Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Capstone Investment Advisors, Llc ⇄ Daiwa Securities Group Inc.
60Shared positions
29.5%Name overlap (Jaccard)
15+Only Capstone…
15+Only Daiwa…
Shared holdings · Q2 2026
Distinctively Capstone Investment…
| VOO Vanguard S&P 500 ETF | 5.4% |
| NOK Nokia Oyj | 1.8% |
| GTLS Chart Industries, Inc. | 0.7% |
| WBS Webster Financial… | 0.7% |
| FXI iShares China… | 0.6% |
| ETSY Etsy, Inc. | 0.4% |
| CBRS Cerebras Systems Inc. | 0.4% |
| ROKU Roku, Inc. | 0.4% |
| EEM iShares MSCI Emerging… | 0.4% |
| SJNK State Street SPDR… | 0.3% |
| JNK State Street SPDR… | 0.2% |
| SHYG iShares 0-5 Year High… | 0.2% |
| GSAT Globalstar, Inc. | 0.2% |
| GXO GXO Logistics, Inc. | 0.2% |
| IWM iShares Russell 2000… | 0.2% |
Distinctively Daiwa Securities…
| WELL Welltower Inc. | 2.1% |
| DLR Digital Realty Trust… | 1.7% |
| EQIX Equinix, Inc. | 1.0% |
| CCI Crown Castle Inc. | 0.8% |
| KIM Kimco Realty… | 0.8% |
| SPG Simon Property Group… | 0.8% |
| EXR Extra Space Storage… | 0.7% |
| VTR Ventas, Inc. | 0.7% |
| PSA Public Storage | 0.7% |
| BXP BXP, Inc. | 0.6% |
| ELS Equity LifeStyle… | 0.5% |
| ESS Essex Property Trust… | 0.5% |
| IRM Iron Mountain… | 0.5% |
| ADC Agree Realty… | 0.5% |
| SUI Sun Communities, Inc. | 0.5% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology