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 Gladstone Institutional Advisory

13F Portfolio OverlapQ1 2026Gladstone Institutional Advisory portfolio →

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Most similar hedge funds by 13F overlap

Gladstone Institutional Advisory LLC is an institutional investor managing $2.7B across 829 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 Gladstone Institutional Advisory are Western Wealth ,, truNorth Financial Services,, Main Street Financial Solutions,, with shared positions in $WT, $HUM, $MS, $MAR, $PLTR, $DIA. The full ranking of 25 similar funds is below.

#1Western Wealth Management, LLCPassive

Some overlap · 5 shared positions

$WT $HUM $MS $MAR $PLTR

$2.7B

2,691 positions

#2truNorth Financial Services, Inc.Active

Some overlap · 5 shared positions

$WT $HUM $MS $PLTR $DIA

$97M

49 positions

#3Main Street Financial Solutions, LLC

Some overlap · 5 shared positions

$WT $HUM $MAR $PLTR $DIA

$1.3B

560 positions

#4Centerpoint Advisory GroupPassive

Some overlap · 4 shared positions

$WT $HUM $MS $CRWD

$133M

108 positions

#5UPTICK PARTNERS, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $MS $DIA

$502M

293 positions

#6Cascade Financial Partners, LLCActive

Some overlap · 4 shared positions

$WT $HUM $MS $CRWD

$970M

263 positions

#7Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 5 shared positions

$WT $MS $MAR $PLTR $CRWD

$144M

387 positions

#8Meridian Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $MS $CRWD

$183M

141 positions

#9FLAGSHIP WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$WT $MS $MAR $HUM $CRWD

$233M

350 positions

#10Beacon Financial Advisory LLCPassive

Some overlap · 4 shared positions

$WT $HUM $MS $MAR

$443M

402 positions

#11Talisman Wealth Advisors LLCPassive

Some overlap · 4 shared positions

$WT $HUM $MS $MAR

$124M

101 positions

#12Avant Capital LLCPassive

Some overlap · 4 shared positions

$WT $HUM $MS $PLTR

$142M

76 positions

#13Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 4 shared positions

$WT $HUM $MAR $CRWD

$153M

344 positions

#14LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $MAR $PLTR

$595M

360 positions

#15Beckerman Institutional, LLCPassive

Some overlap · 4 shared positions

$WT $MS $HUM $MAR

$188M

121 positions

#16Osbon Capital Management LLCPassive

Some overlap · 6 shared positions

$WT $MAR $DIA $CRWD $PLTR $HUM

$123M

493 positions

#17Cascades Capital Asset Management, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $MS $MAR

$239M

158 positions

#18Yoder Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$WT $HUM $PLTR $MAR

$219M

124 positions

#19Catalyst Investment Management LLCPassive

Some overlap · 3 shared positions

$WT $HUM $MS

$90M

65 positions

#20Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 3 shared positions

$WT $HUM $MS

$589M

590 positions

#21Strategic Financial Concepts, LLCPassive

Some overlap · 3 shared positions

$WT $HUM $MS

$405M

298 positions

#22Per Stirling Capital Management, LLC.Passive

Some overlap · 3 shared positions

$WT $HUM $MS

$905M

310 positions

#23Eagle Strategies LLCPassive

Some overlap · 4 shared positions

$WT $MS $HUM $CRWD

$837M

258 positions

#24Clear Creek Financial Management, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $PLTR $CRWD

$1.3B

608 positions

#25Retirement Planning Group, LLCActive

Some overlap · 4 shared positions

$WT $HUM $MAR $MS

$3.2B

481 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.