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 Gradient Investments

13F Portfolio OverlapQ1 2026Gradient Investments portfolio →

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Most similar hedge funds by 13F overlap

Gradient Investments LLC is an institutional investor managing $7.2B across 448 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 Gradient Investments are Brown Financial Advisors, Paladin Wealth,, Safe Harbor Wealth Advisors,, with shared positions in $JHG, $GLDM, $MS, $TGT, $TMO, $KO. The full ranking of 25 similar funds is below.

#1Brown Financial AdvisorsPassive

Notable overlap · 20 shared positions

$JHG $GLDM $MS $TGT $TMO $KO

$264M

209 positions

#2Paladin Wealth, LLCPassive

Notable overlap · 19 shared positions

$JHG $GLDM $MS $TMO $TGT $KO

$145M

125 positions

#3Safe Harbor Wealth Advisors, LLC

Notable overlap · 18 shared positions

$JHG $GLDM $MS $TGT $KO $MDT

$103M

96 positions

#4Mattson Financial Services, LLCPassive

Notable overlap · 18 shared positions

$JHG $MS $TGT $KO $MDT $UNH

$419M

232 positions

#5Asio Capital, LLCActive

Notable overlap · 10 shared positions

$JHG $TMO $UNH $BAC $COP $LOW

$712M

110 positions

#6Buck Wealth Strategies, LLCActive

Notable overlap · 5 shared positions

$JHG $GLDM $MS $KO $UNH

$810M

166 positions

#7Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$JHG $TMO $ETN $COP $LOW $BAC

$407M

601 positions

#8ALBION FINANCIAL GROUP /UTActive

Notable overlap · 8 shared positions

$JHG $TMO $COP $MS $PWR $SBUX

$1.5B

737 positions

#9Haverford Trust CoActive

Some overlap · 7 shared positions

$JHG $TMO $KO $MDT $ETN $MCD

$10.9B

419 positions

#10AIFG Consultants Ltd.

Some overlap · 3 shared positions

$JHG $GLDM $BAC

$58M

54 positions

#11VIAWEALTH, LLCPassive

Some overlap · 6 shared positions

$JHG $MDT $UNH $BAC $COP $PANW

$180M

159 positions

#12Magnolia Private Wealth, LLCPassive

Some overlap · 3 shared positions

$JHG $GLDM $APH

$150M

134 positions

#13NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$JHG $KO $ETN $MCD $ABT

$367M

141 positions

#14Accretive Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$GLDM $MS $KO $MCD $COP $SBUX

$356M

180 positions

#15Ergawealth Advisors, Inc.Smart money

Some overlap · 5 shared positions

$JHG $TMO $ABT $BAC $PANW

$226M

55 positions

#16EDGAR LOMAX CO/VAActive

Some overlap · 8 shared positions

$MS $TGT $KO $UNH $ABT $BAC

$1.4B

56 positions

#17Copley Financial Group, Inc.Active

Some overlap · 8 shared positions

$GLDM $TGT $MS $KO $MDT $MCD

$166M

115 positions

#18Carolina Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$GLDM $KO $MDT $MCD $LRCX

$240M

278 positions

#19CONNORS INVESTOR SERVICES INCActive

Some overlap · 8 shared positions

$MS $KO $MDT $ETN $ABT $LOW

$1.1B

149 positions

#20INSPIRION WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$JHG $GLDM $ABT

$803M

181 positions

#21Clearview Wealth Advisors LLC

Some overlap · 4 shared positions

$JHG $GLDM $BAC $MCD

$158M

103 positions

#22NOTTINGHAM ADVISORS, INC.Active

Some overlap · 3 shared positions

$JHG $GLDM $MS

$777M

112 positions

#23Vertrix Wealth Management, LLCPassive

Some overlap · 7 shared positions

$MS $TMO $KO $MDT $MCD $LOW

$272M

95 positions

#24Generation Capital Management LLCPassive

Some overlap · 4 shared positions

$JHG $UNH $MCD $BAC

$137M

74 positions

#25ATWOOD & PALMER INCPassive

Some overlap · 4 shared positions

$JHG $TMO $LOW $URI

$1.8B

531 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.