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 5th Street Advisors,

13F Portfolio OverlapQ1 20265th Street Advisors, portfolio →

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Most similar hedge funds by 13F overlap

5th Street Advisors, LLC is an institutional investor managing $232M across 52 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 5th Street Advisors, are Mullooly Asset ,, CBIZ Investment Advisory Services,, Voya Financial Advisors,, with shared positions in $MKL, $SHW, $SAN, $MAR, $IAU, $__PARK_1390777. The full ranking of 25 similar funds is below.

#1Mullooly Asset Management, Inc.Active

Substantial overlap · 3 shared positions

$MKL $SHW $SAN

$271M

51 positions

#2CBIZ Investment Advisory Services, LLCSmart money

Substantial overlap · 3 shared positions

$MKL $MAR $IAU

$2.7B

415 positions

#3Voya Financial Advisors, Inc.Active

Substantial overlap · 3 shared positions

$MKL $__PARK_1390777 $ENB

$1.0B

209 positions

#4THREADGILL FINANCIAL, LLCActive

Notable overlap · 3 shared positions

$MKL $KO $SHW

$344M

44 positions

#5Indie Asset Partners, LLCPassive

Notable overlap · 3 shared positions

$MKL $SAN $ALPS

$88M

83 positions

#6Sage Financial Management Group, Inc.Active

Notable overlap · 3 shared positions

$MKL $SHW $KO

$325M

57 positions

#7Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$MKL $IAU $__PARK_1390777

$578M

118 positions

#8HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 3 shared positions

$MKL $SHW $KO

$280M

107 positions

#9Mosaic Advisors LLCPassive

Notable overlap · 3 shared positions

$MKL $SHW $MAR

$67M

42 positions

#10Kraft, Davis & Associates, LLCPassive

Some overlap · 3 shared positions

$MKL $SAN $SHW

$469M

151 positions

#11J.Safra Asset Management CorpActive

Some overlap · 5 shared positions

$MKL $SHW $ALPS $IAU $ETN

$1.9B

615 positions

#12Regency Capital Management Inc.\DEPassive

Some overlap · 3 shared positions

$MKL $IAU $SHW

$224M

60 positions

#13Lincoln Capital LLCActive

Some overlap · 4 shared positions

$MKL $KO $__PARK_1390777 $MAR

$528M

135 positions

#14Firestone Capital ManagementPassive

Some overlap · 3 shared positions

$MKL $IAU $KO

$480M

160 positions

#15VSM Wealth Advisory, LLCPassive

Some overlap · 3 shared positions

$MKL $ETN $MAR

$335M

505 positions

#16Cardinal Point Capital Management, ULCActive

Some overlap · 3 shared positions

$MKL $IAU $ENB

$1.6B

286 positions

#17LRI Investments, LLCActive

Some overlap · 3 shared positions

$MKL $IAU $KO

$1.1B

1,415 positions

#18ESG Planning DBA Harper InvestingPassive

Some overlap · 3 shared positions

$MKL $SHW $MAR

$229M

75 positions

#19Hillcrest Wealth Advisors - NY, LLCActive

Some overlap · 3 shared positions

$MKL $IAU $MAR

$247M

51 positions

#20Lineweaver Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$ALPS $SAN $IAU

$742M

168 positions

#21Junk Investment Group, LLCPassive

Some overlap · 3 shared positions

$MKL $KO $MAR

$191M

88 positions

#22Ifrah Financial Services, Inc.Passive

Some overlap · 3 shared positions

$MKL $IAU $ETN

$378M

200 positions

#23ABSOLUTE CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$MKL $SHW $SAN $MAR

$301M

146 positions

#24FIDUCIARY ADVISORS, INC.Active

Some overlap · 4 shared positions

$MKL $KO $MAR $IAU

$133M

121 positions

#25Hamilton Wealth, LLCActive

Some overlap · 4 shared positions

$ALPS $IAU $SHW $MAR

$1.4B

114 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.