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 CARL STUART INVESTMENT ADVISOR,

13F Portfolio OverlapQ1 2026CARL STUART INVESTMENT ADVISOR, portfolio →

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Most similar hedge funds by 13F overlap

CARL STUART INVESTMENT ADVISOR, INC is an institutional investor managing $229M across 27 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 CARL STUART INVESTMENT ADVISOR, are Pillar Financial Advisors,, Financial Harvest,, Upper Left Wealth ,, with shared positions in $IAU, $BRZE, $MKL, $ADP, $AMD, $IAUM. The full ranking of 25 similar funds is below.

#1Pillar Financial Advisors, LLCActive

Substantial overlap · 3 shared positions

$IAU $BRZE $MKL

$171M

106 positions

#2Financial Harvest, LLCActive

Substantial overlap · 3 shared positions

$IAU $ADP $AMD

$170M

57 positions

#3Upper Left Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$IAU $BRZE $MKL $AMD

$169M

68 positions

#4Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$BRZE $IAU $MKL

$478M

42 positions

#5TWIN FOCUS CAPITAL PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $BRZE $MKL

$871M

173 positions

#6M Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $IAUM $AMD

$119M

55 positions

#7SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $IAUM $MKL

$103M

37 positions

#8Prospera Capital Management, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $MKL $IAU

$199M

45 positions

#9FIDUCIARY ADVISORS, INC.Active

Notable overlap · 3 shared positions

$BRZE $MKL $IAU

$133M

121 positions

#10Gleason Group, Inc.Active

Notable overlap · 3 shared positions

$BRZE $GILD $MKL

$1.0B

229 positions

#11Verus Financial Partners, Inc.Smart money

Notable overlap · 3 shared positions

$BRZE $IAU $MKL

$1.1B

121 positions

#12RAM Investment Partners, LLCActive

Notable overlap · 3 shared positions

$IAU $BRZE $AMD

$569M

121 positions

#13Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$BRZE $IAU $MKL

$578M

118 positions

#14White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$BRZE $IAU $MKL

$721M

145 positions

#15Intellus Advisors LLCActive

Notable overlap · 4 shared positions

$IAU $ET $RJF $AMD

$732M

125 positions

#16Briggs Wealth Management, IncSmart money

Notable overlap · 3 shared positions

$BRZE $IAU $MKL

$94M

58 positions

#17Orcam Financial GroupSmart money

Notable overlap · 3 shared positions

$BRZE $IAU $MKL

$141M

62 positions

#18WealthCollab, LLCPassive

Notable overlap · 3 shared positions

$BRZE $IAU $MKL

$243M

977 positions

#19Greenline Partners, LLCActive

Notable overlap · 4 shared positions

$BRZE $IAU $IAUM $MKL

$930M

144 positions

#20Sage Investment Advisers LLCPassive

Notable overlap · 3 shared positions

$IAU $BRZE $AMD

$135M

89 positions

#21Cushing Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$BRZE $IAU $IAUM $ADP

$130M

96 positions

#22PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$BRZE $IAU $MKL

$1.4B

283 positions

#23CHERRYDALE WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $MKL $AMD

$324M

77 positions

#24Root Financial Partners, LLCActive

Notable overlap · 3 shared positions

$IAU $BRZE $AMD

$2.2B

3,466 positions

#25VCI Wealth Management LLCPassive

Notable overlap · 3 shared positions

$IAU $GILD $AMD

$361M

123 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.