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 SENTINEL PENSION ADVISORS,

13F Portfolio OverlapQ1 2026SENTINEL PENSION ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

SENTINEL PENSION ADVISORS, LLC is an institutional investor managing $676M across 137 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 SENTINEL PENSION ADVISORS, are JDM Financial Group, Carolina Wealth Advisors,, My Portfolio Guide,, with shared positions in $BDX, $GMM, $SCHW, $GLDM, $MCD, $F. The full ranking of 25 similar funds is below.

#1JDM Financial Group LLCActive

Notable overlap · 3 shared positions

$BDX $GMM $SCHW

$259M

318 positions

#2Carolina Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$GLDM $BDX $MCD

$240M

278 positions

#3My Portfolio Guide, LLCActive

Notable overlap · 5 shared positions

$GLDM $GMM $F $BAC $MKL

$181M

166 positions

#4Tradewinds Capital Management, LLCActive

Notable overlap · 4 shared positions

$GLDM $GMM $MCD $BAC

$504M

719 positions

#5Roan Capital PartnersPassive

Notable overlap · 3 shared positions

$GLDM $GMM $WT

$108M

77 positions

#6NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$GLDM $GMM $IAU $MCD

$247M

71 positions

#7Mills Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$GLDM $ALPS $NEE $MCD $MKL

$286M

80 positions

#8Austin Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$GLDM $AMN $WT $SCHW $IAU $NEE

$440M

118 positions

#9CONTINUUM WEALTH ADVISORS, LLCActive

Notable overlap · 5 shared positions

$GLDM $WT $IAU $NEE $MCD

$241M

70 positions

#10Strategic Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$BDX $AMN $ES

$171M

40 positions

#11American Investment Services, Inc.Active

Notable overlap · 5 shared positions

$GLDM $GMM $SCHW $IAU $NEE

$448M

132 positions

#12AIFG Consultants Ltd.

Notable overlap · 3 shared positions

$GLDM $WT $BAC

$58M

54 positions

#13Principia Wealth Advisory, LLC

Notable overlap · 6 shared positions

$BDX $GLDM $IAU $PHYS $SCHW $MKL

$160M

1,015 positions

#14KRAEMATON INVESTMENT ADVISORS, INCPassive

Notable overlap · 3 shared positions

$GLDM $ALPS $WT

$123M

99 positions

#15Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $ALPS $IAU

$348M

202 positions

#16EVOKE WEALTH, LLCActive

Notable overlap · 3 shared positions

$GLDM $SCHW $IAU

$5.6B

711 positions

#17Copley Financial Group, Inc.Active

Notable overlap · 3 shared positions

$GLDM $MCD $BAC

$166M

115 positions

#18Avid Wealth Partners LLCActive

Notable overlap · 3 shared positions

$GLDM $WT $BAC

$212M

71 positions

#19ENTREWEALTH, LLCPassive

Notable overlap · 4 shared positions

$GLDM $AMN $IAU $MKL

$223M

104 positions

#20Cassaday & Co Wealth Management LLCActive

Notable overlap · 4 shared positions

$GLDM $GMM $SCHW $MCD

$4.7B

1,361 positions

#21OakTrust Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$GLDM $WT $AMN $MCD

$110M

68 positions

#22Capital Planning Advisors, LLCPassive

Notable overlap · 4 shared positions

$GLDM $WT $AMN $BAC

$692M

146 positions

#23SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$GLDM $GMM $WT

$4.9B

646 positions

#24Cedar Point Capital Partners, LLCPassive

Some overlap · 3 shared positions

$GLDM $SCHW $NEE

$154M

71 positions

#25New Perspectives, IncSmart money

Some overlap · 3 shared positions

$GLDM $WT $MKL

$289M

44 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.