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 Diversified

13F Portfolio OverlapQ1 2026Diversified portfolio →

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Most similar hedge funds by 13F overlap

Diversified Trust Co is an institutional investor managing $6.2B across 1,115 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 Diversified are Compton Wealth Advisory Group,, FC Advisory, CORNERSTONE ADVISORS ASSET ,, with shared positions in $MKL, $HUM, $UNH, $BAC, $KLAC, $CB. The full ranking of 25 similar funds is below.

#1Compton Wealth Advisory Group, LLCActive

Notable overlap · 5 shared positions

$MKL $HUM $UNH $BAC $KLAC

$449M

85 positions

#2FC Advisory LLCActive

Notable overlap · 4 shared positions

$MKL $HUM $CB $BRZE

$342M

115 positions

#3CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$MKL $HUM $BRZE

$648M

134 positions

#4Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MKL $HUM $BRZE

$151M

54 positions

#5STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$MKL $HUM $BRZE

$140M

29 positions

#6Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 5 shared positions

$MKL $HUM $BRZE $PM $AMAT

$578M

118 positions

#7MilWealth Group LLCSmart money

Notable overlap · 4 shared positions

$MKL $HUM $BRZE $BAC

$420M

81 positions

#8Luminvest Wealth Management LLCSmart money

Notable overlap · 3 shared positions

$MKL $HUM $BRZE

$382M

55 positions

#9Blankinship & Foster, LLCSmart money

Notable overlap · 4 shared positions

$MKL $BRZE $HUM $PM

$452M

75 positions

#10Voya Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$MKL $AMAT $PM

$1.0B

209 positions

#11Dunhill Financial, LLCPassive

Notable overlap · 3 shared positions

$MKL $BAC $HUM

$424M

1,857 positions

#12Forvis Mazars Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MKL $KLAC $HUM

$5.3B

399 positions

#13Wrenne Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$MKL $BRZE $HUM

$255M

49 positions

#14Glassman Wealth ServicesSmart money

Notable overlap · 3 shared positions

$MKL $BRZE $HUM

$736M

187 positions

#15HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 4 shared positions

$MKL $HUM $KO $AXP

$280M

107 positions

#16Archvest Wealth Advisors, Inc.Active

Notable overlap · 4 shared positions

$MKL $HUM $BRZE $AMAT

$155M

74 positions

#17BANYAN CAPITAL MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$MKL $AXP $KO

$232M

55 positions

#18Sage Financial Management Group, Inc.Active

Notable overlap · 3 shared positions

$MKL $CB $KO

$325M

57 positions

#19CBIZ Investment Advisory Services, LLCSmart money

Notable overlap · 3 shared positions

$MKL $BRZE $BAC

$2.7B

415 positions

#20MEANS INVESTMENT CO., INC.Active

Notable overlap · 3 shared positions

$MKL $BAC $PM

$1.1B

212 positions

#21CHECK CAPITAL MANAGEMENT INC/CASmart money

Notable overlap · 4 shared positions

$MKL $AMGN $BAC $UNH

$3.4B

50 positions

#22Lafayette Investments, Inc.Active

Notable overlap · 3 shared positions

$MKL $KO $KLAC

$494M

158 positions

#23Topsail Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MKL $BRZE $HUM

$678M

294 positions

#24Lanham O'Dell & Company, Inc.

Notable overlap · 3 shared positions

$MKL $UNH $AMGN

$347M

40 positions

#25Newton One Investments LLCActive

Notable overlap · 4 shared positions

$MKL $UNH $PM $HUM

$368M

121 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.