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 Morse Asset

13F Portfolio OverlapQ2 2026Morse Asset portfolio →

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Most similar hedge funds by 13F overlap

Morse Asset Management, Inc is an institutional investor managing $604M across 415 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 Morse Asset are Benchmark Investment Advisors, Cornerstone Investment Partners, EAGLE ROCK INVESTMENT COMPANY, with shared positions in $KLAC, $URI, $VRT, $APP, $CRWD, $APO. The full ranking of 25 similar funds is below.

#1Benchmark Investment Advisors LLCActive

Notable overlap · 5 shared positions

$KLAC $URI $VRT $APP $CRWD

$228M

70 positions

#2Cornerstone Investment Partners, LLCActive

Notable overlap · 5 shared positions

$KLAC $URI $APO $AZO $EVR

$3.0B

312 positions

#3EAGLE ROCK INVESTMENT COMPANY, LLCActive

Notable overlap · 4 shared positions

$KLAC $URI $AZO $APO

$799M

156 positions

#4Telligent Fund, LPActive

Notable overlap · 4 shared positions

$KLAC $VRT $NBIS $HWM

$136M

23 positions

#5Cunning Capital Partners, LPActive

Notable overlap · 4 shared positions

$KLAC $URI $APP $CRWD

$248M

55 positions

#6Faithward Advisors, LLCPassive

Notable overlap · 5 shared positions

$KLAC $VRT $NBIS $URI $CRWD

$819M

339 positions

#7Jackson Wealth Management, LLCActive

Notable overlap · 3 shared positions

$KLAC $EVR $URI

$170M

86 positions

#8Eley Financial Management, IncPassive

Notable overlap · 3 shared positions

$KLAC $URI $VRT

$309M

72 positions

#9PATTON ALBERTSON MILLER GROUP, LLCPassive

Some overlap · 3 shared positions

$KLAC $URI $APP

$994M

219 positions

#10Kessler Investment Group, LLCPassive

Some overlap · 3 shared positions

$KLAC $VRT $CRWD

$207M

82 positions

#11NZS Capital, LLCActive

Some overlap · 4 shared positions

$KLAC $URI $LIN $CRWD

$3.9B

61 positions

#12Broadleaf Partners, LLCPassive

Some overlap · 4 shared positions

$URI $KLAC $VRT $APP

$517M

86 positions

#13Impax Asset Management Group plcActive

Some overlap · 3 shared positions

$KLAC $VRT $LIN

$15.4B

284 positions

#14JACKSON SQUARE CAPITAL, LLCActive

Some overlap · 5 shared positions

$KLAC $VRT $LIN $CRWD $HWM

$667M

144 positions

#15PRAKASH INVESTMENT ADVISORS LLCActive

Some overlap · 7 shared positions

$VRT $NBIS $APP $ALAB $CRWD $KLAC

$165M

86 positions

#16ALBERT D MASON INCPassive

Some overlap · 3 shared positions

$KLAC $NBIS $LIN

$166M

140 positions

#17Spear Advisors LLCActive

Some overlap · 4 shared positions

$KLAC $ALAB $IREN $CRWD

$291M

28 positions

#18Ifrah Financial Services, Inc.Passive

Some overlap · 3 shared positions

$KLAC $LIN $VRTX

$396M

205 positions

#19Chico Wealth RIASmart money

Some overlap · 3 shared positions

$KLAC $NBIS $IREN

$192M

49 positions

#20LOGAN CAPITAL MANAGEMENT INCPassive

Some overlap · 3 shared positions

$KLAC $URI $APP

$2.7B

443 positions

#21Reliant Investment Partners, LLCPassive

Some overlap · 4 shared positions

$KLAC $VRT $APP $CRWD

$147M

126 positions

#22Orange Investment Advisors, Inc.Passive

Some overlap · 3 shared positions

$KLAC $URI $AZO

$802M

137 positions

#23FCF Advisors LLCPassive

Some overlap · 3 shared positions

$KLAC $VRT $APP

$544M

58 positions

#24THAMES CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$KLAC $VRT $NBIS $ALAB

$1.2B

56 positions

#25Jones Kertz & Associates, Inc.Active

Some overlap · 3 shared positions

$KLAC $VRTX $BA

$217M

66 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.