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 Powell Investment Advisors,

13F Portfolio OverlapQ1 2026Powell Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Powell Investment Advisors, LLC is an institutional investor managing $290M across 174 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 Powell Investment Advisors, are Strategic Equity, Foundation Wealth ,, STEPHENS GROUP ASSET ,, with shared positions in $CTVA, $SNOW, $LMT, $IBIT, $IBM, $COP. The full ranking of 25 similar funds is below.

#1Strategic Equity ManagementPassive

Notable overlap · 3 shared positions

$CTVA $SNOW $LMT

$266M

70 positions

#2Foundation Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$CTVA $SNOW $IBIT $IBM

$148M

44 positions

#3STEPHENS GROUP ASSET MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $CTVA $COP

$1.6B

26 positions

#4Cassaday & Co Wealth Management LLCActive

Notable overlap · 3 shared positions

$SNOW $CTVA $IBM

$4.7B

1,361 positions

#5DROMS STRAUSS ADVISORS INC /MO/ /ADVActive

Notable overlap · 3 shared positions

$SNOW $CTVA $IBM

$383M

77 positions

#6Sagace Wealth Management LLCPassive

Notable overlap · 6 shared positions

$SNOW $IBIT $COP $IBM $C $LMT

$149M

70 positions

#7Red Mountain Financial, LLCPassive

Notable overlap · 3 shared positions

$SNOW $CTVA $LMT

$106M

79 positions

#8Zhang Financial LLCActive

Notable overlap · 4 shared positions

$SNOW $CTVA $IBIT $COP

$2.9B

367 positions

#9Fortis Advisors, LLCPassive

Notable overlap · 6 shared positions

$SNOW $ALPS $COP $BN $C $MS

$200M

119 positions

#10NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$SNOW $IBIT $COP $IBM

$247M

71 positions

#11BROWN WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$SNOW $IBIT $GLTR $CTVA

$389M

116 positions

#12Windward Private Wealth Management Inc.Smart money

Notable overlap · 3 shared positions

$SNOW $CTVA $COP

$289M

44 positions

#13CHRISTINE MESSMER PCActive

Notable overlap · 4 shared positions

$SNOW $COP $LMT $CEG

$156M

80 positions

#14PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$SNOW $COP $SAN $CEG

$198M

106 positions

#15Tillman Hartley LLCActive

Notable overlap · 3 shared positions

$SNOW $CTVA $COP

$398M

88 positions

#16FLC Capital AdvisorsPassive

Notable overlap · 4 shared positions

$SNOW $IBM $GLTR $SAN

$560M

221 positions

#17Corundum Group, Inc.Active

Notable overlap · 3 shared positions

$SNOW $CTVA $LMT

$299M

108 positions

#18MFA WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$SNOW $LMT $SAN $CEG

$508M

88 positions

#19Blue Sky Capital Consultants Group, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $IBIT $BN

$210M

76 positions

#20Schiavi & Co LLCSmart money

Notable overlap · 3 shared positions

$SNOW $CTVA $IBM

$337M

50 positions

#21Tandem Financial, LLCPassive

Notable overlap · 4 shared positions

$SNOW $ALPS $SAN $MS

$314M

98 positions

#22ForthRight Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SNOW $ALPS $IBM $COP

$353M

75 positions

#23Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $IBIT $IBM

$492M

385 positions

#24Silver Coast Investments LLCActive

Notable overlap · 4 shared positions

$SNOW $LMT $GILD $MS

$313M

119 positions

#25VAUGHAN & Co SECURITIES, INC.Active

Notable overlap · 3 shared positions

$SNOW $CTVA $IBM

$193M

58 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.