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 Madison Park Advisors,

13F Portfolio OverlapQ1 2026Madison Park Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Madison Park Capital Advisors, LLC is an institutional investor managing $140M across 65 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 Madison Park Advisors, are Winter & Associates,, Tandem Investment Partners, Swisher Financial Concepts,, with shared positions in $BRZE, $MDY, $REGN, $HUM, $DHR, $MAR. The full ranking of 25 similar funds is below.

#1Winter & Associates, Inc.Passive

Notable overlap · 3 shared positions

$BRZE $MDY $REGN

$114M

84 positions

#2Tandem Investment Partners LLCPassive

Notable overlap · 6 shared positions

$BRZE $MDY $REGN $HUM $DHR $MAR

$118M

73 positions

#3Swisher Financial Concepts, Inc.Passive

Notable overlap · 3 shared positions

$BRZE $REGN $AGQ

$179M

102 positions

#4Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$BRZE $HUM $DHR

$255M

70 positions

#5Gleason Group, Inc.Active

Notable overlap · 4 shared positions

$BRZE $HUM $DHR $GILD

$1.0B

229 positions

#6Seneca Financial Advisors LLCActive

Notable overlap · 3 shared positions

$BRZE $HUM $DIA

$341M

64 positions

#7Vanguard National Trust CoActive

Notable overlap · 4 shared positions

$BRZE $HUM $MAR $MDY

$1.6B

751 positions

#8GRANVILLE CAPITAL, INC.Active

Notable overlap · 5 shared positions

$BRZE $HUM $AGQ $WMB $KMI

$191M

86 positions

#9James J. Burns & Company, LLCActive

Notable overlap · 4 shared positions

$BRZE $DHR $AGQ $HUM

$737M

155 positions

#10Charter Oak Capital Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $DHR $HUM $CRM

$1.3B

208 positions

#11Tribridge Partners Financial LLCActive

Notable overlap · 4 shared positions

$BRZE $ALPS $REGN $SBUX

$242M

80 positions

#12Luminvest Wealth Management LLCSmart money

Notable overlap · 3 shared positions

$BRZE $DHR $HUM

$382M

55 positions

#13Provenance Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$BRZE $HUM $ALPS $AGQ $ARKO

$945M

412 positions

#14Verus Financial Partners, Inc.Smart money

Notable overlap · 3 shared positions

$BRZE $DHR $FBTC

$1.1B

121 positions

#15FIDUCIARY ADVISORS, INC.Active

Notable overlap · 3 shared positions

$BRZE $DHR $MAR

$133M

121 positions

#16Sageworth Trust CoActive

Notable overlap · 3 shared positions

$BRZE $MDY $MAR

$2.3B

172 positions

#17Sunflower Bank, N.A.Active

Notable overlap · 3 shared positions

$BRZE $MDY $MAR

$392M

155 positions

#18VANGUARD ADVISERS INCSmart money

Notable overlap · 4 shared positions

$BRZE $HUM $DIA $DHR

$25.5B

668 positions

#19Breakwater Investment ManagementPassive

Notable overlap · 4 shared positions

$BRZE $HUM $MAR $MDY

$269M

506 positions

#20SYKON CAPITAL LLCActive

Notable overlap · 4 shared positions

$BRZE $DIA $AGQ $MAR

$300M

88 positions

#21White Lighthouse Investment Management Inc.Active

Notable overlap · 4 shared positions

$BRZE $HUM $DHR $MAR

$721M

145 positions

#22Greenbush Financial Group, LLCActive

Notable overlap · 3 shared positions

$BRZE $CRM $REGN

$302M

36 positions

#23Briggs Wealth Management, IncSmart money

Notable overlap · 3 shared positions

$BRZE $HUM $MAR

$94M

58 positions

#24WealthCollab, LLCPassive

Notable overlap · 3 shared positions

$BRZE $DHR $CRM

$243M

977 positions

#25Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $HUM $CRM

$151M

54 positions

Compare Madison Park Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Madison Park Advisors,’s holdings

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.