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 CAPTRUST FINANCIAL ADVISORS

13F Portfolio OverlapQ1 2026CAPTRUST FINANCIAL ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

CAPTRUST FINANCIAL ADVISORS is an institutional investor managing $57.3B across 3,016 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 CAPTRUST FINANCIAL ADVISORS are Catalyst Investment, Asempa Wealth Advisors, Solutions 4 Wealth, Ltd, with shared positions in $DHR, $WT, $HUM, $IAU, $MKL, $NTRB. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive

Some overlap · 5 shared positions

$DHR $WT $HUM $IAU $MKL

$90M

65 positions

#2Asempa Wealth AdvisorsPassive

Some overlap · 6 shared positions

$DHR $NTRB $UNIT $HUM $IAU $MKL

$115M

115 positions

#3Solutions 4 Wealth, LtdPassive

Some overlap · 4 shared positions

$DHR $WT $UNIT $GILD

$66M

55 positions

#4Compass Financial Services IncActive

Some overlap · 4 shared positions

$DHR $WT $HUM $GILD

$231M

56 positions

#5White Lighthouse Investment Management Inc.Active

Some overlap · 5 shared positions

$DHR $UNIT $HUM $IAU $MKL

$721M

145 positions

#6Forum Private Client Group LLCActive

Some overlap · 5 shared positions

$DHR $NTRB $HUM $IAU $KR

$300M

80 positions

#7Burk Holdings LLCPassive

Some overlap · 4 shared positions

$DHR $WT $HUM $IAU

$233M

676 positions

#8Dentgroup LLC

Some overlap · 5 shared positions

$DHR $UNIT $HUM $MKL $IAU

$146M

93 positions

#9LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$DHR $WT $HUM $MKL

$1.0B

232 positions

#10AlphaCore Capital LLCPassive

Some overlap · 4 shared positions

$DHR $WT $HUM $MKL

$4.2B

1,202 positions

#11FC Advisory LLCActive

Some overlap · 4 shared positions

$DHR $NTRB $HUM $MKL

$342M

115 positions

#12Prime Capital Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$DHR $WT $NTRB $HUM

$8.6B

1,046 positions

#13Ballast Financial Advisors LLCActive

Some overlap · 4 shared positions

$DHR $UNIT $HUM $IAU

$98M

68 positions

#14GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Some overlap · 4 shared positions

$DHR $UNIT $HUM $MKL

$128M

42 positions

#15Compass Ion Advisors, LLCActive

Some overlap · 4 shared positions

$DHR $UNIT $HUM $MKL

$1.0B

279 positions

#16Windward Private Wealth Management Inc.Smart money

Some overlap · 4 shared positions

$DHR $UNIT $HUM $WT

$289M

44 positions

#17Note Advisors, LLCActive

Some overlap · 4 shared positions

$DHR $HUM $GILD $IAU

$200M

85 positions

#18Skyline Advisors, Inc.Passive

Some overlap · 5 shared positions

$DHR $IAU $MKL $WT $UNIT

$287M

120 positions

#19Financial Alternatives, IncActive

Some overlap · 6 shared positions

$DHR $UNIT $HUM $IAU $MKL $NTRB

$185M

79 positions

#20PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$DHR $UNIT $IAU $MKL

$1.4B

283 positions

#21Verus Financial Partners, Inc.Smart money

Some overlap · 4 shared positions

$DHR $UNIT $MKL $IAU

$1.1B

121 positions

#22TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive

Some overlap · 3 shared positions

$DHR $WT $HUM

$277M

187 positions

#23AMG National Trust BankActive

Some overlap · 4 shared positions

$DHR $HUM $IAU $MKL

$4.6B

476 positions

#24RPS ADVISORY SOLUTIONS LLCActive

Some overlap · 4 shared positions

$DHR $HUM $PANW $WT

$176M

108 positions

#25Baker Ellis Asset Management LLCPassive

Some overlap · 3 shared positions

$DHR $WT $KR

$842M

254 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.