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 Faithward Advisors,

13F Portfolio OverlapQ1 2026Faithward Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Faithward Advisors, LLC is an institutional investor managing $701M across 261 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 Faithward Advisors, are Blue Line , / IL, BCWM,, PROFESSIONAL FINANCIAL SOLUTIONS /ADV, with shared positions in $PLTR, $VRT, $USB, $KMI, $AMGN, $CCJ. The full ranking of 25 similar funds is below.

#1Blue Line Capital, LLC / ILPassive

Notable overlap · 7 shared positions

$PLTR $VRT $USB $KMI $AMGN $CCJ

$88M

65 positions

#2BCWM, LLCPassive

Notable overlap · 5 shared positions

$IAU $BMY $KMI $USB $UNP

$353M

57 positions

#3PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADVActive

Notable overlap · 3 shared positions

$IAU $PLTR $BMY

$112M

38 positions

#4Orion Investment CoActive

Notable overlap · 7 shared positions

$PLTR $SHOP $ASML $HII $CCJ $UNP

$315M

69 positions

#5Telligent Fund, LPActive

Notable overlap · 4 shared positions

$MSTR $PLTR $VRT $ANET

$94M

24 positions

#6IBEX WEALTH ADVISORSPassive

Notable overlap · 6 shared positions

$PLTR $KMI $VRT $AMGN $IBKR $ANET

$1.1B

203 positions

#7Kessler Investment Group, LLCPassive

Notable overlap · 6 shared positions

$MSTR $PLTR $VRT $ANET $IBM $CRWD

$211M

79 positions

#8Miller Financial Services LLCPassive

Notable overlap · 7 shared positions

$KMI $NET $BMY $SLV $CRWD $USB

$91M

120 positions

#9BCS Private Wealth Management, Inc.Passive

Notable overlap · 8 shared positions

$KMI $USB $IBM $CCJ $NTR $ITW

$329M

186 positions

#10Forza Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$IAU $IBM $USB $AMGN $BMY $HII

$287M

188 positions

#11Gunpowder Capital Management, LLC dba Oliver Wealth ManagementPassive

Notable overlap · 3 shared positions

$IAU $PLTR $SLV

$132M

408 positions

#12Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$IAU $SLV $VRT $AMGN

$477M

70 positions

#13Exit Wealth Advisors, LLC.Active

Notable overlap · 4 shared positions

$IAU $SLV $BMY $ANET

$195M

131 positions

#14GLYNN CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$PLTR $NET $VRT $ANET $CRWD $SHOP

$209M

42 positions

#15Nikko Asset Management Americas, Inc.Active

Notable overlap · 6 shared positions

$PLTR $SHOP $NET $CRWD $NTRA $CCJ

$7.1B

186 positions

#16Benchmark Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$PLTR $VRT $ANET $ASML $USB $CRWD

$172M

76 positions

#17DB&C Advisors, LLCPassive

Notable overlap · 5 shared positions

$PLTR $VRT $IBM $SHOP $AMGN

$77M

67 positions

#18Harvest Portfolios Group Inc.Active

Notable overlap · 4 shared positions

$MSTR $PLTR $BMY $AMGN

$6.1B

260 positions

#19Arnhold LLCActive

Notable overlap · 4 shared positions

$IAU $BMY $VRT $SLV

$1.4B

118 positions

#20MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 5 shared positions

$IAU $SLV $USB $IBM $AMGN

$1.3B

143 positions

#21Wealth Management Partners, LLCPassive

Notable overlap · 5 shared positions

$IAU $VRT $PLTR $ASML $NET

$350M

147 positions

#22Sterling Investment Advisors, Ltd.Passive

Notable overlap · 7 shared positions

$KMI $USB $VRT $CRWD $PLTR $AMGN

$552M

212 positions

#23Cushing Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$IAU $SLV $ITW $USB

$130M

96 positions

#24Fund Advisors of America Inc/FLPassive

Notable overlap · 6 shared positions

$NET $IBM $USB $ASML $PLTR $KMI

$99M

118 positions

#25Accuvest Global AdvisorsPassive

Notable overlap · 4 shared positions

$MSTR $PLTR $CRWD $SHOP

$107M

57 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.