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Hedge Funds Similar to Skyline Advisors

13F Portfolio OverlapQ2 2026Skyline Advisors portfolio →
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Most similar hedge funds by 13F overlap

Skyline Advisors, Inc. is an institutional investor managing $319M across 123 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 Skyline Advisors are MAIMON WEALTH LTD., TENET WEALTH PARTNERS, WEALTHSPAN PARTNERS, with shared positions in $IAU, $DE, $PM, $MO, $EMR, $SO. The full ranking of 25 similar funds is below.

#1MAIMON WEALTH MANAGEMENT LTD.Active
Notable overlap · 5 shared positions
$IAU$DE$PM$MO$EMR
$130M
80 positions
#2TENET WEALTH PARTNERS, LLCActive
Notable overlap · 8 shared positions
$IAU$DE$PM$SO$MO$KLAC
$142M
107 positions
#3WEALTHSPAN PARTNERS, LLCActive
Notable overlap · 4 shared positions
$IAU$DE$NEE$WFC
$317M
129 positions
#4COTTONWOOD CAPITAL ADVISORS, LLCActive
Notable overlap · 6 shared positions
$DE$PM$MO$EMR$WFC$PEP
$166M
90 positions
#5White Lighthouse Investment Management Inc.Active
Notable overlap · 5 shared positions
$IAU$PM$MO$SGOL$SO
$829M
148 positions
#6Juno Financial Group LLCActive
Notable overlap · 6 shared positions
$DE$CRWD$PM$MO$BA$PEP
$282M
73 positions
#7ETF Store, Inc.Active
Notable overlap · 5 shared positions
$IAU$MO$SBUX$NEE$SGOL
$122M
109 positions
#8Sage Investment Advisers LLCPassive
Notable overlap · 4 shared positions
$IAU$DE$BA$SPG
$154M
96 positions
#9Highland Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$PM$MO
$469M
82 positions
#10Forthright Family Wealth Advisory LLCActive
Notable overlap · 3 shared positions
$IAU$PM$MO
$177M
57 positions
#11Gibson Capital, LLCSmart money
Notable overlap · 5 shared positions
$IAU$PM$MO$PNC$KLAC
$589M
92 positions
#12Tarbox Group, Inc.Smart money
Notable overlap · 6 shared positions
$DE$IAU$BA$EMR$WFC$PEP
$711M
100 positions
#13Bigelow Investment Advisors, LLCPassive
Notable overlap · 5 shared positions
$IAU$DE$NEE$SBUX$PEP
$281M
154 positions
#14BCR Wealth Strategies, LLCActive
Some overlap · 5 shared positions
$DE$SO$EMR$WFC$PEP
$356M
32 positions
#15CAPE ANN SAVINGS BANKActive
Some overlap · 4 shared positions
$IAU$DE$NEE$PEP
$212M
113 positions
#16Sterling Financial Planning, Inc.Active
Some overlap · 4 shared positions
$IAU$SIGI$DE$PEP
$368M
123 positions
#17Compass Wealth Management, LLC/GAActive
Some overlap · 7 shared positions
$PM$IAU$SO$CRWD$MO$BA
$251M
74 positions
#18Storen Legacy Partners, LLCActive
Some overlap · 5 shared positions
$IAU$PM$MO$PNC$PEP
$367M
116 positions
#19Smith Thornton Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$SO$NEE$WFC
$229M
139 positions
#20FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$IAU$EMR$NEE$PEP
$1.3B
157 positions
#21MBA Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$MO$PM$PEP
$297M
166 positions
#22BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 4 shared positions
$DE$SO$EMR$BA
$263M
90 positions
#23ROGCO, LPActive
Some overlap · 4 shared positions
$IAU$EMR$SO$PEP
$327M
224 positions
#24Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$IAU$PM$MO$SO
$1.2B
127 positions
#25Palisades Hudson Asset Management, L.P.Active
Some overlap · 5 shared positions
$IAU$KLAC$DE$PNC$BA
$286M
108 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.