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Hedge Funds Similar to Advantage

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Advantage are Richwood Investment Advisors, WINSLOW ASSET, Junk Investment Group, with shared positions in $NOC, $ETN, $AMGN, $AXP, $WFC, $SCHW. The full ranking of 25 similar funds is below.

#1Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$NOC$ETN$AMGN$AXP$WFC
$142M
106 positions
#2WINSLOW ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$ETN$SCHW$AMGN$AXP$WFC
$575M
82 positions
#3Junk Investment Group, LLCActive
Some overlap · 6 shared positions
$MDY$NOC$AMGN$ADP$AXP$WFC
$226M
97 positions
#4MRWM Advisors, LLCActive
Some overlap · 4 shared positions
$ETN$MDY$SCHW$AMGN
$243M
80 positions
#5Canopy Partners, LLCPassive
Some overlap · 6 shared positions
$MDY$AXP$ADP$AMGN$ETN$SCHW
$332M
256 positions
#6Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$NOC$ETN$AMGN$AXP
$227M
73 positions
#7BEARING POINT CAPITAL, LLCPassive
Some overlap · 4 shared positions
$ETN$MDY$NOC$AXP
$740M
203 positions
#8Cypress Capital, LLCActive
Some overlap · 4 shared positions
$ETN$SCHW$AMGN$MDY
$370M
113 positions
#9OFS Enterprise LLCActive
Some overlap · 4 shared positions
$ETN$MDY$AXP$WFC
$392M
106 positions
#10RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$ETN$SCHW$MDY$AXP
$414M
188 positions
#11TIAA TRUST, NATIONAL ASSOCIATIONActive
Some overlap · 5 shared positions
$MDY$MUFG$AXP$ADP$AMGN
$1.7B
347 positions
#12FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Some overlap · 3 shared positions
$NOC$ETN$AXP
$1.7B
324 positions
#13PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$ETN$SCHW$AXP$WFC
$175M
73 positions
#14Bank of New HampshirePassive
Some overlap · 4 shared positions
$MDY$ETN$AXP$ADP
$479M
537 positions
#15JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$NOC$AMGN$AXP
$748M
68 positions
#16Sun Financial IncPassive
Some overlap · 3 shared positions
$NOC$ETN$AXP
$212M
161 positions
#17Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$ETN$AMGN$AXP$ADP
$710M
193 positions
#18Sawyer & Company, IncPassive
Some overlap · 4 shared positions
$ETN$AMGN$AXP$ADP
$298M
202 positions
#19MFA Wealth ServicesPassive
Some overlap · 4 shared positions
$ETN$AMGN$AXP$WFC
$167M
134 positions
#20Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$ETN$AMGN$ADP$WFC
$108M
52 positions
#21Estabrook Capital ManagementPassive
Some overlap · 4 shared positions
$ETN$AMGN$WFC$NOC
$739M
344 positions
#22FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 4 shared positions
$SCHW$ETN$AMGN$WFC
$8.2B
442 positions
#23Vivid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$NOC$ETN$AXP
$284M
73 positions
#24Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$ETN$MDY$AMGN
$1.1B
154 positions
#25Phoenix Wealth AdvisorsActive
Some overlap · 4 shared positions
$ETN$AMGN$AXP$WFC
$297M
129 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.