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 Concorde Asset

13F Portfolio OverlapQ2 2026Concorde Asset portfolio →

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Most similar hedge funds by 13F overlap

Concorde Asset Management, LLC is an institutional investor managing $173M across 152 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 Concorde Asset are Thomas J. Herzfeld Advisors, Matisse, Closed-End Fund Advisors, with shared positions in $HFRO, $DPG, $FSCO, $TYG, $KYN, $NXDT. The full ranking of 20 similar funds is below.

#1Thomas J. Herzfeld Advisors, Inc.Active

Some overlap · 5 shared positions

$HFRO $DPG $FSCO $TYG $KYN

$326M

129 positions

#2Matisse CapitalPassive

Some overlap · 4 shared positions

$NXDT $HFRO $FSCO $WIW

$250M

158 positions

#3Closed-End Fund Advisors, Inc.Passive

Some overlap · 5 shared positions

$HFRO $FSCO $TYG $KYN $WIW

$102M

163 positions

#4Arlington Capital Management, Inc.Passive

Some overlap · 3 shared positions

$VRT $FSCO $PLTR

$161M

112 positions

#5Eagle Bluffs Wealth Management LLCActive

Some overlap · 3 shared positions

$VRT $TYG $NAD

$299M

86 positions

#6Camelot Portfolios, LLCPassive

Some overlap · 3 shared positions

$NXDT $HFRO $PLTR

$143M

202 positions

#7United Advisor Group, LLCPassive

Some overlap · 3 shared positions

$PLTR $DPG $FSK

$948M

544 positions

#8CERTIOR FINANCIAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$PLTR $FSCO $FSK

$183M

146 positions

#9WJ Financial Advisors LLCPassive

Slight overlap · 3 shared positions

$RVT $TYG $PLTR

$136M

137 positions

#10Titan Investment Management LLCActive

Slight overlap · 3 shared positions

$VRT $PLTR $FSK

$135M

38 positions

#11Saba Capital Management, L.P.Passive

Slight overlap · 3 shared positions

$HFRO $FSK $RVT

$3.9B

400 positions

#12GILPIN WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$PLTR $HFRO $VRT

$145M

1,064 positions

#13BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$RVT $ADX $DPG

$802M

716 positions

#14BARD ASSOCIATES INCPassive

Slight overlap · 3 shared positions

$TYG $MPTI $KYN

$451M

292 positions

#15CURA WEALTH ADVISORS, LLCActive

Slight overlap · 4 shared positions

$FSK $NAD $KYN $PLTR

$234M

140 positions

#16RIVERNORTH CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$FSCO $VKQ $RVT

$2.1B

585 positions

#17GatePass Capital, LLCPassive

Slight overlap · 3 shared positions

$ADX $WIW $PSEC

$263M

189 positions

#18Atlas Wealth LLCPassive

Slight overlap · 3 shared positions

$HFRO $WIW $ADX

$701M

178 positions

#19Tactive Advisors, LLCPassive

Slight overlap · 3 shared positions

$PSEC $VRT $PLTR

$406M

282 positions

#20North Ground CapitalActive

Slight overlap · 3 shared positions

$TYG $FSCO $HFRO

$83M

33 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.