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 Detalus Advisors,

13F Portfolio OverlapQ1 2026Detalus Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Detalus Advisors, LLC is an institutional investor managing $438M across 186 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 Detalus Advisors, are EHRLICH FINANCIAL GROUP, Asempa Wealth Advisors, W ADVISORS,, with shared positions in $GMM, $MDLZ, $HUM, $JHG, $SE, $GLDM. The full ranking of 25 similar funds is below.

#1EHRLICH FINANCIAL GROUPPassive

Some overlap · 4 shared positions

$GMM $MDLZ $HUM $JHG

$174M

112 positions

#2Asempa Wealth AdvisorsPassive

Some overlap · 5 shared positions

$MDLZ $HUM $SE $GLDM $NTRB

$115M

115 positions

#3W ADVISORS, LLCPassive

Some overlap · 5 shared positions

$MDLZ $HUM $DDOG $SO $KO

$195M

141 positions

#4ONE Advisory Partners, LLCActive

Some overlap · 5 shared positions

$GMM $MDLZ $SE $DDOG $HUM

$324M

72 positions

#5Financial Enhancement Group LLCPassive

Some overlap · 5 shared positions

$MDLZ $GMM $GLDM $JHG $USB

$807M

135 positions

#6Roof Eidam Maycock Peralta, LLCActive

Some overlap · 4 shared positions

$MDLZ $HUM $ABT $WM

$436M

125 positions

#7MB Generational Wealth, LLCActive

Some overlap · 4 shared positions

$MDLZ $SE $GMM $DDOG

$181M

66 positions

#8Avid Wealth Partners LLCActive

Some overlap · 4 shared positions

$MDLZ $GLDM $DDOG $JHG

$212M

71 positions

#9JNBA Financial AdvisorsActive

Some overlap · 5 shared positions

$GMM $HUM $GLDM $DDOG $USB

$1.2B

819 positions

#10RBO & CO LLCActive

Some overlap · 5 shared positions

$MDLZ $EFX $ABT $WM $KO

$620M

57 positions

#11Cypress Wealth Services, LLCPassive

Some overlap · 7 shared positions

$MDLZ $GMM $SE $USB $HUM $NTRB

$708M

397 positions

#12TSA Wealth Managment LLCPassive

Some overlap · 5 shared positions

$MDLZ $SE $DDOG $KO $GMM

$309M

105 positions

#13CM WEALTH ADVISORS LLCActive

Some overlap · 3 shared positions

$MDLZ $HUM $ABT

$470M

146 positions

#14EDGAR LOMAX CO/VAActive

Some overlap · 5 shared positions

$MDLZ $USB $ABT $SO $KO

$1.4B

56 positions

#15Spectrum Planning & Advisory Services Inc.Passive

Some overlap · 4 shared positions

$MDLZ $SE $GLDM $GMM

$202M

114 positions

#16Wolfstich Capital, LLCActive

Some overlap · 3 shared positions

$MDLZ $HUM $KO

$114M

45 positions

#17Revisor Wealth Management LLCPassive

Some overlap · 5 shared positions

$GMM $USB $HUM $JHG $KO

$362M

327 positions

#18Roan Capital PartnersPassive

Some overlap · 4 shared positions

$GMM $GLDM $SE $DDOG

$108M

77 positions

#19My Portfolio Guide, LLCActive

Some overlap · 4 shared positions

$GMM $GLDM $USB $SO

$181M

166 positions

#20WFA of San Diego, LLCPassive

Some overlap · 5 shared positions

$HUM $GLDM $USB $DDOG $JHG

$125M

404 positions

#21SNS Financial Group, LLCActive

Some overlap · 5 shared positions

$MDLZ $GLDM $HUM $ABT $USB

$1.2B

208 positions

#22ShoreHaven Wealth Partners, LLCPassive

Some overlap · 7 shared positions

$MDLZ $SE $GMM $JHG $DDOG $GLDM

$278M

103 positions

#23Veridan Wealth LLCActive

Some overlap · 5 shared positions

$MDLZ $USB $DDOG $NTRB $HUM

$270M

80 positions

#24EVOKE WEALTH, LLCActive

Some overlap · 3 shared positions

$MDLZ $GLDM $HUM

$5.6B

711 positions

#25Fonville Wealth Management LLCPassive

Some overlap · 4 shared positions

$GMM $HUM $SE $RF

$525M

138 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.