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 Powers Advisory Group,

13F Portfolio OverlapQ1 2026Powers Advisory Group, portfolio →

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Most similar hedge funds by 13F overlap

Powers Advisory Group, LLC is an institutional investor managing $284M across 125 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 Powers Advisory Group, are truNorth Financial Services,, WESCAP Group,, CYPRESS FINANCIAL PLANNING, with shared positions in $MS, $WT, $COP, $DE, $USB, $OKTA. The full ranking of 25 similar funds is below.

#1truNorth Financial Services, Inc.Active

Substantial overlap · 4 shared positions

$MS $WT $COP $DE

$97M

49 positions

#2WESCAP Management Group, Inc.Active

Substantial overlap · 5 shared positions

$WT $USB $COP $OKTA $GLW

$508M

107 positions

#3CYPRESS FINANCIAL PLANNING LLCActive

Substantial overlap · 5 shared positions

$MS $USB $COP $LMT $MCD

$363M

102 positions

#4JBGlobal.com LLCActive

Substantial overlap · 4 shared positions

$WT $USB $COP $SBUX

$102M

27 positions

#5Marshall & Sterling Wealth Advisors Inc.Passive

Substantial overlap · 5 shared positions

$WT $USB $COP $LMT $WM

$153M

344 positions

#6Davidson Capital Management Inc.Active

Notable overlap · 4 shared positions

$USB $MS $COP $DUK

$552M

93 positions

#7Sterling Manor Financial, LLCActive

Notable overlap · 3 shared positions

$MS $WT $KO

$160M

39 positions

#8Wright Wealth LLCActive

Notable overlap · 6 shared positions

$WT $MS $VZ $EPD $DUK $PM

$149M

51 positions

#9Provident Wealth Management, LLCActive

Notable overlap · 6 shared positions

$MS $WT $REGN $SNOW $KO $MCD

$331M

134 positions

#10Marion Wealth ManagementPassive

Notable overlap · 5 shared positions

$USB $WT $COP $DE $KO

$451M

146 positions

#11SHP Wealth ManagementActive

Notable overlap · 4 shared positions

$MS $USB $WT $MCD

$1.3B

1,826 positions

#12Wolff Financial Management LLCActive

Notable overlap · 4 shared positions

$MS $COP $MCD $VZ

$453M

103 positions

#13Systelligence, LLCPassive

Notable overlap · 4 shared positions

$WT $MS $USB $SNOW

$514M

56 positions

#14Meridian Financial Partners LLCActive

Notable overlap · 7 shared positions

$MS $WT $USB $KO $DUK $VZ

$263M

121 positions

#15Forbes Financial Planning, Inc.Active

Notable overlap · 5 shared positions

$MS $COP $OKTA $PM $SO

$173M

38 positions

#16Silver Coast Investments LLCActive

Notable overlap · 5 shared positions

$MS $USB $SNOW $LMT $DE

$313M

119 positions

#17Stonebridge Financial Group, LLCPassive

Notable overlap · 6 shared positions

$WT $MS $MCD $KO $GLW $SNOW

$1.2B

262 positions

#18TAGStone Capital, Inc.Passive

Notable overlap · 4 shared positions

$USB $COP $WT $REGN

$283M

137 positions

#19BLUELINE ADVISORS LLCActive

Notable overlap · 3 shared positions

$WT $USB $COP

$129M

217 positions

#20Longview Financial Advisors LLCActive

Notable overlap · 5 shared positions

$USB $COP $WT $SNOW $MS

$184M

157 positions

#21Retirement Management Systems Inc.Active

Notable overlap · 3 shared positions

$MS $WT $SNOW

$415M

51 positions

#22Hilton Capital Management, LLCActive

Notable overlap · 4 shared positions

$USB $COP $MCD $SNOW

$1.3B

129 positions

#23SpringVest Wealth Management LLCActive

Notable overlap · 6 shared positions

$USB $COP $WT $DUK $REGN $PM

$146M

67 positions

#24Ankerstar Wealth, LLCPassive

Notable overlap · 3 shared positions

$WT $COP $REGN

$95M

955 positions

#25FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 5 shared positions

$USB $OKTA $MS $LMT $WT

$354M

66 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.