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 Emerald Advisors,

13F Portfolio OverlapQ1 2026Emerald Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Emerald Advisors, LLC is an institutional investor managing $808M across 125 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 Emerald Advisors, are Principal Street Partners,, Avantax Planning Partners,, Carolina Wealth Advisors,, with shared positions in $HUM, $KO, $LMT, $AMGN, $VZ, $BMY. The full ranking of 25 similar funds is below.

#1Principal Street Partners, LLCPassive

Slight overlap · 8 shared positions

$HUM $KO $LMT $AMGN $VZ $BMY

$613M

247 positions

#2Avantax Planning Partners, Inc.Active

Slight overlap · 7 shared positions

$HUM $KO $LMT $AMGN $VZ $TXN

$3.6B

435 positions

#3Carolina Wealth Advisors, LLCPassive

Slight overlap · 6 shared positions

$KO $LMT $AMGN $VZ $BMY $TXN

$240M

278 positions

#4CHARLES SCHWAB INVESTMENT MANAGEMENT INCPassive

Slight overlap · 6 shared positions

$KO $LMT $AMGN $VZ $BMY $TXN

$654.5B

3,455 positions

#5PENN DAVIS MCFARLAND INCActive

Slight overlap · 6 shared positions

$KO $LMT $AMGN $VZ $BMY $TXN

$1.0B

75 positions

#6Carlton Hofferkamp & Jenks Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$HUM $KO $LMT $AMGN $VZ

$299M

142 positions

#7Integras Partners LLCPassive

Slight overlap · 5 shared positions

$HUM $KO $LMT $AMGN $BMY

$152M

69 positions

#8Brady Martz Wealth Solutions, LLCPassive

Slight overlap · 5 shared positions

$HUM $KO $LMT $AMGN $TXN

$587M

195 positions

#9Kerusso Capital Management LLCPassive

Slight overlap · 6 shared positions

$KO $LMT $AMGN $VZ $BMY $EOG

$200M

53 positions

#10W ADVISORS, LLCPassive

Slight overlap · 5 shared positions

$HUM $KO $LMT $VZ $BMY

$195M

141 positions

#11CHRISTINE MESSMER PCActive

Slight overlap · 5 shared positions

$HUM $LMT $AMGN $VZ $BMY

$156M

80 positions

#12Decker Wealth Management LLCPassive

Slight overlap · 5 shared positions

$HUM $LMT $AMGN $NEM $GSAT

$441M

105 positions

#13MARINO, STRAM & ASSOCIATES LLCActive

Slight overlap · 5 shared positions

$HUM $KO $LMT $VZ $VLO

$557M

185 positions

#14Junk Investment Group, LLCPassive

Slight overlap · 5 shared positions

$HUM $AMGN $VZ $TXN $KO

$191M

88 positions

#15Ipsen Advisor Group LLCPassive

Slight overlap · 6 shared positions

$LMT $AMGN $BMY $GSAT $TXN $EOG

$143M

104 positions

#16Dominguez Wealth Management Solutions, Inc.Active

Slight overlap · 5 shared positions

$HUM $KO $LMT $VZ $BMY

$165M

67 positions

#17Evernest Financial Advisors, LLCPassive

Slight overlap · 5 shared positions

$HUM $KO $AMGN $TXN $VLO

$481M

180 positions

#18Miramar Capital, LLCPassive

Slight overlap · 5 shared positions

$HUM $LMT $VZ $BMY $EOG

$449M

56 positions

#19First City Capital Management, Inc.Passive

Slight overlap · 5 shared positions

$KO $LMT $AMGN $VZ $BMY

$189M

160 positions

#20BENEDICT FINANCIAL ADVISORS INCPassive

Slight overlap · 5 shared positions

$KO $LMT $AMGN $VZ $BMY

$480M

133 positions

#21Coastwise Capital Group, LLCPassive

Slight overlap · 5 shared positions

$KO $LMT $AMGN $VZ $BMY

$180M

128 positions

#22OmniStar Financial Group, Inc.Passive

Slight overlap · 5 shared positions

$KO $LMT $AMGN $VZ $BMY

$193M

108 positions

#23Exeter Financial, LLCPassive

Slight overlap · 5 shared positions

$KO $LMT $AMGN $VZ $TXN

$245M

98 positions

#24Buck Wealth Strategies, LLCActive

Slight overlap · 5 shared positions

$KO $LMT $AMGN $VZ $TXN

$810M

166 positions

#25Advisors Asset Management, Inc.Passive

Slight overlap · 5 shared positions

$KO $LMT $AMGN $VZ $TXN

$6.0B

1,451 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.