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Hedge Funds Similar to Skyline Advisors,

13F Portfolio OverlapQ1 2026Skyline Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Skyline Advisors, Inc. is an institutional investor managing $287M across 120 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 Skyline Advisors, are Catalyst Investment, Vantage Financial Partners,, Compass Ion Advisors,, with shared positions in $DHR, $DE, $IAU, $MKL, $MS, $BAC. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive
Notable overlap · 7 shared positions
$DHR$DE$IAU$MKL$MS$BAC
$90M
65 positions
#2Vantage Financial Partners, LLC
Notable overlap · 3 shared positions
$DHR$BAH$MS
$493M
212 positions
#3Compass Ion Advisors, LLCActive
Notable overlap · 6 shared positions
$DHR$MKL$MS$BAH$UNIT$NEE
$1.0B
279 positions
#4Beta Wealth Group, Inc.Passive
Notable overlap · 6 shared positions
$DHR$AFRM$BAC$MS$SO$EMR
$242M
112 positions
#5guardian investment managementActive
Notable overlap · 4 shared positions
$DHR$DE$BAC$BA
$127M
60 positions
#6TRUE Private Wealth AdvisorsPassive
Notable overlap · 3 shared positions
$DHR$IAU$EMR
$1.0B
266 positions
#7Solutions 4 Wealth, LtdPassive
Notable overlap · 4 shared positions
$DHR$BAC$WT$UNIT
$66M
55 positions
#8Mill Creek Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$DHR$IAU$UNIT$MS
$4.9B
260 positions
#9Magnolia Wealth Management, LLCActive
Notable overlap · 8 shared positions
$DHR$SO$MDLZ$NEE$DE$IAU
$172M
212 positions
#10Global X Japan Co., Ltd.Active
Notable overlap · 3 shared positions
$DHR$PM$MO
$1.9B
378 positions
#11MontVue Capital Management, Inc.Active
Notable overlap · 3 shared positions
$DHR$MKL$BAC
$147M
67 positions
#12Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 3 shared positions
$DHR$SO$MDLZ
$199M
40 positions
#13Finley Financial, LLCActive
Notable overlap · 4 shared positions
$DHR$MDLZ$WT$SBUX
$214M
107 positions
#14REGATTA CAPITAL GROUP, LLCPassive
Notable overlap · 3 shared positions
$BAH$DHR$IAU
$661M
215 positions
#15PYA Waltman Capital, LLCActive
Notable overlap · 3 shared positions
$BAH$DHR$MKL
$361M
67 positions
#16Kastel Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$DHR$UNIT$SGOL
$163M
55 positions
#17Spectrum Investment Advisors, Inc.Active
Notable overlap · 3 shared positions
$DHR$UNIT$NEE
$201M
46 positions
#18WealthCollab, LLCPassive
Notable overlap · 6 shared positions
$DHR$AFRM$MKL$IAU$BA$MDLZ
$243M
977 positions
#19SENTINEL WEALTH MANAGEMENT, INC.Active
Notable overlap · 3 shared positions
$DHR$WT$NEE
$125M
39 positions
#20FIDUCIARY ADVISORS, INC.Active
Some overlap · 8 shared positions
$DHR$BAC$MKL$UNIT$EMR$BA
$133M
121 positions
#21Nolet Wealth Management, LLCActive
Some overlap · 4 shared positions
$DHR$IAU$BAC$PM
$176M
92 positions
#22Note Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$IAU$MS
$200M
85 positions
#23Winthrop Partners - WNY, LLCPassive
Some overlap · 3 shared positions
$DHR$PM$NEE
$188M
87 positions
#24ADE, LLCActive
Some overlap · 4 shared positions
$BAH$DHR$EMR$PM
$209M
86 positions
#25Carl P. Sherr & Co., LLCPassive
Some overlap · 3 shared positions
$DHR$SBUX$NEE
$213M
124 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.