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 Advisor Resource Council

13F Portfolio OverlapQ1 2026Advisor Resource Council portfolio →

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Most similar hedge funds by 13F overlap

Advisor Resource Council is an institutional investor managing $309M across 244 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 Advisor Resource Council are Collaborative Wealth Managment, UPTICK PARTNERS,, IAM Advisory,, with shared positions in $WT, $GSAT, $AMN, $GLDM, $HUM, $EPD. The full ranking of 25 similar funds is below.

#1Collaborative Wealth Managment Inc.Passive

Some overlap · 6 shared positions

$WT $GSAT $AMN $GLDM $HUM $EPD

$218M

162 positions

#2UPTICK PARTNERS, LLCPassive

Some overlap · 6 shared positions

$WT $AMN $DIA $GLDM $HUM $IAU

$502M

293 positions

#3IAM Advisory, LLCActive

Some overlap · 4 shared positions

$WT $GSAT $AMN $PNC

$446M

95 positions

#4OakTrust Wealth Advisors, LLCActive

Some overlap · 5 shared positions

$WT $AMN $GLDM $HUM $CRM

$110M

68 positions

#5Gateway Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$WT $AMN $HUM $CRM $GLDM

$2.6B

925 positions

#6Clear Creek Financial Management, LLCPassive

Some overlap · 5 shared positions

$WT $MU $HUM $CRM $IAU

$1.3B

608 positions

#7Sage Capital Management, LLCPassive

Some overlap · 4 shared positions

$WT $GSAT $DIA $HUM

$213M

163 positions

#8Resurgent Financial Advisors LLCPassive

Some overlap · 4 shared positions

$WT $GSAT $PWR $HUM

$277M

260 positions

#9Burk Holdings LLCPassive

Some overlap · 5 shared positions

$WT $AMN $HUM $IAU $DIA

$233M

676 positions

#10DENVER WEALTH MANAGEMENT, INC.Active

Some overlap · 7 shared positions

$WT $AMN $PNC $GLDM $DIA $IAU

$291M

100 positions

#11COWA, LLCActive

Some overlap · 6 shared positions

$WT $AMN $DIA $PWR $EPD $IAU

$371M

158 positions

#12Leading Edge Financial Planning LLCActive

Some overlap · 6 shared positions

$WT $AMN $GLDM $HUM $EPD $GSAT

$475M

72 positions

#13Comprehensive Money Management Services LLCPassive

Some overlap · 4 shared positions

$WT $GSAT $CRM $IAU

$152M

193 positions

#14Spinnaker Investment Group, LLCActive

Some overlap · 4 shared positions

$WT $SRE $GSAT $HUM

$491M

147 positions

#15Almanack Investment Partners, LLC.Active

Some overlap · 4 shared positions

$WT $GSAT $AMN $EPD

$592M

177 positions

#16Centurion Wealth Management LLCPassive

Some overlap · 4 shared positions

$WT $GSAT $HUM $IAU

$444M

316 positions

#17Seek First Inc.Active

Some overlap · 4 shared positions

$WT $LITE $GLDM $HUM

$142M

58 positions

#18Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$WT $LITE $PLD $IAU

$477M

70 positions

#19Farrell Financial LLCPassive

Some overlap · 5 shared positions

$WT $HUM $CRM $IAU $LITE

$167M

76 positions

#20NOVEM GROUPPassive

Some overlap · 7 shared positions

$GSAT $WT $HUM $TGT $PNC $PLD

$873M

437 positions

#21Hobbs Group Advisors, LLCPassive

Some overlap · 5 shared positions

$WT $GLDM $IAU $EPD $DIA

$334M

160 positions

#22Eaton Financial Holdings Company, LLCPassive

Some overlap · 4 shared positions

$WT $MU $DIA $EPD

$305M

125 positions

#23MOR Wealth Management, LLCActive

Some overlap · 4 shared positions

$WT $AMN $PWR $HUM

$218M

103 positions

#24Aspire Capital Advisors LLCActive

Some overlap · 3 shared positions

$WT $GSAT $AMN

$444M

122 positions

#25Apeiron RIA LLCPassive

Some overlap · 4 shared positions

$WT $AMN $GLDM $IAU

$431M

204 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.