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 Osbon

13F Portfolio OverlapQ1 2026Osbon portfolio →

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Most similar hedge funds by 13F overlap

Osbon Capital Management LLC is an institutional investor managing $123M across 493 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 Osbon are Bravias Group,, HARBOR INVESTMENT ADVISORY,, Junk Investment Group,, with shared positions in $MAR, $WT, $SHW, $AMGN, $SNOW, $HUM. The full ranking of 25 similar funds is below.

#1Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$MAR $WT $SHW

$153M

96 positions

#2HARBOR INVESTMENT ADVISORY, LLCPassive

Notable overlap · 3 shared positions

$MAR $AMGN $SNOW

$1.3B

1,233 positions

#3Junk Investment Group, LLCPassive

Notable overlap · 3 shared positions

$MAR $AMGN $HUM

$191M

88 positions

#4Compass Financial Group, INC/SDActive

Notable overlap · 3 shared positions

$MAR $SNOW $HUM

$715M

105 positions

#5Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$MAR $SNOW $HUM

$302M

51 positions

#6Advantage Trust CoActive

Notable overlap · 3 shared positions

$MAR $SHW $HUM

$223M

123 positions

#7Pioneer Family Office, LLCSmart money

Notable overlap · 3 shared positions

$MAR $SHW $WT

$156M

122 positions

#8RCW Management, LLCPassive

Notable overlap · 3 shared positions

$MAR $SGOL $HUM

$98M

68 positions

#9FPC INVESTMENT ADVISORY, INC.Smart money

Notable overlap · 3 shared positions

$MAR $SNOW $C

$201M

34 positions

#10Mokosak Advisory Group, LLCSmart money

Notable overlap · 3 shared positions

$MAR $AMGN $SHW

$399M

34 positions

#11PGIM Custom Harvest LLCActive

Notable overlap · 3 shared positions

$MAR $HUM $SHW

$6.4B

276 positions

#12Madden Advisory Services, Inc.Passive

Notable overlap · 5 shared positions

$MAR $SHW $SGOL $SNOW $HUM

$254M

108 positions

#13Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 5 shared positions

$MAR $WT $AMGN $CRWD $HUM

$153M

344 positions

#14SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$MAR $HUM $PLTR

$272M

554 positions

#15Argo Wealth Advisory, LLCActive

Notable overlap · 4 shared positions

$MAR $WT $AMGN $HUM

$170M

48 positions

#16Ridge Creek Global, IncActive

Notable overlap · 4 shared positions

$MAR $WT $SHW $HUM

$118M

85 positions

#17Latko Wealth Management, Ltd.Smart money

Notable overlap · 4 shared positions

$WT $DIA $MAR $SNOW

$205M

36 positions

#18CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$MAR $WT $SHW

$149M

96 positions

#19Wiser Wealth Management, IncSmart money

Notable overlap · 3 shared positions

$MAR $HUM $FBTC

$464M

58 positions

#20FORONJY FINANCIAL LLCPassive

Notable overlap · 5 shared positions

$MAR $DIA $AMGN $WT $PLTR

$241M

97 positions

#21Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$MAR $DIA $PL $HUM

$151M

97 positions

#22Amplius Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$WT $DIA $BXSL $SNOW $HUM $GBDC

$1.2B

175 positions

#23Leeward Financial Partners, LLCPassive

Some overlap · 5 shared positions

$MAR $SHW $PLTR $SNOW $HUM

$336M

97 positions

#24ATLANTIC FAMILY WEALTH, LLCSmart money

Some overlap · 3 shared positions

$MAR $SNOW $HUM

$138M

59 positions

#25TCP Asset Management, LLCActive

Some overlap · 4 shared positions

$WT $DIA $SHW $SNOW

$778M

133 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.