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 HMS

13F Portfolio OverlapQ3 2026HMS portfolio →

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Most similar hedge funds by 13F overlap

HMS Capital Management, LLC is an institutional investor managing $264M across 125 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to HMS are Smith Group Asset, CARDEROCK, LEGACY FINANCIAL INDEPENDENT ADVISORS, with shared positions in $MCK, $PH, $BKNG, $FIX, $CDNS, $MSI. The full ranking of 25 similar funds is below.

#1Smith Group Asset Management, LLCActive

Some overlap · 5 shared positions

$MCK $PH $BKNG $FIX $CDNS

$2.5B

166 positions

#2CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 6 shared positions

$PH $MSI $CDNS $SYK $FTNT $MPWR

$435M

70 positions

#3LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Some overlap · 5 shared positions

$MCK $WM $FIX $CDNS $AEE

$213M

124 positions

#4Titan Investment Solutions LtdActive

Some overlap · 5 shared positions

$MCK $BKNG $WM $SYK $MPWR

$894M

60 positions

#5Townsend & Associates, IncActive

Some overlap · 4 shared positions

$MCK $BKNG $HCA $WM

$1.2B

111 positions

#6Graphene Investments SASPassive

Some overlap · 4 shared positions

$MCK $HCA $WM $MSI

$185M

42 positions

#7Segment Wealth Management, LLCPassive

Some overlap · 4 shared positions

$MCK $PH $MSI $SYK

$1.9B

315 positions

#8TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 4 shared positions

$MCK $PH $HCA $SYK

$217M

114 positions

#9Barden Capital Management, Inc.Active

Some overlap · 4 shared positions

$PH $BKNG $HCA $MSI

$110M

58 positions

#10BDFS Capital LLCActive

Some overlap · 5 shared positions

$MCK $WM $SYK $CRS $MPWR

$203M

117 positions

#11Avalon Global Asset Management LLCActive

Some overlap · 5 shared positions

$PH $CDNS $URI $MTSI $MPWR

$917M

38 positions

#12Essential Investment Partners LLCPassive

Some overlap · 5 shared positions

$BKNG $WM $URI $QCOM $SYK

$125M

312 positions

#13Katamaran Capital LLPActive

Some overlap · 5 shared positions

$BKNG $MSI $FIX $CDNS $MTSI

$126M

36 positions

#14Railway Pension Investments LtdActive

Some overlap · 5 shared positions

$MCK $PH $QCOM $CDNS $SYK

$8.0B

102 positions

#15Sand Hill Global Advisors, LLCActive

Some overlap · 5 shared positions

$PH $WM $CDNS $SYK $BKNG

$3.3B

214 positions

#16Haverford Financial Services, Inc.Active

Some overlap · 4 shared positions

$MCK $WM $MSI $SYK

$339M

49 positions

#17IAM Advisory, LLCActive

Some overlap · 4 shared positions

$MCK $WM $MSI $STRL

$513M

107 positions

#18Evergreen Private Wealth LLCPassive

Some overlap · 4 shared positions

$PH $HCA $WM $FTNT

$270M

89 positions

#19Brentview Investment Management LLCActive

Some overlap · 3 shared positions

$MCK $PH $WM

$253M

63 positions

#20MOTCOPassive

Some overlap · 4 shared positions

$MCK $BKNG $WM $MSI

$1.2B

840 positions

#21ARWA LLCPassive

Some overlap · 4 shared positions

$MCK $WM $MSI $SYK

$272M

145 positions

#22Peterson Wealth ServicesPassive

Some overlap · 5 shared positions

$MSI $FIX $CDNS $STRL $SYK

$474M

223 positions

#23Pacer Advisors, Inc.Passive

Some overlap · 4 shared positions

$BKNG $HCA $MCK $QCOM

$39.3B

2,614 positions

#24GROUPAMA ASSET MANAGMENTActive

Some overlap · 4 shared positions

$PH $MSI $CDNS $URI

$7.9B

408 positions

#25BNP PARIBASActive

Some overlap · 3 shared positions

$PH $MCK $BKNG

$3.7B

329 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.