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 Gradient Advisors,

13F Portfolio OverlapQ1 2026Gradient Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Gradient Capital Advisors, LLC is an institutional investor managing $432M across 179 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 Gradient Advisors, are White Lighthouse Investment, Leonard Rickey Investment Advisors P.L.L.C., CLUNE & ASSOCIATES, LTD., with shared positions in $COP, $IAU, $BRZE, $UNIT, $SCHW, $HUM. The full ranking of 25 similar funds is below.

#1White Lighthouse Investment Management Inc.Active

Notable overlap · 7 shared positions

$COP $IAU $BRZE $UNIT $SCHW $HUM

$721M

145 positions

#2Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 7 shared positions

$COP $IAU $BRZE $MKL $HUM $SCHW

$578M

118 positions

#3CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 7 shared positions

$COP $BRZE $UNIT $SCHW $IAU $MKL

$532M

162 positions

#4Towneley Capital Management, Inc / DESmart money

Notable overlap · 5 shared positions

$COP $IAU $BRZE $AMN $MKL

$478M

42 positions

#5WESCAP Management Group, Inc.Active

Notable overlap · 6 shared positions

$COP $IAU $SCHW $SLV $HUM $UNIT

$508M

107 positions

#6Firestone Capital ManagementPassive

Notable overlap · 6 shared positions

$COP $IAU $UNIT $SCHW $MKL $HUM

$480M

160 positions

#7MARYLAND CAPITAL ADVISORS INC.

Notable overlap · 6 shared positions

$COP $IAU $UNIT $SCHW $HUM $AMGN

$295M

271 positions

#8DecisionPoint Financial, LLCActive

Notable overlap · 4 shared positions

$COP $IAU $BRZE $SCHW

$464M

679 positions

#9Robinson Value Management, Ltd.Passive

Notable overlap · 4 shared positions

$COP $IAU $GLDM $SLV

$180M

73 positions

#10FIDUCIARY ADVISORS, INC.Active

Notable overlap · 7 shared positions

$COP $BRZE $UNIT $MKL $AMN $BAC

$133M

121 positions

#11GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 4 shared positions

$COP $IAU $UNIT $AMN

$212M

87 positions

#12Mustard Seed Financial, LLCPassive

Notable overlap · 4 shared positions

$COP $BRZE $UNIT $SCHW

$167M

92 positions

#13Disciplined Investments, LLCPassive

Notable overlap · 4 shared positions

$COP $IAU $SCHW $UNIT

$279M

141 positions

#14Horizon Investment Services, LLCPassive

Notable overlap · 4 shared positions

$COP $LRCX $SCHW $SLV

$288M

137 positions

#15WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 5 shared positions

$COP $IAU $UNIT $SLV $HUM

$284M

123 positions

#16Farrell Financial LLCPassive

Notable overlap · 6 shared positions

$COP $IAU $SCHW $MKL $HUM $BRZE

$167M

76 positions

#17FIDELIS iM, LLCSmart money

Notable overlap · 4 shared positions

$COP $BRZE $SCHW $HUM

$264M

25 positions

#18Ballast Financial Advisors LLCActive

Notable overlap · 7 shared positions

$COP $IAU $UNIT $BRZE $AMN $HUM

$98M

68 positions

#19Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive

Notable overlap · 6 shared positions

$COP $UNIT $SCHW $AMN $__PARK_1390777 $LRCX

$5.8B

996 positions

#20Asset Advisory Group, Inc.Passive

Notable overlap · 5 shared positions

$COP $BRZE $SCHW $HUM $AMGN

$199M

116 positions

#21Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 5 shared positions

$COP $UNIT $SCHW $SLV $HUM

$230M

21 positions

#22Hurlow Wealth Management Group, Inc.Active

Notable overlap · 4 shared positions

$COP $IAU $SCHW $HUM

$420M

120 positions

#23Rockbridge Investment Management, LCCSmart money

Notable overlap · 5 shared positions

$COP $BRZE $UNIT $SCHW $HUM

$1.1B

137 positions

#24Cherry Tree Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$COP $BRZE $UNIT $SCHW $MKL $AMN

$473M

582 positions

#25Strategic Financial Services, Inc.Smart money

Notable overlap · 4 shared positions

$COP $LRCX $GLDM $BRZE

$2.1B

152 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.