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 CGN Advisors

13F Portfolio OverlapQ1 2026CGN Advisors portfolio →

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Most similar hedge funds by 13F overlap

CGN Advisors LLC is an institutional investor managing $1.4B across 322 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 CGN Advisors are Value Investment Professionals,, Magnolia Private Wealth,, Great Point Wealth Advisors,, with shared positions in $JHG, $WT, $BRZE, $MKL, $MCK, $MCD. The full ranking of 25 similar funds is below.

#1Value Investment Professionals, LLCPassive

Notable overlap · 6 shared positions

$JHG $WT $BRZE $MKL $MCK $MCD

$89M

81 positions

#2Magnolia Private Wealth, LLCPassive

Notable overlap · 5 shared positions

$JHG $WT $BRZE $MKL $UNIT

$150M

134 positions

#3Great Point Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $WT $GMM

$542M

62 positions

#4WT Wealth ManagementPassive

Notable overlap · 4 shared positions

$JHG $WT $USB $TJX

$336M

138 positions

#5Clearwater Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$JHG $WT $USB $MCD

$1.2B

177 positions

#6CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $USB

$309M

132 positions

#7Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $DUK

$157M

103 positions

#8First Financial Group CorpActive

Notable overlap · 3 shared positions

$JHG $WT $DUK

$122M

80 positions

#9VISTA INVESTMENT MANAGEMENTPassive

Notable overlap · 3 shared positions

$JHG $WT $GMM

$301M

176 positions

#10TPG Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $GMM $USB

$307M

76 positions

#11MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$WT $JHG $MKL $MCD

$260M

146 positions

#12Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 3 shared positions

$JHG $WT $UNIT

$589M

590 positions

#13Hamilton Capital, LLCSmart money

Notable overlap · 3 shared positions

$JHG $WT $MCD

$1.9B

152 positions

#141 NORTH WEALTH SERVICES LLCPassive

Some overlap · 4 shared positions

$JHG $WT $USB $MCD

$277M

270 positions

#15Marathon Strategic Advisors, LLCActive

Some overlap · 4 shared positions

$WT $GMM $DUK $MCK

$139M

52 positions

#16Harbour Wealth Management Group, Inc.Passive

Some overlap · 3 shared positions

$WT $JHG $TJX

$133M

89 positions

#17CAPITAL WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$WT $GMM $UNIT

$370M

34 positions

#18Total Clarity Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$WT $JHG $UNIT $ENB

$426M

311 positions

#19Financial Security Advisor, Inc.Active

Some overlap · 3 shared positions

$WT $JHG $MCD

$544M

160 positions

#20M Wealth Management, LLCActive

Some overlap · 3 shared positions

$WT $JHG $BRZE

$119M

55 positions

#21tru Independence LLCPassive

Some overlap · 3 shared positions

$WT $JHG $MCD

$202M

102 positions

#22Allen Capital Group, LLCPassive

Some overlap · 4 shared positions

$GMM $WT $JHG $KLAC

$1.1B

284 positions

#23BLUELINE ADVISORS LLCActive

Some overlap · 3 shared positions

$WT $JHG $USB

$129M

217 positions

#24Fourth Dimension Wealth, LLCPassive

Some overlap · 5 shared positions

$JHG $WT $MCD $DUK $USB

$264M

596 positions

#25BIP Wealth, LLCActive

Some overlap · 6 shared positions

$WT $BRZE $USB $MKL $JHG $UNIT

$2.5B

453 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.