What hedge funds are most similar to Sanctuary Advisors, LLC?

The funds with the most similar 13F portfolios to Sanctuary Advisors, LLC are J.W. COLE ADVISORS,, OSAIC ,, HOWARD WEALTH ,, based on overlapping conviction holdings in the latest SEC filings.

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 Sanctuary Advisors,

13F Portfolio OverlapQ1 2026Sanctuary Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Sanctuary Advisors, LLC is an institutional investor managing $18.5B across 2,527 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 Sanctuary Advisors, are J.W. COLE ADVISORS,, OSAIC ,, HOWARD WEALTH ,, with shared positions in $JHG, $MS, $WT, $PLTR, $DIA, $MAR. The full ranking of 25 similar funds is below.

#1J.W. COLE ADVISORS, INC.Passive

Some overlap · 6 shared positions

$JHG $MS $WT $PLTR $DIA $MAR

$3.0B

785 positions

#2OSAIC HOLDINGS, INC.Passive

Some overlap · 6 shared positions

$JHG $WT $HUM $MS $MAR $PLTR

$68.3B

7,814 positions

#3HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$JHG $WT $HUM $PLTR $MAR $DIA

$238M

142 positions

#4Gladstone Institutional Advisory LLCPassive

Some overlap · 6 shared positions

$MS $WT $HUM $MAR $PLTR $DIA

$2.7B

829 positions

#5Beacon Financial Advisory LLCPassive

Some overlap · 5 shared positions

$JHG $MS $WT $HUM $MAR

$443M

402 positions

#6Aprio Wealth Management, LLCPassive

Some overlap · 5 shared positions

$JHG $MS $WT $HUM $DDOG

$1.8B

613 positions

#7Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 5 shared positions

$JHG $MS $WT $HUM $DDOG

$589M

590 positions

#8SMITH, MOORE & CO.Passive

Some overlap · 5 shared positions

$JHG $WT $HUM $MS $MAR

$1.4B

558 positions

#9ShoreHaven Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$JHG $MS $WT $SE $DDOG $MAR

$278M

103 positions

#10Clear Creek Financial Management, LLCPassive

Some overlap · 5 shared positions

$JHG $WT $HUM $SE $PLTR

$1.3B

608 positions

#11UPTICK PARTNERS, LLCPassive

Some overlap · 5 shared positions

$MS $WT $HUM $HEI $DIA

$502M

293 positions

#12Endowment Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$JHG $MS $WT $SE $PLTR

$226M

165 positions

#13Cascade Financial Partners, LLCActive

Some overlap · 5 shared positions

$WT $HUM $MS $SE $DDOG

$970M

263 positions

#14truNorth Financial Services, Inc.Active

Some overlap · 5 shared positions

$MS $WT $HUM $PLTR $DIA

$97M

49 positions

#15Sentinus, LLCPassive

Some overlap · 5 shared positions

$JHG $MS $WT $SE $MAR

$1.1B

596 positions

#16Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 5 shared positions

$JHG $WT $MS $PLTR $MAR

$144M

387 positions

#17Barnes Wealth Management Group, IncPassive

Some overlap · 5 shared positions

$JHG $WT $SE $HUM $DDOG

$197M

184 positions

#18Redwood Family Wealth LLCPassive

Some overlap · 5 shared positions

$WT $HUM $JHG $DIA $PLTR

$102M

102 positions

#19Ameritas Advisory Services, LLCPassive

Some overlap · 5 shared positions

$JHG $WT $HUM $DIA $MAR

$2.6B

1,075 positions

#20Nova Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$JHG $WT $HEI $PLTR $MAR

$154M

545 positions

#21Odyssey Capital Advisors, Inc.Passive

Slight overlap · 5 shared positions

$MS $HUM $SE $DIA $MAR

$112M

97 positions

#22Elmwood Wealth Management, Inc.Passive

Slight overlap · 5 shared positions

$WT $HUM $SE $DIA $DDOG

$362M

178 positions

#23OMNI 360 Wealth, Inc.Passive

Slight overlap · 5 shared positions

$MS $WT $HUM $DIA $DDOG

$194M

125 positions

#24LPL Financial LLCPassive

Slight overlap · 5 shared positions

$MS $WT $SE $HUM $JHG

$376.6B

5,964 positions

#25Mayflower Financial Advisors, LLCPassive

Slight overlap · 5 shared positions

$MS $HUM $SE $PLTR $DDOG

$824M

444 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.