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 Sumitomo Mitsui DS Asset Company, Ltd

13F Portfolio OverlapQ3 2026Sumitomo Mitsui DS Asset Company, Ltd portfolio →

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Most similar hedge funds by 13F overlap

Sumitomo Mitsui DS Asset Management Company, Ltd is an institutional investor managing $14.8B across 772 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Sumitomo Mitsui DS Asset Company, Ltd are ASAHI LIFE ASSET , LTD., Gen-Wealth Partners, Yoffe Investment, with shared positions in $AXP, $AMGN, $SHW, $MCD, $TRV, $KLAC. The full ranking of 25 similar funds is below.

#1ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive

Some overlap · 7 shared positions

$AXP $AMGN $SHW $MCD $TRV $KLAC

$177M

158 positions

#2Gen-Wealth Partners IncPassive

Some overlap · 6 shared positions

$AXP $AMGN $SHW $MCD $TRV $BA

$360M

722 positions

#3Yoffe Investment Management, LLCPassive

Some overlap · 6 shared positions

$AXP $AMGN $MCD $TRV $SNPS $BA

$87M

113 positions

#4Pinnacle Holdings, LLCPassive

Some overlap · 5 shared positions

$AXP $AMGN $SHW $MCD $TRV

$324M

237 positions

#5Financial Planning Hawaii, Inc.Passive

Some overlap · 4 shared positions

$GLDM $AMGN $AXP $TRV

$185M

127 positions

#6CFS Investment Advisory Services, LLCPassive

Some overlap · 4 shared positions

$GLDM $AMGN $SHW $MCD

$1.5B

361 positions

#7Quantum Financial Advisors, LLCActive

Some overlap · 4 shared positions

$GLDM $AMGN $AXP $KLAC

$1.0B

251 positions

#8Zhang Financial LLCActive

Some overlap · 4 shared positions

$GLDM $AMGN $AXP $KLAC

$3.4B

392 positions

#9Ascension Capital Advisors, Inc.Active

Some overlap · 4 shared positions

$AXP $GLDM $AMGN $MCD

$356M

97 positions

#10Aviance Capital Partners, LLCPassive

Some overlap · 5 shared positions

$AMGN $TRV $AXP $KLAC $BA

$963M

388 positions

#11Spectrum Planning & Advisory Services Inc.Active

Some overlap · 4 shared positions

$GLDM $AXP $SHW $BA

$223M

120 positions

#12Sawyer & Company, IncPassive

Some overlap · 4 shared positions

$AXP $AMGN $MCD $TRV

$298M

199 positions

#13BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 4 shared positions

$AXP $AMGN $MCD $TRV

$504M

136 positions

#14JACOBS & CO/CAPassive

Some overlap · 4 shared positions

$AXP $AMGN $MCD $SNPS

$1.2B

132 positions

#15Bangor Savings BankActive

Some overlap · 4 shared positions

$GLDM $MCD $AMGN $BA

$1.3B

543 positions

#16JLB & ASSOCIATES INCPassive

Some overlap · 4 shared positions

$AXP $AMGN $SHW $KLAC

$748M

68 positions

#17INVESCO, LLCActive

Some overlap · 4 shared positions

$AXP $AMGN $SHW $KLAC

$321M

131 positions

#18Vertrix Wealth Management, LLCPassive

Some overlap · 4 shared positions

$AXP $AMGN $MCD $KLAC

$292M

99 positions

#19Bell & Brown Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$AXP $AMGN $MCD $BA

$320M

72 positions

#20Richwood Investment Advisors, LLCActive

Some overlap · 4 shared positions

$AXP $AMGN $MCD $BA

$142M

106 positions

#21AA Financial Advisors, LLCPassive

Slight overlap · 4 shared positions

$GLDM $TRV $KLAC $MCD

$840M

251 positions

#22Alhambra Investment Partners LLCPassive

Slight overlap · 4 shared positions

$AXP $AMGN $MCD $KLAC

$234M

184 positions

#23Heritage Family Offices, LLPPassive

Slight overlap · 4 shared positions

$GLDM $SNPS $KLAC $BA

$259M

233 positions

#24Pacific Excel Wealth Advisors, Inc.Passive

Slight overlap · 4 shared positions

$GLDM $SNPS $KLAC $BA

$258M

228 positions

#25Cito Capital Group, LLCActive

Slight overlap · 4 shared positions

$AXP $AMGN $MCD $BA

$369M

174 positions

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View Sumitomo Mitsui DS Asset Company, Ltd’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.