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Hedge Funds Similar to Themes

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

Themes Management Co LLC is an institutional investor managing $151M across 120 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 Themes are Canal Insurance, CLOUGH PARTNERS L P, Westend, with shared positions in $LMT, $NOC, $GD, $LHX, $AXON, $FCX. The full ranking of 25 similar funds is below.

#1Canal Insurance COActive
Notable overlap · 7 shared positions
$LMT$NOC$GD$LHX$AXON$FCX
$456M
76 positions
#2CLOUGH CAPITAL PARTNERS L PPassive
Notable overlap · 6 shared positions
$BA$LMT$GD$NOC$TDY$BWXT
$1.2B
102 positions
#3Westend Capital Management, LLCPassive
Notable overlap · 4 shared positions
$BA$HWM$SNOW$FCX
$437M
242 positions
#4Lionhunter Capital Management, LLCPassive
Notable overlap · 4 shared positions
$BA$CEG$HON$HONA
$222M
109 positions
#5Owlhouse Capital LPPassive
Notable overlap · 4 shared positions
$BA$TDG$HON$HONA
$65M
40 positions
#6Dilation Capital Management LPActive
Notable overlap · 3 shared positions
$BA$HWM$RKLB
$248M
20 positions
#7Newport Trust Company, LLCActive
Notable overlap · 3 shared positions
$BA$GD$HON
$41.5B
63 positions
#8Kassira Wealth Management LLCPassive
Notable overlap · 6 shared positions
$BA$CEG$GD$HON$HONA$DUK
$125M
64 positions
#9Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 4 shared positions
$BA$LMT$BWXT$HONA
$1.1B
34 positions
#10Randolph Co IncActive
Some overlap · 5 shared positions
$GD$HON$HONA$AEP$DUK
$1.2B
47 positions
#11Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$BA$FCX$BWXT$PLTR
$508M
137 positions
#12WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$LMT$HON$HONA
$2.1B
131 positions
#13Victrix Investment AdvisorsPassive
Some overlap · 5 shared positions
$LMT$BA$DUK$SNOW$LHX
$239M
75 positions
#14Barbara Oil Co.Active
Some overlap · 5 shared positions
$TDG$BA$LMT$LHX$BWXT
$297M
73 positions
#15BEARING POINT CAPITAL, LLCPassive
Some overlap · 6 shared positions
$HWM$SNOW$CEG$FCX$NOC$AEP
$740M
203 positions
#16Bouvel Investment Partners, LLCPassive
Some overlap · 5 shared positions
$TER$BA$SNOW$AXON$HON
$442M
84 positions
#17ASSET PLANNING SERVICES INC /LA/ /ADVActive
Some overlap · 3 shared positions
$LMT$NOC$LHX
$236M
36 positions
#18CROBANPassive
Some overlap · 4 shared positions
$GD$NOC$LMT$DUK
$227M
81 positions
#19RE ADVISERS CORPActive
Some overlap · 5 shared positions
$NOC$BA$HON$HONA$FCX
$4.0B
124 positions
#20Richwood Investment Advisors, LLCActive
Some overlap · 4 shared positions
$NOC$LMT$BA$GD
$142M
106 positions
#21IAM Advisory, LLCActive
Some overlap · 7 shared positions
$LHX$LMT$NOC$HWM$PLTR$HON
$513M
107 positions
#22RPG Investment Advisory, LLCPassive
Some overlap · 6 shared positions
$LHX$BA$SNOW$FCX$BWXT$PLTR
$973M
93 positions
#23CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$BA$GD$LMT
$200M
76 positions
#24Terra Nova Asset Management LLCPassive
Some overlap · 4 shared positions
$HWM$RKLB$AXON$CEG
$163M
93 positions
#25Glass Wealth Management Co LLCPassive
Some overlap · 5 shared positions
$LMT$LHX$NOC$FCX$GD
$299M
69 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.