What hedge funds are most similar to Sightline Wealth Advisors, LLC?

The funds with the most similar 13F portfolios to Sightline Wealth Advisors, LLC are Cherry Tree Wealth ,, Firestone, FIDUCIARY ADVISORS,, based on overlapping conviction holdings in the latest SEC filings.

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 Sightline Wealth Advisors,

13F Portfolio OverlapQ1 2026Sightline Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Sightline Wealth Advisors, LLC is an institutional investor managing $236M across 91 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 Sightline Wealth Advisors, are Cherry Tree Wealth ,, Firestone, FIDUCIARY ADVISORS,, with shared positions in $MKL, $COP, $SSL, $HLT, $UNIT, $DDOG. The full ranking of 25 similar funds is below.

#1Cherry Tree Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$MKL $COP $SSL $HLT $UNIT $DDOG

$473M

582 positions

#2Firestone Capital ManagementPassive

Notable overlap · 8 shared positions

$MKL $COP $DHR $UNIT $EPAM $DDOG

$480M

160 positions

#3FIDUCIARY ADVISORS, INC.Active

Notable overlap · 7 shared positions

$MKL $COP $DHR $UNIT $USB $KKR

$133M

121 positions

#4VSM Wealth Advisory, LLCPassive

Notable overlap · 7 shared positions

$MKL $COP $UNIT $DDOG $HUM $SNOW

$335M

505 positions

#5Luminvest Wealth Management LLCSmart money

Notable overlap · 7 shared positions

$MKL $COP $DHR $DDOG $HUM $USB

$382M

55 positions

#6Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 5 shared positions

$MKL $COP $DHR $DDOG $HUM

$578M

118 positions

#7PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active

Notable overlap · 8 shared positions

$MKL $COP $DDOG $HUM $USB $GSAT

$1.6B

236 positions

#8Efficient Advisors, LLCActive

Notable overlap · 4 shared positions

$MKL $COP $SNOW $UNIT

$1.4B

58 positions

#9Hegarty Advisors, LLCActive

Notable overlap · 7 shared positions

$MKL $COP $UNIT $HUM $USB $MS

$127M

57 positions

#10Sage Financial Management Group, Inc.Active

Notable overlap · 5 shared positions

$MKL $COP $SNOW $KKR $UNIT

$325M

57 positions

#11ETF Portfolio Partners, Inc.Active

Notable overlap · 5 shared positions

$MKL $COP $DHR $EPAM $KKR

$381M

68 positions

#12Mosaic Advisors LLCPassive

Notable overlap · 4 shared positions

$MKL $COP $EPAM $HUM

$67M

42 positions

#13Gladwyn Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$MKL $COP $UNIT $USB

$160M

82 positions

#14Five Pine Wealth ManagementActive

Notable overlap · 3 shared positions

$MKL $COP $SNOW

$161M

47 positions

#15TL Private WealthSmart money

Notable overlap · 3 shared positions

$MKL $COP $C

$253M

44 positions

#16Valley Financial Group, Inc.Active

Notable overlap · 6 shared positions

$MKL $COP $SNOW $DDOG $PFE $MS

$185M

63 positions

#17FC Advisory LLCActive

Notable overlap · 8 shared positions

$MKL $DHR $SNOW $DDOG $HUM $COP

$342M

115 positions

#18WestEnd Advisors, LLCActive

Notable overlap · 4 shared positions

$MKL $COP $USB $GSAT

$4.1B

391 positions

#19HOWLAND CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$MKL $SSL $HLT $DHR

$2.5B

262 positions

#20THREADGILL FINANCIAL, LLCActive

Some overlap · 4 shared positions

$MKL $SSL $HLT $COP

$344M

44 positions

#21Strid Group, LLCSmart money

Some overlap · 5 shared positions

$MKL $SSL $HLT $DHR $COP

$807M

85 positions

#22Minot DeBlois Advisors LLCPassive

Some overlap · 5 shared positions

$COP $MKL $DHR $PFE $HUM

$110M

226 positions

#23Foundation Wealth Management, LLC\PAActive

Some overlap · 6 shared positions

$COP $MKL $SNOW $EPAM $USB $UNIT

$284M

91 positions

#24Verus Financial Partners, Inc.Smart money

Some overlap · 5 shared positions

$MKL $DHR $SNOW $UNIT $DDOG

$1.1B

121 positions

#25Ramiah Investment GroupSmart money

Some overlap · 3 shared positions

$MKL $COP $USB

$99M

32 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.