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 Optas

13F Portfolio OverlapQ2 2026Optas portfolio →

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Most similar hedge funds by 13F overlap

Optas, LLC is an institutional investor managing $714M across 494 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 Optas are ARROWSTREET , LIMITED PARTNERSHIP, Aster (DIFC) Ltd, True Vision MN, with shared positions in $CRM, $SNDK, $PLTR, $PGR, $ANET, $UNP. The full ranking of 25 similar funds is below.

#1ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive

Slight overlap · 5 shared positions

$CRM $SNDK $PLTR $PGR $ANET

$225.4B

1,887 positions

#2Aster Capital Management (DIFC) LtdPassive

Slight overlap · 4 shared positions

$UNP $CRM $PLTR $PGR

$427M

936 positions

#3True Vision MN LLC

Slight overlap · 4 shared positions

$UNP $CRM $PLTR $ANET

$194M

98 positions

#4Hixon Zuercher, LLCPassive

Slight overlap · 4 shared positions

$UNP $CRM $PGR $ANET

$341M

88 positions

#5Zuckerman Investment Group, LLCActive

Slight overlap · 4 shared positions

$XYZ $CRM $PGR $PLTR

$1.2B

139 positions

#6Investors Towarzystwo Funduszy Inwestycyjnych Spolka AkcyjnaPassive

Slight overlap · 3 shared positions

$XYZ $UNP $CRM

$300M

199 positions

#7SHELTON CAPITAL MANAGEMENTPassive

Slight overlap · 4 shared positions

$EBAY $SNDK $PLTR $ANET

$5.5B

749 positions

#8Realta Investment AdvisorsPassive

Slight overlap · 4 shared positions

$UNP $PLTR $NET $ANET

$322M

378 positions

#9Alamar Capital Management, LLCActive

Slight overlap · 3 shared positions

$XYZ $SNDK $PGR

$198M

88 positions

#10Taylor Hoffman Capital Management LLCActive

Slight overlap · 3 shared positions

$EBAY $UNP $ANET

$412M

122 positions

#11Titan Wealth (CI) LtdPassive

Slight overlap · 4 shared positions

$EBAY $PLTR $ANET $CRM

$269M

51 positions

#12ADAPT Investment Managers SAActive

Slight overlap · 3 shared positions

$EBAY $CRM $PLTR

$12.6B

133 positions

#13Maytus Capital Management, LLCPassive

Slight overlap · 3 shared positions

$XYZ $CRM $ANET

$636M

62 positions

#14Contour Asset Management LLCActive

Slight overlap · 3 shared positions

$XYZ $SNDK $NET

$4.2B

27 positions

#15SANDS CAPITAL MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$XYZ $SNDK $NET

$26.9B

71 positions

#16Inspire Investing, LLCPassive

Slight overlap · 4 shared positions

$SNDK $PLTR $PGR $ANET

$2.4B

1,266 positions

#17Vann Equity Management LLCPassive

Slight overlap · 4 shared positions

$SNDK $PLTR $GWW $ANET

$165M

168 positions

#18GLYNN CAPITAL MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$SNDK $PLTR $NET $ANET

$363M

43 positions

#19WEALTHEDGE INVESTMENT ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$SNDK $PGR $NET $ANET

$294M

143 positions

#20Nikko Asset Management Americas, Inc.Passive

Slight overlap · 3 shared positions

$XYZ $PLTR $NET

$7.7B

276 positions

#21Krane Funds Advisors LLCActive

Slight overlap · 4 shared positions

$SNDK $PLTR $NET $ANET

$2.8B

185 positions

#22CATALYST PRIVATE WEALTH, LLCActive

Slight overlap · 4 shared positions

$CRM $PLTR $ANET $XYZ

$207M

82 positions

#23SUMITOMO MITSUI FINANCIAL GROUP, INC.Active

Slight overlap · 3 shared positions

$XYZ $GWW $ANET

$5.3B

214 positions

#24Meridiem Capital Partners LPPassive

Slight overlap · 3 shared positions

$XYZ $NET $ANET

$2.2B

85 positions

#25SWS PartnersPassive

Slight overlap · 3 shared positions

$XYZ $NET $ANET

$463M

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.