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 Investment Advisory Group,

13F Portfolio OverlapQ1 2026Investment Advisory Group, portfolio →

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Most similar hedge funds by 13F overlap

Investment Advisory Group, LLC is an institutional investor managing $393M across 194 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 Investment Advisory Group, are White Lighthouse Investment, Reality Financial Planning Services,, truNorth Financial Services,, with shared positions in $KKR, $HUM, $UPST, $COP, $SCHW, $BRZE. The full ranking of 25 similar funds is below.

#1White Lighthouse Investment Management Inc.Active

Notable overlap · 6 shared positions

$KKR $HUM $UPST $COP $SCHW $BRZE

$721M

145 positions

#2Reality Financial Planning Services, LLCSmart money

Notable overlap · 4 shared positions

$KKR $HUM $SCHW $BRZE

$104M

20 positions

#3truNorth Financial Services, Inc.Active

Notable overlap · 5 shared positions

$KKR $HUM $COP $UPST $MS

$97M

49 positions

#4Causey Wealth LLCPassive

Notable overlap · 7 shared positions

$KKR $UPST $NKE $SCHW $BRZE $COP

$236M

81 positions

#5Arlington Trust Co LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $UPST $BRZE

$1.1B

844 positions

#6Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $SCHW $BRZE

$255M

70 positions

#7Ariston Services GroupActive

Notable overlap · 4 shared positions

$KKR $HUM $SCHW $COP

$167M

71 positions

#8Western Pacific Wealth Management, LPActive

Notable overlap · 4 shared positions

$KKR $HUM $SCHW $BRZE

$98M

197 positions

#9Financially in Tune, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $NKE

$116M

77 positions

#10Forum Private Client Group LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $COP

$300M

80 positions

#11SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $SCHW

$272M

554 positions

#12Mittelman Wealth ManagementActive

Notable overlap · 3 shared positions

$KKR $HUM $UPST

$160M

52 positions

#13Martel Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$KKR $HUM $SCHW

$587M

73 positions

#14HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $BRZE $SCHW

$238M

142 positions

#15Charter Capital Management, LLC\DESmart money

Notable overlap · 3 shared positions

$KKR $HUM $MS

$200M

70 positions

#16Piedmont Capital Management, LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $SCHW $NKE

$197M

50 positions

#17Wolff Financial Management LLCActive

Notable overlap · 5 shared positions

$KKR $UPST $COP $HUM $MS

$453M

103 positions

#18Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 4 shared positions

$KKR $HUM $COP $SCHW

$230M

21 positions

#19DAGCO, INC.Passive

Notable overlap · 4 shared positions

$KKR $HUM $COP $MS

$461M

353 positions

#20MARINO, STRAM & ASSOCIATES LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MS

$557M

185 positions

#21Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 3 shared positions

$KKR $SCHW $BRZE

$462M

228 positions

#22GSG Advisors LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $BRZE $MS

$385M

137 positions

#23HCR Wealth AdvisorsActive

Notable overlap · 3 shared positions

$KKR $COP $MS

$964M

241 positions

#24ACT WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$KKR $SCHW $MS

$298M

62 positions

#25Seneca Financial Advisors LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $BRZE

$341M

64 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.