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Hedge Funds Similar to Simplify Asset

13F Portfolio OverlapQ2 2026Simplify Asset portfolio →
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Most similar hedge funds by 13F overlap

Simplify Asset Management Inc. is an institutional investor managing $7.2B across 141 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 Simplify Asset are Rhenman & Partners Asset AB, Sivik Global Healthcare, Oxler Private Wealth, with shared positions in $JAZZ, $GILD, $TMO, $DHR, $ELV, $CVS. The full ranking of 25 similar funds is below.

#1Rhenman & Partners Asset Management ABActive
Notable overlap · 10 shared positions
$JAZZ$GILD$TMO$DHR$ELV$CVS
$1.1B
99 positions
#2Sivik Global Healthcare LLCActive
Notable overlap · 9 shared positions
$TMO$GILD$DHR$ELV$CVS$AZN
$132M
34 positions
#3Oxler Private Wealth LLCActive
Notable overlap · 4 shared positions
$IBIT$TMO$AMGN$VRTX
$350M
93 positions
#4Polaris Capital Management, LLCActive
Notable overlap · 5 shared positions
$JAZZ$UTHR$GILD$ELV$CVS
$1.1B
84 positions
#5PFM Health Sciences, LPActive
Notable overlap · 6 shared positions
$JAZZ$UTHR$TMO$CVS$NVO$GILD
$1.2B
98 positions
#6Propel Bio Management, LLCActive
Notable overlap · 7 shared positions
$PAGP$ACHV$EYPT$MIST$DCTH$PHAT
$191M
29 positions
#7SECTORAL ASSET MANAGEMENT INCActive
Some overlap · 7 shared positions
$GILD$AMGN$DHR$TMO$CVS$VRTX
$143M
82 positions
#8SECTOR GAMMA ASActive
Some overlap · 6 shared positions
$TMO$ELV$AMGN$CVS$CAH$GEHC
$461M
40 positions
#9Tri Locum Partners LPActive
Some overlap · 4 shared positions
$UTHR$JAZZ$VRTX$ISRG
$813M
19 positions
#10Farringdon Capital, Ltd.Passive
Some overlap · 3 shared positions
$IBIT$HODL$AZN
$202M
184 positions
#11Arrow Capital Pty LtdActive
Some overlap · 3 shared positions
$NVO$TMO$DHR
$118M
25 positions
#12Bellevue Group AGActive
Some overlap · 6 shared positions
$UTHR$GILD$AMGN$VRTX$TMO$ISRG
$4.8B
148 positions
#13Integral Health Asset Management, LLCActive
Some overlap · 6 shared positions
$NVO$DGX$CVS$CAH$VRTX$ELV
$2.5B
92 positions
#14ATWOOD & PALMER INCPassive
Some overlap · 4 shared positions
$UTHR$TMO$GILD$VRTX
$1.9B
495 positions
#15HealthInvest Partners ABActive
Some overlap · 6 shared positions
$TMO$GILD$CVS$CAH$VRTX$ISRG
$372M
39 positions
#16Sofinnova Ventures IncActive
Some overlap · 4 shared positions
$JAZZ$UTHR$GILD$ISRG
$1.9B
57 positions
#17DIADEMA PARTNERS LPPassive
Some overlap · 5 shared positions
$UTHR$NVO$BHVN$AMGN$CORT
$791M
149 positions
#18Harvest Portfolios Group Inc.Active
Some overlap · 7 shared positions
$AMGN$DHR$AZN$TMO$ELV$VRTX
$7.1B
267 positions
#19Alamea Verwaltungs GmbHActive
Some overlap · 4 shared positions
$IBIT$DGX$TMO$DHR
$125M
73 positions
#20Lipe & DaltonPassive
Some overlap · 5 shared positions
$TMO$DHR$AMGN$CVS$VRTX
$215M
94 positions
#21Peloton Wealth StrategistsPassive
Some overlap · 5 shared positions
$TMO$NVO$AMGN$VRTX$ISRG
$271M
91 positions
#22Birch Capital Management, LLCPassive
Some overlap · 3 shared positions
$NVO$AMGN$CAH
$205M
79 positions
#23A4 Wealth Advisors LLCActive
Some overlap · 4 shared positions
$IBIT$AMGN$VRTX$ELV
$151M
92 positions
#24DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$TMO$ELV$DHR$AMGN
$124M
100 positions
#25Canoe Financial LPActive
Some overlap · 4 shared positions
$TMO$ELV$DHR$CVS
$8.1B
110 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.