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 Ethic

13F Portfolio OverlapQ2 2026Ethic portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ethic Inc. is an institutional investor managing $8.0B across 1,358 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 Ethic are Elwood & Goetz Wealth Advisory Group, Clarendon Private, E Fund , Ltd., with shared positions in $KLAC, $ASML, $MS, $GLW, $TXN, $AXP. The full ranking of 25 similar funds is below.

#1Elwood & Goetz Wealth Advisory Group, LLCActive

Slight overlap · 6 shared positions

$KLAC $ASML $MS $GLW $TXN $AXP

$676M

148 positions

#2Clarendon Private LLCPassive

Slight overlap · 6 shared positions

$KLAC $ASML $MS $TXN $AXP $TJX

$156M

124 positions

#3E Fund Management Co., Ltd.Active

Slight overlap · 6 shared positions

$KLAC $ASML $GLW $SNDK $WDC $TXN

$4.5B

488 positions

#4Owl Creek Wealth Partners LLCPassive

Slight overlap · 6 shared positions

$KLAC $ASML $SNDK $WDC $AXP $MS

$342M

1,289 positions

#5Wahed Invest LLCActive

Slight overlap · 6 shared positions

$KLAC $GLW $SNDK $WDC $TXN $TJX

$958M

227 positions

#6BNP PARIBAS FINANCIAL MARKETSPassive

Slight overlap · 6 shared positions

$KLAC $MS $SNDK $WDC $ASML $TXN

$288.9B

5,898 positions

#7JPMORGAN CHASE & COPassive

Slight overlap · 6 shared positions

$MS $GLW $SNDK $WDC $TXN $AXP

$1.8T

7,720 positions

#8NVWM, LLCPassive

Slight overlap · 5 shared positions

$KLAC $ASML $MS $AXP $TJX

$496M

780 positions

#9SEEDS INVESTOR LLCPassive

Slight overlap · 5 shared positions

$KLAC $ASML $GLW $SNDK $WDC

$973M

379 positions

#10Teza Capital Management LLCPassive

Slight overlap · 5 shared positions

$KLAC $MS $GLW $SNDK $WDC

$52M

119 positions

#11Frec Markets, Inc.Passive

Slight overlap · 6 shared positions

$KLAC $WDC $ASML $TXN $SNDK $MS

$1.1B

905 positions

#12CogentBlue Wealth Advisors, LLCActive

Slight overlap · 5 shared positions

$KLAC $ASML $GLW $WDC $TJX

$175M

103 positions

#13NAPLES GLOBAL ADVISORS, LLCPassive

Slight overlap · 5 shared positions

$KLAC $ASML $GLW $TXN $AXP

$1.6B

466 positions

#14Karani Asset Management LLCPassive

Slight overlap · 5 shared positions

$KLAC $ASML $MS $TXN $AXP

$139M

57 positions

#15Stiles Financial Services IncPassive

Slight overlap · 5 shared positions

$KLAC $ASML $GLW $TXN $TJX

$398M

183 positions

#16GLOBALT Investments LLC / GAActive

Slight overlap · 5 shared positions

$KLAC $MS $GLW $TXN $TJX

$3.0B

213 positions

#17E Fund Management (Hong Kong) Co., Ltd.Passive

Slight overlap · 5 shared positions

$KLAC $ASML $SNDK $WDC $TXN

$302M

551 positions

#18China Universal Asset Management Co., Ltd.Passive

Slight overlap · 5 shared positions

$KLAC $ASML $SNDK $WDC $TXN

$1.7B

513 positions

#19Alight Capital Management LPPassive

Slight overlap · 5 shared positions

$KLAC $ASML $SNDK $WDC $TXN

$712M

83 positions

#20GF FUND MANAGEMENT CO. LTD.Active

Slight overlap · 5 shared positions

$KLAC $ASML $SNDK $WDC $TXN

$8.3B

587 positions

#21Camarda Financial Advisors, LLC

Slight overlap · 5 shared positions

$KLAC $ASML $SNDK $WDC $TJX

$331M

122 positions

#22Outlook Wealth Advisors, LLCPassive

Slight overlap · 5 shared positions

$KLAC $ASML $SNDK $BNY $TXN

$463M

305 positions

#23Western Financial Corp/CAActive

Slight overlap · 5 shared positions

$KLAC $ASML $WDC $BNY $TXN

$341M

132 positions

#24Invesco Ltd.Passive

Slight overlap · 5 shared positions

$KLAC $ASML $SNDK $WDC $TXN

$1.3T

3,819 positions

#25VOYA INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 5 shared positions

$ASML $MS $GLW $SNDK $WDC

$115.6B

2,484 positions

Compare Ethic’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Ethic’s holdings

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.