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 MARYLAND ADVISORS

13F Portfolio OverlapQ4 2025MARYLAND ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

MARYLAND CAPITAL ADVISORS INC. is an institutional investor managing $312M across 1,043 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MARYLAND ADVISORS are Strategic Financial Services,, ShankerValleau Wealth Advisors,, Disciplined Investments,, with shared positions in $COP, $NKE, $NEE, $IBM, $IAU, $SCHW. The full ranking of 25 similar funds is below.

#1Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$COP $NKE $NEE

$2.1B

152 positions

#2ShankerValleau Wealth Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$COP $NKE $IBM

$355M

39 positions

#3Disciplined Investments, LLCPassive

Notable overlap · 8 shared positions

$COP $NKE $IAU $SCHW $UNIT $NEE

$279M

141 positions

#4BlueSky Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$COP $NKE $UNIT $SCHW $IBM $MDY

$777M

115 positions

#5GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$COP $IAU $UNIT

$212M

87 positions

#6MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive

Notable overlap · 6 shared positions

$COP $NKE $UNIT $NEE $RELX $NSC

$634M

106 positions

#7Mustard Seed Financial, LLCActive

Notable overlap · 4 shared positions

$COP $UNIT $SCHW $NKE

$167M

92 positions

#8Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 4 shared positions

$COP $UNIT $SCHW $HUM

$230M

21 positions

#9CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 6 shared positions

$NKE $COP $UNIT $SCHW $IAU $RELX

$532M

162 positions

#10Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 5 shared positions

$COP $UNIT $SCHW $HUM $SHOP

$1.2B

1,060 positions

#11E&R Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$COP $UNIT $SCHW

$100M

12 positions

#12VSM Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$COP $UNIT $SCHW $HUM $NTRB $IBM

$335M

505 positions

#13Longview Financial Advisors LLCActive

Notable overlap · 4 shared positions

$COP $NKE $SCHW $MDY

$184M

157 positions

#14JBGlobal.com LLCActive

Notable overlap · 3 shared positions

$COP $UNIT $ADP

$102M

27 positions

#15Forbes Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$COP $UNIT $AMGN

$173M

38 positions

#16Rockbridge Investment Management, LCCSmart money

Notable overlap · 6 shared positions

$COP $UNIT $SCHW $HUM $NEE $IBM

$1.1B

137 positions

#17CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 5 shared positions

$COP $SCHW $HUM $IBM $SHOP

$363M

102 positions

#18AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$COP $SCHW $NKE

$445M

77 positions

#19FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$COP $SCHW $HUM

$264M

25 positions

#20Quaker Wealth Management, LLCActive

Notable overlap · 4 shared positions

$COP $HUM $RELX $NSC

$320M

972 positions

#21Sunburst Financial Group, LLCActive

Notable overlap · 4 shared positions

$COP $HUM $IBM $AMGN

$543M

132 positions

#22Johnson Bixby & Associates, LLCActive

Notable overlap · 3 shared positions

$COP $HUM $RELX

$806M

127 positions

#23Bear Mountain Capital, Inc.Active

Notable overlap · 5 shared positions

$COP $SCHW $MDY $BABA $ADP

$333M

198 positions

#24DecisionPoint Financial, LLCSmart money

Notable overlap · 4 shared positions

$COP $IAU $SCHW $NKE

$464M

679 positions

#25Beacon Financial Strategies CORPSmart money

Notable overlap · 3 shared positions

$COP $HUM $IBM

$176M

177 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.