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 SRH ADVISORS,

13F Portfolio OverlapQ1 2026SRH ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

SRH ADVISORS, LLC is an institutional investor managing $349M across 278 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 SRH ADVISORS, are Accretive Wealth Partners,, Paralel Advisors, Cornerstone Financial, with shared positions in $HUM, $KKR, $COP, $WTW, $USB, $KO. The full ranking of 25 similar funds is below.

#1Accretive Wealth Partners, LLCPassive

Some overlap · 7 shared positions

$HUM $KKR $COP $WTW $USB $KO

$356M

180 positions

#2Paralel Advisors LLCSmart money

Some overlap · 4 shared positions

$UTF $EVR $SWK $DKNG

$2.4B

107 positions

#3Cornerstone Financial Management LLCPassive

Some overlap · 6 shared positions

$HUM $KKR $COP $USB $KO $UNH

$109M

1,311 positions

#4Forum Private Client Group LLCActive

Some overlap · 6 shared positions

$HUM $KKR $COP $USB $KR $VZ

$300M

80 positions

#5SPRENG CAPITAL MANAGEMENT, INC.Active

Some overlap · 7 shared positions

$HUM $KKR $SO $KO $UNP $KR

$212M

66 positions

#6SWAN Capital LLCPassive

Some overlap · 5 shared positions

$HUM $KKR $SO $USB $PFE

$272M

554 positions

#7NOVEM GROUPPassive

Some overlap · 5 shared positions

$HUM $KKR $COP $USB $TGT

$873M

437 positions

#8Tide Cove Capital Partners LLCSmart money

Some overlap · 4 shared positions

$HUM $KKR $COP $USB

$147M

13 positions

#9Ballast Financial Advisors LLCActive

Some overlap · 4 shared positions

$HUM $COP $KKR $USB

$98M

68 positions

#10Axis Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$HUM $KKR $COP $USB $VZ

$188M

174 positions

#11White Lighthouse Investment Management Inc.Active

Some overlap · 4 shared positions

$HUM $KKR $COP $USB

$721M

145 positions

#12Investment Management Trust, LLCPassive

Some overlap · 4 shared positions

$HUM $KKR $COP $USB

$103M

81 positions

#13Good Harbor Advisors, Inc.Passive

Some overlap · 6 shared positions

$HUM $COP $SO $UNP $PFE $VZ

$92M

82 positions

#14Ranch Capital Advisors Inc.Passive

Some overlap · 6 shared positions

$HUM $KKR $SO $PFE $TGT $VZ

$277M

154 positions

#15Oakmont Advisory Group, LLCPassive

Some overlap · 4 shared positions

$HUM $KKR $COP $USB

$98M

119 positions

#16Montis Financial, LLCActive

Some overlap · 4 shared positions

$HUM $KKR $COP $USB

$484M

150 positions

#17Wilkins Miller Wealth Management, LLCPassive

Some overlap · 5 shared positions

$HUM $KKR $SO $KO $UNP

$165M

89 positions

#18W ADVISORS, LLCPassive

Some overlap · 6 shared positions

$HUM $KKR $KO $SO $KR $VZ

$195M

141 positions

#19Forza Wealth Management, LLCPassive

Some overlap · 6 shared positions

$KKR $HUM $COP $USB $TGT $VZ

$287M

188 positions

#20Finward BancorpPassive

Some overlap · 5 shared positions

$HUM $KKR $SO $KO $VZ

$125M

104 positions

#21Lynx Investment AdvisoryPassive

Some overlap · 6 shared positions

$HUM $KKR $COP $USB $PFE $VZ

$209M

181 positions

#22Arcataur Capital Management LLCActive

Some overlap · 4 shared positions

$HUM $KKR $COP $USB

$359M

103 positions

#23Cannon Wealth Management Services, LLCPassive

Some overlap · 5 shared positions

$HUM $KKR $KO $NRG $SO

$148M

85 positions

#24DAGCO, INC.Passive

Some overlap · 3 shared positions

$HUM $KKR $COP

$461M

353 positions

#25Employees' Retirement Fund of the City of Fort WorthActive

Some overlap · 3 shared positions

$HUM $KKR $COP

$230M

21 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.