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 Kure Advisory,

13F Portfolio OverlapQ1 2026Kure Advisory, portfolio →

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Most similar hedge funds by 13F overlap

Kure Advisory, LLC is an institutional investor managing $184M across 56 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 Kure Advisory, are Compass Advisory Group, Chemistry Wealth, Cordant,, with shared positions in $LEN, $COP, $SCHW, $USB, $UPST, $IAU. The full ranking of 25 similar funds is below.

#1Compass Advisory Group LLCActive

Substantial overlap · 4 shared positions

$LEN $COP $SCHW $USB

$374M

86 positions

#2Chemistry Wealth Management LLCPassive

Substantial overlap · 5 shared positions

$UPST $IAU $SCHW $COP $WFC

$569M

204 positions

#3Cordant, Inc.Active

Substantial overlap · 4 shared positions

$UPST $COP $SCHW $USB

$246M

75 positions

#4WHI TRUST Co LLCSmart money

Substantial overlap · 3 shared positions

$LEN $MMM $TRV

$133M

88 positions

#5E&R Wealth Management, LLCSmart money

Substantial overlap · 3 shared positions

$UPST $COP $SCHW

$100M

12 positions

#6Vernal Point Advisors, LLCSmart money

Notable overlap · 3 shared positions

$UPST $IAU $SCHW

$246M

21 positions

#7Bear Mountain Capital, Inc.Active

Notable overlap · 4 shared positions

$UPST $COP $SCHW $PLTR

$333M

198 positions

#8Wealth Dimensions Group, Ltd.Active

Notable overlap · 3 shared positions

$UPST $IAU $SCHW

$508M

170 positions

#9AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$UPST $COP $SCHW $WFC

$445M

77 positions

#10BluePrint Investing LLCActive

Notable overlap · 4 shared positions

$UPST $SCHW $COP $USB

$126M

26 positions

#11Crown Wealth Group, LLCActive

Notable overlap · 4 shared positions

$LEN $IAU $PLTR $WFC

$340M

145 positions

#12Level Financial AdvisorsActive

Notable overlap · 3 shared positions

$UPST $COP $SCHW

$392M

92 positions

#13PRESILIUM PRIVATE WEALTH, LLCActive

Notable overlap · 3 shared positions

$UPST $SCHW $COP

$567M

75 positions

#14ARK & TLK INVESTMENTS, LLCActive

Notable overlap · 4 shared positions

$UPST $SCHW $COP $BP

$370M

119 positions

#15GOULD ASSET MANAGEMENT LLC /CA/Active

Notable overlap · 4 shared positions

$UPST $COP $SCHW $IAU

$576M

171 positions

#16Disciplined Investments, LLCPassive

Notable overlap · 7 shared positions

$UPST $COP $IAU $SCHW $LEN $USB

$279M

141 positions

#17WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$UPST $COP $SCHW $USB $PSX

$350M

95 positions

#18Heritage Wealth Management, Inc. /CA/Passive

Notable overlap · 3 shared positions

$UPST $IAU $PLTR

$181M

94 positions

#19Cascade Wealth Advisors, IncActive

Notable overlap · 3 shared positions

$UPST $COP $USB

$228M

60 positions

#20GEN Financial Management, INC.Active

Notable overlap · 3 shared positions

$UPST $IAU $SCHW

$162M

51 positions

#21WESCAP Management Group, Inc.Active

Notable overlap · 5 shared positions

$IAU $COP $SCHW $SLV $USB

$508M

107 positions

#22Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$UPST $COP $SCHW

$1.8B

57 positions

#23MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 3 shared positions

$UPST $COP $PSX

$295M

82 positions

#24Long Island Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$LEN $COP $USB

$216M

89 positions

#25Cornerstone Financial Management LLCPassive

Notable overlap · 3 shared positions

$UPST $COP $USB

$109M

1,311 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.