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 Garden State Investment Advisory Services

13F Portfolio OverlapQ2 2026Garden State Investment Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

Garden State Investment Advisory Services LLC is an institutional investor managing $553M across 365 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Garden State Investment Advisory Services are QUANTUM FINANCIAL PARTNERS, ECLECTIC ASSOCIATES, National Wealth Group, with shared positions in $BAH, $PLTR, $CRWD, $PWR, $DIS, $TER. The full ranking of 25 similar funds is below.

#1QUANTUM FINANCIAL PARTNERS LLCPassive

Some overlap · 4 shared positions

$BAH $PLTR $CRWD $PWR

$196M

153 positions

#2ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 3 shared positions

$BAH $PLTR $DIS

$878M

162 positions

#3National Wealth Management Group, LLCPassive

Some overlap · 3 shared positions

$BAH $PLTR $TER

$323M

226 positions

#4Centerpoint Advisory GroupPassive

Some overlap · 3 shared positions

$BAH $CRWD $ASML

$158M

117 positions

#5Cornerstone Advisory, LLCPassive

Some overlap · 3 shared positions

$BAH $CRWD $GLW

$1.2B

278 positions

#6Sharkey, Howes & JaverActive

Some overlap · 3 shared positions

$BAH $PWR $STT

$829M

163 positions

#7Onyx Bridge Wealth Group LLCPassive

Some overlap · 3 shared positions

$BAH $PLTR $CRWD

$1.1B

389 positions

#8V2 Financial group LLCSmart money

Some overlap · 3 shared positions

$BAH $DIS $PLTR

$268M

123 positions

#9Paragon Advisors, LLCActive

Some overlap · 5 shared positions

$BAH $CRWD $PLTR $APP $ASML

$476M

77 positions

#10Lighthouse Financial LLCActive

Some overlap · 3 shared positions

$BAH $GLW $TER

$193M

78 positions

#11Benchmark Investment Advisors LLCPassive

Some overlap · 5 shared positions

$PLTR $UBER $CRWD $APP $ASML

$228M

70 positions

#12Canvas Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$PLTR $UBER $CRWD $ASML $PWR $SHOP

$717M

251 positions

#13Mason & Associates IncActive

Some overlap · 6 shared positions

$PLTR $CRWD $DIS $ASML $GLW $OSCR

$619M

161 positions

#14Meadowbrook Wealth Management, LLCPassive

Some overlap · 5 shared positions

$PLTR $CRWD $UBER $APP $SHOP

$93M

81 positions

#15Ducere Wealth Management LLCPassive

Some overlap · 5 shared positions

$PLTR $UBER $CRWD $APP $ASML

$333M

135 positions

#16WILLNER & HELLER, LLCPassive

Some overlap · 5 shared positions

$PLTR $CRWD $STT $APP $ASML

$160M

165 positions

#17Aprio Wealth Management, LLCPassive

Some overlap · 3 shared positions

$BAH $ASML $GLW

$2.0B

636 positions

#18ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 6 shared positions

$UBER $CRWD $PWR $APP $ASML $SHOP

$4.4B

109 positions

#19MONETTA FINANCIAL SERVICES INCPassive

Some overlap · 6 shared positions

$PLTR $CRWD $DIS $ASML $SHOP $GLW

$148M

59 positions

#20Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 3 shared positions

$BAH $PLTR $CRWD

$188M

427 positions

#21Forefront Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$PLTR $UBER $CRWD $ASML $SHOP

$323M

177 positions

#22Kultura Capital Management LPActive

Some overlap · 5 shared positions

$PLTR $CRWD $APP $ASML $TER

$553M

66 positions

#23BALLAST ADVISORS LLCActive

Some overlap · 3 shared positions

$BAH $UBER $STT

$420M

197 positions

#24KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$PLTR $UBER $CRWD $ASML

$351M

166 positions

#25Keystone Financial GroupPassive

Some overlap · 4 shared positions

$PLTR $BAH $CRWD $DIS

$1.7B

567 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.