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 Sequoia Financial Advisors,

13F Portfolio OverlapQ1 2026Sequoia Financial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Sequoia Financial Advisors, LLC is an institutional investor managing $20.1B across 2,163 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 Sequoia Financial Advisors, are Pacific Park Financial,, WealthCollab,, Generali Powszechne Towarzystwo Emerytalne, with shared positions in $DHR, $SNOW, $COP, $DDOG, $AMN, $NKE. The full ranking of 25 similar funds is below.

#1Pacific Park Financial, Inc.Active

Notable overlap · 4 shared positions

$DHR $SNOW $COP $DDOG

$153M

73 positions

#2WealthCollab, LLCPassive

Notable overlap · 7 shared positions

$DHR $SNOW $AMN $DDOG $NKE $COP

$243M

977 positions

#3Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 5 shared positions

$DHR $SNOW $COP $NKE $CRM

$566M

28 positions

#4Resonant Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$DKNG $SNOW $COP $DDOG $HUM

$1.9B

495 positions

#5Capital Investment Services of America, Inc.Active

Some overlap · 5 shared positions

$DHR $COP $SNOW $PWR $DDOG

$958M

80 positions

#6Schubert & CoActive

Some overlap · 6 shared positions

$DHR $NEE $AMN $COP $PWR $NKE

$123M

69 positions

#7SIMS INVESTMENT MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$DHR $SNOW $COP

$272M

35 positions

#8Forum Private Client Group LLCActive

Some overlap · 5 shared positions

$DHR $COP $DDOG $HUM $SNOW

$300M

80 positions

#9Windward Private Wealth Management Inc.Smart money

Some overlap · 5 shared positions

$DHR $SNOW $COP $HUM $DDOG

$289M

44 positions

#10Burk Holdings LLCPassive

Some overlap · 6 shared positions

$DHR $SNOW $AMN $HUM $NKE $DDOG

$233M

676 positions

#11AlphaCore Capital LLCPassive

Some overlap · 6 shared positions

$DHR $DKNG $AMN $REGN $DDOG $HUM

$4.2B

1,202 positions

#12FC Advisory LLCActive

Some overlap · 5 shared positions

$DHR $SNOW $DDOG $HUM $COP

$342M

115 positions

#13FIDUCIARY ADVISORS, INC.Active

Some overlap · 3 shared positions

$DHR $COP $AMN

$133M

121 positions

#14Glass Jacobson Investment Advisors llcPassive

Some overlap · 6 shared positions

$COP $NEE $DHR $SNOW $DDOG $NKE

$290M

607 positions

#15Meridian Wealth Partners, LLCActive

Some overlap · 4 shared positions

$DHR $SNOW $DDOG $HUM

$729M

118 positions

#16Hardy Reed LLCActive

Some overlap · 4 shared positions

$DHR $COP $SNOW $NEE

$1.4B

243 positions

#17LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$DHR $SNOW $HUM

$1.0B

232 positions

#18Tide Cove Capital Partners LLCSmart money

Some overlap · 3 shared positions

$DHR $COP $HUM

$147M

13 positions

#19EAGLE CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$DHR $COP $HUM

$29.8B

60 positions

#20Kastel Capital Advisors, LLCActive

Some overlap · 3 shared positions

$DHR $COP $HUM

$163M

55 positions

#21White Lighthouse Investment Management Inc.Active

Some overlap · 5 shared positions

$DHR $COP $SNOW $HUM $DDOG

$721M

145 positions

#22Carl P. Sherr & Co., LLCPassive

Some overlap · 3 shared positions

$DHR $SNOW $NEE

$213M

124 positions

#23Manchester Global Management (UK) LtdActive

Some overlap · 3 shared positions

$DHR $SNOW $NKE

$749M

23 positions

#24Manuka Financial, LLCActive

Some overlap · 3 shared positions

$DHR $SNOW $DDOG

$162M

56 positions

#25SENTINEL WEALTH MANAGEMENT, INC.Active

Some overlap · 3 shared positions

$DHR $NEE $SNOW

$125M

39 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.