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 Investment Advisors,

13F Portfolio OverlapQ1 2026Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Capital Investment Advisors, LLC is an institutional investor managing $6.2B across 693 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 Investment Advisors, are KOM Wealth Group,, Valley Financial Group,, Silver Coast Investments, with shared positions in $MS, $AGQ, $NEM, $SCHW, $SSL, $KO. The full ranking of 25 similar funds is below.

#1KOM Wealth Management Group, LLCActive

Notable overlap · 6 shared positions

$MS $AGQ $NEM $SCHW $SSL $KO

$147M

89 positions

#2Valley Financial Group, Inc.Active

Notable overlap · 5 shared positions

$MS $UPST $VZ $SCHW $T

$185M

63 positions

#3Silver Coast Investments LLCActive

Notable overlap · 5 shared positions

$MS $SCHW $CMI $LMT $ASML

$313M

119 positions

#4PFS Partners, LLCActive

Notable overlap · 4 shared positions

$MS $HON $T $VZ

$218M

590 positions

#5Powers Advisory Group, LLCActive

Notable overlap · 5 shared positions

$MS $LMT $SO $KO $VZ

$284M

125 positions

#6Coign Capital Advisors LLCActive

Notable overlap · 3 shared positions

$MS $HON $SCHW

$190M

80 positions

#7Seven Springs Wealth Group, LLCActive

Notable overlap · 4 shared positions

$MS $VZ $CMI $KO

$432M

81 positions

#8Provident Wealth Management, LLCActive

Notable overlap · 4 shared positions

$MS $HON $AGQ $KO

$331M

134 positions

#9Alliance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $OKE $VZ

$228M

158 positions

#10CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$MS $APP $SCHW $LMT

$363M

102 positions

#11Wolff Financial Management LLCActive

Notable overlap · 4 shared positions

$MS $UPST $VZ $MO

$453M

103 positions

#12IFS Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $MO $VZ

$194M

217 positions

#13SWEENEY & MICHEL, LLCActive

Notable overlap · 4 shared positions

$MS $SCHW $VZ $ASML

$340M

145 positions

#14Meridian Financial Partners LLCActive

Notable overlap · 3 shared positions

$MS $VZ $KO

$263M

121 positions

#15Sterling Manor Financial, LLCActive

Notable overlap · 3 shared positions

$MS $OKE $KO

$160M

39 positions

#16Talisman Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$MS $KO $LMT

$124M

101 positions

#17Prota Financial, LLCActive

Notable overlap · 3 shared positions

$MS $KO $LMT

$138M

67 positions

#18Live Oak Investment PartnersPassive

Notable overlap · 4 shared positions

$MS $KO $OKE $T

$169M

93 positions

#19Madson Wealth Advisors IncPassive

Notable overlap · 5 shared positions

$MS $ASML $HON $CMI $KO

$120M

84 positions

#20Wright Wealth LLCActive

Notable overlap · 4 shared positions

$MS $UPST $T $VZ

$149M

51 positions

#21Provenance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $AGQ $SSL

$945M

412 positions

#22Ledyard National BankPassive

Notable overlap · 3 shared positions

$MS $HON $T

$1.2B

236 positions

#23American TrustActive

Notable overlap · 4 shared positions

$MS $SCHW $CMI $HON

$1.1B

313 positions

#24Stillwater Wealth Management GroupPassive

Notable overlap · 6 shared positions

$MS $LMT $AGQ $MO $KO $VZ

$162M

77 positions

#25Baugh & Associates, LLCActive

Notable overlap · 6 shared positions

$MS $SO $ASML $MO $VZ $KO

$232M

44 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.