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 STUDIO INVESTMENT

13F Portfolio OverlapQ1 2026STUDIO INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

STUDIO INVESTMENT MANAGEMENT LLC is an institutional investor managing $547M across 180 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 STUDIO INVESTMENT are WEBSTERROGERS FINANCIAL ADVISORS,, Ballast Financial Advisors, GEN Financial ,, with shared positions in $HUM, $UPST, $NEE, $COP, $BAC, $UNIT. The full ranking of 25 similar funds is below.

#1WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$HUM $UPST $NEE $COP $BAC

$350M

95 positions

#2Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $UNIT $COP $DOV $BAC

$98M

68 positions

#3GEN Financial Management, INC.Active

Notable overlap · 4 shared positions

$HUM $UPST $DOV $HON

$162M

51 positions

#4ASPIRIANT, LLCActive

Notable overlap · 3 shared positions

$HUM $UNIT $CTVA

$3.5B

338 positions

#5Grove Street Fiduciary, LLCActive

Notable overlap · 4 shared positions

$HUM $UNIT $UPST $AMGN

$227M

74 positions

#6FLYWHEEL PRIVATE WEALTH LLCActive

Notable overlap · 3 shared positions

$HUM $UNIT $AMGN

$176M

104 positions

#7Firestone Capital ManagementActive

Notable overlap · 4 shared positions

$HUM $UNIT $COP $NEE

$480M

160 positions

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

Notable overlap · 3 shared positions

$HUM $UNIT $COP

$230M

21 positions

#9Whitegate Investment Counselors, Inc.Active

Notable overlap · 5 shared positions

$HUM $UNIT $COP $CTVA $UPST

$315M

68 positions

#10PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$HUM $COP $DOV $UNIT

$198M

106 positions

#11Councilmark Asset Management, LLCActive

Notable overlap · 6 shared positions

$HUM $COP $AMGN $DIS $UNP $BAC

$174M

85 positions

#12Wealth Architects, LLCActive

Notable overlap · 5 shared positions

$HUM $UNIT $DOV $NEE $CTVA

$1.1B

244 positions

#13Cornerstone Financial Management LLCPassive

Notable overlap · 6 shared positions

$HUM $UPST $COP $DOV $UNH $UNIT

$109M

1,311 positions

#14Fullerton Advisors, LLCActive

Notable overlap · 3 shared positions

$HUM $UPST $COP

$97M

53 positions

#15Noble Family Wealth, LLCActive

Notable overlap · 5 shared positions

$HUM $UNIT $CTVA $UPST $NEE

$484M

76 positions

#16Cascade Wealth Advisors, IncActive

Notable overlap · 4 shared positions

$HUM $UPST $COP $NEE

$228M

60 positions

#17Aurdan Capital Management, LLCActive

Notable overlap · 5 shared positions

$HUM $AMGN $ITW $UNH $HON

$333M

88 positions

#18Asset Management Group, Inc.Active

Notable overlap · 6 shared positions

$UNIT $HUM $COP $DIS $DOV $CTVA

$619M

138 positions

#19Bristlecone Value Partners, LLCActive

Notable overlap · 5 shared positions

$HUM $AMGN $BAC $JCI $DIS

$114M

68 positions

#20ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 4 shared positions

$HUM $UNIT $UNH $NOC

$753M

159 positions

#21M3 Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $NEE $DIS

$130M

35 positions

#22Mosaic Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $COP $DOV

$67M

42 positions

#23Evergreen Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$HUM $AMGN $UNIT $DIS $UNH

$194M

54 positions

#24Compton Wealth Advisory Group, LLCActive

Notable overlap · 5 shared positions

$HUM $UPST $BAC $UNH $UNIT

$449M

85 positions

#25MUIRFIELD WEALTH ADVISORS LLCActive

Notable overlap · 4 shared positions

$HUM $UPST $COP $BAC

$136M

80 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.