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 OverlapQ1 2026HC Advisors, portfolio →

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Most similar hedge funds by 13F overlap

HC Advisors, LLC is an institutional investor managing $149M across 60 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 HC Advisors, are Del-Sette ,, Center for Wealth Advisory, Rockport Wealth, with shared positions in $FITB, $WT, $ALPS, $IBM, $KO, $USB. The full ranking of 25 similar funds is below.

#1Del-Sette Capital Management, LLCActive

Notable overlap · 4 shared positions

$FITB $WT $ALPS $IBM

$167M

44 positions

#2Center for Wealth Management AdvisoryActive

Notable overlap · 3 shared positions

$FITB $KO $USB

$139M

62 positions

#3Rockport Wealth LLCActive

Notable overlap · 6 shared positions

$FITB $PSLV $USB $ALPS $WT $PHYS

$549M

101 positions

#4Compass Financial Services IncActive

Notable overlap · 4 shared positions

$WT $FITB $WFC $KO

$231M

56 positions

#5Eaton Financial Holdings Company, LLCActive

Notable overlap · 6 shared positions

$WT $PHYS $SNOW $BAC $USB $WFC

$305M

125 positions

#6WIN ADVISORS, INCPassive

Notable overlap · 6 shared positions

$WT $FITB $DRI $FCX $SNOW $GEV

$219M

78 positions

#7Southland Equity Partners LLCPassive

Notable overlap · 3 shared positions

$FITB $WT $USB

$513M

273 positions

#8BEACON FINANCIAL GROUPPassive

Notable overlap · 4 shared positions

$WT $FITB $WFC $WM

$1.0B

348 positions

#9FLYNN ZITO CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$WT $PSLV $FITB $PHYS $KO

$313M

158 positions

#10COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $PSLV $PHYS

$157M

92 positions

#11Trilogy Capital Inc.Active

Notable overlap · 3 shared positions

$WT $ALPS $FCX

$2.3B

390 positions

#12Willow Financial LLCActive

Notable overlap · 3 shared positions

$WT $ALPS $AXP

$99M

37 positions

#13FFG RETIREMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$WT $ALPS $SNOW

$172M

43 positions

#14Avant Capital LLCActive

Notable overlap · 3 shared positions

$WT $ALPS $BABA

$142M

76 positions

#15Reyes Financial Architecture, Inc.Active

Notable overlap · 5 shared positions

$WT $ALPS $IBM $AXP $KO

$122M

348 positions

#16Powers Advisory Group, LLCActive

Notable overlap · 6 shared positions

$WT $KO $SNOW $USB $SO $WM

$284M

125 positions

#17Oxinas Partners Wealth Management LLCPassive

Notable overlap · 5 shared positions

$WT $FCX $DRI $DAL $USB

$219M

145 positions

#18tru Independence LLCActive

Notable overlap · 4 shared positions

$WT $FITB $BAC $WFC

$202M

102 positions

#19Global View Capital Management LLCActive

Notable overlap · 5 shared positions

$WT $FITB $USB $SAN $PSLV

$377M

140 positions

#20MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 7 shared positions

$WT $USB $ALPS $SO $WM $IBM

$1.3B

143 positions

#21Axis Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$WT $SNOW $BAC $USB $WFC

$188M

174 positions

#22Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 6 shared positions

$WT $IBM $USB $AXP $WM $SAN

$153M

344 positions

#23Stratos Investment Management, LLCPassive

Notable overlap · 5 shared positions

$WT $ALPS $BAC $AXP $GEV

$2.5B

371 positions

#24Entruity Wealth, LLCActive

Notable overlap · 4 shared positions

$PSLV $FITB $PHYS $WFC

$147M

46 positions

#25BIP Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $PHYS $USB $KO

$2.5B

453 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.