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 Core Alternative

13F Portfolio OverlapQ1 2026Core Alternative portfolio →

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Most similar hedge funds by 13F overlap

Core Alternative Capital is an institutional investor managing $339M across 205 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 Core Alternative are Clear Trail Advisors,, Stillwater Wealth Group, Stokes Advisors,, with shared positions in $CME, $MS, $CB, $MDT, $VZ, $APD. The full ranking of 25 similar funds is below.

#1Clear Trail Advisors, LLCPassive

Notable overlap · 10 shared positions

$CME $MS $CB $MDT $VZ $APD

$601M

149 positions

#2Stillwater Wealth Management GroupPassive

Notable overlap · 8 shared positions

$TJX $WM $LMT $CB $MS $MCD

$162M

77 positions

#3Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$TJX $NEE $LMT $CB $MS $MCD

$446M

104 positions

#4Brentview Investment Management LLCPassive

Notable overlap · 7 shared positions

$TJX $NEE $WM $CME $MS $O

$231M

63 positions

#5CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$TJX $NEE $CB $MCD $LHX $MDT

$739M

164 positions

#6FARMERS TRUST COPassive

Notable overlap · 8 shared positions

$NEM $NEE $MCD $SO $CME $VZ

$637M

203 positions

#7Meadowbrook Advisors Group, LLCPassive

Notable overlap · 8 shared positions

$NEE $MS $CME $SO $APD $TJX

$168M

136 positions

#8FourThought Financial Partners, LLCPassive

Notable overlap · 7 shared positions

$NEE $LMT $MS $CB $MDT $APD

$1.2B

384 positions

#9Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$WM $LMT $CME $MCD $SO $APD

$199M

40 positions

#10Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$NEE $WM $MCD $MDT $ADBE $LMT

$218M

69 positions

#11Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$TJX $WM $LMT $MS $MCD $MDT

$272M

95 positions

#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$SO $LMT $CME $MCD $MDT $VZ

$220M

148 positions

#13Nicholson Wealth Management Group, LLCPassive

Notable overlap · 7 shared positions

$LHX $CB $MCD $NEE $SO $O

$172M

114 positions

#14Aull & Monroe Investment Management CorpPassive

Notable overlap · 6 shared positions

$SO $NEE $CME $WM $VZ $LMT

$215M

125 positions

#15VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$SO $CB $MCD $O $MDT $VZ

$187M

55 positions

#16Somerset Trust CoPassive

Notable overlap · 6 shared positions

$NEE $CB $MCD $LHX $MDT $APD

$326M

174 positions

#17BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 6 shared positions

$LMT $CB $CME $MCD $MDT $VZ

$480M

133 positions

#18ADVOCATE GROUP LLCPassive

Notable overlap · 6 shared positions

$CB $MS $MCD $SO $MDT $VZ

$639M

126 positions

#19WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 6 shared positions

$TJX $NEE $LMT $CME $DHI $WM

$1.2B

69 positions

#20CONNORS INVESTOR SERVICES INCActive

Notable overlap · 6 shared positions

$TJX $CB $MS $WM $MDT $VZ

$1.1B

149 positions

#21SPRING CAPITAL MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$NEE $MCD $LHX $APD $MDT $VZ

$198M

49 positions

#22Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$TJX $WM $LMT $MS $MCD

$353M

78 positions

#23CrossGen Wealth, LLCPassive

Notable overlap · 6 shared positions

$TJX $CB $CME $APD $MDT $O

$114M

200 positions

#24Welch Group, LLCPassive

Notable overlap · 6 shared positions

$SO $NEE $LMT $MCD $VZ $AMD

$2.7B

310 positions

#25Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 6 shared positions

$WM $LMT $MCD $MDT $VZ $NEE

$302M

93 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.