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 FLC Advisors

13F Portfolio OverlapQ1 2026FLC Advisors portfolio →

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Most similar hedge funds by 13F overlap

FLC Capital Advisors is an institutional investor managing $560M across 221 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 FLC Advisors are Tandem Financial,, Windward Private Wealth, BetterWealth,, with shared positions in $SNOW, $USB, $PM, $SAN, $VLTO, $HUM. The full ranking of 25 similar funds is below.

#1Tandem Financial, LLCPassive

Notable overlap · 4 shared positions

$SNOW $USB $PM $SAN

$314M

98 positions

#2Windward Private Wealth Management Inc.Smart money

Notable overlap · 3 shared positions

$SNOW $VLTO $HUM

$289M

44 positions

#3BetterWealth, LLCSmart money

Notable overlap · 4 shared positions

$SNOW $USB $NEE $HUM

$510M

85 positions

#4rebel Financial LLCPassive

Notable overlap · 5 shared positions

$SNOW $AMH $USB $VLTO $UPS

$231M

65 positions

#5Graetz Wealth LLCPassive

Notable overlap · 5 shared positions

$SNOW $USB $VLTO $HUM $SCHW

$112M

80 positions

#6Longview Financial Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $USB $SCHW

$184M

157 positions

#7Williams Financial, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $USB $IBM

$172M

25 positions

#8Fortis Advisors, LLCPassive

Notable overlap · 5 shared positions

$SNOW $USB $HUM $NEE $UPS

$200M

119 positions

#9MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $USB $SAN

$508M

88 positions

#10Silver Coast Investments LLCActive

Notable overlap · 4 shared positions

$SNOW $USB $CMI $SCHW

$313M

119 positions

#11Discipline Wealth Solutions, LLCActive

Notable overlap · 5 shared positions

$SNOW $GLTR $NEE $HUM $SCHW

$950M

192 positions

#12FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 4 shared positions

$SNOW $HUM $NEE $SCHW

$754M

345 positions

#13VAUGHAN & Co SECURITIES, INC.Active

Notable overlap · 5 shared positions

$SNOW $PM $IBM $UPS $PFE

$193M

58 positions

#14MATHER GROUP, LLC.Active

Notable overlap · 3 shared positions

$SNOW $VLTO $USB

$10.0B

1,896 positions

#15Sagace Wealth Management LLCPassive

Notable overlap · 4 shared positions

$SNOW $USB $IBM $NEE

$149M

70 positions

#16BRIGHTON SECURITIES CORP.Smart money

Notable overlap · 4 shared positions

$SNOW $VLTO $USB $HUM

$208M

47 positions

#17FMA Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $NEE

$150M

38 positions

#18Wagner Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $IBM $PM

$495M

279 positions

#19CHRISTINE MESSMER PCActive

Notable overlap · 4 shared positions

$SNOW $NEE $HUM $UPS

$156M

80 positions

#20Courage Miller Partners, LLCActive

Notable overlap · 4 shared positions

$SNOW $GLTR $USB $PM

$354M

92 positions

#21Darrow Company, Inc.Active

Notable overlap · 3 shared positions

$SNOW $HUM $USB

$222M

56 positions

#22Heritage Financial Services, LLC

Notable overlap · 4 shared positions

$SNOW $IBM $NEE $HUM

$1.2B

126 positions

#23Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$SNOW $USB $VLTO $HUM $SCHW

$163M

67 positions

#24American TrustActive

Notable overlap · 4 shared positions

$SNOW $NEE $CMI $SCHW

$1.1B

313 positions

#25True Link Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $HUM $USB $IBM

$1.6B

418 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.