What hedge funds are most similar to AdvisorShares Investments LLC?

The funds with the most similar 13F portfolios to AdvisorShares Investments LLC are ISLAY ,, Tandem Investment Advisors,, Blackhawk Partners,, based on overlapping conviction holdings in the latest SEC filings.

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 AdvisorShares Investments

13F Portfolio OverlapQ1 2026AdvisorShares Investments portfolio →

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Most similar hedge funds by 13F overlap

AdvisorShares Investments LLC is an institutional investor managing $549M across 280 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 AdvisorShares Investments are ISLAY ,, Tandem Investment Advisors,, Blackhawk Partners,, with shared positions in $SNOW, $CASY, $ALSN, $COR, $SYK, $APH. The full ranking of 25 similar funds is below.

#1ISLAY CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$SNOW $CASY $ALSN $COR $SYK

$197M

204 positions

#2Tandem Investment Advisors, Inc.Active

Notable overlap · 8 shared positions

$APH $ICE $SYK $RMD $ABT $BR

$2.0B

83 positions

#3Blackhawk Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$SNOW $FIX $ABT $SYK $APH

$273M

141 positions

#4Strive Financial Group ,LLCPassive

Notable overlap · 7 shared positions

$CASY $ICE $COR $ROL $TMO $ADBE

$189M

755 positions

#5Consolidated Planning CorpActive

Some overlap · 6 shared positions

$FIX $CASY $APH $ABT $HEI $INTU

$617M

144 positions

#6NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 6 shared positions

$ALSN $MCO $TMO $SYK $ABT $ADBE

$1.5B

139 positions

#7Greystone Financial Group, LLCPassive

Some overlap · 4 shared positions

$SNOW $MCK $TMO $ABT

$353M

78 positions

#8Carmignac GestionActive

Some overlap · 6 shared positions

$MCK $APH $ICE $COR $TMO $SFM

$6.5B

112 positions

#9Bath Savings Trust CoActive

Some overlap · 7 shared positions

$SYK $HEI $ABT $BR $APH $INTU

$936M

168 positions

#10Suncoast Equity ManagementActive

Some overlap · 8 shared positions

$MCK $APH $SYK $COR $INTU $ROL

$833M

101 positions

#11Nutshell Asset Management LtdActive

Some overlap · 7 shared positions

$APH $RMD $ROL $ADBE $INTU $FICO

$184M

35 positions

#12CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 6 shared positions

$APH $MCO $SYK $TMO $HEI $INTU

$405M

73 positions

#13Dundas Partners LLPActive

Some overlap · 6 shared positions

$APH $SYK $RMD $TMO $ABT $INTU

$1.3B

49 positions

#14Sone Capital Management, LLCPassive

Some overlap · 6 shared positions

$AWK $ICE $TMO $HEI $FDS $INTU

$1.2B

101 positions

#15BAM Wealth Management, LLCPassive

Some overlap · 6 shared positions

$SNOW $APH $MCK $MCO $TMO $INTU

$134M

158 positions

#16Monument Capital ManagementPassive

Some overlap · 5 shared positions

$FIX $CASY $MCK $APH $ALSN

$399M

217 positions

#17JLB & ASSOCIATES INCPassive

Some overlap · 5 shared positions

$CASY $APH $MLI $SYK $ROL

$696M

70 positions

#18NORTH STAR ASSET MANAGEMENT INCPassive

Some overlap · 6 shared positions

$APH $SYK $TMO $ABT $ADBE $INTU

$2.3B

356 positions

#19MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$AWK $COR $ABT $FDS $BR $INTU

$835M

170 positions

#20DUDLEY & SHANLEY, INC.Active

Some overlap · 5 shared positions

$ALSN $AWK $APH $ROL $HEI

$611M

37 positions

#21FLOSSBACH VON STORCH SEActive

Some overlap · 6 shared positions

$APH $ICE $TMO $ABT $SYK $INTU

$21.4B

109 positions

#22American Money Management, LLCActive

Some overlap · 4 shared positions

$SNOW $ICE $BR $INTU

$632M

168 positions

#23EULAV Asset ManagementActive

Some overlap · 5 shared positions

$CASY $FIX $HEI $SYK $ICE

$3.1B

133 positions

#24Rhenman & Partners Asset Management ABPassive

Some overlap · 5 shared positions

$MCK $SYK $COR $TMO $ABT

$810M

86 positions

#25United Capital Management of KS, Inc.Passive

Some overlap · 3 shared positions

$SNOW $IESC $MLI

$660M

111 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.