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 JACOBS LEVY EQUITY

13F Portfolio OverlapQ2 2026JACOBS LEVY EQUITY portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

JACOBS LEVY EQUITY MANAGEMENT, INC is an institutional investor managing $27.8B across 934 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 JACOBS LEVY EQUITY are Axecap Investments, Davidson, Benchmark Investment Advisors, with shared positions in $KLAC, $FTNT, $CRWD, $BNY, $IBKR, $VLO. The full ranking of 25 similar funds is below.

#1Axecap Investments, LLCPassive

Notable overlap · 8 shared positions

$KLAC $FTNT $CRWD $BNY $IBKR $VLO

$181M

73 positions

#2Davidson Capital Management Inc.Active

Some overlap · 7 shared positions

$KLAC $FTNT $IBKR $FIX $EME $SNPS

$624M

96 positions

#3Benchmark Investment Advisors LLCPassive

Some overlap · 6 shared positions

$KLAC $BKNG $CRWD $FIX $SNDK $EME

$228M

70 positions

#4MorganRosel Wealth Management, LLCActive

Some overlap · 7 shared positions

$KLAC $BNY $GM $SNDK $VLO $MCK

$296M

104 positions

#5FCF Advisors LLCPassive

Some overlap · 7 shared positions

$KLAC $BKNG $SNDK $EME $VRSN $MCK

$544M

58 positions

#6Donoghue Forlines LLCPassive

Some overlap · 7 shared positions

$CRWD $FTNT $TGT $BNY $SNDK $WST

$387M

114 positions

#7Dorsey Wright & AssociatesPassive

Some overlap · 7 shared positions

$BNY $IBKR $FIX $GM $SNDK $EME

$590M

131 positions

#8PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$KLAC $CRWD $FIX $SNDK $EME $ADM

$462M

86 positions

#9CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 5 shared positions

$KLAC $BKNG $CRWD $GM $SNPS

$1.3B

88 positions

#10Fairtree Asset Management (Pty) LtdPassive

Some overlap · 6 shared positions

$BKNG $FTNT $EW $KLAC $EME $MCK

$261M

96 positions

#11Philadelphia Investment Partners, LLCPassive

Some overlap · 6 shared positions

$KLAC $IBKR $VLO $BKNG $MCK $PSX

$161M

189 positions

#12Providence First Trust CoPassive

Some overlap · 5 shared positions

$KLAC $BNY $TGT $SNDK $VLO

$358M

196 positions

#13Titan Wealth (CI) LtdPassive

Some overlap · 5 shared positions

$KLAC $CRWD $IBKR $EW $EBAY

$269M

51 positions

#14Longbow Finance SAPassive

Some overlap · 6 shared positions

$KLAC $BNY $IBKR $VLO $C $MCK

$782M

59 positions

#15Ninety One UK LtdPassive

Some overlap · 6 shared positions

$BKNG $IBKR $EW $VRSN $GM $ALGN

$44.7B

271 positions

#16KANE INVESTMENT MANAGEMENT, INC.Active

Some overlap · 6 shared positions

$KLAC $FIX $EME $BKNG $MCK $BNY

$235M

100 positions

#17Convergence Investment Partners, LLCPassive

Some overlap · 7 shared positions

$SNDK $FTNT $VLO $BNY $VRSN $PSX

$1.1B

241 positions

#18CMC Financial GroupActive

Some overlap · 5 shared positions

$FTNT $CRWD $FIX $SNDK $ADM

$52M

45 positions

#19Metatron Capital SICAV plc - Metatron Long Term Equity FundPassive

Some overlap · 5 shared positions

$KLAC $BNY $BKNG $SNPS $EBAY

$220M

65 positions

#20MARVIN & PALMER ASSOCIATES INCActive

Some overlap · 5 shared positions

$KLAC $IBKR $SNDK $C $EBAY

$159M

28 positions

#21Insight Wealth Strategies, LLCPassive

Some overlap · 4 shared positions

$KLAC $FTNT $FIX $CNC

$1.0B

183 positions

#22Inspire Investing, LLCPassive

Some overlap · 5 shared positions

$KLAC $IBKR $FTNT $EME $SNDK

$2.4B

1,266 positions

#23POINCIANA ADVISORS GROUP, LLCActive

Some overlap · 5 shared positions

$FTNT $FIX $SNDK $EME $CNC

$135M

113 positions

#24Smith Group Asset Management, LLCActive

Some overlap · 4 shared positions

$KLAC $BKNG $FIX $MCK

$2.5B

166 positions

#25Genus Capital Management Inc.Passive

Some overlap · 5 shared positions

$KLAC $BNY $VLO $C $EBAY

$1.0B

204 positions

Compare JACOBS LEVY EQUITY’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 JACOBS LEVY EQUITY’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.