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 Addison Advisors

13F Portfolio OverlapQ1 2026Addison Advisors portfolio →

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Most similar hedge funds by 13F overlap

Addison Advisors LLC is an institutional investor managing $452M across 980 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 Addison Advisors are Bristlecone Value Partners,, Wingate Wealth Advisors,, GreatBanc, with shared positions in $HUM, $WT, $NKE, $BAC, $GE, $GEV. The full ranking of 25 similar funds is below.

#1Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $NKE $BAC

$114M

68 positions

#2Wingate Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$HUM $WT $GE $GEV

$187M

121 positions

#3GreatBanc Trust COActive

Notable overlap · 3 shared positions

$HUM $WT $BAC

$143M

67 positions

#4Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$HUM $WT $GE $GEV $IBM

$227M

74 positions

#5ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 3 shared positions

$HUM $NKE $WT

$753M

159 positions

#6Noble Family Wealth, LLCActive

Notable overlap · 4 shared positions

$HUM $WT $MS $NKE

$484M

76 positions

#7Cascades Capital Asset Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $MS $BAC

$239M

158 positions

#8Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $GE $GEV

$116M

80 positions

#9Confluence Wealth Services, Inc.Active

Notable overlap · 3 shared positions

$HUM $NKE $MS

$2.6B

365 positions

#10CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Notable overlap · 3 shared positions

$HUM $WT $IBM

$184M

66 positions

#11Family CFO IncActive

Notable overlap · 3 shared positions

$HUM $NKE $AFRM

$223M

41 positions

#12Wolfstich Capital, LLCActive

Notable overlap · 3 shared positions

$HUM $WT $IBM

$114M

45 positions

#13ASPIRIANT, LLCActive

Notable overlap · 4 shared positions

$HUM $WT $NKE $MS

$3.5B

338 positions

#14E&G Advisors, LPPassive

Notable overlap · 3 shared positions

$HUM $WT $BAC

$449M

236 positions

#15Good Harbor Advisors, Inc.Passive

Notable overlap · 4 shared positions

$HUM $WT $GE $PFE

$92M

82 positions

#16Opus Financial Solutions LLCPassive

Notable overlap · 3 shared positions

$HUM $NKE $WT

$106M

103 positions

#17Paragon Capital Management LtdActive

Notable overlap · 4 shared positions

$HUM $AFRM $WT $IBM

$476M

199 positions

#18M3 Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $GEV $SYK

$130M

35 positions

#19New England Private Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $WT $AFRM

$866M

194 positions

#20Centerpoint Advisory GroupPassive

Notable overlap · 4 shared positions

$HUM $WT $MS $BAC

$133M

108 positions

#21Carr Financial Group CorpPassive

Notable overlap · 3 shared positions

$HUM $AFRM $MS

$379M

174 positions

#22INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Notable overlap · 3 shared positions

$HUM $SYK $BAC

$314M

130 positions

#23Mittelman Wealth ManagementActive

Notable overlap · 4 shared positions

$HUM $GE $GEV $IBM

$160M

52 positions

#24Wealth Architects, LLCPassive

Notable overlap · 3 shared positions

$HUM $NKE $WT

$1.1B

244 positions

#25MJP ASSOCIATES INC /ADVPassive

Notable overlap · 4 shared positions

$HUM $IBM $GE $BAC

$824M

231 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.