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 Mutual Advisors,

13F Portfolio OverlapQ1 2026Mutual Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Mutual Advisors, LLC is an institutional investor managing $4.7B across 1,325 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 Mutual Advisors, are Cornerstone Financial, Lynx Investment Advisory, Cauble & Harre Wealth ,, with shared positions in $KKR, $SNOW, $HUM, $MS, $SE, $USB. The full ranking of 25 similar funds is below.

#1Cornerstone Financial Management LLCPassive

Some overlap · 6 shared positions

$KKR $SNOW $HUM $MS $SE $USB

$109M

1,311 positions

#2Lynx Investment AdvisoryPassive

Some overlap · 6 shared positions

$KKR $SNOW $HUM $USB $MAR $JHG

$209M

181 positions

#3Cauble & Harre Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$KKR $SNOW $HUM $CBSH $MS

$126M

74 positions

#4Centurion Wealth Management LLCPassive

Some overlap · 6 shared positions

$SNOW $HUM $KKR $MS $SE $USB

$444M

316 positions

#5ATLANTIC FAMILY WEALTH, LLCSmart money

Some overlap · 6 shared positions

$SNOW $HUM $KKR $MS $USB $MAR

$138M

59 positions

#6TBH Global Asset Management, LLCPassive

Some overlap · 5 shared positions

$KKR $SNOW $HUM $MS $USB

$497M

245 positions

#7Oakmont Advisory Group, LLCPassive

Some overlap · 5 shared positions

$KKR $SNOW $HUM $MS $USB

$98M

119 positions

#8Financial Perspectives, IncPassive

Some overlap · 6 shared positions

$KKR $HUM $MS $MAR $SE $USB

$358M

716 positions

#9SMITH, MOORE & CO.Passive

Some overlap · 6 shared positions

$SNOW $HUM $MS $USB $MAR $JHG

$1.4B

558 positions

#10Stonebridge Financial Planning Group, LLCPassive

Some overlap · 6 shared positions

$KKR $SNOW $MS $USB $MAR $JHG

$272M

171 positions

#11NOVEM GROUPPassive

Some overlap · 5 shared positions

$KKR $SNOW $HUM $SE $USB

$873M

437 positions

#12Capital Advisors Wealth Management, LLCPassive

Some overlap · 5 shared positions

$KKR $SNOW $HUM $USB $MAR

$745M

219 positions

#13Christensen, King & Associates Investment Services, Inc.Active

Some overlap · 5 shared positions

$KKR $SNOW $HUM $USB $MAR

$233M

105 positions

#14Waverly Advisors, LLCPassive

Some overlap · 5 shared positions

$SNOW $HUM $KKR $MS $USB

$13.4B

1,620 positions

#15Cornerstone Advisory, LLCPassive

Some overlap · 5 shared positions

$KKR $SNOW $HUM $MAR $JHG

$1.1B

262 positions

#16Eagle Strategies LLCPassive

Some overlap · 5 shared positions

$KKR $SNOW $MS $HUM $SE

$837M

258 positions

#17White Lighthouse Investment Management Inc.Active

Some overlap · 5 shared positions

$KKR $SNOW $HUM $USB $MAR

$721M

145 positions

#18SONATA CAPITAL GROUP INCPassive

Some overlap · 5 shared positions

$KKR $SNOW $HUM $USB $MAR

$271M

123 positions

#19Darrow Company, Inc.Active

Some overlap · 5 shared positions

$KKR $SNOW $HUM $MAR $USB

$222M

56 positions

#20Asset Allocation Strategies LLCPassive

Some overlap · 5 shared positions

$KKR $SNOW $MS $HUM $JHG

$563M

167 positions

#21OSAIC HOLDINGS, INC.Passive

Some overlap · 6 shared positions

$HUM $SNOW $MS $KKR $MAR $JHG

$68.3B

7,814 positions

#22Wealthcare Advisory Partners LLCPassive

Slight overlap · 5 shared positions

$KKR $SNOW $HUM $SE $JHG

$5.1B

1,073 positions

#23CVA Family Office, LLCPassive

Slight overlap · 5 shared positions

$KKR $HUM $MS $USB $MAR

$950M

1,838 positions

#24BAYBANPassive

Slight overlap · 5 shared positions

$SNOW $HUM $KKR $USB $MAR

$115M

671 positions

#25Fonville Wealth Management LLCPassive

Slight overlap · 5 shared positions

$KKR $SNOW $HUM $SE $MAR

$525M

138 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.