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 ACT Advisors,

13F Portfolio OverlapQ1 2026ACT Advisors, portfolio →

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Most similar hedge funds by 13F overlap

ACT Advisors, LLC. is an institutional investor managing $235M across 78 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 ACT Advisors, are COLUMBIA ADVISORY PARTNERS, TopTier Wealth ,, Lauer Wealth,, with shared positions in $WT, $LEN, $BA, $COP, $MS, $PLTR. The full ranking of 25 similar funds is below.

#1COLUMBIA ADVISORY PARTNERS LLCActive

Substantial overlap · 4 shared positions

$WT $LEN $BA $COP

$157M

92 positions

#2TopTier Wealth Management, LLCPassive

Substantial overlap · 3 shared positions

$WT $LEN $MS

$163M

795 positions

#3Lauer Wealth, LLCActive

Substantial overlap · 3 shared positions

$WT $PLTR $COP

$126M

67 positions

#4Gaddis Premier Wealth Advisors LLCPassive

Substantial overlap · 3 shared positions

$WT $PLTR $COP

$136M

85 positions

#5Team Financial Group, LLCActive

Substantial overlap · 4 shared positions

$WT $COP $PLTR $ALL

$220M

273 positions

#6Nvest Wealth Strategies, Inc.Active

Substantial overlap · 3 shared positions

$WT $PLTR $MS

$143M

395 positions

#7Hamilton Capital, LLCSmart money

Substantial overlap · 4 shared positions

$WT $COP $MS $WMB

$1.9B

152 positions

#8Serenus Wealth Advisors, LLCSmart money

Substantial overlap · 3 shared positions

$WT $PM $WMB

$501M

68 positions

#9Fiduciary Planning LLCActive

Substantial overlap · 3 shared positions

$WT $PLTR $COP

$331M

76 positions

#10Reyes Financial Architecture, Inc.Passive

Substantial overlap · 3 shared positions

$WT $LEN $KO

$122M

348 positions

#11Quattro Advisors LLCActive

Substantial overlap · 3 shared positions

$WT $KO $PLTR

$115M

51 positions

#12Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $PM $MS

$3.2B

481 positions

#13AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 4 shared positions

$WT $GMM $PM $KO

$206M

97 positions

#14Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $MS $PLTR

$142M

76 positions

#15Catalina Capital Group, LLCPassive

Notable overlap · 3 shared positions

$WT $KO $LEN

$168M

176 positions

#16Legacy Financial Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $MS $COP

$715M

404 positions

#17Bonfire FinancialActive

Notable overlap · 3 shared positions

$WT $MS $PLTR

$133M

57 positions

#18BIP Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $KO $COP

$2.5B

453 positions

#19Key FInancial IncPassive

Notable overlap · 4 shared positions

$WT $GMM $KO $PLTR

$562M

1,394 positions

#20Clearwater Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $SONY $PLTR $COP

$1.2B

177 positions

#21Compass Financial Services IncActive

Notable overlap · 3 shared positions

$WT $MS $KO

$231M

56 positions

#22WealthPoint Financial, LLCPassive

Notable overlap · 4 shared positions

$WT $GMM $PM $COP

$115M

117 positions

#23MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$WT $PM $SO

$1.3B

143 positions

#24Encompass More Asset ManagementPassive

Notable overlap · 3 shared positions

$WT $LEN $PLTR

$597M

251 positions

#25Glassman Wealth ServicesSmart money

Notable overlap · 3 shared positions

$WT $GMM $MS

$736M

187 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.