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 THORNBURG INVESTMENT

13F Portfolio OverlapQ2 2026THORNBURG INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

THORNBURG INVESTMENT MANAGEMENT INC is an institutional investor managing $10.5B across 139 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 THORNBURG INVESTMENT are CAISSE DES DEPOTS ET CONSIGNATIONS, DNCA FINANCE, Provident Living Financial Services, with shared positions in $TTE, $AZN, $LIN, $ALC, $C, $FCX. The full ranking of 25 similar funds is below.

#1CAISSE DES DEPOTS ET CONSIGNATIONSActive

Notable overlap · 4 shared positions

$TTE $AZN $LIN $ALC

$5.9B

235 positions

#2DNCA FINANCEActive

Notable overlap · 3 shared positions

$TTE $AZN $LIN

$2.1B

118 positions

#3Provident Living Financial Services, Inc.Active

Notable overlap · 3 shared positions

$C $FCX $T

$101M

50 positions

#4SIH Partners, LLLPActive

Notable overlap · 5 shared positions

$TTE $AZN $ALC $FER $BABA

$15.9B

320 positions

#5Groupe la FrancaisePassive

Notable overlap · 3 shared positions

$TTE $AZN $LIN

$16.2B

797 positions

#6Kazazian Asset Management, LLCActive

Notable overlap · 3 shared positions

$C $BABA $FCX

$111M

51 positions

#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$C $T $CME $MDT

$233M

122 positions

#8SWP Investment Management LLCPassive

Notable overlap · 7 shared positions

$C $AZN $FCX $MDT $ENB $BKNG

$145M

43 positions

#9Heathbridge Capital Management Ltd.Active

Notable overlap · 4 shared positions

$KMB $TRP $CP $SOBO

$292M

28 positions

#10SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$CME $C $T $MDT $PFE $LHX

$606M

79 positions

#11AXA S.A.Active

Notable overlap · 5 shared positions

$TTE $LIN $BKNG $ADBE $BABA

$92M

46 positions

#12ALLEN WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$C $KMB $MDT $PFE

$205M

60 positions

#13Griffith & Werner, Inc.Passive

Notable overlap · 3 shared positions

$C $T $PFE

$213M

71 positions

#14Rathbones Group PLCActive

Notable overlap · 6 shared positions

$AZN $LIN $TTE $CME $FCX $BKNG

$27.1B

665 positions

#15Huber Capital Management LLCActive

Notable overlap · 4 shared positions

$C $T $RF $PFE

$679M

99 positions

#16EDENTREE ASSET MANAGEMENT LtdActive

Notable overlap · 4 shared positions

$AZN $MDT $CME $LIN

$328M

66 positions

#17Barry Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$TTE $AZN $PFE

$478M

102 positions

#18Nexus Investment Management ULCActive

Notable overlap · 4 shared positions

$C $MDT $PFE $T

$767M

72 positions

#19Mandatum Life Insurance Co LtdSmart money

Notable overlap · 4 shared positions

$C $KMB $MDT $TJX

$540M

90 positions

#20NatWest Group plcActive

Notable overlap · 4 shared positions

$AZN $CME $KMB $TTE

$560M

48 positions

#21Evelyn Partners Investment Management LLP

Notable overlap · 6 shared positions

$AZN $LIN $TTE $FCX $BKNG $TJX

$3.7B

410 positions

#22Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 4 shared positions

$KMB $CME $LIN $PFE

$199M

38 positions

#23MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 5 shared positions

$TRP $MDT $C $ENB $RF

$3.8B

152 positions

#24CERTUITY, LLCActive

Notable overlap · 3 shared positions

$C $FCX $T

$2.0B

674 positions

#25CAUSEWAY CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$AZN $CP $C $BABA $PFE

$9.2B

122 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.