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 SIGNATURE ESTATE & INVESTMENT ADVISORS

13F Portfolio OverlapQ1 2026SIGNATURE ESTATE & INVESTMENT ADVISORS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC is an institutional investor managing $5.6B across 669 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 SIGNATURE ESTATE & INVESTMENT ADVISORS are Mission Creek Partners,, RM Financial Services,, AIFG Consultants Ltd., with shared positions in $GLDM, $ANET, $PWR, $VRT, $AMAT, $HUM. The full ranking of 25 similar funds is below.

#1Mission Creek Capital Partners, Inc.Passive

Notable overlap · 5 shared positions

$GLDM $ANET $PWR $VRT $AMAT

$501M

219 positions

#2RM Financial Services, LLCActive

Notable overlap · 4 shared positions

$GLDM $ANET $AMAT $HUM

$116M

75 positions

#3AIFG Consultants Ltd.

Notable overlap · 3 shared positions

$GLDM $ANET $WT

$58M

54 positions

#4SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $GMM $WT

$676M

137 positions

#5Roan Capital PartnersPassive

Notable overlap · 3 shared positions

$GLDM $GMM $WT

$108M

77 positions

#6Evernest Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$GLDM $WT $HUM $KO

$481M

180 positions

#7My Portfolio Guide, LLCActive

Some overlap · 4 shared positions

$GLDM $GMM $VRT $ANET

$181M

166 positions

#8Capital Planning Advisors, LLCPassive

Some overlap · 3 shared positions

$GLDM $WT $VRT

$692M

146 positions

#9NavPoint Financial, Inc.Active

Some overlap · 3 shared positions

$GLDM $GMM $KO

$247M

71 positions

#10OakTrust Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $WT $HUM

$110M

68 positions

#11New Perspectives, IncSmart money

Some overlap · 3 shared positions

$GLDM $WT $HUM

$289M

44 positions

#12Hollow Brook Wealth Management LLCActive

Some overlap · 3 shared positions

$GLDM $PWR $VRT

$392M

70 positions

#13Henderson Brothers Financial Partners, LLCActive

Some overlap · 3 shared positions

$GLDM $WT $MCK

$395M

105 positions

#14CONTINUUM WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$GLDM $WT $HUM

$241M

70 positions

#15Copley Financial Group, Inc.Active

Some overlap · 3 shared positions

$GLDM $C $KO

$166M

115 positions

#16Piedmont Capital Management, LLCActive

Some overlap · 3 shared positions

$GLDM $HUM $KO

$197M

50 positions

#17Beckerman Institutional, LLCPassive

Some overlap · 4 shared positions

$GLDM $WT $HUM $KO

$188M

121 positions

#18Bravias Capital Group, LLCActive

Some overlap · 4 shared positions

$GLDM $GMM $WT $AMAT

$153M

96 positions

#19RCW Management, LLCPassive

Some overlap · 4 shared positions

$GLDM $GMM $HUM $WELL

$98M

68 positions

#20Main Street Research LLCActive

Some overlap · 3 shared positions

$GLDM $MCK $ANET

$1.7B

148 positions

#21Purus Wealth Management, LLCPassive

Some overlap · 4 shared positions

$GLDM $ANET $AMAT $PWR

$314M

157 positions

#22Milestones Private Investment Advisors LLCPassive

Some overlap · 3 shared positions

$GLDM $AMAT $WT

$114M

78 positions

#23Financial Guidance Group, Inc.Passive

Some overlap · 3 shared positions

$GLDM $HUM $GMM

$249M

89 positions

#24InTrack Investment Management IncPassive

Some overlap · 4 shared positions

$MCK $C $GLDM $AMAT

$175M

108 positions

#25Team Financial Group, LLCActive

Some overlap · 3 shared positions

$GLDM $WT $HUM

$220M

273 positions

Compare SIGNATURE ESTATE & INVESTMENT ADVISORS’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 SIGNATURE ESTATE & INVESTMENT ADVISORS’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.