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 Inspire Advisors,

13F Portfolio OverlapQ1 2026Inspire Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Inspire Advisors, LLC is an institutional investor managing $1.2B across 663 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 Inspire Advisors, are Stonebridge Financial Group,, BCM ADVISORS,, Almanack Investment Partners,, with shared positions in $WT, $SGOL, $JHG, $ADM, $NJR, $ES. The full ranking of 25 similar funds is below.

#1Stonebridge Financial Group, LLCPassive

Notable overlap · 3 shared positions

$WT $SGOL $JHG

$1.2B

262 positions

#2BCM ADVISORS, LLCActive

Notable overlap · 3 shared positions

$WT $SGOL $ADM

$507M

78 positions

#3Almanack Investment Partners, LLC.Active

Notable overlap · 3 shared positions

$WT $SGOL $JHG

$592M

177 positions

#4WT Wealth ManagementPassive

Notable overlap · 3 shared positions

$WT $SGOL $JHG

$336M

138 positions

#5Shore Point Advisors, LLCActive

Some overlap · 3 shared positions

$WT $NJR $ES

$253M

76 positions

#6Alpine Bank Wealth ManagementActive

Some overlap · 3 shared positions

$WT $SGOL $JHG

$688M

161 positions

#7BLUELINE ADVISORS LLCActive

Some overlap · 3 shared positions

$WT $JHG $GPC

$129M

217 positions

#8Tidemark, LLCPassive

Some overlap · 3 shared positions

$WT $JHG $VSAT

$393M

901 positions

#9ShoreHaven Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$WT $JHG $RF

$278M

103 positions

#10Allen Capital Group, LLCPassive

Some overlap · 4 shared positions

$SGOL $WT $JHG $GPC

$1.1B

284 positions

#11MJT & Associates Financial Advisory Group, Inc.Active

Some overlap · 3 shared positions

$WT $UPS $OGS

$136M

442 positions

#12Empirical Asset Management, LLCPassive

Some overlap · 3 shared positions

$WT $SGOL $NJR

$379M

396 positions

#13Total Clarity Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$WT $JHG $UPS

$426M

311 positions

#14Ethos Financial Group, LLCPassive

Some overlap · 3 shared positions

$SGOL $WT $JHG

$1.4B

540 positions

#15FULCRUM WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$SGOL $WT $JHG

$121M

72 positions

#16Econ Financial Services CorpPassive

Some overlap · 3 shared positions

$WT $UPS $WTRG

$215M

74 positions

#17GatePass Capital, LLCPassive

Some overlap · 3 shared positions

$WT $JHG $RF

$214M

173 positions

#18Alchemi Wealth, LLCPassive

Some overlap · 3 shared positions

$WT $JHG $NJR

$180M

155 positions

#19Centennial Wealth Advisory LLCPassive

Some overlap · 3 shared positions

$WT $ADM $BG

$413M

160 positions

#20Waterfront Wealth Inc.Passive

Some overlap · 3 shared positions

$WT $JHG $UPS

$545M

283 positions

#21Long Run Wealth Advisors, LLC

Slight overlap · 3 shared positions

$WT $UPS $CWEN

$531M

106 positions

#22LongView Wealth ManagementPassive

Slight overlap · 3 shared positions

$WT $UPS $GPC

$398M

247 positions

#23Cooper Financial GroupPassive

Slight overlap · 3 shared positions

$WT $JHG $UPS

$989M

425 positions

#24HARBOUR INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$SGOL $JHG $UPS

$184M

101 positions

#25Merit Financial Group, LLCPassive

Slight overlap · 3 shared positions

$WT $JHG $UPS

$13.5B

2,115 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.