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 Advantage,

13F Portfolio OverlapQ1 2026Advantage, portfolio →

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Most similar hedge funds by 13F overlap

Capital Advantage, Inc. is an institutional investor managing $820M across 150 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 Advantage, are MilWealth Group, FINANCIAL ADVISORY PARTNERS,, Pioneer Wealth Group, with shared positions in $USB, $HUM, $KKR, $AFRM, $MDY, $AMD. The full ranking of 25 similar funds is below.

#1MilWealth Group LLCSmart money

Substantial overlap · 7 shared positions

$USB $HUM $KKR $AFRM $MDY $AMD

$420M

81 positions

#2FINANCIAL ADVISORY PARTNERS, LLCActive

Substantial overlap · 3 shared positions

$USB $HUM $SCHW

$354M

66 positions

#3Pioneer Wealth Management GroupSmart money

Substantial overlap · 4 shared positions

$USB $UNIT $HUM $SCHW

$357M

50 positions

#4EQ WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$BAH $HUM $AMGN

$171M

54 positions

#5Dodds Wealth, LLCSmart money

Notable overlap · 3 shared positions

$USB $KKR $SCHW

$407M

51 positions

#6Longview Financial Advisors LLCActive

Notable overlap · 4 shared positions

$USB $SCHW $MDY $AFRM

$184M

157 positions

#7KEYVANTAGE WEALTH, LLCActive

Notable overlap · 3 shared positions

$USB $SCHW $AMGN

$227M

92 positions

#8CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$USB $HUM $SCHW

$363M

102 positions

#925 LLCActive

Notable overlap · 3 shared positions

$USB $UNIT $AFRM

$324M

69 positions

#10Foundation Wealth Management, LLC\PAActive

Notable overlap · 3 shared positions

$USB $SCHW $UNIT

$284M

91 positions

#11Evergreen Advisors, LLCActive

Notable overlap · 3 shared positions

$USB $HUM $KKR

$426M

168 positions

#12Troutman Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BAH $RELX $SCHW

$120M

36 positions

#13RHL GROUP, LLCActive

Notable overlap · 3 shared positions

$BAH $AMGN $ETN

$117M

240 positions

#14PETERSON WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$USB $HUM $MDY

$172M

166 positions

#15CORA CAPITAL ADVISORS LLCActive

Notable overlap · 3 shared positions

$BAH $HUM $AMD

$302M

134 positions

#16Farrell Financial LLCPassive

Notable overlap · 4 shared positions

$USB $HUM $SCHW $AFRM

$167M

76 positions

#17Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 4 shared positions

$USB $HUM $ETN $AMGN

$153M

344 positions

#18Newton One Investments LLCActive

Notable overlap · 5 shared positions

$USB $UNIT $HUM $KKR $MDY

$368M

121 positions

#19Advocate Investing Services LLCPassive

Notable overlap · 4 shared positions

$BAH $HUM $RELX $KKR

$118M

448 positions

#20Cascade Wealth Advisors, IncActive

Notable overlap · 4 shared positions

$USB $HUM $KKR $ETN

$228M

60 positions

#21Family CFO IncActive

Notable overlap · 5 shared positions

$HUM $USB $UNIT $SCHW $AFRM

$223M

41 positions

#22Financial Freedom, LLCPassive

Notable overlap · 3 shared positions

$USB $UNIT $SCHW

$201M

426 positions

#23Capital Advisors Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$USB $HUM $KKR $UNIT $SCHW

$745M

219 positions

#24Sagace Wealth Management LLCPassive

Notable overlap · 4 shared positions

$USB $UNIT $KKR $ETN

$149M

70 positions

#2521 West Wealth Management LLCPassive

Notable overlap · 5 shared positions

$USB $HUM $KKR $SCHW $ETN

$108M

63 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.