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 ETF Portfolio Partners,

13F Portfolio OverlapQ1 2026ETF Portfolio Partners, portfolio →

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Most similar hedge funds by 13F overlap

ETF Portfolio Partners, Inc. is an institutional investor managing $420M across 70 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 ETF Portfolio Partners, are FC Advisory, Gladwyn Financial Advisors,, Blackston Financial Advisory Group,, with shared positions in $NTRB, $MKL, $DHR, $COP, $DOV, $KO. The full ranking of 25 similar funds is below.

#1FC Advisory LLCActive

Substantial overlap · 5 shared positions

$NTRB $MKL $DHR $COP $DOV

$342M

115 positions

#2Gladwyn Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$NTRB $MKL $COP $KO

$160M

82 positions

#3Blackston Financial Advisory Group, LLCActive

Notable overlap · 3 shared positions

$NTRB $KKR $DOV

$160M

106 positions

#4Cedar Point Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$NTRB $COP $TXN $KO

$154M

71 positions

#5Bernardo Wealth Planning LLCActive

Notable overlap · 3 shared positions

$NTRB $KKR $EPAM

$511M

129 positions

#6Black Diamond Financial, LLCActive

Notable overlap · 4 shared positions

$NTRB $MKL $COP $KKR

$916M

185 positions

#7Cornerstone Financial Management LLCPassive

Notable overlap · 7 shared positions

$NTRB $COP $KKR $UPST $DOV $KO

$109M

1,311 positions

#8VSM Wealth Advisory, LLCPassive

Notable overlap · 5 shared positions

$MKL $KKR $COP $NTRB $DOV

$335M

505 positions

#9IFC Advisors LLCActive

Notable overlap · 4 shared positions

$NTRB $KKR $COP $AXP

$699M

158 positions

#10ANGELES WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$NTRB $KKR $DHR $DOV

$1.8B

524 positions

#11Sage Financial Management Group, Inc.Active

Notable overlap · 5 shared positions

$MKL $KKR $COP $UPST $KO

$325M

57 positions

#12Mosaic Advisors LLCPassive

Notable overlap · 5 shared positions

$MKL $COP $NTRB $EPAM $DOV

$67M

42 positions

#13Hegarty Advisors, LLCActive

Notable overlap · 5 shared positions

$MKL $COP $KKR $UPST $DOV

$127M

57 positions

#14FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$MKL $KKR $COP $DHR $DOV $KO

$133M

121 positions

#15Pillar Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$NTRB $COP $MKL $DOV

$171M

106 positions

#16Praetorian Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$NTRB $COP $NOC

$526M

77 positions

#17Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$NTRB $KKR $DOV $NOW

$151M

97 positions

#18Luminvest Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$MKL $COP $KKR $DHR

$382M

55 positions

#19Junk Investment Group, LLCPassive

Notable overlap · 7 shared positions

$MKL $NTRB $KKR $NOC $DOV $TXN

$191M

88 positions

#20Leelyn Smith, LLCPassive

Notable overlap · 3 shared positions

$NTRB $KKR $ADSK

$713M

154 positions

#21Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 4 shared positions

$MKL $COP $DHR $DOV

$578M

118 positions

#22Five Pine Wealth ManagementActive

Notable overlap · 4 shared positions

$MKL $COP $UPST $DOV

$161M

47 positions

#23MEANS INVESTMENT CO., INC.Active

Notable overlap · 3 shared positions

$MKL $NTRB $KKR

$1.1B

212 positions

#24CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive

Notable overlap · 5 shared positions

$NTRB $KKR $COP $UPST $MKL

$239M

97 positions

#25Cherry Tree Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$KKR $MKL $COP $DHR $AXP

$473M

582 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.