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 ISLAY ,

13F Portfolio OverlapQ1 2026ISLAY , portfolio →

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Most similar hedge funds by 13F overlap

ISLAY CAPITAL MANAGEMENT, LLC is an institutional investor managing $197M across 204 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 ISLAY , are SILVER OAK WEALTH ADVISORS SERVICES,, Cauble & Harre Wealth ,, Tillman Hartley, with shared positions in $AMN, $NOW, $COP, $KKR, $SNOW, $MS. The full ranking of 25 similar funds is below.

#1SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money

Notable overlap · 4 shared positions

$AMN $NOW $COP $KKR

$154M

39 positions

#2Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$AMN $SNOW $MS $PHYS $KKR

$126M

74 positions

#3Tillman Hartley LLCActive

Notable overlap · 6 shared positions

$AMN $SNOW $COP $SCHW $WT $WFC

$398M

88 positions

#4BWM Planning, LLCActive

Notable overlap · 4 shared positions

$AMN $SNOW $WFC $COP

$379M

87 positions

#5Torren Management, LLCActive

Notable overlap · 4 shared positions

$AMN $NOW $WT $PLTR

$201M

983 positions

#6WealthCollab, LLCPassive

Notable overlap · 5 shared positions

$AMN $SNOW $NOW $SCHW $COP

$243M

977 positions

#7Balanced Rock Investment Advisors LLCPassive

Notable overlap · 4 shared positions

$NOW $SNOW $MS $SCHW

$143M

96 positions

#8CURIO WEALTH, LLCActive

Notable overlap · 5 shared positions

$AMN $LMT $COP $PLTR $SCHW

$293M

1,255 positions

#9rebel Financial LLCPassive

Notable overlap · 4 shared positions

$AMN $SNOW $NOW $WT

$231M

65 positions

#10Pearl Planning LLCActive

Notable overlap · 3 shared positions

$AMN $SNOW $MS

$187M

52 positions

#11Echo Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $SNOW $MS

$174M

47 positions

#12Fonville Wealth Management LLCPassive

Notable overlap · 5 shared positions

$AMN $SNOW $SCHW $KKR $PLTR

$525M

138 positions

#13Burk Holdings LLCPassive

Notable overlap · 4 shared positions

$AMN $SNOW $WT $SCHW

$233M

676 positions

#14Madrid Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$SNOW $NOW $MS $PLTR $AMN $KKR

$133M

70 positions

#15Financial Futures Ltd Liability Co.Active

Notable overlap · 5 shared positions

$AMN $SNOW $SCHW $KKR $NOW

$228M

72 positions

#16MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$AMN $SNOW $LMT

$508M

88 positions

#17McCartney Wealth Management LLCActive

Notable overlap · 3 shared positions

$AMN $SNOW $WT

$119M

65 positions

#18Avantax Planning Partners, Inc.Active

Notable overlap · 7 shared positions

$AMN $SNOW $ALPS $WT $LMT $KKR

$3.6B

435 positions

#19NOVEM GROUPPassive

Notable overlap · 6 shared positions

$SNOW $NOW $COP $PLD $WT $KKR

$873M

437 positions

#20Andrews Advisory Associates, LLCActive

Notable overlap · 5 shared positions

$AMN $SNOW $SCHW $SYK $KKR

$190M

82 positions

#21DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$AMN $SNOW $SCHW

$249M

92 positions

#22AdvisorShares Investments LLCPassive

Notable overlap · 5 shared positions

$SNOW $CASY $ALSN $COR $SYK

$549M

280 positions

#23Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 4 shared positions

$AMN $SNOW $SCHW $WT

$931M

518 positions

#24Team Hewins, LLCSmart money

Notable overlap · 3 shared positions

$AMN $SNOW $WT

$337M

41 positions

#25Oakwell Private Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$AMN $SNOW $COP $PLTR

$560M

79 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.