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 Holocene Advisors

13F Portfolio OverlapQ2 2026Holocene Advisors portfolio →

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Most similar hedge funds by 13F overlap

Holocene Advisors, LP is an institutional investor managing $44.4B across 789 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 Holocene Advisors are Sivik Global Healthcare, Partners in Financial Planning, Rhenman & Partners Asset AB, with shared positions in $DHR, $GILD, $AZN, $WAT, $ISRG, $CVS. The full ranking of 25 similar funds is below.

#1Sivik Global Healthcare LLCActive

Some overlap · 7 shared positions

$DHR $GILD $AZN $WAT $ISRG $CVS

$132M

34 positions

#2Partners in Financial PlanningActive

Some overlap · 9 shared positions

$STX $CSX $STLD $CVS $FERG $EW

$660M

131 positions

#3Rhenman & Partners Asset Management ABActive

Some overlap · 6 shared positions

$DHR $GILD $AZN $ISRG $CVS $EW

$1.1B

99 positions

#4iSAM Funds (UK) LtdPassive

Some overlap · 7 shared positions

$GILD $CSX $PH $HLT $EW $COF

$142M

241 positions

#5AIGEN INVESTMENT MANAGEMENT, LPPassive

Some overlap · 6 shared positions

$CSX $GILD $MMM $PH $LMT $COF

$366M

517 positions

#6OmniStar Financial Group, Inc.Passive

Some overlap · 6 shared positions

$GILD $PH $MMM $TGT $LMT $ROK

$217M

118 positions

#7D1 Capital Partners L.P.Smart money

Some overlap · 6 shared positions

$DHR $SHW $FERG $ISRG $COF $CPNG

$34.8B

55 positions

#8Financial Gravity Companies, Inc. (FGCO)Passive

Some overlap · 5 shared positions

$SHW $AZN $MMM $PLTR $ISRG

$616M

1,040 positions

#9Entropy Technologies, LPPassive

Some overlap · 8 shared positions

$SHW $ISRG $COF $PH $ABNB $STX

$2.5B

929 positions

#10Simplify Asset Management Inc.Smart money

Some overlap · 5 shared positions

$DHR $GILD $AZN $CVS $ISRG

$7.2B

141 positions

#11Taylor Financial Group, Inc.Active

Some overlap · 6 shared positions

$PH $STLD $CSX $PLTR $LMT $ROK

$182M

103 positions

#12Oliver Luxxe Assets LLCPassive

Some overlap · 5 shared positions

$PH $AZN $GILD $CVS $COF

$680M

199 positions

#13DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive

Some overlap · 5 shared positions

$PH $AZN $STX $URI $EW

$130.4B

1,077 positions

#14Skye Global Management LPSmart money

Some overlap · 5 shared positions

$DHR $SHW $HLT $FERG $CPNG

$5.1B

30 positions

#15DB Fitzpatrick & Co, IncActive

Some overlap · 4 shared positions

$DHR $SHW $LMT $EW

$124M

100 positions

#16SECTORAL ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$DHR $GILD $ISRG $CVS $EW

$143M

82 positions

#17VALLEY NATIONAL ADVISERS INCPassive

Some overlap · 6 shared positions

$GILD $PH $KLAC $HLT $LMT $AZN

$900M

1,056 positions

#18Athena Wealth Management, LLCActive

Some overlap · 5 shared positions

$AZN $STX $HLT $URI $COF

$134M

104 positions

#19Kerusso Capital Management LLCPassive

Some overlap · 4 shared positions

$SHW $GILD $MMM $URI

$274M

58 positions

#20PARNASSUS INVESTMENTS, LLCActive

Some overlap · 4 shared positions

$DHR $SHW $KLAC $FERG

$37.4B

135 positions

#21KP Management LLCPassive

Some overlap · 4 shared positions

$SHW $PH $STX $KLAC

$532M

86 positions

#22CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 5 shared positions

$SHW $STX $KLAC $LMT $COF

$1.3B

88 positions

#23Deseret Mutual Benefit AdministratorsPassive

Some overlap · 5 shared positions

$GILD $STX $KLAC $TGT $LMT

$306M

518 positions

#24BTC Capital Management, Inc.Passive

Some overlap · 4 shared positions

$PH $GILD $STX $STLD

$1.6B

207 positions

#25Frederick Financial Consultants, LLCActive

Some overlap · 5 shared positions

$SHW $AZN $LMT $KLAC $COF

$236M

121 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.