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 CI INVESTMENTS

13F Portfolio OverlapQ2 2026CI INVESTMENTS portfolio →

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Most similar hedge funds by 13F overlap

CI INVESTMENTS INC. is an institutional investor managing $31.2B across 756 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 CI INVESTMENTS are BCV Asset, CBRE INVESTMENT LISTED REAL ASSETS, DUFF & PHELPS INVESTMENT, with shared positions in $TXN, $TMO, $DHR, $PLD, $MRVL, $BN. The full ranking of 25 similar funds is below.

#1BCV Asset Management Inc.Active

Some overlap · 6 shared positions

$TXN $TMO $DHR $PLD $MRVL $BN

$3.3B

116 positions

#2CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Some overlap · 6 shared positions

$WMB $LNG $EQIX $PLD $WELL $BRX

$7.2B

101 positions

#3DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Some overlap · 6 shared positions

$WMB $LNG $EQIX $PLD $WELL $BRX

$10.6B

162 positions

#4Railway Pension Investments LtdActive

Some overlap · 5 shared positions

$TMO $TXN $LNG $EQIX $SYK

$8.0B

102 positions

#5Phraction Management LLCActive

Some overlap · 5 shared positions

$TMO $WMB $TXN $DHR $BN

$596M

66 positions

#6NATIXISActive

Some overlap · 6 shared positions

$TMO $PLD $EQIX $WELL $MRVL $DHR

$24.8B

1,145 positions

#7Myriad Asset Management Advisors LLCActive

Some overlap · 5 shared positions

$TMO $LNG $C $DHR $MRVL

$424M

49 positions

#8Myriad Asset Management US LPActive

Some overlap · 5 shared positions

$TMO $LNG $C $DHR $MRVL

$72M

52 positions

#9SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive

Slight overlap · 5 shared positions

$WMB $LNG $EQIX $PLD $WELL

$530M

308 positions

#10Stronghold Wealth Management L.L.C.Passive

Slight overlap · 5 shared positions

$TMO $C $EQIX $DHR $PLD

$75M

131 positions

#11PRINCIPAL FINANCIAL GROUP INCPassive

Slight overlap · 6 shared positions

$LYV $EQIX $PLD $WELL $KKR $BN

$203.6B

2,154 positions

#12Blue Zone Wealth Advisors, LLCPassive

Slight overlap · 5 shared positions

$TMO $WMB $MRVL $SYK $BN

$573M

125 positions

#13Knights of Columbus Asset Advisors LLCPassive

Slight overlap · 5 shared positions

$TXN $C $EQIX $PLD $WELL

$2.0B

386 positions

#14DoubleLine ETF Adviser LPPassive

Slight overlap · 5 shared positions

$TMO $LYV $EQIX $PLD $WELL

$242M

170 positions

#15Northside Capital Management, LLCActive

Slight overlap · 4 shared positions

$TMO $TXN $LNG $C

$1.2B

187 positions

#16Gs Investments, Inc.Passive

Slight overlap · 4 shared positions

$TMO $WMB $TXN $SYK

$138M

133 positions

#17ADELL HARRIMAN & CARPENTER INCActive

Slight overlap · 5 shared positions

$WMB $C $EQIX $KKR $MRVL

$2.0B

158 positions

#18ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Slight overlap · 4 shared positions

$WMB $TXN $LNG $EQIX

$460M

220 positions

#19GeoWealth Management, LLCActive

Slight overlap · 5 shared positions

$TXN $EQIX $TMO $PLD $WELL

$3.2B

882 positions

#20Private Wealth Partners, LLCActive

Slight overlap · 5 shared positions

$TMO $DHR $KKR $MRVL $SYK

$1.4B

183 positions

#21Southpoint Capital Advisors LPActive

Slight overlap · 4 shared positions

$TMO $WMB $EQIX $DHR

$4.4B

33 positions

#22WESTPAC BANKING CORPPassive

Slight overlap · 5 shared positions

$C $EQIX $PLD $WELL $SYK

$1.6B

498 positions

#23Sky Investment Group LLCPassive

Slight overlap · 4 shared positions

$TMO $TXN $DHR $SYK

$637M

146 positions

#24ANB BANKPassive

Slight overlap · 4 shared positions

$TMO $TXN $DHR $SYK

$268M

127 positions

#25Covington Investment Advisors Inc.Active

Slight overlap · 4 shared positions

$TMO $TXN $PLD $SYK

$774M

73 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.