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 CORA ADVISORS

13F Portfolio OverlapQ1 2026CORA ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

CORA CAPITAL ADVISORS LLC is an institutional investor managing $302M across 134 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 CORA ADVISORS are Advantage,, McCarthy Asset ,, Main Line Retirement Advisors,, with shared positions in $BAH, $HUM, $AMD, $BRZE, $TXN, $JHG. The full ranking of 25 similar funds is below.

#1Capital Advantage, Inc.Active

Notable overlap · 3 shared positions

$BAH $HUM $AMD

$765M

145 positions

#2McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$BAH $HUM $BRZE

$192M

27 positions

#3Main Line Retirement Advisors, LLCActive

Notable overlap · 4 shared positions

$BAH $BRZE $TXN $JHG

$200M

48 positions

#4OakTrust Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$BAH $REGN $HUM $IBIT $TXN

$110M

68 positions

#5Advocate Investing Services LLCPassive

Notable overlap · 3 shared positions

$BAH $HUM $MAR

$118M

448 positions

#6BNB Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$BAH $REGN $MAR $JHG

$156M

90 positions

#7Souders Financial AdvisorsPassive

Notable overlap · 3 shared positions

$BAH $HUM $BRZE

$876M

216 positions

#8TrueWealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$BAH $REGN $HUM

$398M

233 positions

#9Swisher Financial Concepts, Inc.Passive

Notable overlap · 4 shared positions

$BAH $REGN $BRZE $AGQ

$179M

102 positions

#10D'Orazio & Associates, Inc.Active

Notable overlap · 3 shared positions

$BAH $MAR $HUM

$772M

299 positions

#11CERTIOR FINANCIAL GROUP, LLCPassive

Notable overlap · 4 shared positions

$BAH $MAR $BRZE $TXN

$157M

130 positions

#12PYA Waltman Capital, LLCActive

Notable overlap · 3 shared positions

$BAH $TXN $UPS

$361M

67 positions

#13Aprio Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$REGN $HUM $BAH $AGQ $JHG

$1.8B

613 positions

#14NewCorp Financial Services, Inc.Active

Notable overlap · 3 shared positions

$BAH $HUM $IBIT

$115M

50 positions

#154J Wealth Management LLCActive

Notable overlap · 3 shared positions

$BAH $MAR $IBIT

$176M

101 positions

#16National Wealth Management Group, LLCPassive

Notable overlap · 4 shared positions

$BAH $MAR $REGN $HUM

$269M

215 positions

#17KM Capital Management Ltd.Active

Notable overlap · 4 shared positions

$BAH $IBIT $REGN $ETHA

$149M

76 positions

#18Rubicon Advisors, GPPassive

Notable overlap · 3 shared positions

$BAH $REGN $MAR

$115M

76 positions

#19Drucker Wealth 3.0, LLCPassive

Notable overlap · 4 shared positions

$REGN $HUM $MAR $TXN

$573M

266 positions

#20CMC Financial GroupActive

Notable overlap · 3 shared positions

$REGN $BAH $AGQ

$51M

38 positions

#21Paragon Capital Management LtdActive

Some overlap · 4 shared positions

$REGN $HUM $AGQ $TXN

$476M

199 positions

#22Onyx Bridge Wealth Group LLCPassive

Some overlap · 5 shared positions

$BAH $HUM $REGN $AGQ $TXN

$930M

373 positions

#23Guilbault Capital LLCPassive

Some overlap · 3 shared positions

$REGN $HUM $AGQ

$91M

67 positions

#24Evergreen Wealth Solutions, LLCPassive

Some overlap · 3 shared positions

$BAH $HUM $JHG

$1.4B

406 positions

#25Argo Wealth Advisory, LLCActive

Some overlap · 3 shared positions

$REGN $HUM $MAR

$170M

48 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.