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Hedge Funds Similar to Convergence Investment Partners

13F Portfolio OverlapQ2 2026Convergence Investment Partners portfolio →
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Most similar hedge funds by 13F overlap

Convergence Investment Partners, LLC is an institutional investor managing $1.1B across 241 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 Convergence Investment Partners are Axecap Investments, Gunderson, Donoghue Forlines, with shared positions in $DELL, $ADI, $FTNT, $VLO, $BNY, $ANET. The full ranking of 25 similar funds is below.

#1Axecap Investments, LLCPassive
Some overlap · 7 shared positions
$DELL$ADI$FTNT$VLO$BNY$ANET
$181M
73 positions
#2Gunderson Capital Management Inc.Active
Some overlap · 5 shared positions
$DELL$SNDK$ADI$ANET$CIEN
$370M
52 positions
#3Donoghue Forlines LLCPassive
Some overlap · 6 shared positions
$SNDK$DELL$STT$FTNT$BNY$FLEX
$387M
114 positions
#4Bellwether Advisors, LLCPassive
Some overlap · 5 shared positions
$DELL$SNDK$STT$FLEX$CAH
$675M
167 positions
#5LSV ASSET MANAGEMENTActive
Some overlap · 6 shared positions
$DELL$BMY$STT$MO$MPC$ADBE
$55.1B
889 positions
#6FCF Advisors LLCPassive
Some overlap · 6 shared positions
$SNDK$BMY$ANET$VRSN$APP$MO
$544M
58 positions
#7JACOBS LEVY EQUITY MANAGEMENT, INCPassive
Some overlap · 7 shared positions
$SNDK$FTNT$VLO$BNY$VRSN$PSX
$27.8B
934 positions
#8C M BIDWELL & ASSOCIATES LTDPassive
Some overlap · 7 shared positions
$NTRS$BNY$ANET$APP$CAH$MPC
$245M
494 positions
#9THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$SNDK$AMKR$STT$NTRS$FLEX
$1.2B
56 positions
#10Richard C. Young & CO., LTD.Passive
Some overlap · 5 shared positions
$DELL$ADI$VLO$PSX$MO
$1.4B
101 positions
#11POINCIANA ADVISORS GROUP, LLCActive
Some overlap · 5 shared positions
$DELL$SNDK$FTNT$ANET$CIEN
$135M
113 positions
#12CLARK FINANCIAL SERVICES GROUP INC /BDActive
Some overlap · 6 shared positions
$DELL$ANET$CAH$MO$BNY$MPC
$212M
96 positions
#13Zweig-DiMenna Associates LLCActive
Some overlap · 4 shared positions
$SNDK$DELL$ADI$APP
$1.1B
70 positions
#14PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$SNDK$DELL$ADI$CIEN
$462M
86 positions
#15CMC Financial GroupActive
Some overlap · 4 shared positions
$DELL$SNDK$FTNT$FLEX
$52M
45 positions
#16CHAPIN DAVIS, INC.Passive
Some overlap · 4 shared positions
$DELL$SNDK$VLO$FLEX
$569M
256 positions
#17Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$DELL$SNDK$ANET$FLEX
$147M
69 positions
#18Retireful, LLCPassive
Some overlap · 4 shared positions
$DELL$SNDK$ANET$FLEX
$107M
81 positions
#19Nutshell Asset Management LtdActive
Some overlap · 6 shared positions
$SNDK$FTNT$ANET$ADBE$VRSN$APP
$300M
45 positions
#20Fedenia Advisers LLCPassive
Some overlap · 4 shared positions
$DELL$SNDK$STT$CIEN
$421M
459 positions
#21Cornerstone Select Advisors, LLCPassive
Some overlap · 5 shared positions
$DELL$VLO$ANET$CAH$MO
$238M
149 positions
#22WIN ADVISORS, INCPassive
Some overlap · 5 shared positions
$DELL$SNDK$FTNT$FLEX$ADI
$281M
75 positions
#23Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$ADI$DELL$VLO$BNY$CAH
$1.0B
204 positions
#24Pacer Advisors, Inc.Passive
Some overlap · 6 shared positions
$BMY$VLO$ADBE$MPC$CAH$MO
$39.3B
2,614 positions
#25AustralianSuper Pty LtdActive
Some overlap · 5 shared positions
$SNDK$VLO$ADBE$MPC$DELL
$23.1B
288 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.