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 OverlapQ2 2026Addison Advisors portfolio →

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Most similar hedge funds by 13F overlap

Addison Advisors LLC is an institutional investor managing $212M across 707 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Addison Advisors are Hixon Zuercher, Smith Group Asset, BLALOCK WILLIAMS, with shared positions in $ANET, $SCHW, $DIS, $UNP, $KLAC, $MUFG. The full ranking of 25 similar funds is below.

#1Hixon Zuercher, LLCPassive

Slight overlap · 4 shared positions

$ANET $SCHW $DIS $UNP

$341M

88 positions

#2Smith Group Asset Management, LLCActive

Slight overlap · 4 shared positions

$ANET $SCHW $DIS $KLAC

$2.5B

166 positions

#3BLALOCK WILLIAMS, LLCPassive

Slight overlap · 4 shared positions

$ANET $SCHW $UNP $KLAC

$154M

154 positions

#4Giverny Capital Inc.Active

Slight overlap · 3 shared positions

$ANET $SCHW $DIS

$3.0B

51 positions

#5Beta Wealth Group, Inc.Active

Slight overlap · 3 shared positions

$ANET $SCHW $DIS

$267M

114 positions

#6BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$ANET $DIS $UNP $KLAC

$1.7B

401 positions

#7SAWGRASS ASSET MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$ANET $DIS $UNP $KLAC

$757M

193 positions

#8Lafayette Investments, Inc.Active

Slight overlap · 4 shared positions

$SCHW $ANET $DIS $KLAC

$542M

162 positions

#9BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$ANET $SCHW $UNP

$499M

73 positions

#10BRISTOL JOHN W & CO INC /NY/Active

Slight overlap · 3 shared positions

$ANET $SCHW $UNP

$6.8B

62 positions

#11CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Slight overlap · 3 shared positions

$ANET $SCHW $KLAC

$195M

67 positions

#12Great Lakes Retirement, Inc.Passive

Slight overlap · 3 shared positions

$ANET $SCHW $KLAC

$1.1B

216 positions

#13Ascent Group, LLCPassive

Slight overlap · 3 shared positions

$ANET $SCHW $KLAC

$3.3B

808 positions

#14Aviance Capital Partners, LLCPassive

Slight overlap · 3 shared positions

$ANET $SCHW $KLAC

$963M

388 positions

#15RENAISSANCE GROUP LLCPassive

Slight overlap · 3 shared positions

$ANET $SCHW $KLAC

$2.5B

234 positions

#16ARGUS INVESTORS' COUNSEL, INC.Passive

Slight overlap · 3 shared positions

$ANET $SCHW $KLAC

$130M

106 positions

#17Van Diest Capital, LLCPassive

Slight overlap · 3 shared positions

$ANET $SCHW $KLAC

$112M

176 positions

#18Leelyn Smith, LLCActive

Slight overlap · 3 shared positions

$ANET $SCHW $KLAC

$822M

157 positions

#19Dynamic Wealth Strategies, LLCActive

Slight overlap · 4 shared positions

$SCHW $ANET $MUFG $KLAC

$188M

291 positions

#20SHELTON CAPITAL MANAGEMENTPassive

Slight overlap · 3 shared positions

$ANET $DIS $KLAC

$5.5B

749 positions

#21Advisory Resource GroupPassive

Slight overlap · 3 shared positions

$SCHW $ANET $KLAC

$665M

183 positions

#22Oregon Pacific Wealth Management, LLCActive

Slight overlap · 3 shared positions

$SCHW $DIS $MUFG

$107M

115 positions

#23CRUX WEALTH ADVISORSPassive

Slight overlap · 3 shared positions

$SCHW $DIS $MUFG

$289M

192 positions

#24Impact Investors, IncPassive

Slight overlap · 3 shared positions

$ANET $MUFG $KLAC

$137M

88 positions

#25Neumann Capital Management, LLCActive

Slight overlap · 3 shared positions

$SCHW $DIS $UNP

$151M

58 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.