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 Portfolio Strategies,

13F Portfolio OverlapQ1 2026Portfolio Strategies, portfolio →

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Most similar hedge funds by 13F overlap

Portfolio Strategies, Inc. is an institutional investor managing $811M across 75 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 Portfolio Strategies, are Praetorian Wealth ,, Blackston Financial Advisory Group,, Wheelhouse Advisory Group, with shared positions in $NTRB, $MAR, $USB, $SLV, $SHW, $DE. The full ranking of 25 similar funds is below.

#1Praetorian Wealth Management, Inc.Active

Substantial overlap · 3 shared positions

$NTRB $MAR $USB

$526M

77 positions

#2Blackston Financial Advisory Group, LLCActive

Notable overlap · 3 shared positions

$NTRB $MAR $SLV

$160M

106 positions

#3Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$NTRB $MAR $USB

$302M

51 positions

#4Advantage Trust CoActive

Notable overlap · 4 shared positions

$SHW $MAR $SLV $DE

$223M

123 positions

#5BHK Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$NTRB $LOW $ADP

$299M

79 positions

#6Black Diamond Financial, LLCActive

Notable overlap · 3 shared positions

$NTRB $MAR $SLV

$916M

185 positions

#7Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$NTRB $MAR $LMT $LOW $MS

$151M

97 positions

#8Gratus Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$NTRB $MAR $MS $COR

$691M

138 positions

#9Guardian Capital, LLCPassive

Notable overlap · 5 shared positions

$SHW $MAR $NTRB $LOW $MS

$105M

81 positions

#10FC Advisory LLCActive

Notable overlap · 3 shared positions

$NTRB $USB $MS

$342M

115 positions

#11Cedar Point Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$NTRB $USB $DE

$154M

71 positions

#12Clifford Group, LLCActive

Notable overlap · 6 shared positions

$NTRB $MAR $LIN $MS $COR $ADP

$130M

80 positions

#13Alexis Investment Partners, LLCActive

Notable overlap · 3 shared positions

$NTRB $SHW $MAR

$145M

35 positions

#14Beacon Capital Management, LLCActive

Notable overlap · 3 shared positions

$NTRB $MAR $SLV

$567M

166 positions

#15Mosaic Advisors LLCPassive

Notable overlap · 4 shared positions

$EPAM $SHW $NTRB $MAR

$67M

42 positions

#16Sheridan Capital Management, LLCSmart money

Notable overlap · 3 shared positions

$MAR $EPAM $NTRB

$190M

31 positions

#17PETREDIS INVESTMENT ADVISORS LLCActive

Notable overlap · 4 shared positions

$NTRB $SHW $MAR $LMT

$1.2B

108 positions

#18Financial Freedom, LLCPassive

Notable overlap · 6 shared positions

$SHW $MAR $NTRB $SLV $USB $LOW

$201M

426 positions

#19McClarren Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$NTRB $EPAM $MAR

$169M

79 positions

#20Clarus Wealth AdvisorsPassive

Notable overlap · 5 shared positions

$NTRB $SHW $MAR $LMT $MS

$235M

88 positions

#21Capital Planning LLCActive

Notable overlap · 3 shared positions

$MAR $NTRB $MS

$307M

82 positions

#22Leelyn Smith, LLCPassive

Notable overlap · 3 shared positions

$NTRB $LMT $HON

$713M

154 positions

#23Odyssey Capital Advisors, Inc.Passive

Notable overlap · 4 shared positions

$SHW $MAR $USB $MS

$112M

97 positions

#24WNY Asset Management, LLCPassive

Notable overlap · 4 shared positions

$SHW $NTRB $SLV $MS

$967M

249 positions

#25Junk Investment Group, LLCPassive

Notable overlap · 3 shared positions

$MAR $NTRB $BCPC

$191M

88 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.