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 Dai-ichi Life Insurance Company, Ltd

13F Portfolio OverlapQ2 2026Dai-ichi Life Insurance Company, Ltd portfolio →

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Most similar hedge funds by 13F overlap

Dai-ichi Life Insurance Company, Ltd is an institutional investor managing $4.3B across 470 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 Dai-ichi Life Insurance Company, Ltd are Ayrshire, Stokes Advisors, HOWE & RUSLING, with shared positions in $KLAC, $TJX, $APH, $LIN, $MS, $GILD. The full ranking of 25 similar funds is below.

#1Ayrshire Capital Management LLCPassive

Some overlap · 6 shared positions

$KLAC $TJX $APH $LIN $MS $GILD

$214M

50 positions

#2Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$TJX $LIN $MS $CB $GILD $MCD

$467M

118 positions

#3HOWE & RUSLING INCPassive

Some overlap · 5 shared positions

$KLAC $TJX $APH $MS $MCD

$1.7B

479 positions

#4CGN Advisors LLCPassive

Some overlap · 5 shared positions

$KLAC $TJX $APH $GILD $MCD

$1.4B

322 positions

#5Trueblood Wealth Management, LLCPassive

Some overlap · 6 shared positions

$KLAC $TJX $APH $LIN $CB $MCD

$286M

261 positions

#6RICHARDSON FINANCIAL SERVICES INC.Passive

Some overlap · 5 shared positions

$KLAC $TJX $LIN $CB $MCD

$176M

607 positions

#7RWA WEALTH PARTNERS, LLCActive

Some overlap · 5 shared positions

$KLAC $TJX $LIN $CB $MCD

$10.4B

645 positions

#8BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$KLAC $TJX $LIN $CB $MCD

$1.7B

401 positions

#9BAILARD, INC.Passive

Some overlap · 5 shared positions

$KLAC $TJX $MS $CB $GILD

$4.9B

763 positions

#10Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$KLAC $TJX $LIN $MS $MCD

$297M

103 positions

#11MASSACHUSETTS FINANCIAL SERVICES CO /MA/Passive

Some overlap · 5 shared positions

$KLAC $LIN $APH $MS $CB

$315.2B

1,005 positions

#12Clarendon Private LLCPassive

Some overlap · 5 shared positions

$KLAC $TJX $APH $LIN $MS

$156M

124 positions

#13PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADOActive

Some overlap · 5 shared positions

$KLAC $APH $LIN $MS $CB

$28.9B

1,842 positions

#14UMB Bank, n.a.Passive

Some overlap · 5 shared positions

$TJX $APH $LIN $MS $MCD

$7.9B

2,303 positions

#15Evelyn Partners Investment Management Services Ltd

Some overlap · 5 shared positions

$TJX $APH $LIN $CB $MCD

$850M

281 positions

#16DUNCKER STREETT & CO INCPassive

Some overlap · 4 shared positions

$KLAC $TJX $APH $LIN

$591M

521 positions

#17FIDUCIARY TRUST COActive

Some overlap · 4 shared positions

$KLAC $TJX $APH $MS

$9.2B

892 positions

#18Alecta Tjanstepension OmsesidigtActive

Some overlap · 4 shared positions

$KLAC $TJX $APH $MS

$23.8B

91 positions

#19Decatur Capital Management, Inc.Active

Some overlap · 4 shared positions

$KLAC $TJX $APH $MS

$295M

53 positions

#20Union Heritage Capital, LLCPassive

Some overlap · 4 shared positions

$KLAC $TJX $APH $MS

$295M

65 positions

#21Texas Capital Bank Wealth Management Services IncActive

Some overlap · 4 shared positions

$KLAC $TJX $APH $MS

$1.9B

349 positions

#22Alcosta Capital Management, Inc.Active

Some overlap · 4 shared positions

$KLAC $TJX $APH $MS

$148M

22 positions

#23Turtle Creek Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$KLAC $TJX $APH $MCD

$1.9B

515 positions

#24JENSEN INVESTMENT MANAGEMENT INCActive

Some overlap · 4 shared positions

$KLAC $TJX $APH $MCD

$4.1B

83 positions

#25Cardano Risk Management B.V.Active

Some overlap · 4 shared positions

$KLAC $TJX $APH $MS

$13.0B

52 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.