What hedge funds are most similar to Ameritas Advisory Services, LLC?

The funds with the most similar 13F portfolios to Ameritas Advisory Services, LLC are BLUELINE ADVISORS, MBA Advisors, tru Independence, based on overlapping conviction holdings in the latest SEC filings.

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 Ameritas Advisory Services,

13F Portfolio OverlapQ1 2026Ameritas Advisory Services, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ameritas Advisory Services, LLC is an institutional investor managing $2.6B across 1,075 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 Ameritas Advisory Services, are BLUELINE ADVISORS, MBA Advisors, tru Independence, with shared positions in $WT, $JHG, $SCHW, $COP, $SHW, $HUM. The full ranking of 25 similar funds is below.

#1BLUELINE ADVISORS LLCActive

Notable overlap · 8 shared positions

$WT $JHG $SCHW $COP $SHW $HUM

$129M

217 positions

#2MBA Advisors LLCPassive

Notable overlap · 6 shared positions

$WT $JHG $SNOW $SOLV $KKR $UPST

$260M

146 positions

#3tru Independence LLCPassive

Notable overlap · 5 shared positions

$WT $JHG $MAR $HSY $HUM

$202M

102 positions

#4Bulwark Capital CorpActive

Notable overlap · 9 shared positions

$JHG $MAR $OKE $WT $HUM $COP

$162M

100 positions

#5WT Wealth ManagementPassive

Notable overlap · 5 shared positions

$WT $JHG $SCHW $SNOW $SHW

$336M

138 positions

#6Ballast Rock Private Wealth LLCPassive

Notable overlap · 7 shared positions

$JHG $WT $SCHW $SNOW $HUM $SOLV

$181M

177 positions

#7Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 6 shared positions

$WT $JHG $HUM $KKR $SCHW $UNIT

$589M

590 positions

#8First Financial Group CorpActive

Notable overlap · 5 shared positions

$WT $JHG $SNOW $SHW $HUM

$122M

80 positions

#9Per Stirling Capital Management, LLC.Passive

Notable overlap · 5 shared positions

$WT $JHG $HUM $SOLV $SNOW

$905M

310 positions

#10Value Investment Professionals, LLCPassive

Notable overlap · 4 shared positions

$WT $JHG $SCHW $DIA

$89M

81 positions

#11Vigilare Wealth ManagementActive

Some overlap · 5 shared positions

$WT $JHG $SNOW $HUM $SCHW

$296M

109 positions

#12VISTA INVESTMENT MANAGEMENTPassive

Some overlap · 4 shared positions

$JHG $WT $MAR $COP

$301M

176 positions

#13Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 6 shared positions

$JHG $WT $MAR $SHW $KKR $NTRB

$144M

387 positions

#14M Wealth Management, LLCActive

Some overlap · 4 shared positions

$WT $JHG $OKE $OUNZ

$119M

55 positions

#151 NORTH WEALTH SERVICES LLCPassive

Some overlap · 4 shared positions

$JHG $WT $OKE $DIA

$277M

270 positions

#16Retirement Management Systems Inc.Active

Some overlap · 4 shared positions

$WT $JHG $SNOW $SHW

$415M

51 positions

#17Lionshead Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WT $JHG $SNOW $UPST

$136M

108 positions

#18Clearwater Capital Advisors, LLCActive

Some overlap · 6 shared positions

$WT $JHG $SNOW $NTRB $KKR $COP

$1.2B

177 positions

#19Hershey Financial Advisers, LLCPassive

Some overlap · 8 shared positions

$WT $MAR $SCHW $HSY $SNOW $COP

$116M

80 positions

#20Total Clarity Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$WT $JHG $OKE $UNIT

$426M

311 positions

#21Stony Point Wealth Management Inc.Passive

Some overlap · 5 shared positions

$JHG $MAR $SCHW $OKE $KKR

$252M

96 positions

#22Sharper & Granite LLCPassive

Some overlap · 7 shared positions

$WT $MAR $HSY $COP $DIA $UNIT

$293M

107 positions

#23COLUMBIA ADVISORY PARTNERS LLCActive

Some overlap · 4 shared positions

$WT $JHG $COP $HUM

$157M

92 positions

#24GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 5 shared positions

$WT $JHG $SNOW $SHW $HUM

$5.5B

999 positions

#25Causey Wealth LLCPassive

Some overlap · 8 shared positions

$WT $NTRB $SCHW $KKR $UPST $COP

$236M

81 positions

Compare Ameritas Advisory Services,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Ameritas Advisory Services,’s holdings

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.