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 Old Port Advisors

13F Portfolio OverlapQ1 2026Old Port Advisors portfolio →

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Most similar hedge funds by 13F overlap

Old Port Advisors is an institutional investor managing $434M across 239 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 Old Port Advisors are AVAII WEALTH ,, Hamilton Wealth,, Fermata Advisors,, with shared positions in $IAU, $GLW, $WT, $LYB, $ALPS, $GSK. The full ranking of 25 similar funds is below.

#1AVAII WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$IAU $GLW $WT $LYB

$287M

158 positions

#2Hamilton Wealth, LLCActive

Notable overlap · 4 shared positions

$IAU $ALPS $WT $GSK

$1.4B

114 positions

#3Fermata Advisors, LLCPassive

Notable overlap · 5 shared positions

$IAU $DKNG $ALPS $WT $GSAT

$444M

232 positions

#4Proficio Capital Partners LLCActive

Some overlap · 4 shared positions

$IAU $ALPS $GSAT $HSBC

$1.9B

248 positions

#5VALLEY WEALTH MANAGERS, INC.Passive

Some overlap · 5 shared positions

$GLW $STX $GSAT $PFE $NFG

$1.6B

316 positions

#6BONNESS ENTERPRISES INCActive

Some overlap · 6 shared positions

$GLW $IBM $INTC $GSK $T $PFE

$273M

39 positions

#7American Alpha Advisors, LLCActive

Some overlap · 6 shared positions

$ALPS $GSAT $WT $DKNG $PFE $T

$188M

96 positions

#8CACTI ASSET MANAGEMENT LLCActive

Some overlap · 5 shared positions

$STX $GLW $INTC $IBM $KKR

$1.6B

78 positions

#9Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$STX $GLW $WM $IBM $T $RY

$215M

125 positions

#10Anther Capital LtdActive

Some overlap · 3 shared positions

$STX $GLW $INTC

$3.8B

31 positions

#11Royal Palms Capital LLCPassive

Some overlap · 6 shared positions

$GLW $IBM $INTC $UL $ENB $ALPS

$101M

50 positions

#12SHUFRO ROSE & CO LLCActive

Some overlap · 4 shared positions

$GLW $ALPS $IBM $UL

$1.5B

307 positions

#13Lifeworks Advisors, LLCPassive

Some overlap · 5 shared positions

$IAU $STX $GLW $IBM $PFE

$779M

297 positions

#14Comprehensive Money Management Services LLCPassive

Some overlap · 5 shared positions

$IAU $GSAT $WT $HSBC $RYN

$152M

193 positions

#15Pettee Investors, Inc.Passive

Some overlap · 5 shared positions

$STX $IBM $INTC $WM $PFE

$194M

115 positions

#16SHARPEPOINT LLCPassive

Some overlap · 5 shared positions

$STX $GSAT $WT $T $RIO

$168M

86 positions

#17WealthTrust Axiom LLCPassive

Some overlap · 6 shared positions

$GLW $IBM $GSK $NVS $T $PFE

$406M

290 positions

#18KWMG, LLCActive

Some overlap · 6 shared positions

$STX $GLW $LYB $T $IBM $NFG

$1.2B

147 positions

#19Boyce & Associates Wealth Consulting, Inc.Active

Some overlap · 3 shared positions

$IAU $ALPS $WT

$132M

80 positions

#20FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Some overlap · 5 shared positions

$GLW $IBM $HSBC $UL $ENB

$180M

96 positions

#21MBA Advisors LLCPassive

Some overlap · 5 shared positions

$IAU $WT $ALPS $IBM $KKR

$260M

146 positions

#22GODSEY & GIBB, INCPassive

Some overlap · 5 shared positions

$GLW $IBM $NVS $T $RY

$1.1B

389 positions

#23Cardinal Point Capital Management, ULCActive

Some overlap · 6 shared positions

$IAU $WT $RY $ENB $PFE $IBM

$1.6B

286 positions

#24Green Alpha Advisors, LLCPassive

Some overlap · 3 shared positions

$GLW $STX $IBM

$102M

107 positions

#25Sage Investment Advisers LLCPassive

Some overlap · 4 shared positions

$IAU $IBM $WM $KKR

$135M

89 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.