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 OSAIC ,

13F Portfolio OverlapQ1 2026OSAIC , portfolio →

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Most similar hedge funds by 13F overlap

OSAIC HOLDINGS, INC. is an institutional investor managing $68.3B across 7,814 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 OSAIC , are Per Stirling ,, SMITH, MOORE &, Ballast Rock Private Wealth, with shared positions in $WT, $JHG, $HUM, $SNOW, $MS, $REGN. The full ranking of 25 similar funds is below.

#1Per Stirling Capital Management, LLC.Passive

Some overlap · 6 shared positions

$WT $JHG $HUM $SNOW $MS $REGN

$905M

310 positions

#2SMITH, MOORE & CO.Passive

Some overlap · 6 shared positions

$WT $JHG $HUM $SNOW $MS $MAR

$1.4B

558 positions

#3Ballast Rock Private Wealth LLCPassive

Some overlap · 6 shared positions

$WT $JHG $HUM $SNOW $REGN $KKR

$181M

177 positions

#4Golden State Wealth Management, LLCPassive

Some overlap · 6 shared positions

$WT $JHG $HUM $SNOW $REGN $PLTR

$915M

1,609 positions

#5Beacon Financial Advisory LLCPassive

Some overlap · 6 shared positions

$WT $JHG $HUM $MS $MAR $KKR

$443M

402 positions

#6HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$WT $JHG $HUM $KKR $PLTR $MAR

$238M

142 positions

#7Ameritas Advisory Services, LLCPassive

Some overlap · 6 shared positions

$WT $JHG $HUM $SNOW $MAR $KKR

$2.6B

1,075 positions

#8Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 6 shared positions

$WT $JHG $HUM $MS $KKR $REGN

$589M

590 positions

#9Kestra Advisory Services, LLCPassive

Some overlap · 6 shared positions

$WT $JHG $HUM $REGN $KKR $MS

$26.4B

3,116 positions

#10Stratos Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$WT $HUM $SNOW $MS $REGN $MAR

$1.6B

609 positions

#11Centurion Wealth Management LLCPassive

Some overlap · 6 shared positions

$WT $HUM $SNOW $MS $REGN $KKR

$444M

316 positions

#12Private Advisor Group, LLCPassive

Some overlap · 5 shared positions

$WT $JHG $HUM $SNOW $MS

$21.3B

2,704 positions

#13Bulwark Capital CorpActive

Some overlap · 7 shared positions

$WT $JHG $HUM $MAR $KKR $SNOW

$162M

100 positions

#14Aprio Wealth Management, LLCPassive

Some overlap · 5 shared positions

$WT $JHG $HUM $MS $REGN

$1.8B

613 positions

#15Wealthcare Advisory Partners LLCPassive

Some overlap · 6 shared positions

$WT $JHG $HUM $SNOW $REGN $KKR

$5.1B

1,073 positions

#16Stratos Wealth Partners, LTD.Passive

Some overlap · 7 shared positions

$WT $MS $JHG $MAR $KKR $PLTR

$8.8B

1,619 positions

#17Vigilare Wealth ManagementActive

Some overlap · 5 shared positions

$WT $JHG $HUM $SNOW $PLTR

$296M

109 positions

#18Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 6 shared positions

$WT $JHG $MS $MAR $KKR $PLTR

$144M

387 positions

#19Cetera Investment AdvisersPassive

Some overlap · 7 shared positions

$WT $REGN $JHG $MS $KKR $SNOW

$94.0B

4,790 positions

#20Western Wealth Management, LLCPassive

Some overlap · 6 shared positions

$WT $HUM $MS $MAR $KKR $PLTR

$2.7B

2,691 positions

#21Clear Creek Financial Management, LLCPassive

Some overlap · 5 shared positions

$WT $JHG $HUM $REGN $PLTR

$1.3B

608 positions

#22Equity Wealth Partners, LLCActive

Some overlap · 6 shared positions

$JHG $HUM $SNOW $REGN $KKR $PLTR

$155M

76 positions

#23HARBOUR INVESTMENTS, INC.Passive

Some overlap · 6 shared positions

$HUM $WT $MS $JHG $REGN $MAR

$6.5B

4,673 positions

#24Sanctuary Advisors, LLCPassive

Some overlap · 6 shared positions

$JHG $WT $HUM $MS $MAR $PLTR

$18.5B

2,527 positions

#25National Wealth Management Group, LLCPassive

Some overlap · 6 shared positions

$WT $SNOW $HUM $REGN $MAR $PLTR

$269M

215 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.