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 SEVEN MILE ADVISORY

13F Portfolio OverlapQ2 2026SEVEN MILE ADVISORY portfolio →

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Most similar hedge funds by 13F overlap

SEVEN MILE ADVISORY is an institutional investor managing $149M across 158 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 SEVEN MILE ADVISORY are Livet Wealth, Naviter Wealth, Generali Investments CEE, investicni spolecnost, a.s., with shared positions in $ASML, $MUFG, $MDY, $NVS, $VZ, $SHOP. The full ranking of 25 similar funds is below.

#1Livet Wealth, LLCActive

Some overlap · 6 shared positions

$ASML $MUFG $MDY $NVS $VZ $SHOP

$173M

122 positions

#2Naviter Wealth, LLCPassive

Some overlap · 5 shared positions

$ASML $MUFG $NVS $EQIX $C

$1.1B

305 positions

#3Generali Investments CEE, investicni spolecnost, a.s.Passive

Some overlap · 5 shared positions

$ASML $EQIX $C $AXP $MCD

$2.1B

462 positions

#4Intrinsic Value Partners, LLCActive

Some overlap · 5 shared positions

$ASML $C $AXP $WFC $SHOP

$146M

73 positions

#5MFA Wealth ServicesPassive

Some overlap · 5 shared positions

$ASML $C $AXP $WFC $MCD

$167M

134 positions

#6Bayesian Capital Management, LPPassive

Some overlap · 5 shared positions

$ASML $C $AXP $WFC $MCD

$156M

223 positions

#7PALLADIEM, LLCActive

Slight overlap · 4 shared positions

$ASML $MUFG $NVS $GLTR

$103M

136 positions

#8Henry James International Management Inc.Passive

Slight overlap · 4 shared positions

$ASML $MUFG $NVS $SHOP

$334M

91 positions

#9Promethos Capital, LLCActive

Slight overlap · 4 shared positions

$ASML $WSM $NVS $VZ

$368M

54 positions

#10CDM FINANCIAL COUNSELING SERVICES, INC.Active

Slight overlap · 4 shared positions

$ASML $MDY $AXP $MCD

$116M

77 positions

#11Fisher Asset Management, LLCActive

Slight overlap · 4 shared positions

$ASML $NVS $C $AXP

$335.8B

1,037 positions

#12Minot DeBlois Advisors LLCPassive

Slight overlap · 4 shared positions

$ASML $NVS $VZ $AXP

$116M

240 positions

#13BANK OF STOCKTONActive

Slight overlap · 4 shared positions

$ASML $WSM $AXP $WFC

$356M

126 positions

#14Storgate, LLCPassive

Slight overlap · 4 shared positions

$ASML $CLS $C $WFC

$482M

351 positions

#15Connor, Clark & Lunn Investment Management Ltd.Passive

Slight overlap · 4 shared positions

$ASML $CLS $SHOP $MCD

$52.8B

1,622 positions

#16Parkwood LLCActive

Slight overlap · 4 shared positions

$ASML $NVS $C $SHOP

$1.4B

72 positions

#17Value Aligned Research Advisors, LLCActive

Slight overlap · 3 shared positions

$ASML $WULF $CLS

$40.1B

123 positions

#18Entelevest, LLCPassive

Slight overlap · 4 shared positions

$ASML $NVS $C $MCD

$117M

142 positions

#19Capital Investment Advisors, LLCPassive

Slight overlap · 4 shared positions

$ASML $C $VZ $AXP

$7.6B

789 positions

#20HERITAGE INVESTORS MANAGEMENT CORPActive

Slight overlap · 5 shared positions

$MDY $EQIX $C $AXP $MCD

$3.6B

257 positions

#21Brucke Financial, Inc.Passive

Slight overlap · 4 shared positions

$ASML $C $VZ $WFC

$225M

175 positions

#22GRIFFIN ASSET MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$ASML $C $AXP $WFC

$949M

245 positions

#23Ardmore Road Asset Management LPPassive

Slight overlap · 4 shared positions

$ASML $EQIX $VZ $SHOP

$1.7B

70 positions

#24RD Lewis Holdings, Inc.Passive

Slight overlap · 4 shared positions

$ASML $NVS $VZ $MCD

$135M

88 positions

#25STABLEFORD CAPITAL II LLCPassive

Slight overlap · 4 shared positions

$ASML $C $WFC $SHOP

$289M

147 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.