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 AdviceOne Advisory Services,

13F Portfolio OverlapQ1 2026AdviceOne Advisory Services, portfolio →

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Most similar hedge funds by 13F overlap

AdviceOne Advisory Services, LLC is an institutional investor managing $177M across 45 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 AdviceOne Advisory Services, are Warner Group, MeadowBrook Investment Advisors, DELTA ASSET /TN, with shared positions in $OTIS, $GE, $AMD, $BAC, $LHX, $CARR. The full ranking of 25 similar funds is below.

#1Warner Group LLCPassive

Some overlap · 3 shared positions

$OTIS $GE $AMD

$153M

78 positions

#2MeadowBrook Investment Advisors LLCPassive

Some overlap · 3 shared positions

$OTIS $BAC $LHX

$113M

186 positions

#3DELTA ASSET MANAGEMENT LLC/TNActive

Some overlap · 5 shared positions

$CARR $OTIS $__PARK_1390777 $HON $CCZ

$1.1B

596 positions

#4SCHARF INVESTMENTS, LLCActive

Some overlap · 3 shared positions

$OTIS $MCK $CCZ

$3.2B

70 positions

#5Pacific Excel Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$OTIS $CARR $ASML

$95M

140 positions

#6M. Kraus & CoActive

Some overlap · 4 shared positions

$CARR $OTIS $COP $LHX

$343M

81 positions

#7Riverview Capital Advisers, LLCPassive

Some overlap · 3 shared positions

$CARR $OTIS $COP

$300M

86 positions

#8American Trust Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$CARR $SO $COP

$181M

76 positions

#9Wealth Management Partners, LLCPassive

Some overlap · 3 shared positions

$OTIS $ASML $AMD

$350M

147 positions

#10Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 3 shared positions

$CARR $OTIS $MCK

$974M

782 positions

#11CLOVERFIELDS CAPITAL GROUP, LPPassive

Slight overlap · 3 shared positions

$OTIS $GE $ASML

$309M

91 positions

#12Lincoln Capital LLCActive

Slight overlap · 3 shared positions

$CARR $OTIS $__PARK_1390777

$528M

135 positions

#13William Allan CorpPassive

Slight overlap · 3 shared positions

$OTIS $GD $SO

$169M

59 positions

#14WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Slight overlap · 5 shared positions

$CARR $GD $HIG $ASML $HON

$2.1B

122 positions

#15GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Slight overlap · 5 shared positions

$OTIS $GE $GEV $ASML $BAC

$328M

83 positions

#16LETSON INVESTMENT MANAGEMENT, INC.Active

Slight overlap · 3 shared positions

$CARR $OTIS $BAC

$260M

101 positions

#17HALL LAURIE J TRUSTEEPassive

Slight overlap · 3 shared positions

$CARR $GE $AMD

$283M

104 positions

#18MWA Asset ManagementPassive

Slight overlap · 4 shared positions

$OTIS $GE $BAC $HON

$182M

154 positions

#19HFG Advisors, Inc.Passive

Slight overlap · 3 shared positions

$OTIS $GE $GEV

$142M

117 positions

#20STANCE CAPITAL LLCPassive

Slight overlap · 4 shared positions

$OTIS $GEV $__PARK_1390777 $AMD

$206M

281 positions

#21MTM Investment Management, LLCPassive

Slight overlap · 7 shared positions

$OTIS $GE $__PARK_1390777 $SO $MCK $BAC

$316M

709 positions

#22ROGCO, LPActive

Slight overlap · 5 shared positions

$LECO $GD $SO $BAC $HON

$300M

205 positions

#23Park Edge Advisors, LLCActive

Slight overlap · 3 shared positions

$LECO $GE $GEV

$434M

141 positions

#24Millstone Evans Group, LLCPassive

Slight overlap · 3 shared positions

$LECO $GE $GEV

$167M

856 positions

#25McMillan Office, Inc.Active

Slight overlap · 5 shared positions

$CARR $GE $OTIS $GEV $BAC

$782M

500 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.