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 Burns Matteson ,

13F Portfolio OverlapQ1 2026Burns Matteson , portfolio →

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Most similar hedge funds by 13F overlap

Burns Matteson Capital Management, LLC is an institutional investor managing $320M across 189 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 Burns Matteson , are CATHY PARETO & ASSOCIATES,, AMERICAN FINANCIAL & TAX STRATEGIES, GLR Partners,, with shared positions in $WT, $REGN, $UNIT, $NEE, $MO, $O. The full ranking of 25 similar funds is below.

#1CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 4 shared positions

$WT $REGN $UNIT $NEE

$149M

96 positions

#2AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 4 shared positions

$WT $REGN $UNIT $MO

$206M

97 positions

#3GLR Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $REGN $UNIT

$183M

100 positions

#4Argo Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $REGN $NEE

$170M

48 positions

#5Provident Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $REGN $UNIT

$331M

134 positions

#6Ankerstar Wealth, LLCPassive

Notable overlap · 4 shared positions

$WT $REGN $O $NEE

$95M

955 positions

#7AVAII WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$GLW $WT $MO

$287M

158 positions

#8Financial Security Advisor, Inc.Active

Notable overlap · 3 shared positions

$REGN $WT $MO

$544M

160 positions

#9Sylvest Advisors, LLCActive

Notable overlap · 3 shared positions

$REGN $WT $MO

$188M

70 positions

#10WIN ADVISORS, INCPassive

Notable overlap · 3 shared positions

$WT $GLW $FDX

$219M

78 positions

#11Aspire Capital Advisors LLCActive

Some overlap · 3 shared positions

$WT $REGN $CHRW

$444M

122 positions

#12Inlight Wealth Management, LLCActive

Some overlap · 3 shared positions

$REGN $WT $UNIT

$270M

50 positions

#13Uniplan Investment Counsel, Inc.Passive

Some overlap · 6 shared positions

$WT $OHI $O $WY $VTR $SUI

$974M

183 positions

#14American Alpha Advisors, LLCActive

Some overlap · 3 shared positions

$WT $REGN $MO

$188M

96 positions

#15CPWA, LLCPassive

Some overlap · 3 shared positions

$WT $REGN $UNIT

$84M

90 positions

#16Intrua Financial, LLCPassive

Some overlap · 3 shared positions

$WT $REGN $O

$969M

459 positions

#17Bravias Capital Group, LLCActive

Some overlap · 3 shared positions

$WT $REGN $NEE

$153M

96 positions

#18Stonebridge Financial Group, LLCPassive

Some overlap · 3 shared positions

$WT $GLW $NEE

$1.2B

262 positions

#19Powers Advisory Group, LLCActive

Some overlap · 3 shared positions

$WT $REGN $GLW

$284M

125 positions

#20Post Resch Tallon Group Inc.Passive

Some overlap · 4 shared positions

$REGN $GLW $OHI $WT

$124M

120 positions

#21Value Investment Professionals, LLCPassive

Some overlap · 3 shared positions

$WT $REGN $MO

$89M

81 positions

#22TABLEAUX LLCPassive

Some overlap · 3 shared positions

$REGN $WT $NEE

$206M

113 positions

#23MB, LEVIS & ASSOCIATES, LLCPassive

Some overlap · 4 shared positions

$WT $FDX $NEE $UNIT

$240M

234 positions

#24Haven Private, LLCPassive

Some overlap · 3 shared positions

$WT $CAH $BBVA

$230M

166 positions

#25Breachway Investments LLCActive

Some overlap · 3 shared positions

$REGN $WT $MO

$104M

96 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.