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 O'SHAUGHNESSY ASSET

13F Portfolio OverlapQ2 2026O'SHAUGHNESSY ASSET portfolio →

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Most similar hedge funds by 13F overlap

O'SHAUGHNESSY ASSET MANAGEMENT, LLC is an institutional investor managing $21.7B across 2,618 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 O'SHAUGHNESSY ASSET are CITY NATIONAL BANK OF FLORIDA, CSM Advisors, UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT, with shared positions in $MO, $SYF, $GM, $HCA, $TPR, $DHI. The full ranking of 25 similar funds is below.

#1CITY NATIONAL BANK OF FLORIDA /MSDActive

Some overlap · 7 shared positions

$MO $SYF $GM $HCA $TPR $DHI

$238M

150 positions

#2CSM Advisors, LLCPassive

Some overlap · 5 shared positions

$MO $C $SYF $GM $KLAC

$4.7B

406 positions

#3UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive

Some overlap · 5 shared positions

$MO $WDC $STX $GM $HCA

$863M

423 positions

#4Inlet Private Wealth, LLCPassive

Some overlap · 5 shared positions

$MO $C $STX $EBAY $DHI

$413M

135 positions

#5AFFINITY INVESTMENT ADVISORS, LLCPassive

Some overlap · 5 shared positions

$MO $C $STX $TPR $JBL

$197M

140 positions

#6Genus Capital Management Inc.Passive

Some overlap · 5 shared positions

$C $WDC $STX $KLAC $EBAY

$1.0B

204 positions

#7KICKSTAND VENTURES, LLC.Active

Some overlap · 5 shared positions

$C $WDC $STX $KLAC $MO

$550M

154 positions

#8Stirlingshire Investments, Inc.Passive

Some overlap · 5 shared positions

$MO $STX $KLAC $TPR $JBL

$135M

221 positions

#9Dorsey Wright & AssociatesPassive

Slight overlap · 5 shared positions

$WDC $STX $GM $EBAY $TPR

$590M

131 positions

#10TOEWS CORP /ADVActive

Slight overlap · 4 shared positions

$MO $C $WDC $STX

$686M

151 positions

#11ATLAS CAPITAL ADVISORS LLCPassive

Slight overlap · 5 shared positions

$WDC $STX $KLAC $HCA $JBL

$914M

1,049 positions

#12TODD ASSET MANAGEMENT LLCActive

Slight overlap · 5 shared positions

$MO $KLAC $HCA $TPR $JBL

$5.5B

177 positions

#13MorganRosel Wealth Management, LLCActive

Slight overlap · 5 shared positions

$WDC $GM $KLAC $EBAY $JBL

$296M

104 positions

#14Axecap Investments, LLCPassive

Slight overlap · 5 shared positions

$C $KLAC $EBAY $TPR $JBL

$169M

77 positions

#15WEDGE CAPITAL MANAGEMENT L L P/NCPassive

Slight overlap · 5 shared positions

$STX $SYF $KLAC $TPR $JBL

$5.7B

480 positions

#16Optimist Retirement Group LLCActive

Slight overlap · 4 shared positions

$MO $WDC $STX $KLAC

$259M

118 positions

#17Mediolanum International Funds LtdActive

Slight overlap · 5 shared positions

$C $KLAC $STX $GM $WDC

$11.7B

452 positions

#18Center For Asset Management LLCPassive

Slight overlap · 4 shared positions

$MO $WDC $SYF $KLAC

$222M

178 positions

#19ASSETMARK, INCPassive

Slight overlap · 4 shared positions

$MO $WDC $SYF $KLAC

$59.5B

3,773 positions

#20Strategic Investment Advisors / MIActive

Slight overlap · 4 shared positions

$MO $WDC $SYF $KLAC

$1.7B

398 positions

#21LVW Advisors, LLCPassive

Slight overlap · 4 shared positions

$MO $WDC $STX $C

$1.2B

460 positions

#22Range Financial Group LLCPassive

Slight overlap · 4 shared positions

$MO $WDC $STX $TPR

$361M

207 positions

#23XXI WEALTH, LLCPassive

Slight overlap · 4 shared positions

$C $WDC $STX $MO

$249M

243 positions

#24STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive

Slight overlap · 4 shared positions

$MO $WDC $GM $KLAC

$105M

83 positions

#25RITHOLTZ WEALTH MANAGEMENTPassive

Slight overlap · 5 shared positions

$WDC $STX $C $MO $KLAC

$6.7B

1,313 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.