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 Azora

13F Portfolio OverlapQ1 2026Azora portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Azora Capital LP is an institutional investor managing $1.5B across 45 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 Azora are FAMILY WEALTH PARTNERS,, Elizabeth Park Advisors, Ltd., BLUELINE ADVISORS, with shared positions in $LPLA, $WT, $SCHW, $VLY, $IBOC, $EWBC. The full ranking of 25 similar funds is below.

#1FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 3 shared positions

$LPLA $WT $SCHW

$293M

105 positions

#2Elizabeth Park Capital Advisors, Ltd.Active

Notable overlap · 4 shared positions

$VLY $IBOC $EWBC $BRBS

$130M

46 positions

#3BLUELINE ADVISORS LLCActive

Notable overlap · 3 shared positions

$WT $SCHW $NU

$129M

217 positions

#4Winter & Associates, Inc.Passive

Notable overlap · 3 shared positions

$WT $XYZ $SCHW

$114M

84 positions

#5Etesian Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $FCFS $XYZ $SCHW

$313M

138 positions

#6MALTESE CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$IBOC $EWBC $BBT $MTB $VLY $CBC

$508M

104 positions

#7Karl Kapital LLCActive

Notable overlap · 3 shared positions

$LPLA $VLY $AAMI

$144M

22 positions

#8LRI Investments, LLCActive

Notable overlap · 3 shared positions

$WT $SCHW $MTB

$1.1B

1,415 positions

#9ENDEAVOUR CAPITAL ADVISORS INCActive

Notable overlap · 4 shared positions

$VLY $CCB $SSB $EWBC

$441M

37 positions

#10Elmwood Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $XYZ $SCHW

$362M

178 positions

#11LONE PINE CAPITAL LLCActive

Notable overlap · 4 shared positions

$LPLA $HUT $NU $WULF

$12.5B

36 positions

#12Spectrum Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$WT $XYZ $FCFS

$269M

58 positions

#13CROBANPassive

Some overlap · 3 shared positions

$WT $SCHW $MTB

$213M

73 positions

#14EJF Capital LLCPassive

Some overlap · 4 shared positions

$BBT $VLY $NP $BRBS

$142M

69 positions

#15Trilogy Capital Inc.Passive

Some overlap · 3 shared positions

$WT $FCFS $SCHW

$2.3B

390 positions

#16Freedom Day Solutions, LLCActive

Some overlap · 3 shared positions

$WT $FCFS $IBKR

$373M

96 positions

#17BlackDiamond Wealth Management, LLCPassive

Some overlap · 3 shared positions

$WT $XYZ $FCFS

$208M

203 positions

#18Carmel Capital Partners, LLCPassive

Some overlap · 3 shared positions

$WT $SCHW $ARI

$277M

118 positions

#19One Wealth Map LLCPassive

Some overlap · 3 shared positions

$WT $SCHW $ARI

$213M

103 positions

#20Neumann Capital Management, LLCActive

Some overlap · 3 shared positions

$WT $SCHW $NU

$340M

102 positions

#21Galaxy Digital Capital Management GP LLCActive

Some overlap · 5 shared positions

$RIOT $HUT $KEEL $CIFR $WULF

$95M

54 positions

#22Coronation Fund Managers Ltd.Active

Some overlap · 3 shared positions

$LPLA $SCHW $NU

$2.2B

53 positions

#23PMC FIG Opportunities LLCActive

Some overlap · 5 shared positions

$CCB $BBT $IBKR $SSB $NU

$65M

29 positions

#24Marathon Mission, Inc.Active

Some overlap · 4 shared positions

$WT $SCHW $MTB $EWBC

$200M

57 positions

#25Duncan Williams Asset Management, LLCActive

Some overlap · 3 shared positions

$WT $PNFP $CIFR

$361M

154 positions

Compare Azora’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Azora’s holdings

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.