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 Advisors, Ltd.

13F Portfolio OverlapQ2 2026Advisors, Ltd. portfolio →

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Most similar hedge funds by 13F overlap

Capital Advisors, Ltd. LLC is an institutional investor managing $991M across 1,518 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Advisors, Ltd. are Friday Financial, Sagace Wealth, Oxler Private Wealth, with shared positions in $IBIT, $ALPS, $PWR, $TXN, $PH, $ETN. The full ranking of 25 similar funds is below.

#1Friday FinancialActive

Some overlap · 4 shared positions

$IBIT $ALPS $PWR $TXN

$373M

108 positions

#2Sagace Wealth Management LLCActive

Some overlap · 3 shared positions

$IBIT $PH $ETN

$159M

71 positions

#3Oxler Private Wealth LLCActive

Some overlap · 3 shared positions

$IBIT $NOC $AMGN

$350M

93 positions

#4Copia Wealth ManagementPassive

Some overlap · 4 shared positions

$IBIT $PWR $AMGN $PM

$166M

570 positions

#5PANORAMIC INVESTMENT ADVISORS, LLCPassive

Some overlap · 3 shared positions

$IBIT $PWR $ETN

$209M

141 positions

#6Alamea Verwaltungs GmbHActive

Some overlap · 3 shared positions

$IBIT $PWR $KLAC

$125M

73 positions

#7E6 Portfolios, LLCActive

Some overlap · 3 shared positions

$IBIT $PWR $KLAC

$125M

97 positions

#8Objective Capital Management, LLCPassive

Some overlap · 3 shared positions

$IBIT $AMGN $ETN

$113M

103 positions

#9A4 Wealth Advisors LLCActive

Some overlap · 3 shared positions

$IBIT $AMGN $ETN

$151M

92 positions

#10Alpha Zero LLCActive

Some overlap · 3 shared positions

$IBIT $PWR $PM

$264M

107 positions

#11PROATHLETE WEALTH MANAGEMENT LLCSmart money

Some overlap · 3 shared positions

$IBIT $TXN $PM

$404M

300 positions

#12Strong Tower Advisory ServicesPassive

Some overlap · 4 shared positions

$IBIT $PH $PWR $ETN

$558M

94 positions

#13Pachira Investments Inc.Active

Slight overlap · 3 shared positions

$IBIT $NOC $PH

$265M

78 positions

#14TENET WEALTH PARTNERS, LLCActive

Slight overlap · 4 shared positions

$IBIT $ETN $PM $KLAC

$134M

101 positions

#15Landing Point Financial Group, LLCActive

Slight overlap · 4 shared positions

$IBIT $PH $NOC $ETN

$294M

99 positions

#16VISTA INVESTMENT PARTNERS II, LLCPassive

Slight overlap · 3 shared positions

$IBIT $PH $KLAC

$255M

160 positions

#17EVEXIA WEALTH LLCPassive

Slight overlap · 5 shared positions

$PH $NOC $PWR $KLAC $ETN

$369M

77 positions

#18Lansing Street AdvisorsActive

Slight overlap · 3 shared positions

$IBIT $AMGN $KLAC

$472M

167 positions

#19Sandro Wealth Management LLCPassive

Slight overlap · 4 shared positions

$PH $NOC $PWR $KLAC

$138M

103 positions

#20Moran Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$PH $PWR $ETN $TXN $KLAC

$3.7B

491 positions

#21KADENSA CAPITAL LtdActive

Slight overlap · 3 shared positions

$IBIT $PWR $KLAC

$469M

28 positions

#22Palatine Hill Wealth Management, LLCSmart money

Slight overlap · 3 shared positions

$PH $IBIT $TXN

$124M

55 positions

#23RE ADVISERS CORPActive

Slight overlap · 3 shared positions

$PH $NOC $ETN

$4.0B

124 positions

#24Tower View Wealth Management LLCPassive

Slight overlap · 4 shared positions

$PH $PWR $ETN $PM

$227M

205 positions

#25Zhang Financial LLCActive

Slight overlap · 3 shared positions

$IBIT $AMGN $KLAC

$3.4B

392 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.