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 G2 , / OH

13F Portfolio OverlapQ2 2026G2 , / OH portfolio →

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Most similar hedge funds by 13F overlap

G2 CAPITAL MANAGEMENT, LLC / OH is an institutional investor managing $459M across 70 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to G2 , / OH are Somerset Group, Birchwood Financial Partners, Windsor Advisory Group, with shared positions in $MMM, $TRV, $WFC, $PEP, $FAST, $WS. The full ranking of 25 similar funds is below.

#1Somerset Group LLCActive

Some overlap · 4 shared positions

$MMM $TRV $WFC $PEP

$142M

58 positions

#2Birchwood Financial Partners, Inc.Passive

Some overlap · 4 shared positions

$MMM $WFC $PEP $FAST

$122M

352 positions

#3Windsor Advisory Group, LLCActive

Some overlap · 4 shared positions

$WS $WOR $HBAN $ADI

$138M

97 positions

#4BAYBANPassive

Some overlap · 4 shared positions

$MMM $WFC $PEP $TRV

$130M

595 positions

#5Dickmeyer Boyce Financial Management, Inc.Passive

Slight overlap · 4 shared positions

$MMM $WFC $PEP $FAST

$193M

129 positions

#6LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive

Slight overlap · 4 shared positions

$TRV $WFC $PEP $GLW

$476M

102 positions

#7Kure Advisory, LLCActive

Slight overlap · 3 shared positions

$MMM $TRV $WFC

$211M

62 positions

#8HighMark Wealth Management LLCActive

Slight overlap · 3 shared positions

$MMM $TRV $WFC

$299M

565 positions

#9WHITE PINE CAPITAL LLCPassive

Slight overlap · 3 shared positions

$MMM $TRV $WFC

$423M

240 positions

#10CULBERTSON A N & CO INCActive

Slight overlap · 4 shared positions

$TRV $WFC $PEP $GLW

$859M

140 positions

#11Palisade Asset Management, LLCPassive

Slight overlap · 3 shared positions

$MMM $TRV $PEP

$1.1B

204 positions

#12InvesTrustPassive

Slight overlap · 3 shared positions

$MMM $WFC $PEP

$260M

95 positions

#13Allied Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$MMM $WFC $PEP

$797M

110 positions

#14DMKC Advisory Services, LLCActive

Slight overlap · 3 shared positions

$MMM $WFC $PEP

$530M

92 positions

#15Shoker Investment Counsel, Inc.Active

Slight overlap · 4 shared positions

$MMM $PEP $ADI $HBAN

$398M

113 positions

#16Massachusetts Wealth ManagementPassive

Slight overlap · 3 shared positions

$MMM $WFC $GLW

$262M

98 positions

#17LIFELONG WEALTH ADVISORS, INC.Smart money

Slight overlap · 3 shared positions

$MMM $WFC $GLW

$426M

99 positions

#18Poehling Capital Management, INC.Passive

Slight overlap · 3 shared positions

$MMM $WFC $PEP

$466M

166 positions

#19Clark & Stuart, IncPassive

Slight overlap · 3 shared positions

$MMM $PEP $FAST

$159M

57 positions

#20WILKINS INVESTMENT COUNSEL INCActive

Slight overlap · 3 shared positions

$MMM $PEP $FAST

$742M

119 positions

#21Seven Springs Wealth Group, LLCActive

Slight overlap · 4 shared positions

$WFC $PEP $FAST $MMM

$458M

85 positions

#22CHEMUNG CANAL TRUST COActive

Slight overlap · 4 shared positions

$TRV $PEP $GLW $ADI

$541M

111 positions

#23Guardian Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$MMM $PEP $FAST

$200M

66 positions

#24Phoenix Wealth AdvisorsActive

Slight overlap · 4 shared positions

$WFC $PEP $FAST $ADI

$297M

129 positions

#25NCM Capital Management, LLCPassive

Slight overlap · 3 shared positions

$MMM $PEP $GLW

$324M

194 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.