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 OverlapQ3 2026AdviceOne Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

AdviceOne Advisory Services, LLC is an institutional investor managing $168M across 42 U.S. equity positions as of Q3 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 WOODLEY FARRA MANION PORTFOLIO, American Investment Advisors, DELTA ASSET, with shared positions in $CARR, $ASML, $HIG, $SO, $COP, $OTIS. The full ranking of 25 similar funds is below.

#1WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 3 shared positions

$CARR $ASML $HIG

$2.1B

131 positions

#2American Trust Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$CARR $ASML $SO $COP

$203M

81 positions

#3DELTA ASSET MANAGEMENT LLC/TNActive

Some overlap · 3 shared positions

$CARR $OTIS $BNY

$1.2B

599 positions

#4M. Kraus & CoPassive

Some overlap · 4 shared positions

$CARR $OTIS $COP $LHX

$373M

83 positions

#5PROFESSIONAL ADVISORY SERVICES INCActive

Some overlap · 3 shared positions

$CARR $ASML $GD

$837M

90 positions

#6Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 4 shared positions

$CARR $OTIS $MCK $BA

$1.0B

765 positions

#7Lincoln Capital LLCActive

Some overlap · 4 shared positions

$CARR $OTIS $BNY $GLW

$570M

138 positions

#8Waterford Advisors, LLCActive

Some overlap · 3 shared positions

$CARR $OTIS $SO

$366M

64 positions

#9MFG WEALTH MANAGEMENT, INC.Passive

Some overlap · 3 shared positions

$CARR $GLW $BA

$138M

62 positions

#10Connecticut Wealth Management, LLCActive

Some overlap · 4 shared positions

$CARR $OTIS $MCK $MO

$2.7B

338 positions

#11Eliot Finkel Investment Counsel, LLCActive

Some overlap · 3 shared positions

$OTIS $GD $GLW

$214M

33 positions

#12Holowesko Partners Ltd.Active

Slight overlap · 4 shared positions

$OTIS $ASML $GD $LHX

$395M

34 positions

#13Econ Financial Services CorpPassive

Slight overlap · 3 shared positions

$CARR $COP $BA

$239M

85 positions

#14DELTA CAPITAL MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$CARR $BNY $GD

$206M

105 positions

#15Councilmark Asset Management, LLCActive

Slight overlap · 4 shared positions

$LECO $BNY $MCK $COP

$194M

87 positions

#16ROGCO, LPActive

Slight overlap · 3 shared positions

$LECO $GD $SO

$327M

224 positions

#17ALTA CAPITAL MANAGEMENT LLC/Active

Slight overlap · 3 shared positions

$LECO $ASML $MCK

$1.2B

215 positions

#18KOM Wealth Management Group, LLCActive

Slight overlap · 3 shared positions

$CARR $GD $MCK

$201M

96 positions

#19GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Slight overlap · 3 shared positions

$OTIS $ASML $BA

$372M

82 positions

#20Financial Advisors Network, Inc.Passive

Slight overlap · 3 shared positions

$OTIS $MCK $MO

$816M

208 positions

#21Landmark Wealth Management, LLCActive

Slight overlap · 3 shared positions

$CARR $GLW $BA

$418M

151 positions

#22MORTON COMMUNITY BANKPassive

Slight overlap · 3 shared positions

$LECO $SO $COP

$491M

120 positions

#23Bluebird Wealth Management LLCPassive

Slight overlap · 3 shared positions

$CARR $ASML $GLW

$115M

89 positions

#24DIAMANT ASSET MANAGEMENT, INC.Active

Slight overlap · 3 shared positions

$LECO $LHX $BA

$147M

81 positions

#25VAUGHAN DAVID INVESTMENTS LLC/ILActive

Slight overlap · 3 shared positions

$LECO $SO $COP

$5.0B

245 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.