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 Journey Advisory Group,

13F Portfolio OverlapQ1 2026Journey Advisory Group, portfolio →

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Most similar hedge funds by 13F overlap

Journey Advisory Group, LLC is an institutional investor managing $1.2B 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 Journey Advisory Group, are Clear Trail Advisors,, Confluence Wealth Services,, Grove Street Fiduciary,, with shared positions in $SNOW, $MS, $MPC, $TJX, $NEE, $HUM. The full ranking of 25 similar funds is below.

#1Clear Trail Advisors, LLCPassive

Some overlap · 5 shared positions

$SNOW $MS $MPC $TJX $NEE

$601M

149 positions

#2Confluence Wealth Services, Inc.Active

Some overlap · 5 shared positions

$SNOW $HUM $MS $MPC $NEE

$2.6B

365 positions

#3Grove Street Fiduciary, LLCActive

Some overlap · 5 shared positions

$SNOW $HUM $WT $GE $WM

$227M

74 positions

#4Burk Holdings LLCPassive

Some overlap · 4 shared positions

$SNOW $HUM $AMD $WT

$233M

676 positions

#5Tranquility Partners, LLCPassive

Some overlap · 6 shared positions

$HUM $MS $MPC $WT $SNOW $NEE

$265M

226 positions

#6Meridian Financial Partners LLCActive

Some overlap · 5 shared positions

$SNOW $MS $AMD $WT $NEE

$263M

121 positions

#7Blake Schutter Theil Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$SNOW $MS $HUM $WT $NEE

$123M

111 positions

#8Accretive Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$HUM $MS $MPC $WM $TJX

$356M

180 positions

#9SkyOak Wealth, LLCPassive

Some overlap · 4 shared positions

$SNOW $HUM $MS $NEE

$546M

255 positions

#10OMNI 360 Wealth, Inc.Passive

Some overlap · 5 shared positions

$SNOW $MS $WT $HUM $NEE

$194M

125 positions

#11OPTIMA CAPITAL LLCPassive

Some overlap · 4 shared positions

$SNOW $HUM $WT $AMD

$215M

159 positions

#12WD RUTHERFORD LLCPassive

Some overlap · 6 shared positions

$SNOW $AMD $GE $TJX $CASY $NEE

$225M

71 positions

#13Peck Wealth Management, LLCPassive

Some overlap · 5 shared positions

$SNOW $HUM $WT $GE $TJX

$100M

122 positions

#14ISLAY CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$SNOW $MS $WT $CASY $MPC

$197M

204 positions

#15Vertrix Wealth Management, LLCPassive

Some overlap · 4 shared positions

$SNOW $MS $WM $TJX

$272M

95 positions

#16Greystone Financial Group, LLCPassive

Some overlap · 4 shared positions

$SNOW $MS $WM $TJX

$353M

78 positions

#17Hudson Canyon Capital ManagementPassive

Some overlap · 5 shared positions

$MS $MPC $WM $GE $TJX

$163M

52 positions

#18Bigelow Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$SNOW $HUM $TJX $NEE

$250M

153 positions

#19Greenline Wealth Management LLCPassive

Some overlap · 5 shared positions

$SNOW $AMD $GE $TJX $CASY

$87M

94 positions

#20American TrustActive

Some overlap · 5 shared positions

$SNOW $MS $TJX $CTAS $NEE

$1.1B

313 positions

#21Beckerman Institutional, LLCPassive

Some overlap · 4 shared positions

$SNOW $MS $WT $HUM

$188M

121 positions

#22UPTICK PARTNERS, LLCPassive

Some overlap · 5 shared positions

$HUM $MS $WT $SNOW $MPC

$502M

293 positions

#23Clarity Asset Management, Inc.Passive

Some overlap · 5 shared positions

$SNOW $MS $CASY $WT $GE

$198M

290 positions

#24Sandbox Financial Partners, LLCActive

Some overlap · 5 shared positions

$SNOW $HUM $NEE $GE $MS

$356M

117 positions

#25LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$SNOW $HUM $WT

$1.0B

232 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.