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 Strategic Investment Advisors / MI

13F Portfolio OverlapQ1 2026Strategic Investment Advisors / MI portfolio →

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Most similar hedge funds by 13F overlap

Strategic Investment Advisors / MI is an institutional investor managing $1.4B across 386 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 Strategic Investment Advisors / MI are ASSETMARK,, Center For Asset, TFB Advisors, with shared positions in $NTRB, $UNIT, $SE, $VLTO, $T, $UTHR. The full ranking of 25 similar funds is below.

#1ASSETMARK, INCPassive

Notable overlap · 14 shared positions

$NTRB $UNIT $SE $VLTO $T $UTHR

$49.0B

3,443 positions

#2Center For Asset Management LLCPassive

Notable overlap · 15 shared positions

$NTRB $SE $VLTO $UNIT $T $UTHR

$201M

144 positions

#3TFB Advisors LLCPassive

Notable overlap · 10 shared positions

$NTRB $UNIT $SE $T $UTHR $NEM

$191M

180 positions

#4WAYSTONE ADVISORS LLCPassive

Notable overlap · 6 shared positions

$NTRB $UNIT $SE $VLTO $UTHR $AMGN

$112M

101 positions

#5Pacific Excel Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$NTRB $SE $UNIT $VLTO

$95M

140 positions

#6AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 5 shared positions

$NTRB $UNIT $SE $MO $USB

$206M

97 positions

#7Gladwyn Financial Advisors, Inc.Active

Notable overlap · 5 shared positions

$NTRB $UNIT $SE $USB $VZ

$160M

82 positions

#8Cornerstone Financial Management LLCPassive

Notable overlap · 6 shared positions

$NTRB $VLTO $SE $UNIT $SNOW $USB

$109M

1,311 positions

#9Pillar Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$NTRB $UNIT $SNOW $USB

$171M

106 positions

#10Cassaday & Co Wealth Management LLCActive

Notable overlap · 3 shared positions

$NTRB $SE $SNOW

$4.7B

1,361 positions

#11Bernardo Wealth Planning LLCActive

Notable overlap · 3 shared positions

$NTRB $SE $SNOW

$511M

129 positions

#12Black Diamond Financial, LLCActive

Notable overlap · 3 shared positions

$NTRB $UNIT $SNOW

$916M

185 positions

#13BHK Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$NTRB $UNIT $AMGN

$299M

79 positions

#14FC Advisory LLCActive

Notable overlap · 4 shared positions

$NTRB $VLTO $SNOW $USB

$342M

115 positions

#15Praetorian Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$NTRB $UNIT $USB

$526M

77 positions

#16Zeit Capital LLCActive

Notable overlap · 4 shared positions

$NTRB $UNIT $T $AMGN

$149M

52 positions

#17Randall & Associates Wealth ManagementActive

Notable overlap · 3 shared positions

$NTRB $VLTO $AMGN

$148M

56 positions

#18Coquina Private Wealth LLCActive

Notable overlap · 3 shared positions

$NTRB $UNIT $VZ

$124M

96 positions

#19Wheelhouse Advisory Group LLCActive

Notable overlap · 5 shared positions

$NTRB $T $SNOW $MO $USB

$302M

51 positions

#20Merited Wealth, LLCPassive

Notable overlap · 4 shared positions

$NTRB $UNIT $SE $VLTO

$121M

79 positions

#21McClarren Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$NTRB $UNIT $AMGN

$169M

79 positions

#22Investment Insight Wealth Management, LLCSmart money

Some overlap · 3 shared positions

$NTRB $UNIT $AMGN

$93M

36 positions

#23Falcon Wealth PlanningActive

Some overlap · 3 shared positions

$NTRB $UNIT $SE

$1.5B

236 positions

#24Erickson Financial Group, LLCSmart money

Some overlap · 3 shared positions

$NTRB $SNOW $USB

$160M

25 positions

#25Bestgate Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$SE $UNIT $NTRB $VZ $USB

$55M

45 positions

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View Strategic Investment Advisors / MI’s holdings

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.