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 Banco BTG Pactual S.A.

13F Portfolio OverlapQ1 2026Banco BTG Pactual S.A. portfolio →

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Most similar hedge funds by 13F overlap

Banco BTG Pactual S.A. is an institutional investor managing $1.1B 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 Banco BTG Pactual S.A. are Wealth Alliance,, Northwest Financial Advisors, Hunting Hill Global ,, with shared positions in $PSLV, $BRZE, $TMO, $OUNZ, $JHG, $BN. The full ranking of 25 similar funds is below.

#1Capital Wealth Alliance, LLCActive

Notable overlap · 4 shared positions

$PSLV $BRZE $TMO $OUNZ

$221M

93 positions

#2Northwest Financial AdvisorsPassive

Notable overlap · 4 shared positions

$JHG $BN $BRZE $MAR

$52M

66 positions

#3Hunting Hill Global Capital, LLCPassive

Notable overlap · 3 shared positions

$PSLV $AMD $SHW

$129M

89 positions

#4Accordant Advisory Group IncPassive

Notable overlap · 3 shared positions

$PSLV $OUNZ $EXE

$161M

238 positions

#5New England Private Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$JHG $DOV $BRZE $IAU $MAR

$866M

194 positions

#6IFC & Insurance Marketing, Inc.Active

Notable overlap · 5 shared positions

$JHG $BRZE $IAU $MAR $CRWD

$96M

72 positions

#7Destiny Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$JHG $AMD $DOV $CRWD

$914M

1,148 positions

#8DELPHI FINANCIAL GROUP, INC.Active

Notable overlap · 3 shared positions

$JHG $AMD $EXE

$222M

32 positions

#9HIGHLINE WEALTH PARTNERS LLCPassive

Notable overlap · 5 shared positions

$JHG $IAU $AMD $MAR $BRZE

$392M

1,298 positions

#10Lionshead Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $AMD $TMO

$136M

108 positions

#11MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $BRZE $IAU $DOV

$144M

99 positions

#12Towneley Capital Management, Inc / DESmart money

Notable overlap · 4 shared positions

$JHG $BRZE $IAU $DOV

$478M

42 positions

#13Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $AMD $TMO

$407M

601 positions

#14Sage Mountain Advisors LLCActive

Notable overlap · 5 shared positions

$JHG $BRZE $MAR $SHW $IAU

$1.4B

281 positions

#15NORTHBRIDGE FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$JHG $AMD $MAR

$232M

168 positions

#16Magnolia Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$JHG $BRZE $IAU

$150M

134 positions

#17BARINGS LLCActive

Notable overlap · 4 shared positions

$JHG $DOV $MAR $NU

$6.2B

179 positions

#18First Financial Group CorpActive

Some overlap · 4 shared positions

$JHG $IAU $SHW $CRWD

$122M

80 positions

#19Leelyn Smith, LLCPassive

Some overlap · 3 shared positions

$JHG $BRZE $TMO

$713M

154 positions

#20Miller Global Investments, LLCPassive

Some overlap · 3 shared positions

$JHG $AMD $BUD

$121M

295 positions

#21CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$JHG $BRZE $MAR $DOV

$648M

134 positions

#22ALLIANZ SEActive

Some overlap · 3 shared positions

$JHG $IAU $AMD

$9.0B

473 positions

#23Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 4 shared positions

$JHG $SHW $MAR $CRWD

$144M

387 positions

#24Three Cord True Wealth Management, LLCSmart money

Some overlap · 3 shared positions

$JHG $IAU $OUNZ

$180M

39 positions

#25Point Nemo Capital, LLCPassive

Some overlap · 4 shared positions

$PSLV $CIB $ITUB $LTM

$152M

80 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.