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 Advance ,

13F Portfolio OverlapQ1 2026Advance , portfolio →

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Most similar hedge funds by 13F overlap

Advance Capital Management, Inc. is an institutional investor managing $2.6B across 185 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 Advance , are DAHRING {-} CUSMANO, Michael Brady & ,, Northwest Financial Advisors, with shared positions in $CRM, $JHG, $SLV, $TJX, $MCD, $VZ. The full ranking of 25 similar funds is below.

#1DAHRING {-} CUSMANO LLCActive

Substantial overlap · 3 shared positions

$CRM $JHG $SLV

$163M

58 positions

#2Michael Brady & Co., LLCActive

Notable overlap · 3 shared positions

$CRM $TJX $MCD

$100M

54 positions

#3Northwest Financial AdvisorsPassive

Notable overlap · 3 shared positions

$JHG $CRM $VZ

$52M

66 positions

#4Aprio Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$CRM $JHG $MS $WT $MCD

$1.8B

613 positions

#5PFS Partners, LLCActive

Notable overlap · 6 shared positions

$JHG $HEI $T $MS $VZ $SLV

$218M

590 positions

#6Bridgewealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$JHG $CRM $T $SLV

$482M

135 positions

#7Dynamic Financial GroupActive

Notable overlap · 6 shared positions

$JHG $T $MS $VZ $SLV $MCD

$122M

69 positions

#8Symphony Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$JHG $PGR $WT

$195M

99 positions

#9Advisory Resource GroupPassive

Notable overlap · 3 shared positions

$JHG $CRM $MS

$581M

172 positions

#10Tower Wealth Partners, Inc.Active

Notable overlap · 5 shared positions

$JHG $T $TJX $APH $MCD

$181M

87 positions

#11TRAPHAGEN INVESTMENT ADVISORS LLCActive

Notable overlap · 4 shared positions

$JHG $T $BITB $VZ

$1.2B

207 positions

#12Miller Global Investments, LLCPassive

Notable overlap · 3 shared positions

$JHG $T $VZ

$121M

295 positions

#13Medallion Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $T $WT

$306M

1,121 positions

#14Burford Brothers, Inc.Passive

Notable overlap · 4 shared positions

$JHG $CRM $PGR $VZ

$244M

172 positions

#15Rise Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $AMGN $MCD

$284M

94 positions

#16Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 4 shared positions

$JHG $MS $WT $SLV

$144M

387 positions

#17MIDLAND WEALTH ADVISORS LLCSmart money

Notable overlap · 4 shared positions

$JHG $TJX $WT $MCD

$1.9B

160 positions

#18WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $VZ $WT $MCD

$156M

139 positions

#19Bulwark Capital CorpActive

Some overlap · 4 shared positions

$JHG $WT $MS $VZ

$162M

100 positions

#20Sanchez Wealth Management GroupActive

Some overlap · 3 shared positions

$JHG $MS $WT

$462M

53 positions

#21Accel Wealth ManagementPassive

Some overlap · 3 shared positions

$JHG $MS $SLV

$383M

290 positions

#22NOTTINGHAM ADVISORS, INC.Active

Some overlap · 3 shared positions

$JHG $MS $SLV

$777M

112 positions

#23Magnolia Private Wealth, LLCPassive

Some overlap · 3 shared positions

$JHG $WT $APH

$150M

134 positions

#24CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$JHG $CRM $AMGN $WT $SLV

$309M

132 positions

#25Flagship Capital Management Inc.Active

Some overlap · 4 shared positions

$JHG $AMGN $MS $VZ

$136M

48 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.