13F Pro

Hedge Funds Similar to Affinity Advisors

13F Portfolio OverlapQ3 2026Affinity Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Affinity Capital Advisors, LLC is an institutional investor managing $856M across 233 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Affinity Advisors are APIS ADVISORS, Riverview, Range Financial Group, with shared positions in $STX, $U, $SNDK, $DE, $RY, $MCD. The full ranking of 25 similar funds is below.

#1APIS CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$STX$U$SNDK
$1.0B
60 positions
#2Riverview Trust CoActive
Some overlap · 5 shared positions
$STX$DE$RY$MCD$KLAC
$84M
166 positions
#3Range Financial Group LLCPassive
Some overlap · 3 shared positions
$STX$MCD$SNDK
$361M
207 positions
#4Sunstone Asset Management, L.P.Active
Some overlap · 4 shared positions
$U$STX$KLAC$SNPS
$92M
57 positions
#5Cerro Pacific Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$STX$DE$RY$MCD$KLAC
$458M
171 positions
#6Meredith Wealth PlanningActive
Some overlap · 3 shared positions
$STX$MCD$DE
$401M
80 positions
#7Tribune Investment Group LPActive
Some overlap · 3 shared positions
$STX$SNDK$AME
$247M
34 positions
#8Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$STX$RY$TD$CM$KLAC
$1.0B
204 positions
#9Pinnacle West Asset Management, Inc.Passive
Some overlap · 3 shared positions
$STX$MCD$DE
$145M
104 positions
#10Leisure Capital ManagementActive
Some overlap · 4 shared positions
$STX$RY$DE$KLAC
$320M
157 positions
#11Stablepoint Partners, LLCPassive
Some overlap · 4 shared positions
$STX$MCD$TD$SNPS
$723M
260 positions
#12Williamson Legacy Group, LLCPassive
Some overlap · 3 shared positions
$STX$SNDK$TD
$201M
75 positions
#13Alight Capital Management LPPassive
Some overlap · 4 shared positions
$STX$SNDK$DE$KLAC
$712M
83 positions
#14Polar Capital Holdings PlcActive
Some overlap · 3 shared positions
$STX$SNDK$KLAC
$42.4B
245 positions
#15CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$STX$SNDK$KLAC
$520M
258 positions
#16Kinetic Partners Management, LPSmart money
Some overlap · 3 shared positions
$STX$SNDK$KLAC
$4.2B
47 positions
#17Gunderson Capital Management Inc.Active
Some overlap · 3 shared positions
$STX$SNDK$KLAC
$359M
54 positions
#18Fedenia Advisers LLCActive
Some overlap · 3 shared positions
$STX$SNDK$KLAC
$425M
121 positions
#19Guardian Partners Inc.Passive
Some overlap · 5 shared positions
$MCD$RY$TD$CM$CNI
$1.1B
412 positions
#20Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$STX$DE$RY
$231M
125 positions
#21Clearstead Trust, LLCActive
Some overlap · 3 shared positions
$STX$DE$MCD
$765M
970 positions
#22Lorne Steinberg Wealth Management Inc.Passive
Some overlap · 5 shared positions
$MCD$RY$TD$CM$CNI
$474M
72 positions
#23Quadrature Capital LtdPassive
Some overlap · 3 shared positions
$STX$SNDK$CNI
$11.7B
1,542 positions
#24DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.Active
Some overlap · 3 shared positions
$STX$AME$KLAC
$2.4B
236 positions
#25Persistent Asset Partners LtdPassive
Some overlap · 3 shared positions
$STX$SNDK$KLAC
$335M
818 positions

Compare Affinity 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 Affinity 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.