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 HBK Sorce Advisory

13F Portfolio OverlapQ1 2026HBK Sorce Advisory portfolio →

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Most similar hedge funds by 13F overlap

HBK Sorce Advisory LLC is an institutional investor managing $5.0B across 664 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 HBK Sorce Advisory are Cornerstone Financial, Leeward Financial Partners,, WFA of San Diego,, with shared positions in $VLTO, $HUM, $DDOG, $USB, $LMT, $PLD. The full ranking of 25 similar funds is below.

#1Cornerstone Financial Management LLCPassive

Some overlap · 5 shared positions

$VLTO $HUM $DDOG $USB $LMT

$109M

1,311 positions

#2Leeward Financial Partners, LLCPassive

Some overlap · 4 shared positions

$VLTO $HUM $DDOG $USB

$336M

97 positions

#3WFA of San Diego, LLCPassive

Some overlap · 4 shared positions

$VLTO $HUM $DDOG $USB

$125M

404 positions

#4Seneca Financial Advisors LLCActive

Some overlap · 4 shared positions

$VLTO $HUM $DDOG $USB

$341M

64 positions

#5WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 4 shared positions

$VLTO $HUM $DDOG $USB

$350M

95 positions

#6TD PRIVATE CLIENT WEALTH LLCPassive

Some overlap · 5 shared positions

$VLTO $HUM $USB $PLD $DDOG

$4.8B

1,649 positions

#7FC Advisory LLCActive

Some overlap · 4 shared positions

$VLTO $HUM $DDOG $USB

$342M

115 positions

#8Brindle & Bay Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$VLTO $HUM $CCZ $USB

$163M

67 positions

#9Graetz Wealth LLCPassive

Some overlap · 4 shared positions

$VLTO $HUM $DDOG $USB

$112M

80 positions

#10Unify Financial AdvisorsPassive

Slight overlap · 3 shared positions

$VLTO $HUM $PH

$96M

89 positions

#11Family CFO IncActive

Slight overlap · 3 shared positions

$VLTO $HUM $USB

$223M

41 positions

#12FLC Capital AdvisorsPassive

Slight overlap · 3 shared positions

$VLTO $HUM $USB

$560M

221 positions

#13Oakmont Advisory Group, LLCPassive

Slight overlap · 3 shared positions

$VLTO $HUM $USB

$98M

119 positions

#14Keystone Global Partners, LLCActive

Slight overlap · 3 shared positions

$VLTO $HUM $DDOG

$225M

54 positions

#15Windward Private Wealth Management Inc.Smart money

Slight overlap · 3 shared positions

$VLTO $HUM $DDOG

$289M

44 positions

#16POWER WEALTH MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$VLTO $HUM $USB

$269M

96 positions

#17Evergreen Advisors, LLCActive

Slight overlap · 4 shared positions

$VLTO $HUM $USB $DDOG

$426M

168 positions

#18Schwallier Wealth Management LLCActive

Slight overlap · 3 shared positions

$VLTO $HUM $DDOG

$137M

58 positions

#19Hobart Private Capital, LLCPassive

Slight overlap · 4 shared positions

$VLTO $USB $HUM $DDOG

$509M

132 positions

#20Veridan Wealth LLCActive

Slight overlap · 4 shared positions

$VLTO $DDOG $USB $HUM

$270M

80 positions

#21Rialto Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$VLTO $DDOG $USB

$445M

1,730 positions

#22MATHER GROUP, LLC.Active

Slight overlap · 3 shared positions

$VLTO $DDOG $USB

$10.0B

1,896 positions

#23Cravens & Co Advisors, LLCActive

Slight overlap · 3 shared positions

$VLTO $CCZ $USB

$154M

64 positions

#24LifePlan Financial, LLCPassive

Slight overlap · 3 shared positions

$VLTO $CCZ $USB

$135M

83 positions

#25ZEVIN ASSET MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$VLTO $DDOG $PLD

$723M

93 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.