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 HSBC PLC

13F Portfolio OverlapQ2 2026HSBC PLC portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

HSBC HOLDINGS PLC is an institutional investor managing $239.5B across 2,909 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 HSBC PLC are Genus, NISSAY ASSET /JAPAN, Winch Advisory Services, with shared positions in $MRVL, $KLAC, $TXN, $C, $BABA. The full ranking of 25 similar funds is below.

#1Genus Capital Management Inc.Passive

Slight overlap · 4 shared positions

$MRVL $KLAC $TXN $C

$1.0B

204 positions

#2NISSAY ASSET MANAGEMENT CORP /JAPANActive

Slight overlap · 4 shared positions

$MRVL $KLAC $TXN $C

$23.7B

687 positions

#3Winch Advisory Services, LLCPassive

Slight overlap · 4 shared positions

$MRVL $KLAC $TXN $C

$481M

567 positions

#4Mn Services Vermogensbeheer B.V.Active

Slight overlap · 4 shared positions

$KLAC $MRVL $TXN $C

$13.4B

444 positions

#5BANCO BILBAO VIZCAYA ARGENTARIA, S.A.Active

Slight overlap · 4 shared positions

$KLAC $MRVL $BABA $C

$16.1B

733 positions

#6SG Americas Securities, LLCPassive

Slight overlap · 4 shared positions

$MRVL $KLAC $TXN $C

$178.7B

3,333 positions

#7DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.Active

Slight overlap · 3 shared positions

$BABA $MRVL $KLAC

$2.4B

236 positions

#8Bank of New York Mellon CorpPassive

Slight overlap · 4 shared positions

$KLAC $MRVL $TXN $C

$609.4B

4,289 positions

#9Walleye Capital LLCPassive

Slight overlap · 3 shared positions

$BABA $KLAC $MRVL

$28.0B

4,674 positions

#10Encore Global Management, LPPassive

Slight overlap · 3 shared positions

$BABA $MRVL $C

$102M

53 positions

#11DCF Advisers, LLCSmart money

Slight overlap · 3 shared positions

$BABA $MRVL $C

$566M

93 positions

#12CMT Capital Markets Trading GmbHActive

Slight overlap · 3 shared positions

$BABA $MRVL $C

$11.8B

385 positions

#13PRIMECAP MANAGEMENT CO/CA/Active

Slight overlap · 3 shared positions

$BABA $KLAC $TXN

$169.1B

324 positions

#14AMF Tjanstepension ABActive

Slight overlap · 3 shared positions

$BABA $KLAC $C

$16.9B

121 positions

#15Truvestments Capital LLCPassive

Slight overlap · 3 shared positions

$MRVL $KLAC $TXN

$673M

1,150 positions

#16Wahed Invest LLCActive

Slight overlap · 3 shared positions

$MRVL $KLAC $TXN

$958M

227 positions

#17Leelyn Smith, LLCActive

Slight overlap · 3 shared positions

$MRVL $KLAC $TXN

$822M

157 positions

#18SteelPeak Wealth, LLCPassive

Slight overlap · 3 shared positions

$MRVL $KLAC $TXN

$3.9B

643 positions

#19NZS Capital, LLCActive

Slight overlap · 3 shared positions

$MRVL $KLAC $TXN

$3.9B

61 positions

#20Oak Harvest Investment ServicesPassive

Slight overlap · 3 shared positions

$MRVL $KLAC $TXN

$1.1B

168 positions

#21E Fund Management Co., Ltd.Active

Slight overlap · 3 shared positions

$MRVL $KLAC $TXN

$4.5B

488 positions

#22ABSOLUTE CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$MRVL $KLAC $TXN

$401M

162 positions

#23Proem Advisors LLCActive

Slight overlap · 3 shared positions

$MRVL $KLAC $TXN

$1.9B

56 positions

#24PROFUND ADVISORS LLCPassive

Slight overlap · 3 shared positions

$MRVL $KLAC $TXN

$3.6B

1,175 positions

#25TEALWOOD ASSET MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$MRVL $KLAC $TXN

$261M

121 positions

Compare HSBC PLC’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 HSBC PLC’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.