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 SRS Advisors,

13F Portfolio OverlapQ1 2026SRS Advisors, portfolio →

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Most similar hedge funds by 13F overlap

SRS Capital Advisors, Inc. is an institutional investor managing $3.5B across 3,766 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 SRS Advisors, are Eagle Strategies, SMITH, MOORE &, Fortis Group Advisors,, with shared positions in $SLV, $UNIT, $SE, $WT, $HUM, $SNOW. The full ranking of 25 similar funds is below.

#1Eagle Strategies LLCPassive

Some overlap · 8 shared positions

$SLV $UNIT $SE $WT $HUM $SNOW

$837M

258 positions

#2SMITH, MOORE & CO.Passive

Some overlap · 6 shared positions

$JHG $SLV $WT $HUM $SNOW $MS

$1.4B

558 positions

#3Fortis Group Advisors, LLCPassive

Some overlap · 5 shared positions

$JHG $SLV $CTVA $WT $SNOW

$605M

582 positions

#4RPg Family Wealth Advisory, LLCPassive

Some overlap · 5 shared positions

$JHG $SLV $CTVA $SE $SNOW

$479M

140 positions

#5Medallion Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$JHG $BRZE $WT $HUM $SNOW $KKR

$306M

1,121 positions

#6ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 6 shared positions

$SLV $BRZE $UNIT $WT $HUM $SNOW

$753M

159 positions

#7WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$JHG $UNIT $WT $HUM $SNOW $KKR

$156M

139 positions

#8WealthCare Investment Partners, LLCPassive

Some overlap · 7 shared positions

$SLV $UNIT $SE $WT $HUM $MS

$360M

191 positions

#9PFG AdvisorsPassive

Some overlap · 6 shared positions

$JHG $BRZE $WT $HUM $SNOW $KKR

$2.1B

788 positions

#10Ballast Rock Private Wealth LLCPassive

Some overlap · 6 shared positions

$JHG $BRZE $WT $HUM $SNOW $KKR

$181M

177 positions

#11Noble Family Wealth, LLCActive

Some overlap · 8 shared positions

$CTVA $UNIT $SE $WT $HUM $SNOW

$484M

76 positions

#12Waldron Private Wealth LLCActive

Some overlap · 5 shared positions

$JHG $CTVA $UNIT $SNOW $KKR

$2.6B

342 positions

#13BLUELINE ADVISORS LLCActive

Some overlap · 6 shared positions

$JHG $CTVA $SE $WT $HUM $KKR

$129M

217 positions

#14Sovran Advisors, LLCPassive

Some overlap · 5 shared positions

$JHG $SLV $SE $HUM $SNOW

$1.3B

578 positions

#15COURIER CAPITAL LLCPassive

Some overlap · 5 shared positions

$JHG $CTVA $UNIT $WT $SNOW

$1.8B

385 positions

#16Dynamic Financial GroupActive

Some overlap · 6 shared positions

$JHG $UNIT $SNOW $SE $MS $SLV

$122M

69 positions

#17Friday FinancialActive

Some overlap · 7 shared positions

$BRZE $UNIT $WT $HUM $SNOW $KKR

$290M

93 positions

#18Ameritas Advisory Services, LLCPassive

Some overlap · 6 shared positions

$JHG $WT $HUM $SNOW $UNIT $KKR

$2.6B

1,075 positions

#19Equity Wealth Partners, LLCActive

Some overlap · 5 shared positions

$JHG $SLV $HUM $SNOW $KKR

$155M

76 positions

#20Accel Wealth ManagementPassive

Some overlap · 5 shared positions

$JHG $SLV $HUM $KKR $MS

$383M

290 positions

#21True North Advisors, LLCPassive

Some overlap · 5 shared positions

$JHG $CTVA $SE $SNOW $MS

$877M

245 positions

#22CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Some overlap · 7 shared positions

$JHG $BRZE $HUM $KKR $SE $CTVA

$648M

134 positions

#23Cetera Investment AdvisersPassive

Some overlap · 7 shared positions

$BRZE $SE $JHG $WT $SNOW $KKR

$94.0B

4,790 positions

#24SONATA CAPITAL GROUP INCPassive

Some overlap · 6 shared positions

$CTVA $UNIT $WT $HUM $SNOW $KKR

$271M

123 positions

#25truNorth Financial Services, Inc.Active

Some overlap · 6 shared positions

$SLV $UNIT $WT $HUM $KKR $MS

$97M

49 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.