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 Waverly Advisors,

13F Portfolio OverlapQ1 2026Waverly Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Waverly Advisors, LLC is an institutional investor managing $13.4B across 1,620 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 Waverly Advisors, are Advisors Wealth ,, Cornerstone Financial, Oakmont Advisory Group,, with shared positions in $HUM, $SNOW, $AMN, $KKR, $USB, $MS. The full ranking of 25 similar funds is below.

#1Capital Advisors Wealth Management, LLCPassive

Some overlap · 5 shared positions

$HUM $SNOW $AMN $KKR $USB

$745M

219 positions

#2Cornerstone Financial Management LLCPassive

Some overlap · 6 shared positions

$HUM $SNOW $KKR $MS $USB $KO

$109M

1,311 positions

#3Oakmont Advisory Group, LLCPassive

Some overlap · 6 shared positions

$HUM $SNOW $KKR $MS $USB $DHR

$98M

119 positions

#4Equity Wealth Partners, LLCActive

Some overlap · 4 shared positions

$HUM $SNOW $AMN $KKR

$155M

76 positions

#5Ballast Financial Advisors LLCActive

Some overlap · 6 shared positions

$HUM $AMN $KKR $MS $USB $DHR

$98M

68 positions

#6Andrews Advisory Associates, LLCActive

Some overlap · 5 shared positions

$HUM $SNOW $AMN $KKR $MKL

$190M

82 positions

#7HANOVER ADVISORS INCActive

Some overlap · 6 shared positions

$HUM $SNOW $KKR $EPAM $KO $MKL

$246M

118 positions

#8Bigelow Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$HUM $SNOW $KKR $USB $DHR

$250M

153 positions

#9Carr Financial Group CorpPassive

Some overlap · 5 shared positions

$HUM $AMN $KKR $MS $DHR

$379M

174 positions

#10Wheelhouse Advisory Group LLCActive

Some overlap · 5 shared positions

$HUM $AMN $SNOW $KKR $USB

$302M

51 positions

#11Family Investment Center, Inc.Active

Some overlap · 4 shared positions

$HUM $SNOW $AMN $MKL

$520M

91 positions

#12Fonville Wealth Management LLCPassive

Some overlap · 5 shared positions

$SNOW $AMN $HUM $KKR $EPAM

$525M

138 positions

#13LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$HUM $SNOW $MKL $DHR $KKR

$1.0B

232 positions

#14Cauble & Harre Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$SNOW $AMN $HUM $KKR $MS

$126M

74 positions

#15Avantax Planning Partners, Inc.Active

Some overlap · 5 shared positions

$HUM $AMN $SNOW $KKR $KO

$3.6B

435 positions

#16Burk Holdings LLCPassive

Some overlap · 4 shared positions

$HUM $SNOW $AMN $DHR

$233M

676 positions

#17Breakwater Investment ManagementPassive

Some overlap · 4 shared positions

$HUM $SNOW $KKR $MKL

$269M

506 positions

#18Evergreen Wealth Management, LLCPassive

Some overlap · 4 shared positions

$HUM $SNOW $KKR $MKL

$194M

54 positions

#19SkyOak Wealth, LLCPassive

Some overlap · 4 shared positions

$HUM $SNOW $AMN $MS

$546M

255 positions

#20360 Financial, Inc.Active

Some overlap · 5 shared positions

$HUM $SNOW $KKR $KO $MS

$332M

80 positions

#21Dentgroup LLC

Some overlap · 6 shared positions

$HUM $KKR $MKL $SNOW $LEN $DHR

$146M

93 positions

#22Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive

Some overlap · 6 shared positions

$SNOW $AMN $KKR $MKL $MS $USB

$3.5B

825 positions

#23Leo H. Evart, Inc.Passive

Some overlap · 4 shared positions

$HUM $SNOW $KKR $DHR

$117M

298 positions

#24Orion Capital Management LLCPassive

Some overlap · 4 shared positions

$HUM $AMN $KKR $MS

$290M

485 positions

#25Wilkins Miller Wealth Management, LLCPassive

Some overlap · 4 shared positions

$HUM $SNOW $KKR $KO

$165M

89 positions

Compare Waverly Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Waverly Advisors,’s holdings

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.