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 LAZARD ASSET

13F Portfolio OverlapQ2 2026LAZARD ASSET portfolio →

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Most similar hedge funds by 13F overlap

LAZARD ASSET MANAGEMENT LLC is an institutional investor managing $66.1B across 1,935 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 LAZARD ASSET are Magellan Asset Ltd, ANTIPODES PARTNERS Ltd, ONTARIO TEACHERS PENSION PLAN BOARD, with shared positions in $AMT, $CCI, $EXC, $ED, $TMO, $ICE. The full ranking of 25 similar funds is below.

#1Magellan Asset Management LtdActive

Some overlap · 6 shared positions

$AMT $CCI $EXC $ED $TMO $ICE

$4.5B

78 positions

#2ANTIPODES PARTNERS LtdActive

Some overlap · 4 shared positions

$EXC $CCI $FER $AMT

$5.5B

130 positions

#3ONTARIO TEACHERS PENSION PLAN BOARDSmart money

Some overlap · 7 shared positions

$AMT $EXC $ED $FER $CCI $ROK

$15.8B

60 positions

#4Foresight Group Ltd Liability PartnershipPassive

Some overlap · 5 shared positions

$AMT $EXC $CCI $TMO $ROK

$556M

62 positions

#5Ausbil Investment Management LtdPassive

Some overlap · 4 shared positions

$AMT $CCI $FER $CNI

$199M

66 positions

#6Harrison Street Private Wealth LLCActive

Some overlap · 4 shared positions

$AMT $FER $ED $CNI

$73M

21 positions

#7LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 6 shared positions

$AMT $ASML $TMO $ADI $CNI $DHR

$10.8B

564 positions

#8Sunstone Asset Management, L.P.Active

Some overlap · 5 shared positions

$AMT $KLAC $ADI $ASML $APH

$92M

57 positions

#9MAR VISTA INVESTMENT PARTNERS LLCActive

Some overlap · 6 shared positions

$AMT $ADI $ASML $APH $AME $DHR

$1.0B

33 positions

#10CABOT WEALTH MANAGEMENT INCPassive

Some overlap · 5 shared positions

$AMT $KLAC $ASML $APH $ROK

$982M

142 positions

#11NORTH STAR ASSET MANAGEMENT INCPassive

Some overlap · 6 shared positions

$ADI $ASML $TMO $APH $AME $DHR

$2.5B

372 positions

#12Destination Wealth ManagementPassive

Some overlap · 6 shared positions

$ADI $AMT $ASML $TMO $ICE $ISRG

$4.3B

344 positions

#13DAVIS R M INCActive

Some overlap · 6 shared positions

$AMT $ASML $TMO $APH $AME $DHR

$6.3B

280 positions

#14Capital Group Investment Management Pte. Ltd.Passive

Some overlap · 6 shared positions

$KLAC $ASML $APH $TMO $AZN $ISRG

$664M

143 positions

#15CAPITAL INTERNATIONAL LTD /CA/Active

Some overlap · 6 shared positions

$KLAC $ASML $APH $TMO $AZN $ISRG

$3.1B

150 positions

#16Veery Capital, LLCActive

Some overlap · 6 shared positions

$ADI $ASML $APH $EXC $AZN $ISRG

$375M

101 positions

#17Guinness Atkinson Asset Management IncPassive

Some overlap · 6 shared positions

$KLAC $TMO $APH $AME $ICE $DHR

$223M

107 positions

#18RWC Asset Management LLPActive

Some overlap · 4 shared positions

$EXC $AMT $PBR $VALE

$2.7B

174 positions

#19Ironvine Capital Partners, LLCActive

Some overlap · 6 shared positions

$ADI $ASML $TMO $APH $AON $DHR

$1.1B

57 positions

#20Maryland State Retirement & Pension SystemPassive

Some overlap · 6 shared positions

$AMT $EXC $ED $FER $CCI $AZN

$5.8B

1,423 positions

#21FLOSSBACH VON STORCH SEActive

Some overlap · 6 shared positions

$ADI $TMO $APH $AME $ICE $DHR

$19.7B

97 positions

#22HARDING LOEVNER LPActive

Some overlap · 6 shared positions

$ASML $APH $TMO $CNI $AME $AZN

$10.6B

82 positions

#23Koa Wealth Management, LLCActive

Some overlap · 5 shared positions

$AMT $TMO $ICE $DHR $ED

$154M

55 positions

#24J. Stern & Co. LLPActive

Some overlap · 5 shared positions

$AMT $TMO $APH $ICE $ISRG

$1.1B

51 positions

#25Guinness Asset Management LTDActive

Some overlap · 6 shared positions

$KLAC $APH $AME $TMO $ICE $DHR

$5.9B

141 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.