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Hedge Funds Similar to OCCUDO QUANTITATIVE STRATEGIES

13F Portfolio OverlapQ2 2026OCCUDO QUANTITATIVE STRATEGIES portfolio →
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Most similar hedge funds by 13F overlap

OCCUDO QUANTITATIVE STRATEGIES LP is an institutional investor managing $1.9B across 748 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 OCCUDO QUANTITATIVE STRATEGIES are CARDEROCK, Donoghue Forlines, William Allan, with shared positions in $FTNT, $MNST, $CTAS, $ISRG, $SHW, $HEI. The full ranking of 25 similar funds is below.

#1CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 6 shared positions
$FTNT$MNST$CTAS$ISRG$SHW$HEI
$456M
67 positions
#2Donoghue Forlines LLCPassive
Some overlap · 6 shared positions
$FTNT$MNST$FLEX$STX$DELL$NVT
$387M
114 positions
#3William Allan CorpActive
Some overlap · 6 shared positions
$MNST$GD$CTAS$OTIS$DELL$MCD
$204M
62 positions
#4Tandem Investment Advisors, Inc.Passive
Some overlap · 7 shared positions
$RSG$CTAS$BR$MCD$ROL$FTNT
$1.5B
68 positions
#5Entropy Technologies, LPPassive
Some overlap · 7 shared positions
$SHW$ISRG$BSX$RSG$STX$MNST
$2.5B
929 positions
#6DEARBORN PARTNERS LLCPassive
Some overlap · 5 shared positions
$ATO$RSG$CTAS$SHW$MCD
$1.8B
269 positions
#7Qsemble Capital Management, LPPassive
Some overlap · 6 shared positions
$JCI$BR$OTIS$BSX$MCD$NVT
$781M
371 positions
#8AXQ CAPITAL, LPPassive
Some overlap · 7 shared positions
$CPRT$ISRG$STX$BSX$ROL$FLEX
$920M
960 positions
#9CORBYN INVESTMENT MANAGEMENT INC/MDPassive
Some overlap · 5 shared positions
$RSG$JCI$FLEX$Q$NVT
$346M
66 positions
#10WAYCROSS PARTNERS, LLCActive
Some overlap · 5 shared positions
$ISRG$BA$BSX$SHW$MCD
$1.2B
72 positions
#11Sciencast Management LPPassive
Some overlap · 5 shared positions
$ATO$RSG$FTNT$BSX$NVT
$482M
235 positions
#12Kensington Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$RSG$GD$BR$SHW$DELL
$230M
85 positions
#13JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$CTAS$CPRT$BR$SHW$MCD
$4.1B
83 positions
#14Senator Investment Group LPActive
Some overlap · 5 shared positions
$AS$BA$FLEX$CSTM$BSX
$2.7B
58 positions
#15FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$RSG$CTAS$BR$MKL$HEI
$4.8B
92 positions
#16TWINBEECH CAPITAL LPPassive
Some overlap · 5 shared positions
$ATO$BSX$WULF$SSNC$ROL
$553M
352 positions
#17OXFORD ASSET MANAGEMENT LLPPassive
Some overlap · 5 shared positions
$CPRT$BA$SHW$GD$STX
$203M
364 positions
#18RPG Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$FTNT$JCI$ISRG$BA
$973M
93 positions
#19Pictet & Cie (Europe) SAActive
Some overlap · 5 shared positions
$CTAS$ISRG$BA$BSX$MCD
$5.1B
211 positions
#20DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$FTNT$RSG$BA$SHW
$124M
100 positions
#21American State Bank (Iowa)Passive
Some overlap · 5 shared positions
$BA$GD$STX$DELL$MCD
$247M
139 positions
#22Wilian Securities, LLCPassive
Some overlap · 4 shared positions
$CTAS$CPRT$ISRG$BR
$169M
89 positions
#23OneAscent Wealth Management LLCActive
Some overlap · 5 shared positions
$FLEX$ISRG$SHW$DELL$NVT
$336M
169 positions
#24Brendel Financial Advisors LLCPassive
Some overlap · 4 shared positions
$MNST$CTAS$GD$SHW
$216M
101 positions
#25VOLORIDGE INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$WULF$SHW$BSX$FLEX$CPRT$JCI
$23.5B
784 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.