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 TCW GROUP

13F Portfolio OverlapQ2 2026TCW GROUP portfolio →

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Most similar hedge funds by 13F overlap

TCW GROUP INC is an institutional investor managing $14.9B across 640 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 TCW GROUP are Benchmark Investment Advisors, BNC WEALTH, FACTORY MUTUAL INSURANCE, with shared positions in $KLAC, $ANET, $ASML, $VRT, $MRVL, $SPOT. The full ranking of 25 similar funds is below.

#1Benchmark Investment Advisors LLCPassive

Notable overlap · 8 shared positions

$KLAC $ANET $ASML $VRT $MRVL $SPOT

$228M

70 positions

#2BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$KLAC $ANET $ETN $CDNS $BNY $MRVL

$414M

106 positions

#3FACTORY MUTUAL INSURANCE COActive

Notable overlap · 8 shared positions

$KLAC $ASML $CDNS $AME $ETN $MRVL

$10.6B

205 positions

#4Winslow Capital Management, LLCActive

Notable overlap · 6 shared positions

$ASML $ANET $KLAC $VRT $MCK $JCI

$29.1B

66 positions

#5Teamwork Financial Advisors, LLCPassive

Notable overlap · 6 shared positions

$KLAC $ANET $ETN $CDNS $BNY $NOW

$1.1B

215 positions

#6Vivid Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$KLAC $ANET $ETN $CDNS $BNY $NOW

$284M

73 positions

#7Broadleaf Partners, LLCPassive

Some overlap · 6 shared positions

$KLAC $ANET $VRT $ASML $MRVL $ISRG

$517M

86 positions

#8Legacy Bridge, LLCPassive

Some overlap · 6 shared positions

$ANET $ASML $ETN $VRT $BNY $JCI

$324M

322 positions

#9Acumen Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$KLAC $ASML $ANET $ETN $VRT $ISRG

$472M

493 positions

#10Sun Financial IncPassive

Some overlap · 6 shared positions

$ANET $KLAC $ETN $CDNS $BNY $NOW

$212M

161 positions

#11Bluebird Wealth Management LLCPassive

Some overlap · 6 shared positions

$ANET $ASML $ETN $VRT $SPOT $NOW

$115M

89 positions

#12Advocacy Wealth Management, LLCActive

Some overlap · 6 shared positions

$ASML $ANET $ETN $VRT $NOW $AME

$2.8B

151 positions

#13MARIETTA INVESTMENT PARTNERS LLCPassive

Some overlap · 6 shared positions

$ANET $ASML $ETN $BNY $AME $SPOT

$582M

170 positions

#14Forefront Wealth Partners, LLCPassive

Some overlap · 7 shared positions

$ASML $VRT $ANET $MRVL $ETN $NOW

$323M

177 positions

#15Gunderson Capital Management Inc.Active

Some overlap · 5 shared positions

$KLAC $ASML $ANET $MRVL $VG

$370M

52 positions

#16Stanley-Laman Group, Ltd.Passive

Some overlap · 5 shared positions

$KLAC $ASML $ANET $VRT $MRVL

$984M

298 positions

#17Faithward Advisors, LLCPassive

Some overlap · 4 shared positions

$KLAC $ASML $ANET $VRT

$819M

339 positions

#18JACKSON SQUARE CAPITAL, LLCActive

Some overlap · 5 shared positions

$KLAC $ANET $VRT $CDNS $ASML

$719M

138 positions

#19GUERRA PAN ADVISORS, LLCPassive

Some overlap · 6 shared positions

$ASML $ANET $CDNS $VRT $NOW $ISRG

$179M

118 positions

#20Knollwood Investment Advisory, LLCPassive

Some overlap · 6 shared positions

$KLAC $VRT $ANET $CDNS $NOW $ORLY

$1.1B

270 positions

#21Mission Creek Capital Partners, Inc.Passive

Some overlap · 6 shared positions

$ANET $ETN $VRT $ASML $MRVL $JCI

$569M

231 positions

#22Seascape Capital ManagementPassive

Some overlap · 5 shared positions

$KLAC $ANET $VRT $AME $ORLY

$417M

96 positions

#23Longbow Finance SAPassive

Some overlap · 6 shared positions

$KLAC $CDNS $ANET $BNY $WELL $MCK

$782M

59 positions

#24Davidson Capital Management Inc.Active

Some overlap · 5 shared positions

$KLAC $ANET $VRT $MCK $ORLY

$624M

96 positions

#25Blue Chip Partners, LLCActive

Some overlap · 4 shared positions

$KLAC $ASML $ETN $WELL

$1.6B

184 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.