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 TWIN

13F Portfolio OverlapQ2 2026TWIN portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

TWIN CAPITAL MANAGEMENT INC is an institutional investor managing $916M across 269 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 TWIN are Hickory Point Bank, First City, MARVIN & PALMER ASSOCIATES, with shared positions in $KLAC, $PWR, $VZ, $C, $AMGN, $BMY. The full ranking of 25 similar funds is below.

#1Hickory Point Bank & TrustPassive

Some overlap · 4 shared positions

$KLAC $PWR $VZ $C

$165M

442 positions

#2First City Capital Management, Inc.Passive

Some overlap · 5 shared positions

$KLAC $VZ $AMGN $C $BMY

$206M

164 positions

#3MARVIN & PALMER ASSOCIATES INCActive

Slight overlap · 4 shared positions

$KLAC $PWR $C $MS

$159M

28 positions

#4Raiffeisen Bank International AGActive

Slight overlap · 4 shared positions

$KLAC $PWR $LIN $MS

$8.5B

787 positions

#5Freedom Day Solutions, LLCActive

Slight overlap · 4 shared positions

$KLAC $PWR $LIN $MS

$452M

134 positions

#6Genus Capital Management Inc.Passive

Slight overlap · 4 shared positions

$KLAC $VZ $AMGN $C

$1.0B

204 positions

#7AMERICAN NATIONAL BANK & TRUSTPassive

Slight overlap · 4 shared positions

$KLAC $VZ $AMGN $LIN

$1.2B

631 positions

#8AMF Tjanstepension ABActive

Slight overlap · 4 shared positions

$KLAC $VZ $C $LIN

$16.9B

121 positions

#9RICHARDSON FINANCIAL SERVICES INC.Passive

Slight overlap · 4 shared positions

$KLAC $PWR $C $LIN

$176M

607 positions

#10EXCALIBUR MANAGEMENT CORPPassive

Slight overlap · 5 shared positions

$VZ $AMGN $C $BMY $MS

$303M

175 positions

#11River Street Advisors LLCPassive

Slight overlap · 4 shared positions

$KLAC $PWR $MS $PHM

$340M

177 positions

#12GRIMES & Co WEALTH MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$KLAC $AMGN $VZ $BMY

$4.6B

449 positions

#13KBC Group NVActive

Slight overlap · 5 shared positions

$KLAC $C $LIN $BMY $MS

$46.3B

1,845 positions

#14ATLAS CAPITAL ADVISORS LLCPassive

Slight overlap · 4 shared positions

$KLAC $PWR $VZ $AMGN

$914M

1,049 positions

#15Avanza Fonder ABActive

Slight overlap · 5 shared positions

$KLAC $LIN $AMGN $MS $C

$4.6B

459 positions

#16Sandro Wealth Management LLCPassive

Slight overlap · 4 shared positions

$KLAC $PWR $LIN $C

$138M

103 positions

#17McKinney Capital Management, LLCActive

Slight overlap · 4 shared positions

$KLAC $VZ $BMY $PHM

$254M

87 positions

#18Smallwood Wealth Investment Management, LLCActive

Slight overlap · 4 shared positions

$KLAC $AMGN $BMY $MS

$229M

529 positions

#19Osmosis Investment Management UK LtdPassive

Slight overlap · 4 shared positions

$KLAC $LIN $AMGN $BMY

$2.2B

452 positions

#20GKV Capital Management Co., Inc.Passive

Slight overlap · 4 shared positions

$PWR $VZ $AMGN $C

$310M

83 positions

#21Vertrix Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$KLAC $AMGN $LIN $MS

$297M

103 positions

#22ABN AMRO Bank N.V.Active

Slight overlap · 4 shared positions

$PWR $KLAC $LIN $MS

$7.7B

231 positions

#23MILESTONE ASSET MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$PWR $VZ $AMGN $BMY

$636M

262 positions

#24INVESTED ADVISORSPassive

Slight overlap · 4 shared positions

$PWR $VZ $AMGN $BMY

$113M

152 positions

#25GLOBALT Investments LLC / GAActive

Slight overlap · 4 shared positions

$KLAC $AMGN $C $MS

$3.0B

213 positions

Compare TWIN’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View TWIN’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.