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 Leelyn Smith,

13F Portfolio OverlapQ1 2026Leelyn Smith, portfolio →

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Most similar hedge funds by 13F overlap

Leelyn Smith, LLC is an institutional investor managing $713M across 154 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 Leelyn Smith, are Kensington Asset ,, Advisory Resource Group, Fingerlakes Wealth ,, with shared positions in $NTRB, $JHG, $OKE, $AMAT, $FITB, $GD. The full ranking of 25 similar funds is below.

#1Kensington Asset Management, LLCSmart money

Notable overlap · 3 shared positions

$NTRB $JHG $OKE

$1.9B

41 positions

#2Advisory Resource GroupPassive

Notable overlap · 7 shared positions

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

$581M

172 positions

#3Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$NTRB $AMAT $KKR $SCHW $MCD $LMT

$151M

97 positions

#4Blackston Financial Advisory Group, LLCActive

Notable overlap · 4 shared positions

$NTRB $KKR $OKE $MCD

$160M

106 positions

#5ANGELES WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$NTRB $KKR $BRZE

$1.8B

524 positions

#6Bernardo Wealth Planning LLCActive

Notable overlap · 3 shared positions

$NTRB $KKR $MCD

$511M

129 positions

#7ODonnell Financial Services, LLCActive

Notable overlap · 3 shared positions

$NTRB $KLAC $AMAT

$290M

64 positions

#8IFC Advisors LLCActive

Notable overlap · 3 shared positions

$NTRB $KKR $MCD

$699M

158 positions

#9ETF Portfolio Partners, Inc.Active

Notable overlap · 3 shared positions

$NTRB $KKR $ADSK

$381M

68 positions

#10Randall & Associates Wealth ManagementActive

Notable overlap · 3 shared positions

$NTRB $FITB $ADI

$148M

56 positions

#11PETREDIS INVESTMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$NTRB $AMAT $LMT

$1.2B

108 positions

#12Seed Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$JHG $OKE $BRZE $MCD

$145M

98 positions

#13Cedar Point Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$NTRB $SCHW $OKE

$154M

71 positions

#14Blue Edge Capital, LLCActive

Notable overlap · 3 shared positions

$NTRB $JHG $BA

$753M

134 positions

#15Clarus Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$NTRB $GD $LMT

$235M

88 positions

#16DAHRING {-} CUSMANO LLCActive

Notable overlap · 3 shared positions

$JHG $NTRB $KKR

$163M

58 positions

#17CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$JHG $OKE $KKR $BRZE

$648M

134 positions

#18Clifford Group, LLCActive

Notable overlap · 3 shared positions

$NTRB $SCHW $ADI

$130M

80 positions

#19Bulwark Capital CorpActive

Notable overlap · 3 shared positions

$JHG $OKE $KKR

$162M

100 positions

#20FC Advisory LLCActive

Notable overlap · 3 shared positions

$NTRB $SCHW $BRZE

$342M

115 positions

#21Black Diamond Financial, LLCActive

Notable overlap · 3 shared positions

$NTRB $SCHW $KKR

$916M

185 positions

#22Praetorian Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$NTRB $SCHW $BRZE $MCD

$526M

77 positions

#23Zeit Capital LLCActive

Notable overlap · 3 shared positions

$NTRB $SCHW $AMAT

$149M

52 positions

#24Clearview Wealth Advisors LLC

Notable overlap · 6 shared positions

$JHG $MCD $LMT $KKR $SCHW $HON

$158M

103 positions

#25Sovereign Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$JHG $OKE $BRZE $ADI

$472M

106 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.