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 PETREDIS INVESTMENT ADVISORS

13F Portfolio OverlapQ1 2026PETREDIS INVESTMENT ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

PETREDIS INVESTMENT ADVISORS LLC is an institutional investor managing $1.2B across 108 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 PETREDIS INVESTMENT ADVISORS are Clarus Wealth Advisors, Alexis Investment Partners,, Portfolio Strategies,, with shared positions in $NTRB, $TJX, $SHW, $AMD, $LMT, $MAR. The full ranking of 25 similar funds is below.

#1Clarus Wealth AdvisorsPassive

Notable overlap · 7 shared positions

$NTRB $TJX $SHW $AMD $LMT $MAR

$235M

88 positions

#2Alexis Investment Partners, LLCActive

Notable overlap · 5 shared positions

$NTRB $SHW $AMAT $TJX $MAR

$145M

35 positions

#3Portfolio Strategies, Inc.Active

Notable overlap · 4 shared positions

$NTRB $SHW $MAR $LMT

$811M

75 positions

#4Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$NTRB $AMAT $MAR $LMT

$151M

97 positions

#5Investment Insight Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$NTRB $MU $SHW

$93M

36 positions

#6Leelyn Smith, LLCPassive

Notable overlap · 3 shared positions

$NTRB $AMAT $LMT

$713M

154 positions

#7BHK Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$NTRB $AMAT $EOG

$299M

79 positions

#8Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$NTRB $AMD $GE $GEV

$116M

80 positions

#9WAYSTONE ADVISORS LLCPassive

Notable overlap · 4 shared positions

$NTRB $GEV $GE $APH

$112M

101 positions

#10ODonnell Financial Services, LLCActive

Notable overlap · 5 shared positions

$NTRB $AMAT $UNH $GE $GEV

$290M

64 positions

#11Gratus Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$NTRB $MAR $GE

$691M

138 positions

#12Beacon Capital Management, LLCActive

Notable overlap · 3 shared positions

$NTRB $MAR $AMD

$567M

166 positions

#13ANGELES WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$NTRB $SHW $GE

$1.8B

524 positions

#14Gladwyn Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$NTRB $GE $GEV

$160M

82 positions

#15ASSETMARK, INCPassive

Notable overlap · 3 shared positions

$NTRB $AMAT $MU

$49.0B

3,443 positions

#16Cornerstone Financial Management LLCPassive

Notable overlap · 3 shared positions

$NTRB $UNH $LMT

$109M

1,311 positions

#17Falcon Wealth PlanningActive

Notable overlap · 3 shared positions

$NTRB $ISRG $MU

$1.5B

236 positions

#18CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive

Notable overlap · 6 shared positions

$NTRB $SHW $MAR $ISRG $AMAT $LMT

$239M

97 positions

#19Merited Wealth, LLCPassive

Notable overlap · 4 shared positions

$NTRB $SHW $MU $UNH

$121M

79 positions

#20Blue Edge Capital, LLCActive

Some overlap · 4 shared positions

$NTRB $UNH $GEV $GE

$753M

134 positions

#21Schear Investment Advisers, LLCPassive

Some overlap · 6 shared positions

$MU $SHW $GE $GEV $TJX $AMD

$227M

77 positions

#22Eagle Wealth Advisors LLCPassive

Some overlap · 7 shared positions

$NTRB $MU $AMD $AMAT $GE $ISRG

$108M

98 positions

#23Coquina Private Wealth LLCActive

Some overlap · 3 shared positions

$NTRB $MAR $AMD

$124M

96 positions

#24DARA CAPITAL US, INC.Passive

Some overlap · 6 shared positions

$MU $GE $AMAT $GEV $AMD $ISRG

$105M

119 positions

#25Telligent Fund, LPActive

Some overlap · 6 shared positions

$MU $GE $GEV $APH $AMD $COHR

$94M

24 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.