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 Flaharty Asset ,

13F Portfolio OverlapQ1 2026Flaharty Asset , portfolio →

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Most similar hedge funds by 13F overlap

Flaharty Asset Management, LLC is an institutional investor managing $70M across 52 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 Flaharty Asset , are Drake & Associates,, Bridgewealth Advisory Group,, Split Rock Private Trading & Wealth ,, with shared positions in $JHG, $AMN, $DHR, $SNOW, $MU, $UNH. The full ranking of 25 similar funds is below.

#1Drake & Associates, LLCActive

Notable overlap · 3 shared positions

$JHG $AMN $DHR

$525M

97 positions

#2Bridgewealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$JHG $AMN $SNOW

$482M

135 positions

#3Split Rock Private Trading & Wealth Management, LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $AMN

$129M

46 positions

#4Englebert Financial Advisers, LLCActive

Notable overlap · 3 shared positions

$JHG $MU $UNH

$88M

55 positions

#5E6 Portfolios, LLCActive

Notable overlap · 3 shared positions

$JHG $MU $MSTR

$96M

58 positions

#6Orion Capital Management LLCPassive

Notable overlap · 4 shared positions

$JHG $AMN $SCHW $BE

$290M

485 positions

#7Financial Enhancement Group LLCPassive

Notable overlap · 4 shared positions

$JHG $FND $DHR $MSTR

$807M

135 positions

#8BARINGS LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $AZN

$6.2B

179 positions

#9EPIQ PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$JHG $SCHW $UNH

$214M

83 positions

#10Miller Global Investments, LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $SCHW

$121M

295 positions

#11Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$JHG $AMN $SNOW

$478M

42 positions

#12IFC & Insurance Marketing, Inc.Active

Notable overlap · 3 shared positions

$JHG $SNOW $UNH

$96M

72 positions

#13Clearview Wealth Advisors LLC

Notable overlap · 3 shared positions

$JHG $SNOW $SCHW

$158M

103 positions

#14Traub Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $NOTV $SNOW

$101M

130 positions

#15Medallion Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $SCHW

$306M

1,121 positions

#16COLLECTIVE FAMILY OFFICE LLCPassive

Notable overlap · 3 shared positions

$AMN $NOTV $DHR

$489M

161 positions

#17Dogwood Wealth Management LLCPassive

Notable overlap · 3 shared positions

$AMN $JHG $SCHW

$230M

860 positions

#18BARD ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $SCHW

$398M

292 positions

#19VOISARD ASSET MANAGEMENT GROUP, INC.Active

Notable overlap · 5 shared positions

$AMN $JHG $DHR $MU $SCHW

$469M

104 positions

#20IF Advisors, LLCPassive

Notable overlap · 3 shared positions

$AMN $JHG $SCHW

$141M

53 positions

#21BNB Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $MU

$156M

90 positions

#22Generation Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $MU $UNH

$137M

74 positions

#23Burk Holdings LLCPassive

Notable overlap · 4 shared positions

$AMN $SNOW $DHR $SCHW

$233M

676 positions

#24WealthCollab, LLCPassive

Notable overlap · 4 shared positions

$AMN $SNOW $DHR $SCHW

$243M

977 positions

#25MRA Advisory GroupPassive

Notable overlap · 3 shared positions

$JHG $UNH $BE

$245M

142 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.