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 Rise Advisors,

13F Portfolio OverlapQ1 2026Rise Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Rise Advisors, LLC is an institutional investor managing $355M across 103 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 Rise Advisors, are MARS JEWETT FINANCIAL GROUP,, PFS Partners,, Hidden Cove Wealth ,, with shared positions in $JHG, $BA, $AMGN, $HUM, $MU, $IBM. The full ranking of 25 similar funds is below.

#1MARS JEWETT FINANCIAL GROUP, INC.Smart money

Notable overlap · 4 shared positions

$JHG $BA $AMGN $HUM

$316M

37 positions

#2PFS Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $MU $IBM

$218M

590 positions

#3Hidden Cove Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $KO $AMGN

$156M

109 positions

#4Ridgeline Wealth, LLCActive

Notable overlap · 3 shared positions

$JHG $ETN $SO

$140M

52 positions

#5Grant Street Asset Management, Inc.Smart money

Notable overlap · 3 shared positions

$JHG $MDY $MCD

$519M

96 positions

#6FIRETHORN WEALTH PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$JHG $BAC $SO

$273M

190 positions

#7Tower Wealth Partners, Inc.Active

Notable overlap · 3 shared positions

$JHG $MCD $IBM

$181M

87 positions

#8Whipplewood Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $HUM $MCD

$193M

1,065 positions

#9First Financial Group CorpActive

Notable overlap · 3 shared positions

$JHG $HUM $IBM

$122M

80 positions

#10Orion Capital Management LLCPassive

Notable overlap · 5 shared positions

$JHG $HUM $BAC $ETN $IBM

$290M

485 positions

#11WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $HUM $KO $MCD

$156M

139 positions

#12Vista Private Wealth Partners. LLCPassive

Notable overlap · 4 shared positions

$JHG $MU $BA $IBM

$291M

87 positions

#13Bridgewealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$JHG $HUM $BAC

$482M

135 positions

#14MJP ASSOCIATES INC /ADVPassive

Notable overlap · 5 shared positions

$JHG $HUM $IBM $BAC $KO

$824M

231 positions

#15MIDLAND WEALTH ADVISORS LLCSmart money

Notable overlap · 3 shared positions

$JHG $MCD $IBM

$1.9B

160 positions

#16Prasad Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$JHG $MU $ETN $IBM

$367M

146 positions

#17Clearview Wealth Advisors LLC

Notable overlap · 3 shared positions

$JHG $BAC $MCD

$158M

103 positions

#18IVC Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$JHG $MCD $ETN $IBM

$230M

173 positions

#19Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$JHG $BA $ETN

$462M

53 positions

#20Destiny Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $HUM $OKTA

$914M

1,148 positions

#21Generation Capital Management LLCPassive

Notable overlap · 4 shared positions

$JHG $MU $BAC $MCD

$137M

74 positions

#22Accel Wealth ManagementPassive

Notable overlap · 4 shared positions

$JHG $MU $HUM $IBM

$383M

290 positions

#23Northwest Financial AdvisorsPassive

Notable overlap · 3 shared positions

$JHG $HUM $IBM

$52M

66 positions

#24One Charles Private Wealth Services, LLCActive

Notable overlap · 3 shared positions

$JHG $HUM $BAC

$400M

159 positions

#25CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$JHG $HUM $IBM

$648M

134 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.