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 Red Tortoise

13F Portfolio OverlapQ1 2026Red Tortoise portfolio →

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Most similar hedge funds by 13F overlap

Red Tortoise LLC is an institutional investor managing $240M across 591 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 Red Tortoise are Silver Coast Investments, C M BIDWELL & ASSOCIATES LTD, FC Advisory, with shared positions in $SNOW, $MS, $UNIT, $SIVR, $DDOG, $HSY. The full ranking of 25 similar funds is below.

#1Silver Coast Investments LLCActive

Notable overlap · 6 shared positions

$SNOW $MS $UNIT $SIVR $DDOG $HSY

$313M

119 positions

#2C M BIDWELL & ASSOCIATES LTDPassive

Notable overlap · 8 shared positions

$SNOW $LEN $DDOG $KKR $UNIT $UPST

$214M

483 positions

#3FC Advisory LLCActive

Notable overlap · 6 shared positions

$SNOW $MS $MKL $DDOG $HUM $LEN

$342M

115 positions

#4Verus Financial Partners, Inc.Smart money

Notable overlap · 6 shared positions

$SNOW $NKE $UNIT $DDOG $MKL $UPST

$1.1B

121 positions

#5LifeGoal Investments, LLCPassive

Notable overlap · 4 shared positions

$SNOW $MS $DDOG $HUM

$175M

112 positions

#6Clarity Capital Advisors, LLCActive

Notable overlap · 7 shared positions

$SNOW $KKR $UNIT $NKE $UPST $MKL

$215M

95 positions

#7PENNEY FINANCIAL, LLCSmart money

Notable overlap · 4 shared positions

$SNOW $MS $DDOG $KKR

$261M

48 positions

#8Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 8 shared positions

$SNOW $NKE $UNIT $KKR $UPST $MKL

$111M

63 positions

#9Scott Capital Advisors, LLCActive

Notable overlap · 6 shared positions

$SNOW $MS $KKR $DDOG $HUM $NKE

$493M

58 positions

#10Confluence Wealth Services, Inc.Active

Notable overlap · 5 shared positions

$MS $SNOW $NKE $CRM $HUM

$2.6B

365 positions

#11Sterling Financial Planning, Inc.Active

Notable overlap · 7 shared positions

$SNOW $NKE $DDOG $KKR $UNIT $HUM

$337M

117 positions

#12OMNI 360 Wealth, Inc.Passive

Notable overlap · 8 shared positions

$SNOW $MS $NKE $KKR $MKL $DDOG

$194M

125 positions

#13STAGE HARBOR FINANCIAL, LLCActive

Notable overlap · 5 shared positions

$MS $LEN $DDOG $NKE $UNIT

$151M

61 positions

#14CHRISTINE MESSMER PCActive

Notable overlap · 6 shared positions

$SNOW $UNIT $DDOG $KKR $HUM $HSY

$156M

80 positions

#15Altiora Financial Group, LLCActive

Notable overlap · 6 shared positions

$SNOW $NKE $DDOG $UPST $UNIT $SE

$607M

110 positions

#16Beckerman Institutional, LLCPassive

Notable overlap · 5 shared positions

$SNOW $NKE $MS $UNIT $HUM

$188M

121 positions

#17D'Orazio & Associates, Inc.Active

Notable overlap · 3 shared positions

$SNOW $MS $HUM

$772M

299 positions

#18Echo Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $MS $UPST

$174M

47 positions

#19Madrid Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$MS $SNOW $KKR $UPST

$133M

70 positions

#20Pearl Planning LLCActive

Notable overlap · 3 shared positions

$SNOW $MS $UNIT

$187M

52 positions

#21Clarity Asset Management, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $MS $NKE

$198M

290 positions

#22Mustard Seed Financial, LLCPassive

Notable overlap · 5 shared positions

$SNOW $UNIT $DDOG $NKE $KKR

$167M

92 positions

#23Discipline Wealth Solutions, LLCActive

Notable overlap · 6 shared positions

$SNOW $UNIT $UPST $MKL $HUM $PHYS

$950M

192 positions

#24Pillar Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $NKE $UNIT $MKL

$171M

106 positions

#25Systelligence, LLCPassive

Notable overlap · 4 shared positions

$MS $SNOW $SIVR $YMM

$514M

56 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.