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 OverlapQ2 20265th Street Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

5th Street Advisors, LLC is an institutional investor managing $263M across 56 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 5th Street Advisors are Sage Investment Advisers, Wealth Quarterback, Gibson, with shared positions in $IAU, $ETN, $BNY, $ENB, $ESLT, $SYY. The full ranking of 22 similar funds is below.

#1Sage Investment Advisers LLCPassive

Some overlap · 3 shared positions

$IAU $ETN $BNY

$149M

98 positions

#2Wealth Quarterback LLCActive

Some overlap · 3 shared positions

$IAU $BNY $ENB

$324M

172 positions

#3Gibson Capital, LLCSmart money

Some overlap · 3 shared positions

$IAU $ESLT $ETN

$610M

94 positions

#4DELTA ASSET MANAGEMENT LLC/TNActive

Some overlap · 4 shared positions

$ETN $SYY $BNY $ENB

$1.2B

599 positions

#5WESPAC Advisors SoCal, LLCPassive

Some overlap · 3 shared positions

$IAU $ETN $HOOD

$560M

122 positions

#6STABLEFORD CAPITAL II LLCPassive

Some overlap · 4 shared positions

$IAU $ETN $BNY $ENB

$289M

147 positions

#7OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 3 shared positions

$ETN $SYY $GPC

$2.7B

54 positions

#8DMKC Advisory Services, LLCActive

Some overlap · 3 shared positions

$ETN $SYY $GPC

$530M

92 positions

#9Lantern Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$ETN $IAU $ENB

$218M

184 positions

#10D L CARLSON INVESTMENT GROUP INCActive

Some overlap · 3 shared positions

$IAU $SYY $BNY

$628M

133 positions

#11BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$ETN $BNY $HOOD

$414M

106 positions

#12Vivid Wealth Management, LLCPassive

Some overlap · 3 shared positions

$ETN $BNY $HOOD

$284M

73 positions

#13Sun Financial IncPassive

Some overlap · 3 shared positions

$ETN $BNY $HOOD

$212M

161 positions

#14Teamwork Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$ETN $BNY $HOOD

$1.1B

215 positions

#15OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 3 shared positions

$ETN $SYY $ENB

$329M

323 positions

#16Generation Capital Management LLCPassive

Slight overlap · 3 shared positions

$IAU $ASTS $SYY

$163M

83 positions

#17Independent Solutions Wealth Management, LLCActive

Slight overlap · 3 shared positions

$ETN $IAU $HOOD

$766M

194 positions

#18TWIN CITY PRIVATE WEALTH, LLCPassive

Slight overlap · 3 shared positions

$SYY $GPC $ENB

$143M

104 positions

#19SMITH, MOORE & CO.Passive

Slight overlap · 3 shared positions

$IAU $ETN $ENB

$1.5B

586 positions

#20Dakota Wealth ManagementPassive

Slight overlap · 3 shared positions

$IAU $BNY $ETN

$5.2B

776 positions

#21Wealthstar Advisors, LLCSmart money

Slight overlap · 3 shared positions

$BNY $IAU $ENB

$343M

114 positions

#22RHL GROUP, LLCActive

Slight overlap · 3 shared positions

$HOOD $ETN $ASTS

$120M

271 positions

Compare 5th Street Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View 5th Street Advisors’s holdings

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.