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 Sierra

13F Portfolio OverlapQ2 2026Sierra portfolio →

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Most similar hedge funds by 13F overlap

Sierra Capital LLC is an institutional investor managing $1.0B across 228 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 Sierra are Temasek (Private) Ltd, Beaumont Asset , L.L.C., Spinecap SAS, with shared positions in $BLK, $APO, $KKR, $BX, $NOW, $AXP. The full ranking of 25 similar funds is below.

#1Temasek Holdings (Private) LtdActive

Notable overlap · 3 shared positions

$BLK $APO $KKR

$37.3B

196 positions

#2Beaumont Asset Management, L.L.C.Smart money

Some overlap · 4 shared positions

$BLK $BX $NOW $AXP

$289M

80 positions

#3Spinecap SASActive

Some overlap · 4 shared positions

$BLK $BX $APO $KKR

$335M

16 positions

#4Turn8 Private Wealth Inc.Passive

Some overlap · 3 shared positions

$BLK $APO $BABA

$150M

54 positions

#5CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Some overlap · 4 shared positions

$BLK $BX $APO $CVS

$78M

44 positions

#6CapitalatWork S.A.Active

Some overlap · 4 shared positions

$BLK $APO $BABA $NOW

$4.0B

93 positions

#7CUTLER INVESTMENT COUNSEL LLCActive

Some overlap · 3 shared positions

$BLK $DOV $CVS

$1.1B

157 positions

#8CMH Wealth Management LLCPassive

Some overlap · 4 shared positions

$BLK $BX $SNOW $NOW

$664M

112 positions

#9MARKEL GROUP INC.Active

Some overlap · 5 shared positions

$BLK $BX $APO $KKR $AXP

$13.1B

130 positions

#10GFG Capital, LLCPassive

Some overlap · 8 shared positions

$BX $CG $DELL $CRWD $NOW $HOOD

$381M

89 positions

#11Mirador Capital Partners LPPassive

Some overlap · 6 shared positions

$BX $BLK $KKR $SNOW $DELL $CRWD

$859M

224 positions

#12EverSource Wealth Advisors, LLCPassive

Some overlap · 7 shared positions

$APO $KKR $DOV $BX $DELL $CRWD

$3.0B

4,392 positions

#13Summit Place Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$BLK $BX $BABA $CRWD

$221M

117 positions

#14WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 3 shared positions

$BLK $CVS $TER

$1.3B

73 positions

#15BLUE SQUARE ASSET MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$BLK $BX $CRWD $AXP

$247M

74 positions

#16Henshaw Capital LLCActive

Some overlap · 4 shared positions

$BLK $DOV $SHEL $AXP

$3.1B

160 positions

#17FRANKLIN STREET ADVISORS INC /NCActive

Some overlap · 4 shared positions

$BLK $CG $TER $AXP

$1.8B

165 positions

#18ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 4 shared positions

$BLK $SNOW $DELL $AXP

$129M

106 positions

#19OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 3 shared positions

$BLK $BX $DOV

$501M

276 positions

#20SWP Investment Management LLCPassive

Some overlap · 3 shared positions

$BLK $BX $AXP

$145M

43 positions

#21O'ROURKE & COMPANY, IncPassive

Some overlap · 5 shared positions

$BX $APO $KKR $CRWD $CG

$287M

177 positions

#22Allen Investment Management, LLCActive

Some overlap · 6 shared positions

$APO $SNOW $CRWD $BX $NOW $KKR

$8.4B

227 positions

#23RHODES INVESTMENT ADVISORS INC /ADVPassive

Some overlap · 6 shared positions

$BLK $DELL $CRWD $NOW $HOOD $AXP

$141M

124 positions

#24FIRST FINANCIAL BANKSHARES INCActive

Slight overlap · 3 shared positions

$BLK $BX $NOW

$5.3B

210 positions

#25Eschler Asset Management LLPActive

Slight overlap · 3 shared positions

$BLK $NOW $HOOD

$56M

34 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.