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 FLAGSHIP HARBOR ADVISORS,

13F Portfolio OverlapQ1 2026FLAGSHIP HARBOR ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

FLAGSHIP HARBOR ADVISORS, LLC is an institutional investor managing $2.3B across 732 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 FLAGSHIP HARBOR ADVISORS, are Gateway Wealth Partners,, Onyx Bridge Wealth Group, Cascade Financial Partners,, with shared positions in $WT, $CRM, $KKR, $HUM, $GMM, $OKE. The full ranking of 25 similar funds is below.

#1Gateway Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$WT $CRM $KKR $HUM $GMM $OKE

$2.6B

925 positions

#2Onyx Bridge Wealth Group LLCPassive

Some overlap · 5 shared positions

$WT $HUM $CRM $KKR $OKE

$930M

373 positions

#3Cascade Financial Partners, LLCActive

Some overlap · 4 shared positions

$WT $HUM $GMM $KKR

$970M

263 positions

#4Strategic Financial Concepts, LLCPassive

Some overlap · 5 shared positions

$WT $HUM $GMM $RELX $OKE

$405M

298 positions

#5Comprehensive Money Management Services LLCPassive

Some overlap · 4 shared positions

$WT $CRM $GMM $RELX

$152M

193 positions

#6Sherman Wealth Management LLCPassive

Some overlap · 4 shared positions

$WT $HUM $GMM $KKR

$116M

80 positions

#7BEACON FINANCIAL GROUPPassive

Some overlap · 5 shared positions

$WT $HUM $KKR $RELX $JHG

$1.0B

348 positions

#8Ameritas Advisory Services, LLCPassive

Some overlap · 6 shared positions

$WT $HUM $KKR $COP $OKE $JHG

$2.6B

1,075 positions

#9Bulwark Capital CorpActive

Some overlap · 8 shared positions

$HUM $WT $KKR $RELX $COP $OKE

$162M

100 positions

#10Wealthcare Capital Partners, LLCActive

Some overlap · 5 shared positions

$WT $HUM $KKR $JHG $COP

$213M

153 positions

#11Wealthcare Advisory Partners LLCPassive

Some overlap · 6 shared positions

$WT $KKR $HUM $OKE $JHG $DHR

$5.1B

1,073 positions

#12TAGStone Capital, Inc.Passive

Some overlap · 6 shared positions

$WT $GMM $HUM $RELX $COP $DHR

$283M

137 positions

#13IAG Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$WT $HUM $OKE $GMM $JHG

$896M

509 positions

#14VISTA INVESTMENT MANAGEMENTPassive

Some overlap · 5 shared positions

$WT $GMM $RELX $COP $JHG

$301M

176 positions

#15Collaborative Wealth Managment Inc.Passive

Some overlap · 5 shared positions

$WT $GMM $KKR $HUM $DHR

$218M

162 positions

#16Beacon Financial Advisory LLCPassive

Some overlap · 5 shared positions

$WT $HUM $KKR $CRM $JHG

$443M

402 positions

#17Catalyst Investment Management LLCPassive

Some overlap · 4 shared positions

$WT $HUM $KKR $DHR

$90M

65 positions

#18FOUNDERS FINANCIAL SECURITIES LLCPassive

Some overlap · 6 shared positions

$WT $HUM $CRM $GMM $JHG $RELX

$1.7B

498 positions

#19Compass Financial Services IncActive

Some overlap · 4 shared positions

$WT $HUM $KKR $DHR

$231M

56 positions

#20truNorth Financial Services, Inc.Active

Some overlap · 4 shared positions

$WT $HUM $KKR $COP

$97M

49 positions

#21Axis Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $KKR $COP

$188M

174 positions

#22Good Harbor Advisors, Inc.Passive

Some overlap · 4 shared positions

$WT $HUM $DHR $COP

$92M

82 positions

#23TD Capital Management LLCActive

Some overlap · 4 shared positions

$WT $HUM $DHR $OKE

$1.1B

853 positions

#24KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$WT $CRM $GMM

$743M

262 positions

#25BIP Wealth, LLCActive

Some overlap · 6 shared positions

$WT $HUM $JHG $KKR $COP $QUBT

$2.5B

453 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.