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 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO

13F Portfolio OverlapQ2 2026PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO portfolio →

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Most similar hedge funds by 13F overlap

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO is an institutional investor managing $28.9B across 1,842 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 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO are Clarendon Private, Pacific Excel Wealth Advisors, Heritage Family Offices, LLP, with shared positions in $TXN, $MS, $KLAC, $LIN, $APH, $AXP. The full ranking of 25 similar funds is below.

#1Clarendon Private LLCPassive

Some overlap · 7 shared positions

$TXN $MS $KLAC $LIN $APH $AXP

$156M

124 positions

#2Pacific Excel Wealth Advisors, Inc.Passive

Some overlap · 7 shared positions

$TXN $PM $KLAC $APH $MCK $EMR

$258M

228 positions

#3Heritage Family Offices, LLPPassive

Some overlap · 7 shared positions

$TXN $PM $KLAC $APH $MCK $EMR

$259M

233 positions

#4Coign Capital Advisors LLCActive

Some overlap · 6 shared positions

$PM $MS $AXP $APH $MCK $CB

$222M

88 positions

#5Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$TXN $MS $AXP $LIN $CB $SYK

$467M

118 positions

#6Sky Investment Group LLCPassive

Some overlap · 6 shared positions

$PM $TXN $AXP $LIN $EMR $SYK

$637M

146 positions

#7HENDLEY & CO INCActive

Some overlap · 7 shared positions

$PM $LIN $APH $AXP $EOG $SYK

$283M

47 positions

#8Freedom Day Solutions, LLCActive

Some overlap · 6 shared positions

$TXN $MS $KLAC $LIN $CB $VRTX

$452M

134 positions

#9Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$MS $AXP $KLAC $LIN $MCK $EMR

$297M

103 positions

#10AMICA MUTUAL INSURANCE COActive

Some overlap · 5 shared positions

$PM $TXN $KLAC $AXP $APH

$1.2B

142 positions

#11GLOBALT Investments LLC / GAActive

Some overlap · 6 shared positions

$MS $TXN $KLAC $PM $EMR $ETN

$3.0B

213 positions

#12Oak Harvest Investment ServicesPassive

Some overlap · 5 shared positions

$PM $TXN $MS $KLAC $ETN

$1.1B

168 positions

#13HEADINVEST, LLCPassive

Some overlap · 6 shared positions

$TXN $AXP $KLAC $LIN $EMR $ETN

$536M

217 positions

#14Cornerstone Advisors, LLCActive

Some overlap · 6 shared positions

$PM $KLAC $MS $LIN $APH $ETN

$3.0B

112 positions

#15Deane Retirement Strategies, Inc.Passive

Some overlap · 6 shared positions

$TXN $AXP $LIN $MCK $EOG $CB

$236M

52 positions

#16MASSACHUSETTS FINANCIAL SERVICES CO /MA/Passive

Some overlap · 7 shared positions

$KLAC $LIN $APH $MS $MCK $CB

$315.2B

1,005 positions

#17Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$TXN $MS $LIN $MCK $EMR $AXP

$358M

74 positions

#18HOWE & RUSLING INCPassive

Some overlap · 5 shared positions

$PM $MS $KLAC $APH $SYK

$1.7B

479 positions

#19BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$PM $KLAC $LIN $CB $SYK $ETN

$1.7B

401 positions

#20Moran Wealth Management, LLCPassive

Some overlap · 6 shared positions

$TXN $KLAC $LIN $APH $EOG $ETN

$3.7B

491 positions

#21CONNORS INVESTOR SERVICES INCPassive

Some overlap · 6 shared positions

$MS $AXP $LIN $CB $SYK $ETN

$1.2B

153 positions

#22BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$TXN $MS $LIN $APH $EOG

$499M

73 positions

#23Signet Private Wealth LLCPassive

Some overlap · 5 shared positions

$TXN $MS $KLAC $APH $ETN

$125M

127 positions

#24DOHENY ASSET MANAGEMENT /CAActive

Some overlap · 5 shared positions

$PM $TXN $AXP $EOG $ETN

$172M

61 positions

#25Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$AXP $KLAC $LIN $APH $EMR $ETN

$686M

532 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.