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 MAGNOLIA ADVISORS

13F Portfolio OverlapQ1 2026MAGNOLIA ADVISORS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

MAGNOLIA CAPITAL ADVISORS LLC is an institutional investor managing $509M across 281 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 MAGNOLIA ADVISORS are Shore Point Advisors,, Avantax Planning Partners,, MRP Investments,, with shared positions in $LUV, $VZ, $PLTR, $BITB, $BRZE, $HPQ. The full ranking of 25 similar funds is below.

#1Shore Point Advisors, LLCActive

Some overlap · 4 shared positions

$LUV $VZ $PLTR $BITB

$253M

76 positions

#2Avantax Planning Partners, Inc.Active

Some overlap · 4 shared positions

$BRZE $HPQ $XYZ $VZ

$3.6B

435 positions

#3MRP Capital Investments, LLCPassive

Some overlap · 4 shared positions

$BITB $PLTR $MPC $NEE

$115M

210 positions

#4OmniStar Financial Group, Inc.Passive

Some overlap · 3 shared positions

$BRZE $HPQ $VZ

$193M

108 positions

#5Ankerstar Wealth, LLCPassive

Some overlap · 3 shared positions

$BITB $BRZE $NEE

$95M

955 positions

#6Delos Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$LUV $MPC $NEE

$175M

260 positions

#7Strategic Investment Solutions, Inc. /ILPassive

Slight overlap · 4 shared positions

$BRZE $NEE $GEV $PLTR

$414M

694 positions

#8White Knight Strategic Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$BITB $PLTR $VZ

$119M

81 positions

#9VAN STRUM & TOWNE INC.Passive

Slight overlap · 3 shared positions

$BRZE $HPQ $GEV

$343M

111 positions

#10Pitti Group Wealth Management, LLCActive

Slight overlap · 4 shared positions

$BRZE $NEE $VZ $XYZ

$123M

81 positions

#11Refined Wealth ManagementActive

Slight overlap · 3 shared positions

$BITB $MPC $XYZ

$158M

50 positions

#12Tanglewood Legacy Advisors, LLCActive

Slight overlap · 3 shared positions

$LUV $NEE $GEV

$276M

269 positions

#13COOKSON PEIRCE & CO INCPassive

Slight overlap · 3 shared positions

$LUV $PLTR $GEV

$2.4B

303 positions

#14OneAscent Investment Solutions LLCPassive

Slight overlap · 4 shared positions

$EGP $PLTR $GEV $ETR

$100M

128 positions

#15CERTIOR FINANCIAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$BRZE $PLTR $VZ

$157M

130 positions

#16Global Trust Asset Management, LLCPassive

Slight overlap · 3 shared positions

$BRZE $PLTR $NEE

$262M

458 positions

#17COGENT STRATEGIC WEALTH LLCActive

Slight overlap · 3 shared positions

$BRZE $PLTR $NEE

$97M

56 positions

#18Optas, LLCPassive

Slight overlap · 4 shared positions

$BRZE $XYZ $PLTR $GEV

$661M

482 positions

#19International Private Wealth Advisors LLCPassive

Slight overlap · 4 shared positions

$PLTR $VZ $NEE $GEV

$163M

152 positions

#20Xcel Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$PLTR $VZ $NEE $GEV

$362M

133 positions

#21Unify Financial AdvisorsPassive

Slight overlap · 3 shared positions

$BRZE $VZ $NEE

$96M

89 positions

#22BFSG, LLCPassive

Slight overlap · 3 shared positions

$BRZE $VZ $NEE

$1.1B

750 positions

#23Good Harbor Advisors, Inc.Passive

Slight overlap · 3 shared positions

$BRZE $VZ $NEE

$92M

82 positions

#24Global Trust Wealth Management LLCActive

Slight overlap · 3 shared positions

$BRZE $PLTR $NEE

$132M

83 positions

#25San Luis Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$BRZE $VZ $XYZ

$604M

175 positions

Compare MAGNOLIA ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View MAGNOLIA ADVISORS’s holdings

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.