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 Modus Advisors

13F Portfolio OverlapQ2 2026Modus Advisors portfolio →

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Most similar hedge funds by 13F overlap

Modus Advisors, LLC is an institutional investor managing $405M across 118 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Modus Advisors are ACORN FINANCIAL ADVISORY SERVICES, Sagace Wealth, SCHF (GPE), with shared positions in $IAU, $IBIT, $LMT, $PLTR, $CRWD, $NEE. The full ranking of 25 similar funds is below.

#1ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 4 shared positions

$IAU $IBIT $LMT $PLTR

$753M

223 positions

#2Sagace Wealth Management LLCActive

Notable overlap · 4 shared positions

$IAU $IBIT $CRWD $NEE

$159M

71 positions

#3SCHF (GPE), LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $SPCX

$2.5B

6 positions

#4VCI Wealth Management LLCPassive

Notable overlap · 3 shared positions

$IAU $IBIT $SCHW

$399M

99 positions

#5Proficio Capital Partners LLC

Notable overlap · 5 shared positions

$IAU $IBIT $SPCX $UBER $BX

$2.8B

691 positions

#6Fearless Solutions, LLC dba Best InvestPassive

Notable overlap · 4 shared positions

$IAU $BX $SCHW $ARM

$189M

139 positions

#7Asempa Wealth AdvisorsPassive

Notable overlap · 4 shared positions

$IAU $IBIT $MCD $LMT

$134M

119 positions

#8ATX Financial Planning, LLC

Notable overlap · 3 shared positions

$IAU $BX $IBIT

$151M

83 positions

#9NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$IAU $IBIT $PLTR $MCD

$270M

74 positions

#10Ackerman Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $MCD

$497M

120 positions

#11Battery Global Advisors, LLCSmart money

Notable overlap · 3 shared positions

$IAU $CRWD $BX

$200M

157 positions

#12Bulltick Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$IAU $IBIT $BX $UBER $PLTR

$490M

134 positions

#13CPA Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $MCD $NEE

$347M

97 positions

#14GM Advisory Group, LLC

Notable overlap · 3 shared positions

$IAU $IBIT $UBER

$2.6B

374 positions

#15CAPE ANN SAVINGS BANKActive

Notable overlap · 3 shared positions

$IAU $NEE $MCD

$212M

113 positions

#16Ariston Services GroupActive

Notable overlap · 4 shared positions

$IAU $SPCX $BX $SCHW

$181M

70 positions

#17WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$IAU $MCD $NEE

$317M

129 positions

#18Sage Investment Advisers LLCPassive

Notable overlap · 3 shared positions

$IAU $LMT $MCD

$149M

98 positions

#19Cushing Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$IAU $MCD $NEE

$145M

99 positions

#20ROGCO, LPActive

Notable overlap · 3 shared positions

$IAU $MCD $LMT

$327M

224 positions

#21NKCFO LLCPassive

Notable overlap · 3 shared positions

$IAU $IBIT $TTWO

$330M

92 positions

#22Diameter Capital Partners LPActive

Notable overlap · 3 shared positions

$IAU $OVV $SPCX

$1.2B

33 positions

#23Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$IAU $SPCX $IBIT

$634M

112 positions

#24Signet Investment Advisory Group, Inc.Passive

Notable overlap · 4 shared positions

$IAU $MCD $NEE $LMT

$227M

73 positions

#25LifeWealth Investments, LLCActive

Notable overlap · 4 shared positions

$IAU $LMT $NEE $PLTR

$374M

136 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.