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 LEVEL FOUR ADVISORY SERVICES,

13F Portfolio OverlapQ1 2026LEVEL FOUR ADVISORY SERVICES, portfolio →

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Most similar hedge funds by 13F overlap

LEVEL FOUR ADVISORY SERVICES, LLC is an institutional investor managing $3.0B across 866 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 LEVEL FOUR ADVISORY SERVICES, are Aprio Wealth ,, Strategic Financial Concepts,, CALTON & ASSOCIATES,, with shared positions in $BAH, $ALPS, $WT, $MS, $NEE, $REGN. The full ranking of 25 similar funds is below.

#1Aprio Wealth Management, LLCPassive

Some overlap · 6 shared positions

$BAH $ALPS $WT $MS $NEE $REGN

$1.8B

613 positions

#2Strategic Financial Concepts, LLCPassive

Some overlap · 7 shared positions

$BAH $WT $MS $ALPS $USB $SHW

$405M

298 positions

#3CALTON & ASSOCIATES, INC.Passive

Some overlap · 8 shared positions

$WT $MS $MU $COP $SHW $REGN

$696M

438 positions

#4Centerpoint Advisory GroupPassive

Some overlap · 5 shared positions

$BAH $WT $MS $DKNG $REGN

$133M

108 positions

#5National Wealth Management Group, LLCPassive

Some overlap · 5 shared positions

$BAH $WT $REGN $USB $MU

$269M

215 positions

#6Element Wealth, LLCPassive

Some overlap · 5 shared positions

$ALPS $WT $BAH $SHW $MS

$242M

207 positions

#7Fermata Advisors, LLCPassive

Some overlap · 5 shared positions

$ALPS $WT $MS $DKNG $REGN

$444M

232 positions

#8Riverbend Wealth Management, LLCPassive

Some overlap · 5 shared positions

$ALPS $WT $MS $C $USB

$175M

152 positions

#9Redhawk Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$BAH $WT $COP $USB $MS

$906M

387 positions

#10Mason & Associates IncActive

Some overlap · 5 shared positions

$ALPS $WT $COP $MS $SHW

$516M

160 positions

#11Per Stirling Capital Management, LLC.Passive

Some overlap · 4 shared positions

$BAH $WT $MS $REGN

$905M

310 positions

#12Southland Equity Partners LLCPassive

Some overlap · 4 shared positions

$BAH $WT $MS $USB

$513M

273 positions

#13DRIVE WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$BAH $WT $MS $NEE $MU

$474M

376 positions

#14American Alpha Advisors, LLCActive

Some overlap · 5 shared positions

$ALPS $WT $DKNG $REGN $COP

$188M

96 positions

#15Transcendent Capital Group LLCPassive

Some overlap · 4 shared positions

$BAH $WT $COP $USB

$219M

112 positions

#16GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 4 shared positions

$BAH $WT $SHW $REGN

$5.5B

999 positions

#17LifeGoal Investments, LLCActive

Some overlap · 5 shared positions

$BAH $MS $MU $COP $USB

$175M

112 positions

#18Merited Wealth, LLCPassive

Some overlap · 5 shared positions

$BAH $MS $MU $SHW $UNH

$121M

79 positions

#19CMC Financial GroupActive

Some overlap · 4 shared positions

$BAH $WT $REGN $USB

$51M

38 positions

#20Powers Advisory Group, LLCActive

Some overlap · 6 shared positions

$WT $MS $COP $REGN $USB $LMT

$284M

125 positions

#21Fortis Group Advisors, LLCPassive

Some overlap · 6 shared positions

$ALPS $WT $UNH $SHW $REGN $USB

$605M

582 positions

#22NCM Capital Management, LLCActive

Some overlap · 5 shared positions

$BAH $MS $NEE $REGN $USB

$279M

185 positions

#23J.W. COLE ADVISORS, INC.Passive

Some overlap · 7 shared positions

$MS $WT $COP $NEE $REGN $USB

$3.0B

785 positions

#24Checchi Capital Advisers, LLCActive

Some overlap · 5 shared positions

$ALPS $WT $COP $USB $UNH

$2.0B

604 positions

#25Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 5 shared positions

$WT $BAH $MU $MS $SHW

$144M

387 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.