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 Independent Advisor Alliance

13F Portfolio OverlapQ1 2026Independent Advisor Alliance portfolio →

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Most similar hedge funds by 13F overlap

Independent Advisor Alliance is an institutional investor managing $9.3B across 1,595 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 Independent Advisor Alliance are Sherman Wealth, Cascade Financial Partners,, BEACON FINANCIAL GROUP, with shared positions in $WT, $HUM, $AMD, $GMM, $AMN, $KKR. The full ranking of 25 similar funds is below.

#1Sherman Wealth Management LLCPassive

Some overlap · 6 shared positions

$WT $HUM $AMD $GMM $AMN $KKR

$116M

80 positions

#2Cascade Financial Partners, LLCActive

Some overlap · 5 shared positions

$WT $HUM $AMN $GMM $KKR

$970M

263 positions

#3BEACON FINANCIAL GROUPPassive

Some overlap · 6 shared positions

$WT $HUM $JHG $FITB $DUK $KKR

$1.0B

348 positions

#4Collaborative Wealth Managment Inc.Passive

Some overlap · 6 shared positions

$WT $HUM $AMN $GMM $FITB $KKR

$218M

162 positions

#5Burk Holdings LLCPassive

Some overlap · 4 shared positions

$WT $HUM $AMD $AMN

$233M

676 positions

#6Gateway Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$WT $AMN $HUM $GMM $FITB $KKR

$2.6B

925 positions

#7FLAGSHIP HARBOR ADVISORS, LLCPassive

Some overlap · 5 shared positions

$WT $HUM $GMM $JHG $KKR

$2.3B

732 positions

#8Wealthcare Advisory Partners LLCPassive

Some overlap · 6 shared positions

$WT $AMN $HUM $JHG $DUK $KKR

$5.1B

1,073 positions

#9OakTrust Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$WT $HUM $AMN $FITB

$110M

68 positions

#10UPTICK PARTNERS, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $AMN $KKR

$502M

293 positions

#11Alchemi Wealth, LLCPassive

Some overlap · 5 shared positions

$WT $HUM $AMD $JHG $DUK

$180M

155 positions

#12Onyx Bridge Wealth Group LLCPassive

Some overlap · 4 shared positions

$WT $HUM $AMN $KKR

$930M

373 positions

#13Unison Advisors LLCActive

Some overlap · 5 shared positions

$WT $AMD $AMN $FITB $KKR

$1.3B

175 positions

#14HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$WT $HUM $AMD $JHG $KKR

$238M

142 positions

#15Beacon Financial Advisory LLCPassive

Some overlap · 5 shared positions

$WT $HUM $JHG $FITB $KKR

$443M

402 positions

#16IAG Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $GMM $JHG

$896M

509 positions

#17CRA Financial Services, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $AMN $JHG

$770M

296 positions

#18Wealthcare Capital Partners, LLCActive

Some overlap · 4 shared positions

$WT $HUM $JHG $KKR

$213M

153 positions

#19OPTIMA CAPITAL LLCPassive

Some overlap · 3 shared positions

$WT $HUM $AMD

$215M

159 positions

#20Centerpoint Advisory GroupPassive

Some overlap · 3 shared positions

$WT $HUM $AMN

$133M

108 positions

#21CAHILL FINANCIAL ADVISORS INCPassive

Some overlap · 3 shared positions

$WT $HUM $AMN

$924M

286 positions

#22Financially in Tune, LLCActive

Some overlap · 4 shared positions

$WT $HUM $FITB $KKR

$116M

77 positions

#23Anfield Capital Management, LLCPassive

Some overlap · 4 shared positions

$WT $AMD $AMN $JHG

$363M

715 positions

#24Per Stirling Capital Management, LLC.Passive

Some overlap · 4 shared positions

$WT $HUM $AMN $JHG

$905M

310 positions

#25Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 4 shared positions

$WT $HUM $JHG $KKR

$589M

590 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.