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 Fusion ,

13F Portfolio OverlapQ1 2026Fusion , portfolio →

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Most similar hedge funds by 13F overlap

Fusion Capital, LLC is an institutional investor managing $371M across 104 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 Fusion , are Anson ,, MJP ASSOCIATES /ADV, New England Private Wealth Advisors, with shared positions in $FSCO, $HUM, $KKR, $SAN, $USB, $JHG. The full ranking of 25 similar funds is below.

#1Anson Capital, Inc.Passive

Notable overlap · 5 shared positions

$FSCO $HUM $KKR $SAN $USB

$146M

90 positions

#2MJP ASSOCIATES INC /ADVPassive

Notable overlap · 4 shared positions

$HUM $JHG $KKR $BAC

$824M

231 positions

#3New England Private Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $JHG $KKR $SAN

$866M

194 positions

#4Advisor OS, LLCPassive

Notable overlap · 4 shared positions

$JHG $HUM $KKR $RELX

$1.4B

575 positions

#5Wealth Architects, LLCPassive

Notable overlap · 3 shared positions

$HUM $LRCX $RELX

$1.1B

244 positions

#6Orion Capital Management LLCPassive

Notable overlap · 5 shared positions

$JHG $HUM $BAC $SCHW $KKR

$290M

485 positions

#7VIAWEALTH, LLCPassive

Notable overlap · 7 shared positions

$JHG $VLO $AMGN $BAC $SCHW $BA

$180M

159 positions

#8Strategic Financial Concepts, LLCPassive

Notable overlap · 4 shared positions

$HUM $FSCO $RELX $USB

$405M

298 positions

#9Redwood Grove Capital, LLCActive

Notable overlap · 3 shared positions

$HUM $BAC $SNY

$310M

22 positions

#10SIGNATUREFD, LLCActive

Notable overlap · 3 shared positions

$HUM $JHG $RELX

$6.5B

3,465 positions

#11Miller Capital Partners, Inc.Passive

Notable overlap · 3 shared positions

$LRCX $HUM $USB

$208M

262 positions

#12Weaver Consulting GroupPassive

Notable overlap · 4 shared positions

$JHG $HUM $KKR $BA

$420M

275 positions

#13Bulwark Capital CorpActive

Notable overlap · 5 shared positions

$JHG $HUM $KKR $RELX $SAN

$162M

100 positions

#14ELEVATUS WELATH MANAGEMENTPassive

Notable overlap · 3 shared positions

$FSCO $JHG $KKR

$191M

141 positions

#15Destiny Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$JHG $HUM $FSCO $KKR

$914M

1,148 positions

#16Bristlecone Value Partners, LLCPassive

Notable overlap · 3 shared positions

$HUM $BAC $AMGN

$114M

68 positions

#17E&G Advisors, LPPassive

Notable overlap · 6 shared positions

$HUM $LRCX $JHG $BAC $C $USB

$449M

236 positions

#18EPIQ PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$JHG $BAC $SCHW $USB

$214M

83 positions

#19Hamrick Investment Counsel, llcPassive

Notable overlap · 3 shared positions

$HUM $AMGN $USB

$180M

359 positions

#20One Charles Private Wealth Services, LLCActive

Notable overlap · 4 shared positions

$JHG $HUM $LRCX $BAC

$400M

159 positions

#21Advisory Resource GroupPassive

Notable overlap · 3 shared positions

$JHG $VLO $SCHW

$581M

172 positions

#22DAHRING {-} CUSMANO LLCActive

Notable overlap · 3 shared positions

$JHG $HUM $KKR

$163M

58 positions

#23Councilmark Asset Management, LLCActive

Notable overlap · 3 shared positions

$HUM $AMGN $BAC

$174M

85 positions

#24Axecap Investments, LLCPassive

Notable overlap · 4 shared positions

$LRCX $VLO $C $CAH

$145M

69 positions

#25OneAscent Wealth Management LLCActive

Notable overlap · 6 shared positions

$JHG $FSCO $BAC $HUM $VLO $USB

$302M

157 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.