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Hedge Funds Similar to Resona Asset ,Ltd.

13F Portfolio OverlapQ2 2026Resona Asset ,Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Resona Asset Management Co.,Ltd. is an institutional investor managing $21.3B across 786 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 Resona Asset ,Ltd. are CABOT WEALTH, Allen Group, Heritage Family Offices, LLP, with shared positions in $GLDM, $APH, $KLAC, $DIS, $WELL. The full ranking of 25 similar funds is below.

#1CABOT WEALTH MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$GLDM$APH$KLAC$DIS
$982M
142 positions
#2Allen Capital Group, LLCPassive
Slight overlap · 3 shared positions
$GLDM$APH$KLAC
$1.2B
319 positions
#3Heritage Family Offices, LLPPassive
Slight overlap · 3 shared positions
$GLDM$APH$KLAC
$259M
233 positions
#4Pacific Excel Wealth Advisors, Inc.Passive
Slight overlap · 3 shared positions
$GLDM$APH$KLAC
$258M
228 positions
#5SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Slight overlap · 3 shared positions
$GLDM$APH$WELL
$5.6B
669 positions
#6Chatterton & Associates Inc.Passive
Slight overlap · 3 shared positions
$GLDM$KLAC$DIS
$170M
101 positions
#7FORONJY FINANCIAL LLCActive
Slight overlap · 3 shared positions
$GLDM$APH$KLAC
$272M
108 positions
#8Forvis Mazars Wealth Advisors, LLCActive
Slight overlap · 4 shared positions
$GLDM$APH$KLAC$DIS
$6.0B
433 positions
#9American TrustActive
Slight overlap · 3 shared positions
$GLDM$APH$KLAC
$1.3B
334 positions
#10PFG AdvisorsPassive
Slight overlap · 3 shared positions
$GLDM$APH$KLAC
$2.0B
791 positions
#11WELLINGTON MANAGEMENT GROUP LLPPassive
Slight overlap · 4 shared positions
$KLAC$APH$DIS$WELL
$580.2B
1,921 positions
#12Quartz Partners, LLCPassive
Slight overlap · 3 shared positions
$GLDM$APH$KLAC
$305M
191 positions
#13OVERSEA-CHINESE BANKING Corp LtdPassive
Slight overlap · 3 shared positions
$GLDM$KLAC$WELL
$4.7B
363 positions
#14Brown Miller Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$GLDM$APH$DIS
$397M
204 positions
#15SHELTON CAPITAL MANAGEMENTPassive
Slight overlap · 3 shared positions
$APH$KLAC$DIS
$5.5B
749 positions
#16SAWGRASS ASSET MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$APH$KLAC$DIS
$757M
193 positions
#17ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive
Slight overlap · 3 shared positions
$APH$KLAC$DIS
$225.4B
1,887 positions
#18Lazard Freres Gestion S.A.S.Active
Slight overlap · 3 shared positions
$APH$KLAC$DIS
$5.8B
115 positions
#19Presper Financial Architects, LLCSmart money
Slight overlap · 3 shared positions
$APH$KLAC$DIS
$192M
55 positions
#20JENNISON ASSOCIATES LLCActive
Slight overlap · 3 shared positions
$APH$KLAC$DIS
$166.7B
567 positions
#21Cornerstone Advisors, LLCActive
Slight overlap · 3 shared positions
$APH$KLAC$WELL
$3.0B
112 positions
#22Cardano Risk Management B.V.Active
Slight overlap · 3 shared positions
$APH$KLAC$WELL
$13.0B
52 positions
#23Benchmark Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$APH$KLAC$WELL
$228M
70 positions
#24Capital Group Investment Management Pte. Ltd.Passive
Slight overlap · 3 shared positions
$APH$KLAC$WELL
$664M
143 positions
#25Western Financial Corp/CAActive
Slight overlap · 3 shared positions
$APH$KLAC$WELL
$341M
132 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.