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 Shade Tree Advisors

13F Portfolio OverlapQ1 2026Shade Tree Advisors portfolio →

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Most similar hedge funds by 13F overlap

Shade Tree Advisors LLC is an institutional investor managing $140M across 27 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 Shade Tree Advisors are Towneley , / DE, Sellwood Investment Partners, Seneca Financial Advisors, with shared positions in $BRZE, $DDOG, $SNOW, $FBTC, $SNDK, $GBDC. The full ranking of 25 similar funds is below.

#1Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$BRZE $DDOG $SNOW

$478M

42 positions

#2Sellwood Investment Partners LLCSmart money

Notable overlap · 3 shared positions

$BRZE $DDOG $SNOW

$254M

59 positions

#3Seneca Financial Advisors LLCActive

Notable overlap · 3 shared positions

$BRZE $DDOG $SNOW

$341M

64 positions

#4Manuka Financial, LLCActive

Notable overlap · 3 shared positions

$BRZE $DDOG $SNOW

$162M

56 positions

#5Verus Financial Partners, Inc.Smart money

Notable overlap · 4 shared positions

$BRZE $DDOG $SNOW $FBTC

$1.1B

121 positions

#6VANGUARD ADVISERS INCSmart money

Notable overlap · 3 shared positions

$BRZE $DDOG $SNOW

$25.5B

668 positions

#7Vanguard National Trust CoActive

Notable overlap · 3 shared positions

$BRZE $DDOG $SNOW

$1.6B

751 positions

#8WealthCollab, LLCPassive

Notable overlap · 3 shared positions

$BRZE $DDOG $SNOW

$243M

977 positions

#9Prospera Capital Management, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $DDOG $SNOW

$199M

45 positions

#10Arbor Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$BRZE $SNOW $SNDK

$143M

56 positions

#11Global Endowment Management, LPActive

Notable overlap · 3 shared positions

$BRZE $GBDC $CPNG

$896M

126 positions

#12Breakwater Investment ManagementPassive

Notable overlap · 3 shared positions

$BRZE $SNOW $DDOG

$269M

506 positions

#13TRB Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$BRZE $SNOW $DDOG

$704M

285 positions

#14Mustard Seed Financial, LLCPassive

Notable overlap · 4 shared positions

$BRZE $DDOG $SNOW $FBTC

$167M

92 positions

#15Altiora Financial Group, LLCActive

Notable overlap · 4 shared positions

$BRZE $DDOG $SNOW $IBIT

$607M

110 positions

#16White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$BRZE $SNOW $DDOG

$721M

145 positions

#17Downshift Financial, LLCActive

Notable overlap · 3 shared positions

$BRZE $SNOW $DDOG

$193M

77 positions

#18Zhang Financial LLCActive

Notable overlap · 3 shared positions

$BRZE $SNOW $IBIT

$2.9B

367 positions

#19Atlantic Private Wealth, LLCActive

Notable overlap · 3 shared positions

$BRZE $SNOW $SNDK

$153M

315 positions

#20L.K. Benson & Company, P.C.Active

Notable overlap · 3 shared positions

$BRZE $DDOG $SNOW

$302M

113 positions

#21PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$BRZE $SNOW $DDOG

$1.4B

283 positions

#22Q Fund Management (Hong Kong) LtdSmart money

Some overlap · 3 shared positions

$SNDK $SNOW $IBIT

$107M

33 positions

#23Sunesis Advisors, LLCSmart money

Some overlap · 4 shared positions

$BRZE $DDOG $SNOW $FBTC

$221M

59 positions

#24GENESIS PRIVATE WEALTH, LLCPassive

Some overlap · 3 shared positions

$DDOG $BRZE $SNOW

$318M

182 positions

#25Sagace Wealth Management LLCPassive

Some overlap · 3 shared positions

$BRZE $SNOW $IBIT

$149M

70 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.