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 Second Line ,

13F Portfolio OverlapQ1 2026Second Line , portfolio →

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Most similar hedge funds by 13F overlap

Second Line Capital, LLC is an institutional investor managing $528M across 185 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 Second Line , are Lord & Richards Wealth ,, 6th Street Advisors,, KFG WEALTH ,, with shared positions in $DUK, $PWR, $FANG, $CHE, $AMT, $APH. The full ranking of 25 similar funds is below.

#1Lord & Richards Wealth Management, LLCActive

Substantial overlap · 10 shared positions

$DUK $PWR $FANG $CHE $AMT $APH

$114M

50 positions

#26th Street Advisors, LLCActive

Notable overlap · 10 shared positions

$DUK $PWR $FANG $AMT $PGR $APH

$159M

59 positions

#3KFG WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$DUK $GMM $PWR

$774M

216 positions

#4Anderson Financial Strategies, LLCActive

Notable overlap · 3 shared positions

$DUK $APP $WT

$182M

32 positions

#5GUARDIAN WEALTH ADVISORS, LLC / NCPassive

Notable overlap · 3 shared positions

$DUK $WT $PWR

$1.6B

611 positions

#6Clarus Group, Inc.Active

Notable overlap · 4 shared positions

$DUK $PWR $FANG $PGR

$279M

113 positions

#7BROGAN FINANCIAL, INC.Smart money

Notable overlap · 4 shared positions

$DUK $PWR $FANG $AMT

$227M

56 positions

#8Signal Advisors Wealth, LLCPassive

Notable overlap · 13 shared positions

$DUK $PWR $FANG $GMM $APH $AMT

$1.5B

582 positions

#9Park Place Capital CorpPassive

Notable overlap · 10 shared positions

$DUK $PWR $FANG $AMT $APH $PGR

$499M

850 positions

#10SevenBridge Financial Group, LLCPassive

Notable overlap · 4 shared positions

$DUK $PWR $FANG $FCX

$640M

202 positions

#11Strong Retirement Solutions LLCPassive

Notable overlap · 9 shared positions

$PWR $FANG $CHE $AMT $APH $PGR

$143M

86 positions

#12Melone Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$GMM $APP $WT

$245M

60 positions

#13Pandora Wealth, Inc.

Notable overlap · 3 shared positions

$DUK $PWR $BR

$165M

224 positions

#14Millington Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$GMM $PWR $WT $BR

$237M

119 positions

#15Sunburst Financial Group, LLCActive

Some overlap · 3 shared positions

$DUK $GMM $PWR

$543M

132 positions

#16WRAPMANAGER INCPassive

Some overlap · 3 shared positions

$GMM $APP $NOW

$288M

135 positions

#17Aptus Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$DUK $FANG $PGR $PWR

$12.7B

1,671 positions

#18Bienville Capital Management, LLCPassive

Some overlap · 4 shared positions

$DUK $CRWV $APP $JHG

$550M

74 positions

#19Marathon Strategic Advisors, LLCActive

Some overlap · 4 shared positions

$GMM $WT $CRDO $DUK

$139M

52 positions

#20KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$GMM $WT $APH

$743M

262 positions

#21Dougherty & Associates, LLCActive

Some overlap · 3 shared positions

$APP $DUK $PGR

$109M

52 positions

#22Hobart Private Capital, LLCPassive

Some overlap · 3 shared positions

$GMM $WT $NOW

$509M

132 positions

#23CGN Advisors LLCPassive

Some overlap · 4 shared positions

$GMM $WT $DUK $JHG

$1.3B

317 positions

#24Archer Investment Management, LLCPassive

Some overlap · 3 shared positions

$GMM $WT $NOW

$238M

108 positions

#25Allen Capital Group, LLCPassive

Some overlap · 4 shared positions

$GMM $WT $APH $JHG

$1.1B

284 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.