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 COURIER

13F Portfolio OverlapQ1 2026COURIER portfolio →

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Most similar hedge funds by 13F overlap

COURIER CAPITAL LLC is an institutional investor managing $2.0B across 399 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to COURIER are Clearview Wealth Advisors, Fortis Group Advisors,, BLUELINE ADVISORS, with shared positions in $JHG, $SNOW, $BAC, $LMT, $MTB, $GLDM. The full ranking of 25 similar funds is below.

#1Clearview Wealth Advisors LLC

Some overlap · 7 shared positions

$JHG $SNOW $BAC $LMT $MTB $GLDM

$158M

103 positions

#2Fortis Group Advisors, LLCPassive

Some overlap · 5 shared positions

$CTVA $JHG $SNOW $WT $IBM

$605M

582 positions

#3BLUELINE ADVISORS LLCActive

Some overlap · 4 shared positions

$JHG $CTVA $WT $SCHW

$129M

217 positions

#4Sovereign Investment Advisors, LLCActive

Some overlap · 4 shared positions

$JHG $VLTO $SNOW $LIN

$472M

106 positions

#5Bulwark Capital CorpActive

Some overlap · 5 shared positions

$JHG $VLTO $WT $GLDM $SNOW

$162M

100 positions

#6Addison Capital CoPassive

Some overlap · 5 shared positions

$JHG $SNOW $CTVA $WT $SCHW

$562M

182 positions

#7Ballast Rock Private Wealth LLCPassive

Some overlap · 5 shared positions

$JHG $SNOW $OKTA $WT $SCHW

$181M

177 positions

#8WT Wealth ManagementPassive

Some overlap · 5 shared positions

$JHG $SNOW $WT $GLDM $SCHW

$336M

138 positions

#9Seed Wealth Management, Inc.Active

Some overlap · 3 shared positions

$JHG $VLTO $UNIT

$145M

98 positions

#10BARINGS LLCActive

Some overlap · 4 shared positions

$JHG $SNOW $UNIT $OKTA

$6.2B

179 positions

#11WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$JHG $SNOW $UNIT $WT

$156M

139 positions

#12MBA Advisors LLCPassive

Some overlap · 4 shared positions

$JHG $SNOW $IBM $WT

$260M

146 positions

#13Ameritas Advisory Services, LLCPassive

Some overlap · 5 shared positions

$JHG $SNOW $WT $UNIT $SCHW

$2.6B

1,075 positions

#14OneAscent Wealth Management LLCActive

Some overlap · 4 shared positions

$JHG $SNOW $BAC $WT

$302M

157 positions

#15Hamilton Capital, LLCSmart money

Some overlap · 3 shared positions

$JHG $VLTO $WT

$1.9B

152 positions

#16First Financial Group CorpActive

Some overlap · 4 shared positions

$JHG $SNOW $WT $IBM

$122M

80 positions

#17SHEPHERD KAPLAN KROCHUK, LLCActive

Some overlap · 4 shared positions

$JHG $SNOW $IBM $SCHW

$119M

61 positions

#18Windward Private Wealth Management Inc.Smart money

Some overlap · 5 shared positions

$VLTO $SNOW $CTVA $UNIT $WT

$289M

44 positions

#19Medallion Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$JHG $SNOW $WT $SCHW

$306M

1,121 positions

#20Corundum Group, Inc.Active

Some overlap · 5 shared positions

$CTVA $SNOW $LMT $LIN $BAC

$299M

108 positions

#21Ifrah Financial Services, Inc.Passive

Some overlap · 5 shared positions

$JHG $UNIT $OKTA $LIN $SCHW

$378M

200 positions

#22Geneos Wealth Management Inc.Passive

Some overlap · 4 shared positions

$JHG $SNOW $WT $SCHW

$4.3B

2,465 positions

#23Vigilare Wealth ManagementActive

Some overlap · 4 shared positions

$JHG $SNOW $WT $SCHW

$296M

109 positions

#24Elevated Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$JHG $VLTO $SNOW $IBM

$397M

843 positions

#25WFA of San Diego, LLCPassive

Some overlap · 4 shared positions

$JHG $VLTO $IBM $GLDM

$125M

404 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.