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 Horizon Investment Services

13F Portfolio OverlapQ2 2026Horizon Investment Services portfolio →

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Most similar hedge funds by 13F overlap

Horizon Investment Services, LLC is an institutional investor managing $360M across 143 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 Horizon Investment Services are RENAISSANCE GROUP, Monument, Benchmark Investment Advisors, with shared positions in $KLAC, $APH, $JBL, $FIX, $APP, $AXP. The full ranking of 25 similar funds is below.

#1RENAISSANCE GROUP LLCPassive

Notable overlap · 8 shared positions

$KLAC $APH $JBL $FIX $APP $AXP

$2.5B

234 positions

#2Monument Capital ManagementPassive

Notable overlap · 6 shared positions

$FIX $DELL $EME $APH $JBL $KLAC

$497M

262 positions

#3Benchmark Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$FIX $KLAC $APP $APH $EME

$228M

70 positions

#4Cunning Capital Partners, LPActive

Notable overlap · 6 shared positions

$KLAC $DELL $APP $JBL $AXP $CB

$248M

55 positions

#5Smith Group Asset Management, LLCActive

Notable overlap · 5 shared positions

$FIX $KLAC $APP $JBL $AXP

$2.5B

166 positions

#6Geneva Partners, LLCPassive

Notable overlap · 4 shared positions

$FIX $KLAC $DELL $STRL

$375M

75 positions

#7FCF Advisors LLCPassive

Notable overlap · 7 shared positions

$KLAC $STRL $APP $EME $FTI $POWL

$544M

58 positions

#8COOKSON PEIRCE & CO INCPassive

Notable overlap · 6 shared positions

$APH $STRL $EME $STT $JBL $FTI

$3.0B

317 positions

#9DELPHI MANAGEMENT INC /MA/Passive

Notable overlap · 7 shared positions

$KLAC $DELL $JBL $CB $SANM $SNX

$102M

83 positions

#10FORTEM FINANCIAL GROUP, LLCPassive

Notable overlap · 4 shared positions

$KLAC $DELL $EME $APH

$490M

188 positions

#11Dorsey Wright & AssociatesPassive

Notable overlap · 5 shared positions

$FIX $APH $EME $FTI $SNX

$590M

131 positions

#12Fortress Financial Solutions, LLC

Notable overlap · 5 shared positions

$FIX $APH $STT $AEP $EME

$96M

56 positions

#13Retireful, LLCPassive

Notable overlap · 5 shared positions

$DELL $FIX $STRL $JBL $KLAC

$107M

81 positions

#14Quartz Partners, LLCPassive

Notable overlap · 6 shared positions

$APP $APH $DELL $STT $KLAC $WAB

$305M

191 positions

#15WEDGE CAPITAL MANAGEMENT L L P/NCPassive

Notable overlap · 7 shared positions

$KLAC $APH $DELL $JBL $TEL $SNX

$6.1B

484 positions

#16Davidson Capital Management Inc.Active

Notable overlap · 5 shared positions

$KLAC $FIX $EME $AEP $ENVA

$624M

96 positions

#17Kaufman Rossin Wealth, LLCActive

Notable overlap · 5 shared positions

$FIX $APH $DELL $FTI $EXPE

$211M

112 positions

#18VISTA INVESTMENT PARTNERS LLCPassive

Notable overlap · 4 shared positions

$KLAC $DELL $JBL $CB

$397M

172 positions

#19VISTA INVESTMENT PARTNERS II, LLCPassive

Notable overlap · 4 shared positions

$KLAC $DELL $JBL $CB

$255M

160 positions

#20PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 4 shared positions

$FIX $APP $STRL $KLAC

$174M

92 positions

#21PCB Capital LLCPassive

Notable overlap · 4 shared positions

$KLAC $APH $APP $STRL

$82M

114 positions

#22LOGAN CAPITAL MANAGEMENT INCPassive

Some overlap · 4 shared positions

$KLAC $APH $APP $STRL

$2.7B

443 positions

#23HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Some overlap · 5 shared positions

$APH $KLAC $DELL $EME $AXP

$217M

352 positions

#24LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$KLAC $STRL $EME $AEP

$218M

80 positions

#25THAMES CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$KLAC $APH $NTRS $STT

$1.2B

56 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.