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 Index Fund Advisors

13F Portfolio OverlapQ2 2026Index Fund Advisors portfolio →

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Most similar hedge funds by 13F overlap

Index Fund Advisors, Inc. is an institutional investor managing $2.5B across 135 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 Index Fund Advisors are Northern, GLOBALT Investments / GA, Robinhood Asset, with shared positions in $GBCI, $WFC, $SBUX, $STT, $KLAC, $ANET. The full ranking of 25 similar funds is below.

#1Northern Capital Management, Inc.Smart money

Some overlap · 3 shared positions

$GBCI $WFC $SBUX

$235M

55 positions

#2GLOBALT Investments LLC / GAActive

Some overlap · 6 shared positions

$STT $KLAC $ANET $ETN $WFC $AMGN

$3.0B

213 positions

#3Robinhood Asset Management, LLCActive

Slight overlap · 5 shared positions

$STT $KLAC $ETN $MRVL $SBUX

$1.9B

83 positions

#4Eagle Strategies LLCPassive

Slight overlap · 4 shared positions

$STT $KLAC $ANET $ETN

$1.0B

273 positions

#5CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Slight overlap · 5 shared positions

$STT $KLAC $ETN $WFC $SBUX

$1.3B

99 positions

#6DAVIDSON TRUST COPassive

Slight overlap · 3 shared positions

$GBCI $MDY $WFC

$256M

190 positions

#7SIGNET FINANCIAL MANAGEMENT, LLC

Slight overlap · 4 shared positions

$STT $KLAC $ANET $WFC

$892M

299 positions

#8Atlantic Edge Private Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$STT $KLAC $ETN $MDY

$489M

619 positions

#9Aft, Forsyth & Sober, LLCActive

Slight overlap · 5 shared positions

$KLAC $ANET $STT $MRVL $WFC

$320M

60 positions

#10COLTON GROOME FINANCIAL ADVISORS, LLCActive

Slight overlap · 4 shared positions

$STT $KLAC $ETN $AMGN

$414M

164 positions

#11Parcion Private Wealth LLCPassive

Slight overlap · 4 shared positions

$STT $KLAC $ETN $AMGN

$1.8B

529 positions

#12FLOW TRADERS U.S. LLCPassive

Slight overlap · 4 shared positions

$STT $KLAC $MDY $MRVL

$2.4B

979 positions

#13Impact Investors, IncPassive

Slight overlap · 3 shared positions

$STT $KLAC $ANET

$137M

88 positions

#14Longbow Finance SAPassive

Slight overlap · 3 shared positions

$STT $KLAC $ANET

$782M

59 positions

#15Elevated Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$STT $GBCI $WFC $AMGN

$364M

849 positions

#16Walkner Condon Financial Advisors LLCPassive

Slight overlap · 4 shared positions

$STT $ANET $KLAC $MRVL

$871M

344 positions

#17CWC Advisors, LLC.Passive

Slight overlap · 3 shared positions

$KVUE $STT $WFC

$225M

152 positions

#18Pacific Excel Wealth Advisors, Inc.Passive

Slight overlap · 4 shared positions

$KLAC $STT $ETN $WFC

$258M

228 positions

#19Heritage Family Offices, LLPPassive

Slight overlap · 4 shared positions

$KLAC $STT $ETN $WFC

$259M

233 positions

#20Keebeck Wealth ManagementPassive

Slight overlap · 4 shared positions

$KLAC $STT $ETN $SBUX

$1.0B

471 positions

#21BURNEY CO/Active

Slight overlap · 3 shared positions

$STT $KLAC $ANET

$3.7B

605 positions

#22Montecito Bank & TrustPassive

Slight overlap · 3 shared positions

$STT $KLAC $ETN

$668M

271 positions

#23CCM INVESTMENT ADVISERS LLCPassive

Slight overlap · 3 shared positions

$STT $KLAC $ETN

$1.3B

88 positions

#24INVENIO WEALTH PARTNERS LLCActive

Slight overlap · 3 shared positions

$STT $KLAC $ETN

$279M

89 positions

#25Bannerstone Capital Management, LLCPassive

Slight overlap · 3 shared positions

$STT $KLAC $ETN

$119M

113 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.