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 SFI Advisors,

13F Portfolio OverlapQ1 2026SFI Advisors, portfolio →

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Most similar hedge funds by 13F overlap

SFI Advisors, LLC is an institutional investor managing $95M across 48 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 SFI Advisors, are GFI Investment Counsel Ltd., Warner Group, Plotkin Financial Advisors,, with shared positions in $OTIS, $SHW, $PSLV, $GSAT, $WT, $REGN. The full ranking of 25 similar funds is below.

#1GFI Investment Counsel Ltd.Active

Notable overlap · 3 shared positions

$OTIS $SHW $PSLV

$731M

24 positions

#2Warner Group LLCPassive

Notable overlap · 4 shared positions

$OTIS $GSAT $WT $REGN

$153M

78 positions

#3Plotkin Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$SHW $OTIS $AGQ

$199M

100 positions

#4Navigation Group, LLCActive

Notable overlap · 3 shared positions

$SHW $REGN $LRCX

$427M

113 positions

#5Tamar Securities, LLCActive

Notable overlap · 3 shared positions

$REGN $SHW $OTIS

$934M

91 positions

#6IAM Advisory, LLCActive

Notable overlap · 5 shared positions

$SHW $WT $GSAT $AGQ $REGN

$446M

95 positions

#7Fortune Financial Group, Inc.Active

Notable overlap · 5 shared positions

$REGN $WT $GSAT $AGQ $OTIS

$111M

84 positions

#8Kraft, Davis & Associates, LLCPassive

Notable overlap · 4 shared positions

$SHW $WT $AGQ $OTIS

$469M

151 positions

#9Anson Capital, Inc.Passive

Notable overlap · 4 shared positions

$REGN $WT $GSAT $AGQ

$146M

90 positions

#10Endowment Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$REGN $WT $GSAT $SHW

$226M

165 positions

#11Madrona Financial Services, LLCActive

Notable overlap · 3 shared positions

$REGN $SHW $GSAT

$457M

123 positions

#12Symphony Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$REGN $SHW $WT

$195M

99 positions

#13CMC Financial GroupActive

Some overlap · 3 shared positions

$REGN $WT $AGQ

$51M

38 positions

#14Fermata Advisors, LLCPassive

Some overlap · 3 shared positions

$REGN $WT $GSAT

$444M

232 positions

#15CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 3 shared positions

$REGN $WT $SHW

$149M

96 positions

#16Inlight Wealth Management, LLCActive

Some overlap · 3 shared positions

$REGN $WT $VOD

$270M

50 positions

#17Winter & Associates, Inc.Passive

Some overlap · 3 shared positions

$REGN $WT $LRCX

$114M

84 positions

#18GLR Partners, LLCPassive

Some overlap · 3 shared positions

$REGN $WT $LRCX

$183M

100 positions

#19Wealth Architects, LLCPassive

Some overlap · 3 shared positions

$LRCX $AGQ $WT

$1.1B

244 positions

#20Provident Wealth Management, LLCActive

Some overlap · 3 shared positions

$REGN $WT $AGQ

$331M

134 positions

#21American Alpha Advisors, LLCActive

Some overlap · 3 shared positions

$REGN $GSAT $WT

$188M

96 positions

#22Joseph P. Lucia & Associates, LLCPassive

Some overlap · 3 shared positions

$SHW $AGQ $WT

$280M

169 positions

#23LOWERY THOMAS, LLCActive

Some overlap · 4 shared positions

$SHW $GSAT $AGQ $REGN

$175M

55 positions

#24NRI Wealth Management LC

Some overlap · 3 shared positions

$LRCX $SHW $AGQ

$196M

31 positions

#25Sanchez Wealth Management GroupActive

Some overlap · 4 shared positions

$REGN $WT $AGQ $LRCX

$462M

53 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.