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 HC Advisors

13F Portfolio OverlapQ2 2026HC Advisors portfolio →

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Most similar hedge funds by 13F overlap

HC Advisors, LLC is an institutional investor managing $165M across 62 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to HC Advisors are Wealth Alliance, WEALTHCARE, Basepoint Wealth, with shared positions in $PSLV, $PHYS, $SII, $SO, $TXN, $AXP. The full ranking of 25 similar funds is below.

#1Capital Wealth Alliance, LLCActive

Notable overlap · 3 shared positions

$PSLV $PHYS $SII

$229M

100 positions

#2WEALTHCARE CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 4 shared positions

$PSLV $PHYS $SO $TXN

$911M

99 positions

#3Basepoint Wealth LLCPassive

Notable overlap · 4 shared positions

$PSLV $PHYS $AXP $MMM

$175M

632 positions

#4WIT Partners Advisory Pte. Ltd.Active

Notable overlap · 3 shared positions

$PSLV $PHYS $SII

$82M

6 positions

#5Entruity Wealth, LLCActive

Notable overlap · 3 shared positions

$PSLV $PHYS $WFC

$155M

54 positions

#6Alpha Advisors, LLC/VAActive

Notable overlap · 3 shared positions

$PSLV $PHYS $WFC

$137M

50 positions

#7Forest Hill Capital, LLCSmart money

Notable overlap · 3 shared positions

$PSLV $PHYS $WM

$130M

21 positions

#8SPROTT INC.Active

Notable overlap · 3 shared positions

$SII $PHYS $PSLV

$3.2B

268 positions

#9New Harbor Financial Group, LLCActive

Notable overlap · 3 shared positions

$PSLV $PHYS $SII

$669M

62 positions

#10Cedrus Wealth Group LLCActive

Notable overlap · 3 shared positions

$PSLV $SPPP $PHYS

$115M

51 positions

#1149 WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$PHYS $PSLV $TXN $BA

$524M

189 positions

#12ALONGSIDE, LLCPassive

Notable overlap · 4 shared positions

$PHYS $PSLV $TXN $BA

$525M

190 positions

#13Hurley Capital, LLCPassive

Notable overlap · 3 shared positions

$PSLV $PHYS $AON

$193M

678 positions

#14Walser Wealth Management Company, A Ltd Liability CoPassive

Notable overlap · 4 shared positions

$PHYS $FCX $SII $PSLV

$250M

217 positions

#15Pacific Sage Partners, LLCActive

Notable overlap · 3 shared positions

$PHYS $PSLV $BA

$772M

144 positions

#16Intesa Sanpaolo Wealth ManagementPassive

Notable overlap · 4 shared positions

$PHYS $AXP $BABA $WM

$500M

309 positions

#17Corecam Pte. Ltd.Passive

Notable overlap · 3 shared positions

$SII $FCX $BABA

$240M

79 positions

#18SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$PHYS $WFC $PSLV

$524M

174 positions

#19Asset One Wealth Management LLCPassive

Some overlap · 4 shared positions

$SII $PSLV $PHYS $WM

$948M

347 positions

#20Cobblestone Asset Management LLCActive

Some overlap · 3 shared positions

$PSLV $PHYS $PLUG

$248M

77 positions

#21Evanson Asset Management, LLC

Some overlap · 3 shared positions

$PHYS $AXP $PSLV

$1.9B

321 positions

#22ADE, LLCActive

Some overlap · 5 shared positions

$PHYS $SII $PSLV $WM $BA

$237M

93 positions

#23Fielder Capital Group LLCPassive

Some overlap · 4 shared positions

$SII $SPPP $PSLV $AXP

$462M

303 positions

#24Holos Integrated Wealth LLCActive

Some overlap · 3 shared positions

$PHYS $TXN $SO

$223M

391 positions

#25Eaton Financial Holdings Company, LLCPassive

Some overlap · 3 shared positions

$PHYS $WFC $BABA

$364M

134 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.