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 SAM Advisors,

13F Portfolio OverlapQ1 2026SAM Advisors, portfolio →

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Most similar hedge funds by 13F overlap

SAM Advisors, LLC is an institutional investor managing $319M across 47 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 SAM Advisors, are Arbor Wealth Advisors, Luminvest Wealth, Manuka Financial,, with shared positions in $BRZE, $SCHW, $KO, $COP, $UBER, $XYZ. The full ranking of 25 similar funds is below.

#1Arbor Wealth Advisors LLCActive

Substantial overlap · 3 shared positions

$BRZE $SCHW $KO

$143M

56 positions

#2Luminvest Wealth Management LLCSmart money

Substantial overlap · 3 shared positions

$BRZE $COP $SCHW

$382M

55 positions

#3Manuka Financial, LLCActive

Substantial overlap · 3 shared positions

$BRZE $UBER $SCHW

$162M

56 positions

#4Peak Financial Management, Inc.Active

Notable overlap · 3 shared positions

$BRZE $XYZ $SCHW

$394M

100 positions

#5Drystone LLCActive

Notable overlap · 3 shared positions

$BRZE $SCHW $KVUE

$111M

18 positions

#6Prospera Capital Management, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $COP $SCHW

$199M

45 positions

#7M Wealth Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $OKE $JHG $IBIT

$119M

55 positions

#8Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$BRZE $SCHW $UBER

$255M

70 positions

#9Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$BRZE $COP $JHG

$478M

42 positions

#10TABR Capital Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $OKE $SCHW

$109M

54 positions

#11FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $SCHW $COP

$264M

25 positions

#12FIDUCIARY ADVISORS, INC.Active

Notable overlap · 3 shared positions

$BRZE $COP $KO

$133M

121 positions

#13Winter & Associates, Inc.Passive

Notable overlap · 4 shared positions

$BRZE $XYZ $SCHW $COP

$114M

84 positions

#14WealthCollab, LLCPassive

Notable overlap · 3 shared positions

$BRZE $SCHW $COP

$243M

977 positions

#15White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$BRZE $SCHW $COP

$721M

145 positions

#16Clarity Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$BRZE $SCHW $COP

$215M

95 positions

#17SYKON CAPITAL LLCActive

Notable overlap · 3 shared positions

$BRZE $UBER $JHG

$300M

88 positions

#18Downshift Financial, LLCActive

Notable overlap · 3 shared positions

$BRZE $COP $SCHW

$193M

77 positions

#19Pacific Center for Financial ServicesActive

Notable overlap · 3 shared positions

$BRZE $SCHW $KO

$394M

513 positions

#20Beacon Financial Strategies CORPActive

Notable overlap · 3 shared positions

$BRZE $COP $KO

$176M

177 positions

#21Curran Financial Partners, LLCActive

Notable overlap · 3 shared positions

$BRZE $OKE $SCHW

$559M

127 positions

#22SIGNATUREFD, LLCActive

Notable overlap · 3 shared positions

$BRZE $JHG $KO

$6.5B

3,465 positions

#23Zhang Financial LLCActive

Notable overlap · 3 shared positions

$BRZE $COP $IBIT

$2.9B

367 positions

#24Good Steward Wealth Advisors,LLCPassive

Notable overlap · 3 shared positions

$BRZE $OKE $COP

$156M

68 positions

#25Meriwether Wealth & Planning, LLCActive

Notable overlap · 3 shared positions

$BRZE $SCHW $COP

$183M

126 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.