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 FC Advisory

13F Portfolio OverlapQ1 2026FC Advisory portfolio →

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Most similar hedge funds by 13F overlap

FC Advisory LLC is an institutional investor managing $378M across 118 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 FC Advisory are Erickson Financial Group,, Black Diamond Financial,, Cassaday & Wealth, with shared positions in $NTRB, $SNOW, $DDOG, $USB, $MKL, $SCHW. The full ranking of 25 similar funds is below.

#1Erickson Financial Group, LLCSmart money

Substantial overlap · 4 shared positions

$NTRB $SNOW $DDOG $USB

$160M

25 positions

#2Black Diamond Financial, LLCActive

Substantial overlap · 7 shared positions

$NTRB $SNOW $MKL $SCHW $DDOG $HUM

$916M

185 positions

#3Cassaday & Co Wealth Management LLCActive

Substantial overlap · 4 shared positions

$NTRB $SNOW $SCHW $GMM

$4.7B

1,361 positions

#4ETF Portfolio Partners, Inc.Active

Substantial overlap · 5 shared positions

$NTRB $MKL $DHR $COP $DOV

$381M

68 positions

#5Zeit Capital LLCActive

Notable overlap · 3 shared positions

$NTRB $SCHW $MKL

$149M

52 positions

#6Sage Financial Management Group, Inc.Active

Notable overlap · 4 shared positions

$MKL $SNOW $COP $CB

$325M

57 positions

#7Williams Financial, LLCSmart money

Notable overlap · 3 shared positions

$MKL $SNOW $USB

$172M

25 positions

#8Wrenne Financial Planning LLCSmart money

Notable overlap · 7 shared positions

$MKL $SCHW $DDOG $BRZE $HUM $GMM

$255M

49 positions

#9BLUESTEM FINANCIAL ADVISORS, LLCSmart money

Notable overlap · 5 shared positions

$MKL $SCHW $DDOG $BRZE $AFRM

$259M

33 positions

#10LINCOLN NATIONAL CORPActive

Notable overlap · 4 shared positions

$MKL $SNOW $VLTO $BRZE

$3.5B

19 positions

#11SVRN Asset Management, LLCActive

Notable overlap · 6 shared positions

$MS $MKL $SCHW $HUM $DDOG $BRZE

$103M

37 positions

#12Efficient Advisors, LLCActive

Notable overlap · 6 shared positions

$MKL $SNOW $SCHW $BRZE $COP $DOV

$1.4B

58 positions

#13Five Pine Wealth ManagementActive

Notable overlap · 7 shared positions

$MKL $SNOW $SCHW $DOV $BRZE $COP

$161M

47 positions

#14Gratus Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$NTRB $MS $HUM $CSX

$691M

138 positions

#15Bernardo Wealth Planning LLCActive

Notable overlap · 3 shared positions

$NTRB $SNOW $DDOG

$511M

129 positions

#16DEFINE FINANCIAL, LLCSmart money

Notable overlap · 3 shared positions

$MKL $SCHW $SRE

$184M

41 positions

#17Verus Financial Partners, Inc.Smart money

Notable overlap · 6 shared positions

$MKL $SNOW $DHR $DDOG $BRZE $DOV

$1.1B

121 positions

#18Silver Coast Investments LLCActive

Notable overlap · 7 shared positions

$SNOW $MS $SCHW $DDOG $USB $DOV

$313M

119 positions

#19Pillar Financial Advisors, LLCActive

Notable overlap · 7 shared positions

$NTRB $SNOW $MKL $BRZE $COP $USB

$171M

106 positions

#20Cedar Point Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$NTRB $SCHW $USB $COP

$154M

71 positions

#21Journey Beyond Wealth, LLCSmart money

Notable overlap · 3 shared positions

$MKL $SNOW $DDOG

$116M

29 positions

#22Praetorian Wealth Management, Inc.Active

Notable overlap · 6 shared positions

$NTRB $SCHW $HUM $BRZE $USB $COP

$526M

77 positions

#23Cornerstone Financial Management LLCPassive

Notable overlap · 9 shared positions

$NTRB $SNOW $VLTO $HUM $MS $DDOG

$109M

1,311 positions

#24Wheelhouse Advisory Group LLCActive

Notable overlap · 5 shared positions

$NTRB $SNOW $HUM $DDOG $USB

$302M

51 positions

#25Compass Planning Associates IncSmart money

Notable overlap · 3 shared positions

$MKL $SNOW $DDOG

$156M

30 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.