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 NATIXIS ADVISORS

13F Portfolio OverlapQ2 2026NATIXIS ADVISORS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

NATIXIS ADVISORS, LLC is an institutional investor managing $88.9B across 1,819 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 NATIXIS ADVISORS are JONES FINANCIAL COMPANIES LLLP, Bank Julius Baer & Ltd, Zurich, CYPRESS ASSET, with shared positions in $LIN, $APH, $KLAC, $ASML, $ADI, $AZN. The full ranking of 25 similar funds is below.

#1JONES FINANCIAL COMPANIES LLLPPassive

Some overlap · 8 shared positions

$LIN $APH $KLAC $ASML $ADI $AZN

$249.8B

4,961 positions

#2Bank Julius Baer & Co. Ltd, ZurichActive

Some overlap · 6 shared positions

$KLAC $LIN $APH $ETN $AZN $WFC

$38.6B

661 positions

#3CYPRESS ASSET MANAGEMENT INC/TXActive

Some overlap · 6 shared positions

$KLAC $LIN $APH $ASML $ADI $ETN

$514M

107 positions

#4S Harris Financial Group, LLCActive

Some overlap · 6 shared positions

$KLAC $LIN $ASML $ETN $BA $AZN

$129M

124 positions

#5Clarendon Private LLCPassive

Some overlap · 6 shared positions

$KLAC $LIN $APH $ASML $ETN $WFC

$156M

124 positions

#6CONNABLE OFFICE INCActive

Some overlap · 6 shared positions

$KLAC $LIN $ADI $ETN $ASML $APH

$1.1B

231 positions

#7Pacific Excel Wealth Advisors, Inc.Passive

Some overlap · 6 shared positions

$KLAC $APH $ADI $ETN $BA $WFC

$258M

228 positions

#8Heritage Family Offices, LLPPassive

Some overlap · 6 shared positions

$KLAC $APH $ADI $ETN $BA $WFC

$259M

233 positions

#9Capital Group Investment Management Pte. Ltd.Passive

Some overlap · 5 shared positions

$KLAC $LIN $APH $ASML $AZN

$664M

143 positions

#10CAPITAL INTERNATIONAL LTD /CA/Active

Some overlap · 5 shared positions

$KLAC $LIN $APH $ASML $AZN

$3.1B

150 positions

#11Community Financial Services Group, LLCPassive

Some overlap · 5 shared positions

$KLAC $LIN $APH $ADI $ETN

$686M

532 positions

#12Capital International SarlActive

Some overlap · 5 shared positions

$KLAC $APH $LIN $ASML $AZN

$7.1B

287 positions

#13MASSACHUSETTS FINANCIAL SERVICES CO /MA/Passive

Some overlap · 5 shared positions

$KLAC $LIN $APH $ADI $ETN

$315.2B

1,005 positions

#14Miller Capital Partners, Inc.Active

Some overlap · 5 shared positions

$KLAC $LIN $ASML $ADI $ETN

$257M

258 positions

#15LAZARD ASSET MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$KLAC $APH $ASML $ADI $AZN

$66.1B

1,935 positions

#16Western Financial Corp/CAActive

Some overlap · 5 shared positions

$KLAC $APH $ASML $ADI $WFC

$341M

132 positions

#17Acumen Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$KLAC $APH $ASML $ETN $WFC

$472M

493 positions

#18CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$KLAC $APH $ADI $ETN $WFC

$1.3B

99 positions

#19GENESIS PRIVATE WEALTH, LLCPassive

Some overlap · 5 shared positions

$KLAC $ASML $APH $LIN $WFC

$356M

192 positions

#20Avanda Investment Management Pte. Ltd.Active

Some overlap · 4 shared positions

$KLAC $LIN $APH $ASML

$299M

39 positions

#21Progressive Investment Management CorpActive

Some overlap · 4 shared positions

$KLAC $LIN $APH $ASML

$454M

56 positions

#22AZZAD ASSET MANAGEMENT INC /ADVPassive

Some overlap · 5 shared positions

$KLAC $ASML $ADI $ETN $AZN

$1.1B

351 positions

#23PALLADIEM, LLCActive

Some overlap · 5 shared positions

$KLAC $ASML $ADI $AZN $NVS

$103M

136 positions

#24Madson Wealth Advisors IncActive

Some overlap · 5 shared positions

$KLAC $ASML $AZN $NVS $WFC

$147M

97 positions

#25ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 4 shared positions

$KLAC $LIN $APH $ADI

$409M

182 positions

Compare NATIXIS ADVISORS’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 NATIXIS ADVISORS’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.