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 Laurel Wealth Advisors

13F Portfolio OverlapQ1 2026Laurel Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Laurel Wealth Advisors LLC is an institutional investor managing $1.0B across 200 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 Laurel Wealth Advisors are Cannon Wealth Services,, Blossom Wealth, Cascades Asset ,, with shared positions in $HUM, $DUK, $KO, $SO, $MCD, $BAC. The full ranking of 25 similar funds is below.

#1Cannon Wealth Management Services, LLCPassive

Notable overlap · 5 shared positions

$HUM $DUK $KO $SO $MCD

$148M

85 positions

#2Blossom Wealth ManagementPassive

Some overlap · 6 shared positions

$HUM $BAC $AMGN $KO $TJX $MCD

$67M

74 positions

#3Cascades Capital Asset Management, LLCPassive

Some overlap · 6 shared positions

$HUM $BAC $WT $DUK $MCD $TJX

$239M

158 positions

#4INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Some overlap · 6 shared positions

$HUM $KO $BAC $AMGN $MCD $ABT

$314M

130 positions

#5Diversified Enterprises, LLCActive

Some overlap · 4 shared positions

$HUM $DUK $SO $TJX

$1.8B

413 positions

#6Bristlecone Value Partners, LLCPassive

Some overlap · 4 shared positions

$HUM $BAC $WT $AMGN

$114M

68 positions

#7CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Some overlap · 5 shared positions

$HUM $WT $KO $MCD $UPS

$184M

66 positions

#8Jackson, Grant Investment Advisers, Inc.Active

Some overlap · 6 shared positions

$HUM $KO $TJX $MCD $AMGN $ABT

$300M

398 positions

#9RATIONAL ADVISORS, INC.Active

Some overlap · 4 shared positions

$HUM $BAC $WT $SO

$980M

179 positions

#10Aurdan Capital Management, LLCActive

Some overlap · 4 shared positions

$HUM $AMGN $KO $ABT

$333M

88 positions

#11Fusion Capital, LLCActive

Some overlap · 3 shared positions

$HUM $BAC $AMGN

$371M

104 positions

#12Accretive Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$HUM $KO $TJX $MCD

$356M

180 positions

#13Centerpoint Advisory GroupPassive

Some overlap · 4 shared positions

$HUM $WT $CRWD $BAC

$133M

108 positions

#14Ranch Capital Advisors Inc.Passive

Some overlap · 5 shared positions

$HUM $DUK $AMGN $SO $UPS

$277M

154 positions

#15WIMMER ASSOCIATES 1, LLCPassive

Some overlap · 4 shared positions

$HUM $AMGN $MCD $ABT

$205M

110 positions

#16Aberdeen Wealth Management LLCActive

Some overlap · 4 shared positions

$HUM $AMGN $KO $ABT

$219M

179 positions

#17WEST PACES ADVISORS INC.Active

Some overlap · 5 shared positions

$HUM $KO $SO $MCD $BAC

$516M

197 positions

#18GreatBanc Trust COActive

Some overlap · 6 shared positions

$HUM $WT $ABT $MCD $BAC $DUK

$143M

67 positions

#19MUIRFIELD WEALTH ADVISORS LLCPassive

Some overlap · 4 shared positions

$HUM $WT $BAC $DUK

$136M

80 positions

#20Yoder Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$HUM $ABNB $WT

$219M

124 positions

#21CDM FINANCIAL COUNSELING SERVICES, INC.Active

Some overlap · 4 shared positions

$HUM $MCD $WT $KO

$105M

80 positions

#22Good Harbor Advisors, Inc.Passive

Some overlap · 4 shared positions

$HUM $WT $SO $ABT

$92M

82 positions

#23STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 3 shared positions

$HUM $BAC $AMGN

$547M

180 positions

#24Greystone Financial Group, LLCPassive

Some overlap · 7 shared positions

$DUK $AMGN $KO $TJX $MCD $CRWD

$353M

78 positions

#25Wolfstich Capital, LLCActive

Some overlap · 3 shared positions

$HUM $WT $KO

$114M

45 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.