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 Dynamic Advisor Solutions

13F Portfolio OverlapQ1 2026Dynamic Advisor Solutions portfolio →

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Most similar hedge funds by 13F overlap

Dynamic Advisor Solutions LLC is an institutional investor managing $3.5B across 1,045 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 Dynamic Advisor Solutions are Goldstone Financial Group,, Mason & Associates, Ruggaard & Associates, with shared positions in $WT, $COP, $SOLV, $FCFS, $MS, $JHG. The full ranking of 25 similar funds is below.

#1Goldstone Financial Group, LLCPassive

Some overlap · 5 shared positions

$WT $COP $SOLV $FCFS $MS

$922M

228 positions

#2Mason & Associates IncActive

Some overlap · 6 shared positions

$WT $COP $JHG $SHW $MS $PLTR

$516M

160 positions

#3Ruggaard & Associates LLCPassive

Some overlap · 5 shared positions

$WT $MS $COP $JHG $BRZE

$252M

122 positions

#4Golden State Wealth Management, LLCPassive

Some overlap · 5 shared positions

$WT $SOLV $FCFS $JHG $PLTR

$915M

1,609 positions

#5Endowment Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$WT $MS $JHG $SHW $PLTR

$226M

165 positions

#6CALTON & ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$WT $MS $COP $SHW $JHG

$696M

438 positions

#7J.W. COLE ADVISORS, INC.Passive

Some overlap · 6 shared positions

$MS $COP $WT $JHG $PLTR $SHW

$3.0B

785 positions

#8Sentinus, LLCPassive

Some overlap · 5 shared positions

$WT $MS $COP $JHG $BRZE

$1.1B

596 positions

#9Per Stirling Capital Management, LLC.Passive

Some overlap · 4 shared positions

$WT $MS $SOLV $JHG

$905M

310 positions

#10Stonebridge Financial Planning Group, LLCPassive

Some overlap · 6 shared positions

$MS $FCFS $JHG $WT $SHW $COP

$272M

171 positions

#11Spectrum Wealth Advisory Group, LLCActive

Some overlap · 5 shared positions

$WT $SOLV $FCFS $PLTR $JHG

$269M

58 positions

#12Elm3 Financial Group, LLCPassive

Some overlap · 5 shared positions

$WT $SOLV $JHG $SHW $BRZE

$118M

117 positions

#13truNorth Financial Services, Inc.Active

Some overlap · 4 shared positions

$WT $MS $COP $PLTR

$97M

49 positions

#14Gaddis Premier Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$WT $FCFS $COP $JHG $PLTR

$136M

85 positions

#15Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 5 shared positions

$WT $JHG $MS $SHW $PLTR

$144M

387 positions

#16COLUMBIA ADVISORY PARTNERS LLCActive

Some overlap · 4 shared positions

$WT $COP $FCFS $JHG

$157M

92 positions

#17Ameritas Advisory Services, LLCPassive

Some overlap · 5 shared positions

$WT $JHG $COP $SHW $SOLV

$2.6B

1,075 positions

#18Retirement Management Systems Inc.Active

Some overlap · 4 shared positions

$WT $MS $JHG $SHW

$415M

51 positions

#19HARBOUR INVESTMENTS, INC.Passive

Some overlap · 6 shared positions

$FCFS $WT $SOLV $MS $BRZE $JHG

$6.5B

4,673 positions

#20BLUELINE ADVISORS LLCActive

Some overlap · 4 shared positions

$WT $COP $JHG $SHW

$129M

217 positions

#21Maridea Wealth Management LLCPassive

Some overlap · 4 shared positions

$WT $SOLV $JHG $SHW

$688M

454 positions

#22Transamerica Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $COP $JHG $PLTR

$1.2B

1,940 positions

#23Cornerstone Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MS $SOLV $WT $SHW $BRZE

$2.0B

712 positions

#24Collaborative Wealth Managment Inc.Passive

Some overlap · 4 shared positions

$WT $SOLV $FCFS $MS

$218M

162 positions

#25Private Advisor Group, LLCPassive

Some overlap · 5 shared positions

$WT $JHG $MS $SHW $BRZE

$21.3B

2,704 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.