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 Advisor OS,

13F Portfolio OverlapQ1 2026Advisor OS, portfolio →

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Most similar hedge funds by 13F overlap

Advisor OS, LLC is an institutional investor managing $1.4B across 575 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 Advisor OS, are MJP ASSOCIATES /ADV, New England Private Wealth Advisors, Fusion ,, with shared positions in $JHG, $HUM, $AMN, $AGQ, $KKR, $KO. The full ranking of 25 similar funds is below.

#1MJP ASSOCIATES INC /ADVPassive

Notable overlap · 6 shared positions

$JHG $HUM $AMN $AGQ $KKR $KO

$824M

231 positions

#2New England Private Wealth Advisors LLCActive

Notable overlap · 7 shared positions

$JHG $HUM $AMN $AGQ $MAR $KKR

$866M

194 positions

#3Fusion Capital, LLCActive

Notable overlap · 4 shared positions

$JHG $HUM $KKR $RELX

$371M

104 positions

#4Orion Capital Management LLCPassive

Notable overlap · 4 shared positions

$JHG $HUM $AMN $KKR

$290M

485 positions

#5Bulwark Capital CorpActive

Notable overlap · 5 shared positions

$JHG $HUM $RELX $MAR $KKR

$162M

100 positions

#6Weaver Consulting GroupPassive

Notable overlap · 4 shared positions

$JHG $HUM $NOC $KKR

$420M

275 positions

#7SIGNATUREFD, LLCActive

Notable overlap · 4 shared positions

$HUM $JHG $RELX $KO

$6.5B

3,465 positions

#8CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$JHG $HUM $AGQ $MKL $MAR $KKR

$648M

134 positions

#9Whipplewood Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $HUM $MCD

$193M

1,065 positions

#10DAHRING {-} CUSMANO LLCActive

Notable overlap · 3 shared positions

$JHG $HUM $KKR

$163M

58 positions

#11Guilbault Capital LLCPassive

Notable overlap · 4 shared positions

$HUM $NOC $AGQ $KO

$91M

67 positions

#12Destiny Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $HUM $KKR

$914M

1,148 positions

#13Northwest Financial AdvisorsPassive

Notable overlap · 4 shared positions

$JHG $HUM $AGQ $MAR

$52M

66 positions

#14Three Cord True Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$JHG $AMN $AGQ $GMM

$180M

39 positions

#15Tower Wealth Partners, Inc.Active

Notable overlap · 4 shared positions

$JHG $AMN $AGQ $MCD

$181M

87 positions

#16CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $AMN $RELX $MAR

$309M

132 positions

#17Wealth Architects, LLCPassive

Notable overlap · 4 shared positions

$HUM $AMN $RELX $AGQ

$1.1B

244 positions

#18Bridgewealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$JHG $AMN $HUM $KKR

$482M

135 positions

#19Accel Wealth ManagementPassive

Notable overlap · 4 shared positions

$JHG $HUM $AGQ $KKR

$383M

290 positions

#20Jackson, Grant Investment Advisers, Inc.Active

Notable overlap · 6 shared positions

$HUM $AGQ $MAR $MCD $KO $KKR

$300M

398 positions

#21Innova Wealth PartnersPassive

Some overlap · 3 shared positions

$JHG $HUM $AGQ

$211M

166 positions

#22Seed Wealth Management, Inc.Active

Some overlap · 4 shared positions

$JHG $AMN $RELX $MCD

$145M

98 positions

#23FIDELITY D & D BANCORP INCActive

Some overlap · 4 shared positions

$HUM $AMN $AGQ $MCD

$249M

107 positions

#24Wheelhouse Advisory Group LLCActive

Some overlap · 5 shared positions

$HUM $AMN $MAR $KKR $MCD

$302M

51 positions

#25Sherman Wealth Management LLCPassive

Some overlap · 5 shared positions

$HUM $AGQ $GMM $KKR $AMN

$116M

80 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.