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 OverlapQ1 2026Modus Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Modus Advisors, LLC is an institutional investor managing $363M across 117 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 Modus Advisors, are LifePlan Financial,, Signet Investment Advisory Group,, Cauble & Harre Wealth ,, with shared positions in $IAU, $PANW, $USB, $CRM, $MCD, $NEE. The full ranking of 25 similar funds is below.

#1LifePlan Financial, LLCPassive

Notable overlap · 5 shared positions

$IAU $PANW $USB $CRM $MCD

$135M

83 positions

#2Signet Investment Advisory Group, Inc.Passive

Notable overlap · 5 shared positions

$IAU $MCD $NEE $LMT $USB

$218M

69 positions

#3Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$IAU $REGN $MS

$126M

74 positions

#4Smith Thornton Advisors LLCPassive

Notable overlap · 4 shared positions

$IAU $MS $REGN $CRM

$199M

130 positions

#5TME FINANCIAL, INC.Passive

Notable overlap · 4 shared positions

$IAU $MS $IBIT $USB

$144M

65 positions

#6Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $USB

$125M

29 positions

#7CPA Asset Management LLCActive

Notable overlap · 4 shared positions

$IAU $MCD $NEE $MS

$298M

99 positions

#8VCI Wealth Management LLCPassive

Notable overlap · 3 shared positions

$IAU $IBIT $MS

$361M

123 positions

#9Purkiss Capital Advisors LLCPassive

Notable overlap · 4 shared positions

$IAU $PANW $NEE $PLTR

$227M

168 positions

#10CURIO WEALTH, LLCActive

Notable overlap · 4 shared positions

$IAU $LMT $PLTR $NEE

$293M

1,255 positions

#11ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 4 shared positions

$IAU $IBIT $LMT $PLTR

$730M

215 positions

#12Trademark Financial Management, LLCPassive

Notable overlap · 4 shared positions

$IAU $MS $REGN $USB

$204M

102 positions

#13Core Wealth Management, Inc.Smart money

Notable overlap · 3 shared positions

$IAU $MCD $NEE

$326M

40 positions

#14Fearless Solutions, LLC dba Best InvestPassive

Notable overlap · 3 shared positions

$IAU $REGN $ARM

$166M

127 positions

#15Forza Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $MS $USB

$287M

188 positions

#16PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADVActive

Notable overlap · 3 shared positions

$IAU $LMT $PLTR

$112M

38 positions

#17Yeomans Consulting Group, Inc.

Notable overlap · 3 shared positions

$IAU $NEE $USB

$341M

113 positions

#18DAHRING {-} CUSMANO LLCActive

Notable overlap · 3 shared positions

$IAU $PLTR $CRM

$163M

58 positions

#19Financial Harvest, LLCActive

Notable overlap · 3 shared positions

$IAU $LMT $MCD

$170M

57 positions

#20TriaGen Wealth Management LLCPassive

Notable overlap · 5 shared positions

$IAU $MS $NEE $USB $MCD

$366M

171 positions

#21Intellus Advisors LLCActive

Notable overlap · 4 shared positions

$IAU $MS $PLTR $CRWD

$732M

125 positions

#22Independent Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $USB $IBIT

$243M

90 positions

#23Timonier Family Office, LTD.

Notable overlap · 3 shared positions

$IAU $NEE $USB

$315M

56 positions

#24BCWM, LLCPassive

Notable overlap · 3 shared positions

$IAU $LMT $USB

$353M

57 positions

#25Rachor Investment Advisory Services, LLCActive

Notable overlap · 3 shared positions

$IAU $NEE $PANW

$190M

464 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.