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 Motley Fool Asset

13F Portfolio OverlapQ2 2026Motley Fool Asset portfolio →

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Most similar hedge funds by 13F overlap

Motley Fool Asset Management LLC is an institutional investor managing $2.6B across 249 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 Motley Fool Asset are DigitalBridge Group, Front Row Advisors, Susquehanna Portfolio Strategies, with shared positions in $AXON, $EQIX, $ANET, $CRM, $TMUS, $AMT. The full ranking of 25 similar funds is below.

#1DigitalBridge Group, Inc.Active

Some overlap · 7 shared positions

$AXON $EQIX $ANET $CRM $TMUS $AMT

$1.7B

61 positions

#2Front Row Advisors LLCPassive

Slight overlap · 5 shared positions

$EQIX $TJX $ANET $AMGN $GLW

$345M

576 positions

#3Susquehanna Portfolio Strategies, LLCPassive

Slight overlap · 5 shared positions

$EQIX $TJX $TMUS $DXCM $AMGN

$6.3B

833 positions

#4BEACON INVESTMENT ADVISORY SERVICES, INC.Passive

Slight overlap · 5 shared positions

$TJX $ANET $DXCM $AMGN $GILD

$2.7B

812 positions

#5CGN Advisors LLCPassive

Slight overlap · 5 shared positions

$TJX $ANET $CRWD $GILD $GLW

$1.4B

322 positions

#6RMR Wealth BuildersActive

Slight overlap · 5 shared positions

$TJX $ANET $CRWD $GILD $GLW

$1.6B

316 positions

#7Sawyer & Company, IncPassive

Slight overlap · 5 shared positions

$TJX $ANET $CRM $AMGN $DIS

$298M

202 positions

#8GLOBALT Investments LLC / GAActive

Slight overlap · 5 shared positions

$TJX $ANET $AMGN $GILD $GLW

$3.0B

213 positions

#9Smith Group Asset Management, LLCActive

Slight overlap · 5 shared positions

$TJX $ANET $DXCM $DIS $APP

$2.5B

166 positions

#10NORDEA INVESTMENT MANAGEMENT ABPassive

Slight overlap · 5 shared positions

$TJX $CRWD $AMGN $GILD $EQIX

$122.6B

921 positions

#11Employees Provident Fund BoardActive

Slight overlap · 5 shared positions

$CRWD $ANET $CRM $DXCM $DIS

$17.4B

68 positions

#121248 Management, LLCActive

Slight overlap · 6 shared positions

$CRWD $CRM $GLW $AMGN $TJX $ANET

$256M

149 positions

#13Mariner, LLCPassive

Slight overlap · 5 shared positions

$TJX $CRWD $AMGN $GLW $FAST

$95.2B

3,517 positions

#14TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SAPassive

Slight overlap · 5 shared positions

$AXON $CRWD $CRM $DXCM $TJX

$355M

690 positions

#15Volterra Technologies LPPassive

Slight overlap · 5 shared positions

$CRWD $TMUS $GILD $DIS $APP

$694M

303 positions

#16ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive

Slight overlap · 5 shared positions

$ANET $TJX $CRM $DIS $TMUS

$225.4B

1,887 positions

#17IBEX WEALTH ADVISORSPassive

Slight overlap · 4 shared positions

$SNEX $ANET $AMGN $APP

$1.3B

209 positions

#18FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money

Slight overlap · 4 shared positions

$EQIX $TJX $ANET $TMUS

$1.3B

201 positions

#19NEOS Investment Management LLCActive

Slight overlap · 5 shared positions

$CRWD $AMGN $GILD $TMUS $APP

$27.1B

578 positions

#20SPIREPOINT PRIVATE CLIENT, LLCPassive

Slight overlap · 4 shared positions

$AXON $TJX $ANET $GILD

$1.2B

332 positions

#21RDA Financial NetworkPassive

Slight overlap · 4 shared positions

$AXON $TJX $ANET $CRWD

$459M

286 positions

#22Arlington Financial Advisors, LLCActive

Slight overlap · 5 shared positions

$CRM $AMGN $GILD $DIS $GLW

$787M

107 positions

#23SHUTTLEWORTH & CoPassive

Slight overlap · 4 shared positions

$EQIX $TJX $ANET $FAST

$125M

51 positions

#24AMI ASSET MANAGEMENT CORPActive

Slight overlap · 4 shared positions

$AXON $TJX $CRWD $GLW

$1.7B

99 positions

#25Vectors Research Management, LLCPassive

Slight overlap · 4 shared positions

$EQIX $TJX $CRWD $GLW

$383M

148 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.