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 Sandy Cove Advisors,

13F Portfolio OverlapQ1 2026Sandy Cove Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Sandy Cove Advisors, LLC is an institutional investor managing $400M across 162 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 Sandy Cove Advisors, are FC Advisory, Firestone, Compton Wealth Advisory Group,, with shared positions in $MKL, $MS, $HUM, $DHR, $COP, $KO. The full ranking of 25 similar funds is below.

#1FC Advisory LLCActive

Notable overlap · 5 shared positions

$MKL $MS $HUM $DHR $COP

$342M

115 positions

#2Firestone Capital ManagementPassive

Notable overlap · 5 shared positions

$MKL $HUM $DHR $KO $COP

$480M

160 positions

#3Compton Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$MKL $HUM $MS

$449M

85 positions

#4Mosaic Advisors LLCPassive

Notable overlap · 4 shared positions

$MKL $HUM $AMD $COP

$67M

42 positions

#5STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$MKL $HUM $COP

$140M

29 positions

#6Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$MKL $HUM $MS

$365M

111 positions

#7MilWealth Group LLCSmart money

Notable overlap · 4 shared positions

$MKL $HUM $AMD $COP

$420M

81 positions

#8HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 4 shared positions

$MKL $HUM $KO $HON

$280M

107 positions

#9CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$MKL $HUM $IBM $MS $COP

$648M

134 positions

#10Hegarty Advisors, LLCActive

Notable overlap · 4 shared positions

$MKL $HUM $MS $COP

$127M

57 positions

#11Junk Investment Group, LLCPassive

Notable overlap · 4 shared positions

$MKL $HUM $IBM $KO

$191M

88 positions

#12GreatBanc Trust COActive

Notable overlap · 3 shared positions

$MKL $HUM $AMAT

$143M

67 positions

#13Diversified Trust CoActive

Notable overlap · 4 shared positions

$MKL $HUM $KO $AMAT

$5.4B

1,049 positions

#14Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 5 shared positions

$MKL $DHR $HUM $COP $AMAT

$578M

118 positions

#15SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$MKL $MS $HUM

$103M

37 positions

#16OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$MKL $DHR $AMD $COP

$1.9B

197 positions

#17BANYAN CAPITAL MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$MKL $DHR $KO $IBM

$232M

55 positions

#18Luminvest Wealth Management LLCSmart money

Some overlap · 4 shared positions

$MKL $DHR $HUM $COP

$382M

55 positions

#19Lincoln Capital LLCActive

Some overlap · 3 shared positions

$MKL $DHR $KO

$528M

135 positions

#20Forvis Mazars Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$MKL $DHR $HUM $IBM

$5.3B

399 positions

#21Broad Run Investment Management, LLCSmart money

Some overlap · 3 shared positions

$MKL $DHR $AMAT

$568M

24 positions

#22Wilson & Boucher Capital Management, LLCPassive

Some overlap · 5 shared positions

$MKL $HUM $HON $ITW $AMAT

$151M

114 positions

#23VERITY Wealth AdvisorsActive

Some overlap · 3 shared positions

$MKL $DHR $COP

$150M

81 positions

#24ETF Portfolio Partners, Inc.Active

Some overlap · 4 shared positions

$MKL $DHR $COP $KO

$381M

68 positions

#25Verus Financial Partners, Inc.Smart money

Some overlap · 3 shared positions

$MKL $DHR $IBM

$1.1B

121 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.