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 Unison Advisors

13F Portfolio OverlapQ1 2026Unison Advisors portfolio →

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Most similar hedge funds by 13F overlap

Unison Advisors LLC is an institutional investor managing $1.3B across 175 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 Unison Advisors are Kane Wealth ,, Physician Wealth Solutions, Kondo Wealth Advisors,, with shared positions in $AMN, $WT, $DDOG, $PFG, $UPST, $AMD. The full ranking of 25 similar funds is below.

#1Kane Co Wealth Management, Inc.Active

Substantial overlap · 4 shared positions

$AMN $WT $DDOG $PFG

$119M

51 positions

#2Physician Wealth Solutions Inc.Active

Substantial overlap · 4 shared positions

$AMN $DDOG $UPST $AMD

$242M

45 positions

#3Kondo Wealth Advisors, Inc.Active

Substantial overlap · 3 shared positions

$AMN $WT $VZ

$266M

69 positions

#4RW Investment Management LLCActive

Substantial overlap · 3 shared positions

$AMN $COP $KKR

$1.0B

113 positions

#5Burk Holdings LLCPassive

Substantial overlap · 4 shared positions

$AMN $WT $AMD $DDOG

$233M

676 positions

#6EAGLE WEALTH STRATEGIES LLCActive

Substantial overlap · 4 shared positions

$AMN $WT $AMD $VZ

$228M

114 positions

#7Meredith Wealth PlanningActive

Substantial overlap · 3 shared positions

$AMN $DDOG $COP

$369M

70 positions

#8WMG Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$AMN $UPST $WT $PFH $VZ

$240M

100 positions

#9Ballast Financial Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $COP $KKR

$98M

68 positions

#10Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 5 shared positions

$AMN $WT $UPST $DDOG $KKR

$2.2B

79 positions

#11Torren Management, LLCActive

Notable overlap · 4 shared positions

$AMN $WT $CB $FITB

$201M

983 positions

#12CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 4 shared positions

$AMN $COP $GD $CI

$334M

70 positions

#13HMV Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $KKR $REGN

$213M

81 positions

#14Creative Capital Management Investments LLCActive

Notable overlap · 3 shared positions

$AMN $DDOG $WT

$348M

324 positions

#15Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 3 shared positions

$AMN $VLO $WT

$931M

518 positions

#16Henrickson Nauta Wealth Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$AMN $TRV $VLO

$356M

106 positions

#17Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$AMN $KKR $REGN

$126M

74 positions

#18Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 4 shared positions

$AMN $DDOG $COP $REGN

$1.1B

81 positions

#19Beaird Harris Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMN $DDOG $UPST $WT

$1.5B

686 positions

#20Invariant Investment ManagementActive

Notable overlap · 3 shared positions

$AMN $EOG $COP

$162M

70 positions

#21Bare Financial Services, IncPassive

Notable overlap · 3 shared positions

$AMN $COP $AMD

$378M

1,730 positions

#22Marquette Asset Management, LLCActive

Notable overlap · 3 shared positions

$AMN $KKR $VZ

$669M

795 positions

#23O'Connor Financial Group LLCActive

Notable overlap · 3 shared positions

$AMN $WT $LEN

$244M

58 positions

#24Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$AMN $DDOG $KKR

$302M

51 positions

#25Echo Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $REGN $UPST

$174M

47 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.