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 INCOME RESEARCH

13F Portfolio OverlapQ2 2026INCOME RESEARCH portfolio →

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Most similar hedge funds by 13F overlap

INCOME RESEARCH & MANAGEMENT is an institutional investor managing $184M across 30 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 INCOME RESEARCH are CAMDEN ASSET L P, PIER 88 INVESTMENT PARTNERS, AEGON USA Investment, with shared positions in $AKAM, $ETSY, $FE, $NEE, $UBER, $SO. The full ranking of 25 similar funds is below.

#1CAMDEN ASSET MANAGEMENT L P /CAActive

Substantial overlap · 12 shared positions

$AKAM $ETSY $FE $NEE $UBER $SO

$3.4B

73 positions

#2PIER 88 INVESTMENT PARTNERS LLCPassive

Substantial overlap · 11 shared positions

$WEC $UBER $GPN $ETSY $NEE $MTH

$421M

110 positions

#3AEGON USA Investment Management, LLCSmart money

Substantial overlap · 12 shared positions

$SO $UBER $GPN $NEE $WEC $EVRG

$140M

42 positions

#4Portman Square Capital LLPActive

Substantial overlap · 8 shared positions

$SO $MCHP $NEE $FE $EVRG $AKAM

$2.1B

94 positions

#5Wellesley Asset ManagementPassive

Substantial overlap · 10 shared positions

$SO $MTH $MCHP $GPN $NVST $AKAM

$1.1B

64 positions

#6ADVENT CAPITAL MANAGEMENT /DE/Passive

Substantial overlap · 10 shared positions

$UBER $NEE $SO $AKAM $GPN $MCHP

$4.5B

236 positions

#7Ares Systematic Credit LtdPassive

Substantial overlap · 13 shared positions

$AKAM $FE $MCHP $SO $NEE $PNW

$165M

242 positions

#8Ovata Capital Management LtdActive

Substantial overlap · 6 shared positions

$WEC $AKAM $SO $ETSY $PNW $UBER

$1.3B

43 positions

#9SSI INVESTMENT MANAGEMENT LLCPassive

Substantial overlap · 11 shared positions

$NEE $ON $AKAM $WEC $UBER $SO

$1.7B

248 positions

#10ZAZOVE ASSOCIATES LLCPassive

Substantial overlap · 9 shared positions

$SO $UBER $MCHP $EVRG $GPN $HAE

$1.2B

151 positions

#11RATIONAL ADVISORS, INC.Active

Notable overlap · 10 shared positions

$UBER $LNT $GPN $NEE $WEC $ETSY

$1.1B

195 positions

#12STEELHEAD PARTNERS LLCActive

Notable overlap · 4 shared positions

$UBER $AKAM $ON $DXCM

$1.4B

25 positions

#13Aequim Alternative Investments LPActive

Notable overlap · 7 shared positions

$WEC $EVRG $MCHP $FE $ETSY $NEE

$6.4B

102 positions

#14Mirabaud Asset Management (France) SASActive

Notable overlap · 3 shared positions

$UBER $AKAM $NEE

$222M

28 positions

#15SHENKMAN CAPITAL MANAGEMENT INCPassive

Notable overlap · 9 shared positions

$ETSY $WEC $FE $PNW $MTH $SO

$721M

80 positions

#16SILVERBACK ASSET MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$UBER $ON $GPN $HAE $WEC $AKAM

$925M

64 positions

#17KIM, LLCActive

Notable overlap · 9 shared positions

$GPN $AKAM $ETSY $HAE $FE $UBER

$1.0B

69 positions

#18TENOR CAPITAL MANAGEMENT Co., L.P.Passive

Notable overlap · 6 shared positions

$ON $ETSY $AKAM $SO $MCHP $DXCM

$7.1B

549 positions

#19ARISTEIA CAPITAL, L.L.C.Active

Notable overlap · 5 shared positions

$AKAM $FE $EVRG $UBER $XYZ

$7.7B

788 positions

#20DLD Asset Management, LPPassive

Notable overlap · 3 shared positions

$AKAM $ON $FE

$1.5B

448 positions

#21Opti Capital Management, LPActive

Notable overlap · 5 shared positions

$ETSY $DXCM $GPN $AKAM $XYZ

$1.6B

46 positions

#22MACKAY SHIELDS LLCActive

Notable overlap · 7 shared positions

$UBER $ETSY $NEE $MCHP $AKAM $ON

$3.0B

108 positions

#23Magellan Asset Management LtdActive

Notable overlap · 5 shared positions

$LNT $EVRG $WEC $SO $NEE

$4.5B

78 positions

#24Lombard Odier Asset Management (Europe) LtdPassive

Notable overlap · 7 shared positions

$UBER $NEE $AKAM $FE $ON $ETSY

$2.3B

212 positions

#25OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$MCHP $NEE $LNT

$183M

31 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.