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 Mount Yale Investment Advisors,

13F Portfolio OverlapQ1 2026Mount Yale Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Mount Yale Investment Advisors, LLC is an institutional investor managing $4.3B across 1,095 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 Mount Yale Investment Advisors, are Vestmark Advisory Solutions,, Catalyst Investment, Professional Financial Advisors,, with shared positions in $WT, $MS, $USB, $EPD, $DOV, $SNOW. The full ranking of 25 similar funds is below.

#1Vestmark Advisory Solutions, Inc.Passive

Some overlap · 8 shared positions

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

$9.0B

1,327 positions

#2Catalyst Investment Management LLCPassive

Some overlap · 6 shared positions

$WT $MS $DOV $SE $KO $KKR

$90M

65 positions

#3Professional Financial Advisors, LLCActive

Some overlap · 7 shared positions

$WT $MS $SE $USB $SLV $SNOW

$491M

137 positions

#4Powers Advisory Group, LLCActive

Some overlap · 6 shared positions

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

$284M

125 positions

#5Centurion Wealth Management LLCPassive

Some overlap · 7 shared positions

$WT $USB $MS $KKR $SE $SNOW

$444M

316 positions

#6Systelligence, LLCPassive

Some overlap · 5 shared positions

$WT $USB $MS $DOV $SNOW

$514M

56 positions

#7MidAtlantic Capital Management, Inc.Passive

Some overlap · 6 shared positions

$WT $MS $DOV $KKR $SLV $SNOW

$145M

84 positions

#8LongView Wealth ManagementPassive

Some overlap · 6 shared positions

$WT $DOV $SE $KO $KKR $MS

$398M

247 positions

#9Cornerstone Financial Management LLCPassive

Some overlap · 7 shared positions

$USB $MS $KO $KKR $SNOW $SE

$109M

1,311 positions

#10SMITH, MOORE & CO.Passive

Some overlap · 6 shared positions

$USB $WT $MS $SLV $SNOW $AGQ

$1.4B

558 positions

#11BIP Wealth, LLCActive

Some overlap · 6 shared positions

$WT $USB $DOV $KKR $KO $SE

$2.5B

453 positions

#12NewEdge Advisors, LLCPassive

Some overlap · 6 shared positions

$WT $DOV $SE $KO $USB $EPD

$2.2B

1,217 positions

#13Eagle Strategies LLCPassive

Some overlap · 6 shared positions

$WT $MS $KKR $SLV $SNOW $SE

$837M

258 positions

#14Meridian Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$WT $USB $MS $KKR $AGQ $SE

$183M

141 positions

#15Copia Wealth ManagementPassive

Some overlap · 6 shared positions

$WT $DOV $USB $SLV $SNOW $KKR

$146M

532 positions

#16GILPIN WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$EPD $WT $USB $MS $AGQ

$126M

999 positions

#17MLP3, LLCPassive

Some overlap · 7 shared positions

$MS $WT $KO $KKR $SLV $SNOW

$91M

86 positions

#18CMC Financial GroupActive

Some overlap · 4 shared positions

$WT $USB $EPD $AGQ

$51M

38 positions

#19Meridian Financial Partners LLCActive

Some overlap · 5 shared positions

$WT $MS $USB $KO $SNOW

$263M

121 positions

#20Riverbend Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WT $USB $MS $KKR

$175M

152 positions

#21Goldstone Financial Group, LLCPassive

Some overlap · 5 shared positions

$WT $DOV $MS $KKR $AGQ

$922M

228 positions

#22MBE Wealth Management, LLCActive

Some overlap · 7 shared positions

$USB $MS $SNOW $KKR $SLV $WT

$241M

141 positions

#23XY Planning Network, Inc.Passive

Some overlap · 4 shared positions

$WT $USB $DOV $SNOW

$626M

273 positions

#24Cascade Financial Partners, LLCActive

Some overlap · 6 shared positions

$WT $MS $SE $KKR $AGQ $USB

$970M

263 positions

#25Clearwater Capital Advisors, LLCActive

Some overlap · 6 shared positions

$WT $USB $SE $SNOW $KKR $AGQ

$1.2B

177 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.