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 EdgeRock

13F Portfolio OverlapQ1 2026EdgeRock portfolio →

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Most similar hedge funds by 13F overlap

EdgeRock Capital LLC is an institutional investor managing $370M across 126 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 EdgeRock are TrueWealth Advisors,, Future Financial Wealth Managment, First Heartland Consultants,, with shared positions in $DUK, $FCFS, $HUM, $JHG, $UNH, $BRZE. The full ranking of 25 similar funds is below.

#1TrueWealth Advisors, LLCPassive

Some overlap · 3 shared positions

$DUK $FCFS $HUM

$398M

233 positions

#2Future Financial Wealth Managment LLCActive

Some overlap · 4 shared positions

$DUK $JHG $HUM $UNH

$155M

128 positions

#3First Heartland Consultants, Inc.Passive

Some overlap · 4 shared positions

$DUK $FCFS $HUM $BRZE

$1.3B

523 positions

#4Bensler, LLCPassive

Some overlap · 4 shared positions

$FCFS $JHG $LMT $PGR

$969M

194 positions

#5Nova Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$FCFS $JHG $LMT

$154M

545 positions

#6Bienville Capital Management, LLCPassive

Some overlap · 3 shared positions

$DUK $JHG $HUM

$550M

74 positions

#7EDGAR LOMAX CO/VAActive

Some overlap · 3 shared positions

$DUK $LMT $UNH

$1.4B

56 positions

#8LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Some overlap · 3 shared positions

$DUK $LMT $CRWD

$192M

113 positions

#9Lord & Richards Wealth Management, LLCActive

Some overlap · 4 shared positions

$DUK $LMT $PGR $CRWD

$114M

50 positions

#10HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 4 shared positions

$JHG $DUK $LMT $HUM

$280M

107 positions

#11Aptus Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$DUK $FCFS $PGR $BRZE

$12.7B

1,671 positions

#12Reliant Investment Partners, LLCPassive

Some overlap · 3 shared positions

$DUK $VRT $CRWD

$121M

113 positions

#13Walkner Condon Financial Advisors LLCPassive

Some overlap · 3 shared positions

$FCFS $HUM $BTSG

$759M

322 positions

#14Diversified Enterprises, LLCActive

Some overlap · 3 shared positions

$DUK $LMT $HUM

$1.8B

413 positions

#15MBE Wealth Management, LLCActive

Some overlap · 3 shared positions

$DUK $FCFS $HUM

$241M

141 positions

#16Second Line Capital, LLCActive

Some overlap · 3 shared positions

$DUK $JHG $PGR

$528M

185 positions

#17Stony Point Wealth Management Inc.Passive

Some overlap · 4 shared positions

$JHG $FCFS $LMT $CRWD

$252M

96 positions

#18GUARDIAN WEALTH ADVISORS, LLC / NCPassive

Some overlap · 3 shared positions

$DUK $HUM $BRZE

$1.6B

611 positions

#19Greystone Financial Group, LLCPassive

Some overlap · 3 shared positions

$DUK $LMT $CRWD

$353M

78 positions

#20Signal Advisors Wealth, LLCPassive

Some overlap · 3 shared positions

$DUK $JHG $PGR

$1.5B

582 positions

#21My Portfolio Guide, LLCActive

Some overlap · 3 shared positions

$FCFS $VRT $LMT

$181M

166 positions

#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$DUK $LMT $CMI

$220M

148 positions

#23Pathway Financial Advisers, LLCPassive

Some overlap · 4 shared positions

$DUK $LMT $HUM $CMI

$354M

164 positions

#24Northwest Financial AdvisorsPassive

Some overlap · 4 shared positions

$JHG $LMT $HUM $BRZE

$52M

66 positions

#25HARBOUR INVESTMENTS, INC.Passive

Some overlap · 5 shared positions

$FCFS $JHG $HUM $BTSG $BRZE

$6.5B

4,673 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.