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 Thompson David Blair

13F Portfolio OverlapQ2 2026Thompson David Blair portfolio →

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Most similar hedge funds by 13F overlap

Thompson David Blair is an institutional investor managing $200M across 212 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 Thompson David Blair are PKO BP BANKOWY Universal Pension Society JSC, PACIFIC HEIGHTS ASSET, MASTERS, with shared positions in $FCX, $UBER, $NEM, $COP, $DVN, $PLTR. The full ranking of 25 similar funds is below.

#1PKO BP BANKOWY Universal Pension Society JSCSmart money

Some overlap · 5 shared positions

$FCX $UBER $NEM $COP $DVN

$350M

13 positions

#2PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Some overlap · 4 shared positions

$FCX $COP $PLTR $UBER

$3.2B

77 positions

#3MASTERS CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$FCX $UBER $NEM $UPS

$3.9B

80 positions

#4Parkside Investments, LLCActive

Some overlap · 4 shared positions

$FCX $COP $DVN $SO

$902M

91 positions

#5HOURGLASS CAPITAL, LLCPassive

Some overlap · 4 shared positions

$FCX $UBER $NEM $UPS

$508M

127 positions

#6ADAMS NATURAL RESOURCES FUND, INC.Smart money

Some overlap · 4 shared positions

$FCX $NEM $COP $DVN

$763M

51 positions

#7VILLERE ST DENIS J & CO LLCPassive

Some overlap · 3 shared positions

$FCX $UBER $UPS

$838M

85 positions

#8Tamar Securities, LLCActive

Some overlap · 4 shared positions

$FCX $NEM $VST $PLTR

$1.1B

98 positions

#9ARS Investment Partners, LLCActive

Some overlap · 3 shared positions

$FCX $NEM $VST

$2.3B

181 positions

#10First Dallas Securities Inc.Passive

Some overlap · 3 shared positions

$FCX $UBER $UPS

$303M

125 positions

#11Financial Sense Advisors, Inc.Passive

Some overlap · 3 shared positions

$FCX $COP $PLTR

$508M

137 positions

#12Royal Palms Capital LLCPassive

Some overlap · 3 shared positions

$FCX $NEM $PLTR

$114M

57 positions

#13Regal Partners LtdActive

Some overlap · 3 shared positions

$FCX $NEM $UBER

$1.8B

122 positions

#14Kessler Investment Group, LLCPassive

Some overlap · 3 shared positions

$FCX $PLTR $UPS

$234M

81 positions

#15Robinhood Asset Management, LLCActive

Some overlap · 3 shared positions

$FCX $UBER $VST

$1.9B

83 positions

#16Advanced Asset Management Advisors IncActive

Some overlap · 3 shared positions

$FCX $UPS $SO

$380M

85 positions

#17FARMERS TRUST CO

Some overlap · 4 shared positions

$FCX $NEM $PLTR $SO

$637M

203 positions

#18Aspetuck Financial Management LLCActive

Some overlap · 5 shared positions

$COP $FCX $VST $DVN $NEM

$170M

79 positions

#19Bluebird Wealth Management LLCPassive

Some overlap · 4 shared positions

$UBER $VST $UPS $HOOD

$115M

89 positions

#20Kultura Capital Management LPActive

Some overlap · 4 shared positions

$VICR $FCX $PLTR $HOOD

$553M

66 positions

#21LAKE STREET PRIVATE WEALTH, LLCPassive

Some overlap · 4 shared positions

$UBER $PLTR $VST $HOOD

$874M

275 positions

#22FOUNDATION RESOURCE MANAGEMENT INCActive

Some overlap · 3 shared positions

$FCX $NEM $COP

$860M

56 positions

#23Capital Markets Trading UK LLPActive

Some overlap · 3 shared positions

$FCX $PLTR $NEM

$10.4B

351 positions

#24VISIONARY HORIZONS, LLCActive

Some overlap · 4 shared positions

$NEM $PLTR $DVN $SO

$239M

145 positions

#25PHILADELPHIA TRUST COActive

Some overlap · 4 shared positions

$UBER $NEM $FCX $DVN

$1.6B

269 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.