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 January Advisors

13F Portfolio OverlapQ2 2026January Advisors portfolio →

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Most similar hedge funds by 13F overlap

January Capital Advisors LLC is an institutional investor managing $120M across 55 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 January Advisors are American Investment Services, Henderson Brothers Financial Partners, Compass Wealth, with shared positions in $GLDM, $IAU, $AMGN, $WM, $SNDK, $WDC. The full ranking of 25 similar funds is below.

#1American Investment Services, Inc.Active

Substantial overlap · 3 shared positions

$GLDM $IAU $AMGN

$473M

133 positions

#2Henderson Brothers Financial Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $WM

$211M

77 positions

#3Compass Wealth Management, LLC/GAActive

Notable overlap · 4 shared positions

$GLDM $SNDK $IAU $WDC

$251M

74 positions

#4Apeiron RIA LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $AMGN

$390M

162 positions

#5MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$IAU $WM $AMGN

$1.4B

144 positions

#6Accretive Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$GLDM $IAU $WM

$412M

181 positions

#7Roehl & Yi Investment Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $SNDK $AMGN $WDC

$304M

194 positions

#8RETIREMENT INCOME SOLUTIONS, INCSmart money

Notable overlap · 3 shared positions

$GLDM $IAU $AMGN

$581M

172 positions

#9Fountainhead AM, LLCPassive

Notable overlap · 3 shared positions

$AMGN $WDC $SNDK

$135M

221 positions

#10Quantum Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$GLDM $AMGN $SNDK $WDC

$1.0B

251 positions

#11LifePlan Investment Advisors, Inc.Passive

Notable overlap · 3 shared positions

$IAU $SNDK $WDC

$291M

131 positions

#12Signet Investment Advisory Group, Inc.Passive

Notable overlap · 3 shared positions

$IAU $WM $AMGN

$227M

73 positions

#13Buck Wealth Strategies, LLCPassive

Notable overlap · 3 shared positions

$AMGN $WM $GLDM

$956M

1,170 positions

#14Mission Creek Capital Partners, Inc.Passive

Notable overlap · 3 shared positions

$GLDM $WM $AMGN

$569M

231 positions

#15Braeburn Wealth Management LLCActive

Some overlap · 3 shared positions

$IAU $SNDK $WDC

$233M

99 positions

#16CLEAR WAVE WEALTH MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$IAU $WDC $AMGN

$541M

191 positions

#17Parcion Private Wealth LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $AMGN

$1.8B

529 positions

#18Purus Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WM $GLDM $AMGN $SNDK

$363M

171 positions

#19Magnolia Private Wealth, LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $WDC

$182M

153 positions

#20SEEDS INVESTOR LLCPassive

Some overlap · 3 shared positions

$IAU $SNDK $WDC

$973M

379 positions

#21ETF Store, Inc.Passive

Some overlap · 3 shared positions

$IAU $AMGN $SNDK

$120M

114 positions

#22Ipsen Advisor Group LLCPassive

Some overlap · 3 shared positions

$IAU $WM $AMGN

$155M

107 positions

#23Zhang Financial LLCActive

Some overlap · 3 shared positions

$IAU $GLDM $AMGN

$3.4B

392 positions

#24waypoint wealth counselPassive

Some overlap · 3 shared positions

$IAU $SNDK $WDC

$160M

150 positions

#25China Universal Asset Management Co., Ltd.Passive

Some overlap · 5 shared positions

$AMGN $SNDK $IAU $GLDM $WDC

$1.7B

513 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.