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 Vestmark Advisory Solutions,

13F Portfolio OverlapQ1 2026Vestmark Advisory Solutions, portfolio →

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Most similar hedge funds by 13F overlap

Vestmark Advisory Solutions, Inc. is an institutional investor managing $9.0B across 1,327 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 Vestmark Advisory Solutions, are Professional Financial Advisors,, Cornerstone Wealth ,, XY Planning Network,, with shared positions in $BRZE, $WT, $MS, $SNOW, $USB, $SHW. The full ranking of 25 similar funds is below.

#1Professional Financial Advisors, LLCActive

Some overlap · 5 shared positions

$BRZE $WT $MS $SNOW $USB

$491M

137 positions

#2Cornerstone Wealth Management, LLCPassive

Some overlap · 8 shared positions

$BRZE $MS $WT $SHW $SNOW $USB

$2.0B

712 positions

#3XY Planning Network, Inc.Passive

Some overlap · 5 shared positions

$BRZE $WT $SNOW $USB $DOV

$626M

273 positions

#4Mount Yale Investment Advisors, LLCPassive

Some overlap · 8 shared positions

$WT $MS $USB $EPD $DOV $SNOW

$4.3B

1,095 positions

#5ATLas Financial Planning LLCActive

Some overlap · 4 shared positions

$BRZE $WT $USB $DOV

$112M

69 positions

#6TRB Wealth Management, LLCPassive

Some overlap · 4 shared positions

$BRZE $WT $MS $SNOW

$704M

285 positions

#7Cornerstone Financial Group, LLC /NE/Active

Some overlap · 4 shared positions

$BRZE $WT $USB $DOV

$156M

73 positions

#8Curran Financial Partners, LLCActive

Some overlap · 4 shared positions

$BRZE $WT $SHW $USB

$559M

127 positions

#9Discipline Wealth Solutions, LLCActive

Some overlap · 5 shared positions

$BRZE $WT $SNOW $NEE $DOV

$950M

192 positions

#10Meridian Financial Partners LLCActive

Some overlap · 6 shared positions

$WT $MS $SNOW $USB $NEE $KO

$263M

121 positions

#11Ruggaard & Associates LLCPassive

Some overlap · 3 shared positions

$BRZE $WT $MS

$252M

122 positions

#12Freedom Day Solutions, LLCActive

Some overlap · 3 shared positions

$BRZE $WT $SHW

$373M

96 positions

#13Reality Financial Planning Services, LLCSmart money

Some overlap · 3 shared positions

$BRZE $WT $SNOW

$104M

20 positions

#14Pacific Park Financial, Inc.Active

Some overlap · 4 shared positions

$BRZE $MS $SNOW $DOV

$153M

73 positions

#15SYM FINANCIAL CorpActive

Some overlap · 3 shared positions

$BRZE $WT $DOV

$1.0B

415 positions

#16Value Investment Professionals, LLCPassive

Some overlap · 3 shared positions

$BRZE $WT $DOV

$89M

81 positions

#17Friday FinancialActive

Some overlap · 4 shared positions

$BRZE $WT $SNOW $NEE

$290M

93 positions

#18M Wealth Management, LLCActive

Some overlap · 3 shared positions

$BRZE $WT $DOV

$119M

55 positions

#19Systelligence, LLCPassive

Some overlap · 5 shared positions

$WT $MS $SNOW $USB $DOV

$514M

56 positions

#20Efficient Advisors, LLCActive

Some overlap · 5 shared positions

$BRZE $SNOW $WT $NEE $DOV

$1.4B

58 positions

#21Powers Advisory Group, LLCActive

Some overlap · 6 shared positions

$WT $MS $USB $EPD $KO $SNOW

$284M

125 positions

#22NewEdge Advisors, LLCPassive

Some overlap · 7 shared positions

$WT $SHW $DOV $KO $USB $BRZE

$2.2B

1,217 positions

#23Pinnacle Wealth Management Group, Inc.Passive

Some overlap · 4 shared positions

$BRZE $MS $USB $NEE

$204M

120 positions

#24Good Harbor Advisors, Inc.Passive

Some overlap · 3 shared positions

$BRZE $WT $NEE

$92M

82 positions

#25Elwood & Goetz Wealth Advisory Group, LLCActive

Some overlap · 4 shared positions

$BRZE $WT $NEE $KO

$589M

138 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.