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 Advisory Services Network,

13F Portfolio OverlapQ1 2026Advisory Services Network, portfolio →

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Most similar hedge funds by 13F overlap

Advisory Services Network, LLC is an institutional investor managing $7.5B across 4,832 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 Advisory Services Network, are NAVELLIER & ASSOCIATES, Peregrine Asset Advisers,, Mendel Money, with shared positions in $PWR, $LRCX, $PLTR, $GEV, $MAR, $WT. The full ranking of 25 similar funds is below.

#1NAVELLIER & ASSOCIATES INCPassive

Some overlap · 4 shared positions

$PWR $LRCX $PLTR $GEV

$960M

326 positions

#2Peregrine Asset Advisers, Inc.Passive

Some overlap · 4 shared positions

$PWR $LRCX $MAR $WT

$371M

189 positions

#3Mendel Money ManagementPassive

Some overlap · 4 shared positions

$PWR $DUK $GEV $DHR

$239M

137 positions

#4LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$PWR $GEV $DHR $TPL

$279M

80 positions

#5Bannerstone Capital Management, LLCPassive

Some overlap · 3 shared positions

$PWR $LRCX $PLTR

$108M

97 positions

#6SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 4 shared positions

$PWR $LRCX $PLTR $GEV

$688M

180 positions

#7Tower View Wealth Management LLCPassive

Some overlap · 3 shared positions

$PWR $LRCX $MAR

$195M

204 positions

#8ARS Investment Partners, LLCActive

Some overlap · 3 shared positions

$PWR $LRCX $GEV

$1.9B

182 positions

#9Pegasus Asset Management, Inc.Passive

Some overlap · 3 shared positions

$PWR $DUK $MAR

$313M

67 positions

#10Covenant Asset Management, LLCPassive

Some overlap · 3 shared positions

$PWR $PLTR $GEV

$664M

165 positions

#11KADENSA CAPITAL LtdActive

Some overlap · 3 shared positions

$PWR $PLTR $GEV

$718M

39 positions

#12CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Some overlap · 3 shared positions

$PWR $PLTR $GEV

$60M

36 positions

#13Gunderson Capital Management Inc.Passive

Some overlap · 3 shared positions

$PWR $PLTR $GEV

$239M

46 positions

#14Rithm Capital Corp.Active

Some overlap · 3 shared positions

$PWR $DUK $GEV

$67M

38 positions

#15BNC WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$PWR $PLTR $GEV

$360M

106 positions

#16Guided Capital Wealth Management, LLCActive

Slight overlap · 3 shared positions

$PWR $PLTR $WT

$152M

34 positions

#17Lionshead Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$PWR $PLTR $WT

$136M

108 positions

#18Lionsbridge Wealth Management LLCPassive

Slight overlap · 3 shared positions

$PWR $TPL $WT

$99M

59 positions

#19Stack Financial Management, IncActive

Slight overlap · 3 shared positions

$PWR $DUK $DHR

$1.4B

52 positions

#2011 Capital Partners LPActive

Slight overlap · 3 shared positions

$PWR $GEV $DHR

$348M

20 positions

#21Harold Davidson & Associates Inc.Active

Slight overlap · 3 shared positions

$PWR $MAR $GEV

$206M

60 positions

#22Second Line Capital, LLCActive

Slight overlap · 3 shared positions

$PWR $DUK $WT

$528M

185 positions

#23SevenBridge Financial Group, LLCPassive

Slight overlap · 4 shared positions

$PWR $LRCX $PLTR $DUK

$640M

202 positions

#24Teamwork Financial Advisors, LLCPassive

Slight overlap · 3 shared positions

$PWR $PLTR $GEV

$946M

216 positions

#25PINCUS CAPITAL MANAGEMENT, LPActive

Slight overlap · 4 shared positions

$PWR $LRCX $GEV $DHR

$144M

50 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.