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 TOTAL INVESTMENT

13F Portfolio OverlapQ3 2026TOTAL INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

TOTAL INVESTMENT MANAGEMENT INC is an institutional investor managing $1.0B across 97 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TOTAL INVESTMENT are Alliance Wealth Advisors, Mountain Investment Advisors, Weiss Asset, with shared positions in $IBIT, $ETHA, $PSLV, $GLDM, $MCD, $UAL. The full ranking of 25 similar funds is below.

#1Alliance Wealth Advisors, LLC /UTPassive

Slight overlap · 5 shared positions

$IBIT $ETHA $PSLV $GLDM $MCD

$530M

235 positions

#2Mountain Capital Investment Advisors Inc.Smart money

Slight overlap · 4 shared positions

$IBIT $UAL $PSLV $SPCX

$702M

95 positions

#3Weiss Asset Management LPPassive

Slight overlap · 5 shared positions

$IBIT $UAL $PSLV $BA $SPCX

$9.5B

624 positions

#4Sanchez Levi GarrettActive

Slight overlap · 4 shared positions

$IBIT $ETHA $DAL $KMI

$184M

74 positions

#5Destiny Capital Corp/COSmart money

Slight overlap · 3 shared positions

$IBIT $UAL $GLDM

$215M

58 positions

#6Betterment LLCActive

Slight overlap · 5 shared positions

$IBIT $ETHA $SPCX $GLDM $SIVR

$59.1B

675 positions

#7Cobblestone Asset Management LLCActive

Slight overlap · 3 shared positions

$IBIT $ETHA $PSLV

$248M

77 positions

#8Copia Wealth ManagementPassive

Slight overlap · 3 shared positions

$IBIT $ETHA $GLDM

$166M

570 positions

#9Corecam Pte. Ltd.Passive

Slight overlap · 3 shared positions

$IBIT $ETHA $GLDM

$240M

79 positions

#10Estate Planners Group, LLCActive

Slight overlap · 3 shared positions

$IBIT $ETHA $GLDM

$221M

70 positions

#11Financial Sense Advisors, Inc.Passive

Slight overlap · 4 shared positions

$IBIT $PSLV $BA $SPCX

$508M

137 positions

#12Tactive Advisors, LLCPassive

Slight overlap · 3 shared positions

$IBIT $ETHA $SIVR

$416M

281 positions

#13TITLEIST ASSET MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$IBIT $ETHA $BA

$1.5B

428 positions

#14Spahn Wealth & Retirement LLCActive

Slight overlap · 3 shared positions

$IBIT $ETHA $SPCX

$155M

38 positions

#15Lauer Wealth, LLCActive

Slight overlap · 3 shared positions

$IBIT $ETHA $SPCX

$160M

94 positions

#16Colter Lewis Investment Partners LLCActive

Slight overlap · 3 shared positions

$IBIT $ETHA $SPCX

$225M

114 positions

#17Requisite Capital Management, LLCSmart money

Slight overlap · 3 shared positions

$IBIT $ETHA $KMI

$605M

127 positions

#18Oxler Private Wealth LLCActive

Slight overlap · 3 shared positions

$IBIT $ETHA $MCD

$372M

89 positions

#19Pettinga Financial Advisors LLCActive

Slight overlap · 4 shared positions

$IBIT $PSLV $SIVR $MHD

$606M

158 positions

#20GK Wealth Management LLCPassive

Slight overlap · 3 shared positions

$IBIT $DAL $BA

$178M

1,628 positions

#21RIK SAYLOR FINANCIAL, INC.Active

Slight overlap · 3 shared positions

$IBIT $DAL $SPCX

$151M

89 positions

#22U S GLOBAL INVESTORS INCActive

Slight overlap · 5 shared positions

$UAL $LUV $DAL $BA $EXK

$1.0B

137 positions

#23Apeiron RIA LLCActive

Slight overlap · 3 shared positions

$IBIT $GLDM $SIVR

$440M

136 positions

#24Verde Servicos Internacionais S.A.Active

Slight overlap · 3 shared positions

$IBIT $GLDM $BA

$294M

41 positions

#25Alpha Financial Partners, LLCActive

Slight overlap · 3 shared positions

$IBIT $GLDM $SPCX

$190M

118 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.