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 Advisory Resource Group

13F Portfolio OverlapQ1 2026Advisory Resource Group portfolio →

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Most similar hedge funds by 13F overlap

Advisory Resource Group is an institutional investor managing $665M across 183 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 Advisory Resource Group are ADAMS NATURAL RESOURCES FUND,, Disciplined Investments,, Leelyn Smith,, with shared positions in $COP, $PSX, $VLO, $BKR, $OKE, $SCHW. The full ranking of 25 similar funds is below.

#1ADAMS NATURAL RESOURCES FUND, INC.Smart money

Notable overlap · 5 shared positions

$COP $PSX $VLO $BKR $OKE

$863M

54 positions

#2Disciplined Investments, LLCPassive

Notable overlap · 4 shared positions

$COP $PSX $SCHW $OKE

$279M

141 positions

#3Leelyn Smith, LLCPassive

Notable overlap · 7 shared positions

$JHG $OKE $AMAT $FITB $GD $HON

$713M

154 positions

#4Quaker Wealth Management, LLCActive

Notable overlap · 3 shared positions

$COP $JHG $HON

$320M

972 positions

#5Hilton Capital Management, LLCActive

Notable overlap · 4 shared positions

$COP $JHG $GD $HON

$1.3B

129 positions

#6Stirlingshire Investments, Inc.Passive

Notable overlap · 3 shared positions

$JHG $COP $DHR

$114M

196 positions

#7HARRIS ASSOCIATES L PActive

Notable overlap · 6 shared positions

$COP $PSX $CRM $SCHW $AIG $ELV

$75.0B

158 positions

#8Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 4 shared positions

$COP $CRM $DHR $HON

$566M

28 positions

#9Mason & Associates IncActive

Notable overlap · 3 shared positions

$COP $JHG $MS

$516M

160 positions

#10PFS Partners, LLCActive

Notable overlap · 5 shared positions

$JHG $AIG $HON $MS $VLO

$218M

590 positions

#11Minot DeBlois Advisors LLCPassive

Notable overlap · 4 shared positions

$COP $DHR $CRM $HON

$110M

226 positions

#12CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$COP $SCHW $MS

$363M

102 positions

#13Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$JHG $COP $CMI $DHR

$407M

601 positions

#14Northwest Bancshares, Inc.Active

Notable overlap · 5 shared positions

$COP $VLO $CMI $AMAT $MS

$502M

168 positions

#15Sovereign Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$JHG $PSX $OKE $COP

$472M

106 positions

#16EAGLE CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$COP $ELV $DHR $MS

$29.8B

60 positions

#17Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 4 shared positions

$COP $SCHW $MS $GMM

$1.2B

1,060 positions

#18Integrity Advisory Solutions, LLCActive

Notable overlap · 4 shared positions

$COP $CRM $GMM $AMAT

$757M

293 positions

#19Whelan FinancialActive

Notable overlap · 3 shared positions

$COP $SCHW $AMAT

$322M

88 positions

#20Quantum Financial Planning Services, Inc.Smart money

Notable overlap · 3 shared positions

$COP $CRM $HON

$278M

53 positions

#21PROFFITT & GOODSON INCActive

Notable overlap · 5 shared positions

$COP $SCHW $GMM $DHR $VLO

$649M

283 positions

#22AA Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$COP $SCHW $CRM $PSX

$710M

221 positions

#23VIAWEALTH, LLCPassive

Notable overlap · 5 shared positions

$JHG $VLO $COP $SCHW $HON

$180M

159 positions

#24DecisionPoint Financial, LLCActive

Notable overlap · 3 shared positions

$COP $SCHW $PSX

$464M

679 positions

#25Flagship Capital Management Inc.Active

Notable overlap · 3 shared positions

$JHG $PSX $MS

$136M

48 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.