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 SB

13F Portfolio OverlapQ4 2025SB portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SB Capital Management Inc is an institutional investor managing $273M across 93 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SB are Wealth Architects,, Timonier Family Office, LTD., McCartney Wealth, with shared positions in $NKE, $DOV, $SE, $LRCX, $NEE, $AGQ. The full ranking of 25 similar funds is below.

#1Wealth Architects, LLCPassive

Notable overlap · 7 shared positions

$NKE $DOV $SE $LRCX $NEE $AGQ

$1.1B

244 positions

#2Timonier Family Office, LTD.

Notable overlap · 5 shared positions

$NKE $NEE $AGQ $IAU $EPAM

$315M

56 positions

#3McCartney Wealth Management LLCActive

Notable overlap · 3 shared positions

$NKE $NEE $DOV

$119M

65 positions

#4Three Arch Wealth Management LLCActive

Notable overlap · 3 shared positions

$NKE $NEE $DOV

$556M

61 positions

#5Foster Group, Inc.Active

Notable overlap · 4 shared positions

$NKE $NEE $SE $DOV

$3.4B

284 positions

#6HMV Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$NKE $NEE $LRCX

$213M

81 positions

#7DiNuzzo Private Wealth, Inc.Active

Notable overlap · 5 shared positions

$NKE $NEE $IAU $SHW $AMD

$928M

1,345 positions

#8CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 4 shared positions

$NKE $NEE $DIS $SE

$334M

70 positions

#9SUSQUEHANNA ADVISORS GROUP, INC.Active

Notable overlap · 3 shared positions

$NKE $SE $NEE

$3.0B

126 positions

#10Meritas Wealth Management, LLCActive

Notable overlap · 3 shared positions

$NKE $NEE $DIS

$221M

60 positions

#11Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 6 shared positions

$NKE $NEE $SE $IAU $DOV $EPAM

$1.1B

81 positions

#12GREAT OAK CAPITAL PARTNERS, LLCSmart money

Notable overlap · 3 shared positions

$NKE $NEE $IAU

$430M

47 positions

#13Oceanside Advisors LLCActive

Notable overlap · 3 shared positions

$NKE $NEE $IAU

$175M

53 positions

#14PINNEY & SCOFIELD, INC.Active

Notable overlap · 4 shared positions

$NKE $NEE $IAU $SE

$185M

243 positions

#15Vistica Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$NKE $NEE $DOV $SE

$100M

49 positions

#16Altiora Financial Group, LLCActive

Notable overlap · 5 shared positions

$NKE $NEE $SE $IAU $EPAM

$607M

110 positions

#17Savant Capital, LLCActive

Notable overlap · 3 shared positions

$NKE $NEE $SE

$20.7B

1,500 positions

#18Disciplined Investments, LLCPassive

Notable overlap · 4 shared positions

$NKE $NEE $SE $IAU

$279M

141 positions

#19Belleair Asset Management, LLCPassive

Notable overlap · 3 shared positions

$NKE $NEE $SE

$110M

77 positions

#20ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$NKE $NEE $IAU

$167M

35 positions

#21DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$NKE $NEE $IAU

$249M

92 positions

#22Fonville Wealth Management LLCPassive

Notable overlap · 4 shared positions

$NKE $SE $IAU $EPAM

$525M

138 positions

#23Evanson Asset Management, LLCActive

Notable overlap · 4 shared positions

$NKE $DOV $NEE $IAU

$1.9B

321 positions

#24FSM Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$DOV $SE $SHW

$778M

317 positions

#25Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$DOV $SE $IAU

$90M

65 positions

Compare SB’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 SB’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.