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 Strategic Investment Solutions, /IL

13F Portfolio OverlapQ1 2026Strategic Investment Solutions, /IL portfolio →

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Most similar hedge funds by 13F overlap

Strategic Investment Solutions, Inc. /IL is an institutional investor managing $437M across 707 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 Strategic Investment Solutions, /IL are Altiora Financial Group,, ECLECTIC ASSOCIATES /ADV, Tillman Hartley, with shared positions in $NKE, $UPST, $IAU, $BRZE, $NEE, $COP. The full ranking of 25 similar funds is below.

#1Altiora Financial Group, LLCActive

Notable overlap · 6 shared positions

$NKE $UPST $IAU $BRZE $NEE $COP

$607M

110 positions

#2ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 6 shared positions

$NKE $SLV $BRZE $HUM $PLTR $KO

$753M

159 positions

#3Tillman Hartley LLCActive

Notable overlap · 7 shared positions

$NKE $UPST $IAU $DOV $COP $KO

$398M

88 positions

#4Disciplined Investments, LLCPassive

Notable overlap · 6 shared positions

$NKE $UPST $IAU $NEE $COP $IBM

$279M

141 positions

#5Glass Jacobson Investment Advisors llcPassive

Notable overlap · 7 shared positions

$NKE $IAU $UPST $BRZE $NEE $PLTR

$290M

607 positions

#6Applied Capital LLCActive

Notable overlap · 7 shared positions

$IAU $NKE $BRZE $UPST $MAR $NEE

$268M

50 positions

#7Approach Retirement Advisors, LLCActive

Notable overlap · 9 shared positions

$NKE $IAU $DOV $HUM $NEE $UPST

$120M

79 positions

#8Causey Wealth LLCPassive

Notable overlap · 7 shared positions

$NKE $UPST $NTRB $BRZE $COP $IBM

$236M

81 positions

#9Donalies Financial Planning, LLCActive

Notable overlap · 6 shared positions

$NKE $BRZE $MAR $HUM $NEE $IAU

$117M

74 positions

#10Strategic Financial Services, Inc.Smart money

Notable overlap · 7 shared positions

$NKE $UPST $NEE $GE $GEV $COP

$2.1B

152 positions

#11Foster Group, Inc.Active

Notable overlap · 7 shared positions

$NKE $UPST $DOV $NEE $PLTR $COP

$3.4B

284 positions

#12Guardian Wealth Management, LLCActive

Notable overlap · 3 shared positions

$NKE $UPST $IAU

$330M

30 positions

#13Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 6 shared positions

$NKE $BRZE $NTRB $HUM $UPST $DOV

$111M

63 positions

#14Index Fund Advisors, Inc.Smart money

Some overlap · 6 shared positions

$NKE $BRZE $MAR $UPST $NEE $KO

$2.2B

127 positions

#15Root Financial Partners, LLCActive

Some overlap · 6 shared positions

$NKE $IAU $BRZE $PLTR $AMD $HUM

$2.2B

3,466 positions

#16Ariadne Wealth Management, LPPassive

Some overlap · 5 shared positions

$SLV $NKE $IAU $PLTR $COP

$223M

248 positions

#17FIDUCIARY FINANCIAL GROUP, LLCPassive

Some overlap · 7 shared positions

$NKE $IAU $HUM $NEE $PLTR $MCD

$754M

345 positions

#18Discipline Wealth Solutions, LLCActive

Some overlap · 8 shared positions

$UPST $BRZE $IAU $NEE $SLV $HUM

$950M

192 positions

#19Alhambra Investment Partners LLCPassive

Some overlap · 6 shared positions

$UPST $IAU $BRZE $NEE $GE $KO

$217M

176 positions

#20MONOGRAPH WEALTH ADVISORS, LLCSmart money

Some overlap · 5 shared positions

$NKE $UPST $IAU $HUM $SLV

$1.1B

144 positions

#21Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$SLV $IAU $NKE $NEE $KO

$477M

70 positions

#22Cushing Capital Partners, LLCPassive

Some overlap · 5 shared positions

$SLV $IAU $BRZE $NEE $MCD

$130M

96 positions

#23Winter & Associates, Inc.Passive

Some overlap · 6 shared positions

$NKE $BRZE $UPST $PLTR $COP $IBM

$114M

84 positions

#24ATLas Financial Planning LLCActive

Some overlap · 5 shared positions

$NKE $BRZE $DOV $SAN $MAR

$112M

69 positions

#25Lauterbach Financial Advisors, LLCActive

Some overlap · 7 shared positions

$NKE $MAR $HUM $NEE $GEV $NTRB

$205M

79 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.