$PLTR $ADI $QCOM $SCHW $LMT $HON

$1.1B

137 positions

#6Peoples Bank/KSPassive

Some overlap · 5 shared positions

$ADI $ELV $HON $WFC $PEP

$103M

98 positions

#7CYPRESS ASSET MANAGEMENT INC/TXActive

Some overlap · 6 shared positions

$ADI $KLAC $QCOM $PEP $LMT $TXN

$514M

107 positions

#8Van Diest Capital, LLCPassive

Some overlap · 6 shared positions

$KLAC $WFC $ELV $ADI $QCOM $SCHW

$112M

176 positions

#9Allen Mooney & Barnes Investment Advisors LLCPassive

Some overlap · 6 shared positions

$ELV $HON $HONA $C $PEP $SCHW

$658M

152 positions

#10BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive

Some overlap · 6 shared positions

$HON $HONA $C $QCOM $PEP $TXN

$371M

394 positions

#11BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$HON $HONA $KLAC $QCOM $PEP $LMT

$223M

114 positions

#12Walsky Investment Management, Inc.Passive

Some overlap · 6 shared positions

$HON $HONA $WFC $QCOM $PEP $TXN

$108M

52 positions

#13ING GROEP NVPassive

Some overlap · 8 shared positions

$ADI $PEP $TXN $KLAC $HONA $HON

$20.5B

514 positions

#14Madson Wealth Advisors IncActive

Some overlap · 6 shared positions

$KLAC $HON $HONA $WFC $QCOM $TXN

$147M

97 positions

#15Borer Denton & Associates, Inc.Passive

Some overlap · 5 shared positions

$ADI $HON $HONA $QCOM $PEP

$305M

74 positions

#16CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$ADI $KLAC $WFC $PEP $TXN

$1.3B

99 positions

#17Canoe Financial LPActive

Some overlap · 5 shared positions

$ADI $ELV $WFC $LMT $TXN

$8.1B

110 positions

#18Axecap Investments, LLCPassive

Some overlap · 5 shared positions

$ADI $KLAC $C $QCOM $TXN

$181M

73 positions

#19ProVise Management Group, LLCPassive

Some overlap · 5 shared positions

$ADI $ELV $WFC $PEP $SCHW

$1.5B

282 positions

#20CITIZENS & NORTHERN CORPActive

Some overlap · 5 shared positions

$ADI $KLAC $WFC $C $SCHW

$438M

117 positions

#21Altshuler Shaham LtdActive

Some overlap · 5 shared positions

$ADI $WFC $HON $QCOM $HONA

$8.1B

497 positions

#22Global X Japan Co., Ltd.Active

Some overlap · 5 shared positions

$PLTR $KLAC $ADI $QCOM $TXN

$2.7B

390 positions

#23Crescent Sterling, Ltd.Passive

Some overlap · 6 shared positions

$HONA $HON $QCOM $PEP $LMT $TXN

$112M

85 positions

#24VAN ECK ASSOCIATES CORPActive

Some overlap · 5 shared positions

$ADI $KLAC $QCOM $NXPI $TXN

$164.1B

1,337 positions

#25SOUND SHORE MANAGEMENT INC /CT/Active

Some overlap · 5 shared positions

$ELV $WFC $NXPI $C $QCOM

$3.2B

40 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.