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 Nan Shan Life Insurance , Ltd.

13F Portfolio OverlapQ2 2026Nan Shan Life Insurance , Ltd. portfolio →

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Most similar hedge funds by 13F overlap

Nan Shan Life Insurance Co., Ltd. is an institutional investor managing $3.2B across 82 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 Nan Shan Life Insurance , Ltd. are Lombard Odier Asset (USA), BOURGEON, OLD REPUBLIC INTERNATIONAL, with shared positions in $PFE, $KMI, $DIS, $BMY, $FCX, $SLB. The full ranking of 25 similar funds is below.

#1Lombard Odier Asset Management (USA) CorpPassive

Notable overlap · 7 shared positions

$PFE $KMI $DIS $BMY $FCX $SLB

$727M

142 positions

#2BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$ETN $QCOM $XYZ $PFE $MRVL $FCX

$679M

104 positions

#3OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 5 shared positions

$ETN $QCOM $PFE $TXN $BMY

$2.7B

54 positions

#4COLRAIN CAPITAL LLCActive

Notable overlap · 5 shared positions

$QCOM $BMY $NEM $SLB $APTV

$295M

25 positions

#5Alliance Private Wealth, LLCActive

Notable overlap · 6 shared positions

$DIS $VZ $QCOM $NEM $BMY $PFE

$288M

82 positions

#6Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 6 shared positions

$ETN $VZ $CME $DIS $GLW $ADI

$251M

74 positions

#7Palouse Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$QCOM $PFE $TXN $DIS $VZ

$160M

124 positions

#8WealthTrust Axiom LLCPassive

Notable overlap · 6 shared positions

$KMI $BMY $PFE $SLB $VZ $GLW

$448M

302 positions

#9SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$QCOM $ETN $VZ $MRVL

$205M

55 positions

#10Measured Risk Portfolios, Inc.Active

Notable overlap · 5 shared positions

$KMI $VZ $TXN $CME $QCOM

$112M

63 positions

#11SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$KMI $VZ $PFE $TXN $CME

$606M

79 positions

#12Socorro Asset Management LPActive

Notable overlap · 5 shared positions

$PFE $DIS $TXN $SPGI $SLB

$223M

33 positions

#13FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Notable overlap · 5 shared positions

$KMI $VZ $BMY $TXN $GLW

$206M

80 positions

#14PENN DAVIS MCFARLAND INCActive

Notable overlap · 6 shared positions

$QCOM $KMI $BMY $TXN $VZ $PFE

$1.1B

79 positions

#15Drum Hill Capital, LLCActive

Notable overlap · 5 shared positions

$QCOM $VZ $NEM $GLW $TXN

$98M

45 positions

#16VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 4 shared positions

$QCOM $KMI $VZ $ADI

$201M

57 positions

#17BCWM, LLCPassive

Notable overlap · 4 shared positions

$KMI $PFE $VZ $BMY

$342M

57 positions

#181834 INVESTMENT ADVISORS COPassive

Notable overlap · 6 shared positions

$BMY $VZ $PFE $TXN $KMI $QCOM

$883M

211 positions

#19STALEY CAPITAL ADVISERS INCActive

Notable overlap · 4 shared positions

$QCOM $PFE $DIS $VZ

$2.6B

193 positions

#20R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$QCOM $KMI $PFE $ADI

$188M

39 positions

#21Evergreen Quality Fund GP, Ltd.Active

Notable overlap · 6 shared positions

$QCOM $SPGI $TXN $MRVL $GLW $XYZ

$6.2B

43 positions

#22Disciplined Equity Management, Inc.Smart money

Notable overlap · 4 shared positions

$PFE $KMI $VZ $TXN

$226M

45 positions

#23Round Hill Asset ManagementActive

Notable overlap · 4 shared positions

$PFE $DIS $BMY $SPGI

$159M

62 positions

#24Hillman Capital Management, Inc.Passive

Notable overlap · 4 shared positions

$PFE $BMY $DIS $VZ

$138M

54 positions

#25Torrey Growth & Income AdvisorsActive

Notable overlap · 4 shared positions

$QCOM $PFE $MRVL $VZ

$294M

108 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.