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 PINCUS

13F Portfolio OverlapQ2 2026PINCUS portfolio →

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Most similar hedge funds by 13F overlap

PINCUS CAPITAL MANAGEMENT, LP is an institutional investor managing $168M across 52 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 PINCUS are NEVILLE RODIE & SHAW, GARRISON BRADFORD & ASSOCIATES, Renasant Bank, with shared positions in $TMO, $PWR, $VRT, $BX, $NSC, $HWM. The full ranking of 25 similar funds is below.

#1NEVILLE RODIE & SHAW INCActive

Some overlap · 6 shared positions

$TMO $PWR $VRT $BX $NSC $HWM

$1.5B

239 positions

#2GARRISON BRADFORD & ASSOCIATES INCActive

Some overlap · 4 shared positions

$BX $TMO $PWR $NSC

$92M

35 positions

#3Renasant BankPassive

Some overlap · 5 shared positions

$PWR $BX $TMO $ETN $CRM

$156M

141 positions

#4SYCOMORE ASSET MANAGEMENTActive

Some overlap · 8 shared positions

$PWR $TMO $VRT $ETN $ISRG $URI

$917M

68 positions

#5Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 6 shared positions

$PWR $MDY $TMO $ETN $URI $UNP

$487M

628 positions

#6Strategic Wealth Investment Group, LLCPassive

Some overlap · 6 shared positions

$BX $TMO $ETN $CRM $DHR $CRWD

$825M

104 positions

#7ARS Investment Partners, LLCActive

Some overlap · 4 shared positions

$BX $PWR $VRT $ETN

$2.3B

181 positions

#8Princeton Global Asset Management LLCPassive

Some overlap · 4 shared positions

$BX $PWR $VRT $ETN

$692M

829 positions

#9NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 7 shared positions

$TMO $PWR $BX $DHR $ISRG $URI

$2.7B

200 positions

#10DB Fitzpatrick & Co, IncActive

Some overlap · 5 shared positions

$TMO $PWR $ETN $CRM $DHR

$121M

100 positions

#11MIROVAActive

Some overlap · 7 shared positions

$PWR $TMO $VRT $DHR $ISRG $CRWD

$2.7B

185 positions

#12Henshaw Capital LLCActive

Some overlap · 5 shared positions

$MDY $TMO $VRT $CRM $UNP

$3.1B

160 positions

#13WASHINGTON TRUST CoPassive

Some overlap · 3 shared positions

$TMO $PWR $MDY

$3.2B

291 positions

#14MCRAE CAPITAL MANAGEMENT INCPassive

Some overlap · 5 shared positions

$TMO $PWR $ZTS $CRM $URI

$540M

113 positions

#15Trifecta Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$MDY $VRT $TMO $ETN $ISRG $CRWD

$808M

315 positions

#16Emprise BankActive

Some overlap · 6 shared positions

$MDY $TMO $ETN $CRM $UNP $PNC

$262M

106 positions

#17Robeco Schweiz AGActive

Some overlap · 4 shared positions

$PWR $TMO $VRT $DHR

$5.5B

135 positions

#18MERIDIAN MANAGEMENT COActive

Some overlap · 5 shared positions

$TMO $PWR $CRM $ISRG $CRWD

$446M

84 positions

#19WHITTIER TRUST COActive

Some overlap · 8 shared positions

$MDY $BX $NSC $VRT $DHR $ISRG

$10.2B

1,355 positions

#20LYELL WEALTH MANAGEMENT, LPPassive

Some overlap · 5 shared positions

$PWR $TMO $VRT $ISRG $SNOW

$1.6B

232 positions

#21SFE Investment CounselPassive

Some overlap · 5 shared positions

$PWR $BX $ETN $DHR $URI

$742M

152 positions

#22NORTHSTAR ASSET MANAGEMENT CoPassive

Some overlap · 5 shared positions

$TMO $MDY $ZTS $DHR $UNP

$553M

250 positions

#23ROSENBLUM SILVERMAN SUTTON S F INC /CAPassive

Some overlap · 4 shared positions

$TMO $BX $MDY $CRM

$416M

80 positions

#24DUNCKER STREETT & CO INCPassive

Some overlap · 5 shared positions

$TMO $PWR $DHR $URI $CRWD

$591M

521 positions

#25Williams Jones Wealth Management, LLC.Active

Some overlap · 6 shared positions

$PWR $VRT $ETN $BX $DHR $ISRG

$8.9B

547 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.