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 PARTNERS INVESTMENT GROUP, LLP

13F Portfolio OverlapQ2 2026PARTNERS INVESTMENT GROUP, LLP portfolio →

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Most similar hedge funds by 13F overlap

PARTNERS CAPITAL INVESTMENT GROUP, LLP is an institutional investor managing $2.8B across 186 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 PARTNERS INVESTMENT GROUP, LLP are Orcam Financial Group, Highland Investment Advisors, Breakwater Investment, with shared positions in $DOV, $IAU, $DE, $COF, $SNPS, $HLT. The full ranking of 25 similar funds is below.

#1Orcam Financial GroupActive

Substantial overlap · 4 shared positions

$DOV $IAU $DE $COF

$205M

105 positions

#2Highland Investment Advisors LLCPassive

Substantial overlap · 3 shared positions

$DOV $DE $IAU

$229M

734 positions

#3Breakwater Investment ManagementPassive

Substantial overlap · 4 shared positions

$DOV $SNPS $HLT $IAU

$294M

600 positions

#4Disciplina Capital Management LLCSmart money

Substantial overlap · 5 shared positions

$DOV $URI $SCHW $SPGI $CRM

$968M

68 positions

#5Catalyst Investment Management LLCPassive

Substantial overlap · 4 shared positions

$DOV $DE $IAU $SCHW

$110M

73 positions

#6Financial Alternatives, IncActive

Notable overlap · 3 shared positions

$SNPS $IAU $SPGI

$203M

84 positions

#7AllGen Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$SNPS $IAU $VMC

$458M

36 positions

#8Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 5 shared positions

$IAU $DOV $SCHW $NVS $ICE

$637M

125 positions

#9Cogent Private Wealth, Inc.Passive

Notable overlap · 3 shared positions

$DOV $IAU $STX

$160M

117 positions

#10Silver Coast Investments LLCActive

Notable overlap · 4 shared positions

$DOV $LIN $DE $CRM

$336M

121 positions

#11Weil Company, Inc.Passive

Notable overlap · 3 shared positions

$DOV $IAU $UTHR

$568M

133 positions

#12Neumann Capital Management, LLCActive

Notable overlap · 3 shared positions

$DOV $BMY $SCHW

$151M

58 positions

#13Barry Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$DOV $PSX $NVS

$478M

102 positions

#14Trust CoActive

Notable overlap · 4 shared positions

$SNPS $BMY $STX $CRM

$1.1B

908 positions

#15WESTPORT ASSET MANAGEMENT INCActive

Notable overlap · 3 shared positions

$SNPS $LIN $URI

$245M

80 positions

#16Marotta Asset ManagementActive

Notable overlap · 3 shared positions

$SNPS $DE $NVS

$601M

103 positions

#17Downshift Financial, LLCPassive

Notable overlap · 3 shared positions

$DOV $SNPS $IAU

$223M

668 positions

#18Albar Capital Partners LLPActive

Notable overlap · 4 shared positions

$DOV $URI $STX $LIN

$767M

38 positions

#19Newton One Investments LLCActive

Notable overlap · 3 shared positions

$DOV $DE $MTZ

$397M

146 positions

#20Ackerman Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $DOV $SNPS

$497M

120 positions

#21PROFFITT & GOODSON INCActive

Notable overlap · 3 shared positions

$DOV $SCHW $ICE

$728M

298 positions

#22EHRLICH FINANCIAL GROUPActive

Notable overlap · 3 shared positions

$IAU $DE $STX

$194M

119 positions

#23Betterment LLCActive

Notable overlap · 3 shared positions

$SNPS $DOV $IAU

$59.1B

675 positions

#24WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$IAU $DE $HWM

$317M

129 positions

#25Forza Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $STX $BMY

$326M

194 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.