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 ETF Store,

13F Portfolio OverlapQ1 2026ETF Store, portfolio →

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Most similar hedge funds by 13F overlap

ETF Store, Inc. is an institutional investor managing $103M across 100 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 ETF Store, are Virtus Family Office, North Forty Two &, Towneley , / DE, with shared positions in $OKTA, $COP, $IAU, $WT, $SNOW, $AMGN. The full ranking of 25 similar funds is below.

#1Virtus Family Office LLCPassive

Notable overlap · 4 shared positions

$OKTA $COP $IAU $WT

$117M

73 positions

#2North Forty Two & Co.Passive

Notable overlap · 5 shared positions

$SNOW $COP $IAU $WT $AMGN

$108M

97 positions

#3Towneley Capital Management, Inc / DESmart money

Notable overlap · 4 shared positions

$SNOW $COP $IAU $SGOL

$478M

42 positions

#4Hurlow Wealth Management Group, Inc.Active

Notable overlap · 4 shared positions

$SNOW $COP $IAU $NEE

$420M

120 positions

#5Sagace Wealth Management LLCActive

Notable overlap · 4 shared positions

$SNOW $COP $IAU $NEE

$149M

70 positions

#6Lionsbridge Wealth Management LLCActive

Notable overlap · 5 shared positions

$SNOW $COP $WT $GRWG $REGN

$99M

59 positions

#7Clear Retirement Advice LLCActive

Notable overlap · 4 shared positions

$SNOW $COP $IAU $SGOL

$127M

54 positions

#8Sterling Financial Planning, Inc.Active

Notable overlap · 5 shared positions

$SNOW $IAU $COP $WT $O

$337M

117 positions

#9Pacific Park Financial, Inc.Active

Notable overlap · 4 shared positions

$SNOW $COP $IAU $SGOL

$153M

73 positions

#10WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$COP $OKTA $IAU $WT

$508M

107 positions

#11NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $COP $IAU

$247M

71 positions

#12CHRISTINE MESSMER PCActive

Notable overlap · 6 shared positions

$SNOW $COP $VZ $NEE $BMY $AMGN

$156M

80 positions

#13Clear Point Advisors Inc.Active

Notable overlap · 3 shared positions

$BAR $WT $VZ

$129M

75 positions

#14Powers Advisory Group, LLCActive

Notable overlap · 7 shared positions

$COP $OKTA $WT $REGN $VZ $CL

$284M

125 positions

#15TriaGen Wealth Management LLCPassive

Some overlap · 4 shared positions

$OKTA $IAU $COP $NEE

$366M

171 positions

#16HOGE FINANCIAL SERVICES, LLCActive

Some overlap · 4 shared positions

$OKTA $SNOW $COP $MO

$187M

72 positions

#17STEPHEN J. GARRY & ASSOCIATES, LLCActive

Some overlap · 3 shared positions

$SNOW $COP $IAU

$124M

51 positions

#18MBA Advisors LLCPassive

Some overlap · 5 shared positions

$SNOW $IAU $WT $VZ $AMGN

$260M

146 positions

#19FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive

Some overlap · 5 shared positions

$SNOW $COP $VZ $NEE $BMY

$464M

142 positions

#20Milestone Investment Advisors LLCActive

Some overlap · 5 shared positions

$SNOW $COP $WT $NEE $GRWG

$414M

139 positions

#21Zhang Financial LLCActive

Some overlap · 4 shared positions

$SNOW $IAU $COP $AMGN

$2.9B

367 positions

#22Cauble & Harre Wealth Management, Inc.Active

Some overlap · 5 shared positions

$SNOW $IAU $SGOL $ORLY $REGN

$126M

74 positions

#23Efficient Advisors, LLCActive

Some overlap · 4 shared positions

$SNOW $COP $WT $NEE

$1.4B

58 positions

#24Glass Jacobson Investment Advisors llcPassive

Some overlap · 5 shared positions

$COP $IAU $OKTA $SNOW $NEE

$290M

607 positions

#25Integrity Advisory Solutions, LLCActive

Some overlap · 4 shared positions

$SNOW $COP $WT $NEE

$757M

293 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.