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 Longbow Finance SA

13F Portfolio OverlapQ2 2026Longbow Finance SA portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Longbow Finance SA is an institutional investor managing $782M across 59 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 Longbow Finance SA are Axecap Investments, Delta Accumulation, Smith Group Asset, with shared positions in $IBKR, $HLT, $BNY, $KLAC, $CDNS, $ANET. The full ranking of 25 similar funds is below.

#1Axecap Investments, LLCPassive

Notable overlap · 9 shared positions

$IBKR $HLT $BNY $KLAC $CDNS $ANET

$181M

73 positions

#2Delta Accumulation, LLCActive

Notable overlap · 8 shared positions

$TJX $WELL $BNY $C $CMI $MCK

$2.5B

156 positions

#3Smith Group Asset Management, LLCActive

Notable overlap · 7 shared positions

$AXP $PH $TJX $KLAC $CDNS $MCK

$2.5B

166 positions

#4Bellars Harris Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$WELL $PH $BNY $WMB $CMI $TJX

$491M

96 positions

#5Vivid Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$AXP $TJX $BNY $KLAC $CDNS $ANET

$284M

73 positions

#6L & S Advisors IncPassive

Notable overlap · 8 shared positions

$BNY $AXP $C $RL $CMI $TRV

$967M

236 positions

#7BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$BNY $AXP $TJX $KLAC $CDNS $ANET

$414M

106 positions

#8BURNEY CO/Active

Notable overlap · 9 shared positions

$PH $KLAC $EXPE $ANET $TJX $C

$3.7B

605 positions

#9Sun Financial IncPassive

Notable overlap · 7 shared positions

$BNY $TJX $AXP $KLAC $CDNS $ANET

$212M

161 positions

#10Teamwork Financial Advisors, LLCPassive

Notable overlap · 7 shared positions

$AXP $BNY $TJX $KLAC $CDNS $ANET

$1.1B

215 positions

#11Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$KLAC $CMI $WAB $TRV $MCK $PWR

$489M

619 positions

#12Transamerica Financial Advisors, LLC

Notable overlap · 8 shared positions

$WELL $IBKR $HWM $STT $WMB $PH

$1.2B

2,188 positions

#13Great Diamond Partners, LLCPassive

Notable overlap · 7 shared positions

$WELL $BNY $PH $KLAC $CMI $WMB

$582M

238 positions

#14Winslow Capital Management, LLCActive

Notable overlap · 7 shared positions

$HLT $KLAC $HWM $PH $MCK $ANET

$29.1B

66 positions

#15DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive

Notable overlap · 8 shared positions

$WELL $PH $AXP $CRH $MCK $C

$130.4B

1,077 positions

#16Brentview Investment Management LLCActive

Notable overlap · 5 shared positions

$TJX $WELL $PH $CRH $MCK

$253M

63 positions

#17McKinley Carter Wealth Services, Inc.Active

Notable overlap · 6 shared positions

$TJX $RL $C $MCK $PWR $BNY

$1.9B

322 positions

#18Mathes Company, Inc.Passive

Notable overlap · 5 shared positions

$WAB $AXP $PH $STT $VLO

$322M

129 positions

#19Bristol Gate Capital Partners Inc.Active

Some overlap · 5 shared positions

$WAB $IBKR $HWM $KLAC $MCK

$1.4B

33 positions

#20Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$TJX $AXP $BNY $MCK $KLAC

$297M

103 positions

#21DSG Capital Advisors, LLCPassive

Some overlap · 9 shared positions

$HWM $C $TJX $PWR $AXP $ANET

$704M

118 positions

#22Alcosta Capital Management, Inc.Active

Some overlap · 5 shared positions

$TJX $RL $HWM $KLAC $ANET

$148M

22 positions

#23Dorsey Wright & AssociatesPassive

Some overlap · 5 shared positions

$WELL $BNY $HWM $IBKR $PWR

$590M

131 positions

#24Davidson Capital Management Inc.Active

Some overlap · 6 shared positions

$IBKR $KLAC $TJX $MCK $ANET $PWR

$624M

96 positions

#25Connective Portfolio Management, LLCPassive

Some overlap · 5 shared positions

$AXP $HLT $CDNS $C $PWR

$60M

39 positions

Compare Longbow Finance SA’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 Longbow Finance SA’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.