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 Smith Group Asset

13F Portfolio OverlapQ2 2026Smith Group Asset portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Smith Group Asset Management, LLC is an institutional investor managing $2.5B across 166 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 Smith Group Asset are Axecap Investments, Benchmark Investment Advisors, RENAISSANCE GROUP, with shared positions in $KLAC, $ANET, $ADI, $CDNS, $TPR, $MPC. The full ranking of 25 similar funds is below.

#1Axecap Investments, LLCPassive

Notable overlap · 7 shared positions

$KLAC $ANET $ADI $CDNS $TPR $MPC

$181M

73 positions

#2Benchmark Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$KLAC $FIX $APP $ANET $BKNG $PH

$228M

70 positions

#3RENAISSANCE GROUP LLCPassive

Notable overlap · 9 shared positions

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

$2.5B

234 positions

#4FCF Advisors LLCPassive

Notable overlap · 7 shared positions

$KLAC $ANET $TPR $APP $MCK $BKNG

$544M

58 positions

#5Cunning Capital Partners, LPActive

Notable overlap · 6 shared positions

$KLAC $APP $TPR $JBL $AXP $MCK

$248M

55 positions

#6VISTA INVESTMENT PARTNERS II, LLCPassive

Notable overlap · 6 shared positions

$KLAC $PH $JBL $TJX $TPR $HBAN

$255M

160 positions

#7LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$KLAC $ANET $PH $MCK $TJX

$218M

80 positions

#8CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 5 shared positions

$KLAC $ANET $AXP $ACGL $SCHW

$195M

67 positions

#9Strata Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$ANET $ADI $AXP $BKNG $SCHW $HBAN

$410M

97 positions

#10Davidson Capital Management Inc.Active

Notable overlap · 7 shared positions

$KLAC $FIX $ANET $TJX $CBOE $MEDP

$624M

96 positions

#11TIMUCUAN ASSET MANAGEMENT INC/FLActive

Notable overlap · 5 shared positions

$ANET $ADI $AXP $BKNG $SCHW

$2.7B

27 positions

#12GLR Partners, LLCPassive

Notable overlap · 5 shared positions

$KLAC $FIX $PH $ANET $MEDP

$215M

111 positions

#13BANK OF STOCKTONActive

Notable overlap · 4 shared positions

$KLAC $PH $ADI $AXP

$356M

126 positions

#14BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$KLAC $ANET $CDNS $AXP $TJX

$414M

106 positions

#15UNIO CAPITAL LLCActive

Notable overlap · 3 shared positions

$KLAC $PH $AXP

$526M

19 positions

#16Giverny Capital Inc.Active

Notable overlap · 8 shared positions

$MEDP $BKNG $ANET $SCHW $ADI $DIS

$3.0B

51 positions

#17Cornerstone Investment Partners, LLCActive

Notable overlap · 4 shared positions

$KLAC $AXP $MCK $DG

$3.0B

312 positions

#18Horizon Investment Services, LLCPassive

Notable overlap · 5 shared positions

$FIX $KLAC $APP $JBL $AXP

$360M

143 positions

#19Jones Kertz & Associates, Inc.Active

Notable overlap · 5 shared positions

$KLAC $JBL $WAT $ADI $MCK

$217M

66 positions

#20JGP Wealth Management, LLCActive

Notable overlap · 3 shared positions

$KLAC $ADI $FIX

$1.1B

231 positions

#21Close Asset Management LtdActive

Notable overlap · 5 shared positions

$KLAC $ADI $BKNG $MCK $CDNS

$3.8B

269 positions

#22EVEXIA WEALTH LLCPassive

Notable overlap · 3 shared positions

$KLAC $PH $HUBB

$369M

77 positions

#23Local Pensions Partnership Investment LtdActive

Notable overlap · 5 shared positions

$KLAC $CDNS $BKNG $VEEV $MEDP

$4.8B

32 positions

#24JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$KLAC $CDNS $TJX $VEEV $WAT

$4.1B

83 positions

#25ARGUS INVESTORS' COUNSEL, INC.Passive

Notable overlap · 7 shared positions

$ADI $ANET $KLAC $SCHW $DXCM $AXP

$130M

106 positions

Compare Smith Group Asset’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Smith Group Asset’s holdings

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.