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 OverlapQ2 2026Advisor Resource Council portfolio →

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Most similar hedge funds by 13F overlap

Advisor Resource Council is an institutional investor managing $355M across 276 U.S. equity positions as of Q2 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 JB, COLTON GROOME FINANCIAL ADVISORS, ADVISORTRUST PARTNERS, with shared positions in $LITE, $PNC, $CRS, $NXPI, $QCOM, $PLD. The full ranking of 25 similar funds is below.

#1JB Capital LLCActive

Some overlap · 8 shared positions

$LITE $PNC $CRS $NXPI $QCOM $PLD

$2.9B

280 positions

#2COLTON GROOME FINANCIAL ADVISORS, LLCActive

Some overlap · 7 shared positions

$PNC $NXPI $QCOM $EMR $ETN $SCHW

$414M

164 positions

#3ADVISORTRUST PARTNERS, LLCPassive

Some overlap · 7 shared positions

$PNC $NXPI $QCOM $PLD $EMR $PEP

$292M

199 positions

#4DAVIDSON INVESTMENT ADVISORSActive

Some overlap · 6 shared positions

$SRE $QCOM $C $ADI $ETN $SCHW

$2.4B

123 positions

#5BOURGEON CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$PWR $NXPI $QCOM $C $ADI $ETN

$679M

104 positions

#6NOVEM GROUPPassive

Some overlap · 6 shared positions

$PNC $NXPI $QCOM $PLD $EMR $PEP

$988M

445 positions

#7THOMPSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$PNC $NXPI $QCOM $C $SCHW $PEP

$872M

504 positions

#8MOR Wealth Management, LLCPassive

Some overlap · 6 shared positions

$PWR $QCOM $PLD $PNC $SCHW $EMR

$251M

122 positions

#9CAPITOLIS LIQUID GLOBAL MARKETS LLCPassive

Some overlap · 6 shared positions

$NXPI $QCOM $C $ADI $SCHW $PEP

$23.0B

320 positions

#10Brookmont Capital ManagementActive

Some overlap · 5 shared positions

$SRE $PNC $QCOM $ADI $PEP

$186M

61 positions

#11Prudent Man Advisors, LLCPassive

Some overlap · 5 shared positions

$LITE $PWR $PLD $EMR $ETN

$438M

141 positions

#12SevenBridge Financial Group, LLCPassive

Slight overlap · 4 shared positions

$SRE $PWR $PNC $QCOM

$680M

212 positions

#13Providence Capital Advisors, LLCPassive

Slight overlap · 5 shared positions

$PWR $QCOM $PLD $EMR $ETN

$660M

385 positions

#14Windsor Capital Management, LLCActive

Slight overlap · 5 shared positions

$PNC $NXPI $PLD $EMR $PEP

$385M

127 positions

#15Marathon Mission, Inc.Active

Slight overlap · 5 shared positions

$PNC $CRS $NXPI $ETN $SCHW

$200M

57 positions

#16Insight Inv LLCPassive

Slight overlap · 5 shared positions

$PNC $QCOM $C $EMR $PEP

$212M

109 positions

#17River Street Advisors LLCPassive

Slight overlap · 5 shared positions

$PWR $QCOM $PLD $ETN $PEP

$340M

177 positions

#18Curated Wealth Partners LLCActive

Slight overlap · 5 shared positions

$LITE $SRE $PNC $PWR $C

$1.3B

838 positions

#19MB, LEVIS & ASSOCIATES, LLCPassive

Slight overlap · 5 shared positions

$PNC $QCOM $PLD $EMR $PEP

$271M

254 positions

#20Zweig-DiMenna Associates LLCActive

Slight overlap · 4 shared positions

$LITE $PWR $NXPI $ADI

$1.1B

70 positions

#21EASTERN BANKPassive

Slight overlap · 5 shared positions

$PNC $PLD $ADI $EMR $ETN

$6.5B

1,038 positions

#22Community Financial Services Group, LLCPassive

Slight overlap · 5 shared positions

$PNC $PLD $ADI $EMR $ETN

$686M

532 positions

#23Walsky Investment Management, Inc.Passive

Slight overlap · 5 shared positions

$PNC $QCOM $EMR $ETN $PEP

$108M

52 positions

#24BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Slight overlap · 5 shared positions

$PNC $QCOM $EMR $SCHW $PEP

$2.5B

270 positions

#25Petix & Botte CoActive

Slight overlap · 4 shared positions

$SRE $PWR $QCOM $GLDM

$497M

144 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.