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 RENAISSANCE GROUP

13F Portfolio OverlapQ2 2026RENAISSANCE GROUP portfolio →

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Most similar hedge funds by 13F overlap

RENAISSANCE GROUP LLC is an institutional investor managing $2.5B across 234 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 RENAISSANCE GROUP are Smith Group Asset, Horizon Investment Services, Monument, with shared positions in $KLAC, $ANET, $JBL, $FIX, $APP, $AXP. The full ranking of 25 similar funds is below.

#1Smith Group Asset Management, LLCActive

Notable overlap · 9 shared positions

$KLAC $ANET $JBL $FIX $APP $AXP

$1.5B

143 positions

#2Horizon Investment Services, LLCPassive

Notable overlap · 8 shared positions

$KLAC $APH $JBL $FIX $APP $AXP

$360M

143 positions

#3Monument Capital ManagementPassive

Notable overlap · 8 shared positions

$APH $FIX $JBL $CAH $EME $KLAC

$480M

255 positions

#4Cunning Capital Partners, LPActive

Notable overlap · 7 shared positions

$KLAC $CAH $JBL $APP $AXP $TPR

$248M

55 positions

#5Benchmark Investment Advisors LLCActive

Notable overlap · 6 shared positions

$KLAC $APH $ANET $FIX $APP $EME

$228M

70 positions

#6FORTEM FINANCIAL GROUP, LLCPassive

Notable overlap · 7 shared positions

$KLAC $APH $CAH $EME $TPR $NRG

$487M

190 positions

#7HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Notable overlap · 7 shared positions

$APH $KLAC $EME $SCHW $TJX $ROK

$217M

352 positions

#8VISTA INVESTMENT PARTNERS II, LLCPassive

Notable overlap · 6 shared positions

$KLAC $JBL $GWW $MAR $TPR $TJX

$248M

158 positions

#9Insight Wealth Strategies, LLCPassive

Notable overlap · 6 shared positions

$KLAC $FIX $GWW $APP $CDW $MSI

$1.0B

194 positions

#10VISTA INVESTMENT PARTNERS LLCPassive

Notable overlap · 6 shared positions

$KLAC $JBL $GWW $MAR $TPR $TJX

$384M

166 positions

#11Seascape Capital ManagementPassive

Notable overlap · 6 shared positions

$KLAC $APH $ANET $APP $NRG $CDW

$417M

96 positions

#12MARIETTA INVESTMENT PARTNERS LLCPassive

Notable overlap · 6 shared positions

$ANET $APH $GWW $FIX $TT $TPR

$582M

170 positions

#13Jones Kertz & Associates, Inc.Active

Notable overlap · 5 shared positions

$KLAC $APH $JBL $AMGN $MAR

$217M

66 positions

#14KANE INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 7 shared positions

$KLAC $FIX $TT $APH $TPR $EME

$235M

100 positions

#15Railway Pension Investments LtdActive

Notable overlap · 6 shared positions

$KLAC $APH $ANET $GWW $TPR $TT

$8.0B

102 positions

#16Davidson Capital Management Inc.Active

Notable overlap · 5 shared positions

$KLAC $ANET $FIX $EME $TJX

$604M

99 positions

#17JGP Wealth Management, LLCActive

Notable overlap · 5 shared positions

$KLAC $FIX $GWW $AMGN $ITW

$1.1B

242 positions

#18FCF Advisors LLCPassive

Notable overlap · 5 shared positions

$KLAC $ANET $APP $TPR $EME

$544M

58 positions

#19CABOT WEALTH MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$APH $KLAC $ROK $CDW $TJX

$982M

142 positions

#20Camarda Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$KLAC $JBL $TT $MAR $TJX

$331M

122 positions

#21JLB & ASSOCIATES INCPassive

Some overlap · 5 shared positions

$KLAC $APH $AMGN $TJX $AXP

$740M

68 positions

#22Dorsey Wright & AssociatesPassive

Some overlap · 5 shared positions

$APH $FIX $CAH $TPR $EME

$590M

131 positions

#23ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 6 shared positions

$ANET $KLAC $TT $SCHW $AXP $TJX

$129M

106 positions

#24OAK ASSOCIATES LTD /OH/Active

Some overlap · 5 shared positions

$KLAC $APH $AMGN $SCHW $ROK

$1.8B

139 positions

#25Union Heritage Capital, LLCPassive

Some overlap · 5 shared positions

$KLAC $APH $AXP $AMGN $TJX

$295M

65 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.