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 Latitude Advisors,

13F Portfolio OverlapQ1 2026Latitude Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Latitude Advisors, LLC is an institutional investor managing $218M across 213 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 Latitude Advisors, are Asset Group,, SMITH, MOORE &, Northwest Financial Advisors, with shared positions in $AGQ, $HUM, $MAR, $DOV, $CRM, $T. The full ranking of 25 similar funds is below.

#1Asset Management Group, Inc.Passive

Some overlap · 4 shared positions

$AGQ $HUM $MAR $DOV

$619M

138 positions

#2SMITH, MOORE & CO.Passive

Some overlap · 4 shared positions

$AGQ $HUM $CRM $MAR

$1.4B

558 positions

#3Northwest Financial AdvisorsPassive

Some overlap · 4 shared positions

$AGQ $HUM $MAR $CRM

$52M

66 positions

#4Stratos Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$AGQ $HUM $DOV $CRM $MAR

$1.6B

609 positions

#5Frederick Financial Consultants, LLCPassive

Some overlap · 3 shared positions

$AGQ $HUM $MAR

$201M

109 positions

#6Finward BancorpPassive

Some overlap · 3 shared positions

$AGQ $HUM $MAR

$125M

104 positions

#7Pitti Group Wealth Management, LLCActive

Some overlap · 3 shared positions

$AGQ $HUM $MAR

$123M

81 positions

#8Aprio Wealth Management, LLCPassive

Some overlap · 3 shared positions

$AGQ $HUM $CRM

$1.8B

613 positions

#9Kaydan Wealth Management, Inc.Active

Some overlap · 4 shared positions

$AGQ $HUM $T $DIA

$299M

109 positions

#10Fortis Advisors, LLCPassive

Some overlap · 3 shared positions

$AGQ $HUM $TMO

$200M

119 positions

#11KOM Wealth Management Group, LLCActive

Some overlap · 3 shared positions

$AGQ $HUM $PHYS

$147M

89 positions

#12Lynx Investment AdvisoryPassive

Some overlap · 3 shared positions

$AGQ $HUM $MAR

$209M

181 positions

#13Centurion Wealth Management LLCPassive

Some overlap · 3 shared positions

$AGQ $HUM $TMO

$444M

316 positions

#14Sherman Wealth Management LLCPassive

Some overlap · 3 shared positions

$AGQ $HUM $DIA

$116M

80 positions

#15Landmark Wealth Management, LLCPassive

Some overlap · 3 shared positions

$AGQ $HUM $T

$373M

148 positions

#16Mosaic Advisors LLCPassive

Some overlap · 4 shared positions

$HUM $DOV $DIA $MAR

$67M

42 positions

#17SEAMOUNT FINANCIAL GROUP INCPassive

Some overlap · 4 shared positions

$HUM $DOV $DIA $CRM

$222M

135 positions

#18J2 Capital Management IncActive

Some overlap · 3 shared positions

$AGQ $HUM $PHYS

$146M

116 positions

#19Jackson, Grant Investment Advisers, Inc.Active

Some overlap · 4 shared positions

$HUM $AGQ $MAR $T

$300M

398 positions

#20SageGuard Financial Group, LLCPassive

Some overlap · 4 shared positions

$AGQ $TMO $MAR $T

$646M

196 positions

#21IMC-Chicago, LLCPassive

Some overlap · 4 shared positions

$AGQ $PHYS $PSLV $DIA

$278.4B

5,950 positions

#22Apollon Financial, LLCPassive

Some overlap · 3 shared positions

$HUM $AGQ $MAR

$723M

260 positions

#23TWO SIGMA SECURITIES, LLCPassive

Some overlap · 4 shared positions

$AGQ $DOV $MAR $DIA

$861M

1,599 positions

#24MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$AGQ $PHYS $HUM $DOV

$144M

99 positions

#25Novak & Powell Financial Services, Inc.Passive

Some overlap · 4 shared positions

$HUM $DOV $DIA $MAR

$186M

163 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.