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 PINNACLE ASSOCIATES LTD

13F Portfolio OverlapQ2 2026PINNACLE ASSOCIATES LTD portfolio →

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Most similar hedge funds by 13F overlap

PINNACLE ASSOCIATES LTD is an institutional investor managing $9.2B across 967 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 PINNACLE ASSOCIATES LTD are Teza, L & S Advisors, Williamson Legacy Group, with shared positions in $COHR, $MS, $GLW, $UCTT, $LASR, $C. The full ranking of 25 similar funds is below.

#1Teza Capital Management LLCPassive

Some overlap · 7 shared positions

$COHR $MS $GLW $UCTT $LASR $C

$52M

119 positions

#2L & S Advisors IncPassive

Some overlap · 5 shared positions

$MS $GLW $AXP $ETN $C

$967M

236 positions

#3Williamson Legacy Group, LLCPassive

Some overlap · 5 shared positions

$COHR $GLW $BE $C $LITE

$201M

75 positions

#4Owen LaRue, LLCPassive

Some overlap · 5 shared positions

$MS $GLW $AXP $C $LITE

$288M

141 positions

#5HARTLINE INVESTMENT CORP/Active

Some overlap · 5 shared positions

$MS $GLW $ETN $C $AXP

$1.1B

115 positions

#6PRINCETON CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$COHR $GLW $AXP $C $LITE

$443M

145 positions

#7SECURED RETIREMENT ADVISORS, LLCPassive

Some overlap · 4 shared positions

$MS $COHR $GLW $C

$195M

134 positions

#8Riggs Asset Managment Co. Inc.Passive

Some overlap · 5 shared positions

$GLW $AXP $ETN $BE $C

$560M

132 positions

#9Bluebird Wealth Management LLCPassive

Some overlap · 5 shared positions

$GLW $AXP $ETN $REGN $C

$115M

89 positions

#10PVG ASSET MANAGEMENT CORPPassive

Some overlap · 4 shared positions

$COHR $GLW $BE $C

$173M

132 positions

#11Hobbs Group Advisors, LLCActive

Some overlap · 5 shared positions

$GLW $MS $AXP $C $REGN

$380M

164 positions

#12Grand Alliance Asset Management LtdActive

Some overlap · 4 shared positions

$COHR $GLW $BE $LITE

$167M

15 positions

#13Capstone Capital Management LtdPassive

Some overlap · 4 shared positions

$COHR $GLW $BE $LITE

$224M

160 positions

#14Science & Technology Partners, L.P.Active

Some overlap · 4 shared positions

$COHR $GLW $BE $LITE

$593M

84 positions

#15Goldstream Capital Management LtdActive

Some overlap · 4 shared positions

$COHR $GLW $BE $LITE

$132M

45 positions

#16Hosking Partners LLPActive

Some overlap · 4 shared positions

$MS $GLW $AXP $C

$3.0B

98 positions

#17Insight Inv LLCPassive

Some overlap · 4 shared positions

$MS $GLW $AXP $C

$212M

109 positions

#18Myriad Asset Management Advisors LLCActive

Some overlap · 4 shared positions

$MS $GLW $ETN $C

$424M

49 positions

#19Myriad Asset Management US LPActive

Some overlap · 4 shared positions

$MS $GLW $ETN $C

$72M

52 positions

#20GLOBALT Investments LLC / GAActive

Some overlap · 4 shared positions

$MS $GLW $ETN $C

$3.0B

213 positions

#21HANSEATIC MANAGEMENT SERVICES INCPassive

Some overlap · 4 shared positions

$COHR $GLW $LASR $LITE

$136M

83 positions

#22Veracity Capital LLCPassive

Some overlap · 4 shared positions

$COHR $GLW $AXP $REGN

$370M

223 positions

#23Prudent Man Advisors, LLCPassive

Some overlap · 4 shared positions

$MS $GLW $ETN $LITE

$438M

141 positions

#24Polar Capital Holdings PlcActive

Some overlap · 4 shared positions

$COHR $GLW $BE $LITE

$42.4B

245 positions

#25Timothy G. Youngquist 2020 Irrevocable TrustActive

Some overlap · 4 shared positions

$COHR $GLW $BE $LITE

$660M

115 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.