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 Addison

13F Portfolio OverlapQ1 2026Addison portfolio →

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Most similar hedge funds by 13F overlap

Addison Capital Co is an institutional investor managing $562M across 182 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 Addison are BLUELINE ADVISORS, Catalyst Investment, Pacific Park Financial,, with shared positions in $SE, $JHG, $COP, $WT, $SCHW, $CTVA. The full ranking of 25 similar funds is below.

#1BLUELINE ADVISORS LLCActive

Notable overlap · 6 shared positions

$SE $JHG $COP $WT $SCHW $CTVA

$129M

217 positions

#2Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$DOV $SE $WT $SCHW

$90M

65 positions

#3Pacific Park Financial, Inc.Active

Notable overlap · 4 shared positions

$DOV $COP $JHG $SNOW

$153M

73 positions

#4DORVAL CorpActive

Notable overlap · 3 shared positions

$DOV $SE $WT

$322M

45 positions

#5Bienville Capital Management, LLCPassive

Notable overlap · 4 shared positions

$SE $JHG $IBIT $SNOW

$550M

74 positions

#6BARINGS LLCActive

Notable overlap · 5 shared positions

$JHG $COP $DOV $SNOW $SE

$6.2B

179 positions

#7Investments & Financial Planning, LLCSmart money

Notable overlap · 4 shared positions

$DOV $COP $SNOW $SCHW

$184M

36 positions

#8Compass Advisory Group LLCActive

Notable overlap · 4 shared positions

$DOV $COP $SCHW $SNOW

$374M

86 positions

#9NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$DOV $COP $IBIT $SNOW

$247M

71 positions

#10Value Investment Professionals, LLCPassive

Notable overlap · 5 shared positions

$JHG $DOV $WT $PM $SCHW

$89M

81 positions

#11Long Island Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$DOV $COP $SNOW

$216M

89 positions

#12AA Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$DOV $COP $SCHW $PM

$710M

221 positions

#13Zhang Financial LLCActive

Notable overlap · 5 shared positions

$DOV $COP $SNOW $CTVA $IBIT

$2.9B

367 positions

#14Coyle Financial Counsel LLCActive

Notable overlap · 3 shared positions

$DOV $COP $SE

$473M

113 positions

#15Secure Asset Management, LLCPassive

Notable overlap · 5 shared positions

$JHG $DOV $SNOW $IBIT $SCHW

$632M

327 positions

#16Ifrah Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$JHG $SE $SCHW

$378M

200 positions

#17New England Private Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$JHG $DOV $WT $COP

$866M

194 positions

#18RETIREMENT CAPITAL STRATEGIESActive

Notable overlap · 3 shared positions

$DOV $WT $SNOW

$265M

62 positions

#19Systelligence, LLCPassive

Notable overlap · 3 shared positions

$DOV $WT $SNOW

$514M

56 positions

#20Intelligent Financial StrategiesSmart money

Some overlap · 4 shared positions

$DOV $COP $PM $MDLZ

$192M

62 positions

#21Kelly Financial Services LLCPassive

Some overlap · 4 shared positions

$SE $JHG $MDLZ $COP

$414M

128 positions

#22Endowment Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$DOV $SE $JHG $WT $SCHW

$226M

165 positions

#23LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive

Some overlap · 3 shared positions

$DOV $SE $PM

$2.7B

111 positions

#24Harpswell Capital Advisors, LLCSmart money

Some overlap · 3 shared positions

$DOV $WT $SCHW

$134M

36 positions

#25WESCAP Management Group, Inc.Active

Some overlap · 5 shared positions

$SE $COP $WT $SCHW $IBIT

$508M

107 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.