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 Concurrent Investment Advisors,

13F Portfolio OverlapQ1 2026Concurrent Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Concurrent Investment Advisors, LLC is an institutional investor managing $9.2B across 1,929 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 Concurrent Investment Advisors, are Strategic Financial Concepts,, MOSAIC FAMILY WEALTH PARTNERS,, Clear Creek Financial ,, with shared positions in $WT, $IAU, $HUM, $SHW, $USB, $MU. The full ranking of 25 similar funds is below.

#1Strategic Financial Concepts, LLCPassive

Some overlap · 6 shared positions

$WT $IAU $HUM $SHW $USB $MU

$405M

298 positions

#2MOSAIC FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 6 shared positions

$WT $MU $USB $IAU $NEE $BAC

$977M

286 positions

#3Clear Creek Financial Management, LLCPassive

Some overlap · 5 shared positions

$WT $IAU $HUM $MU $SHW

$1.3B

608 positions

#4Interactive Financial AdvisorsActive

Some overlap · 6 shared positions

$WT $IAU $HUM $USB $SHW $NEE

$153M

78 positions

#5Trademark Financial Management, LLCPassive

Some overlap · 5 shared positions

$WT $IAU $HUM $SHW $USB

$204M

102 positions

#6OneAscent Wealth Management LLCActive

Some overlap · 5 shared positions

$WT $HUM $BAC $SHW $USB

$302M

157 positions

#7Ridge Creek Global, IncActive

Some overlap · 5 shared positions

$WT $IAU $HUM $SHW $NEE

$118M

85 positions

#8First Financial Group CorpActive

Some overlap · 5 shared positions

$WT $IAU $HUM $SHW $NEE

$122M

80 positions

#9RATIONAL ADVISORS, INC.Active

Some overlap · 5 shared positions

$WT $HUM $BAC $USB $NEE

$980M

179 positions

#10CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 5 shared positions

$WT $IAU $SHW $USB $NEE

$149M

96 positions

#11LEVEL FOUR ADVISORY SERVICES, LLCPassive

Some overlap · 5 shared positions

$WT $MU $SHW $USB $NEE

$3.0B

866 positions

#12E&G Advisors, LPPassive

Slight overlap · 5 shared positions

$WT $HUM $USB $BAC $NEE

$449M

236 positions

#13CRA Financial Services, LLCPassive

Slight overlap · 5 shared positions

$WT $HUM $USB $NEE $BAC

$770M

296 positions

#14TAGStone Capital, Inc.Passive

Slight overlap · 5 shared positions

$WT $HUM $USB $BAC $IAU

$283M

137 positions

#15LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Slight overlap · 5 shared positions

$WT $HUM $SHW $BAC $IAU

$595M

360 positions

#16Williams & Novak, LLCPassive

Slight overlap · 5 shared positions

$WT $IAU $MU $USB $NEE

$134M

143 positions

#17MUIRFIELD WEALTH ADVISORS LLCPassive

Slight overlap · 4 shared positions

$WT $IAU $HUM $BAC

$136M

80 positions

#18Integrity Investment Advisors, LLCActive

Slight overlap · 5 shared positions

$WT $HUM $SHW $USB $IAU

$184M

74 positions

#19Farrell Financial LLCPassive

Slight overlap · 4 shared positions

$WT $IAU $HUM $USB

$167M

76 positions

#20Centurion Wealth Management LLCPassive

Slight overlap · 4 shared positions

$WT $IAU $HUM $USB

$444M

316 positions

#21SMITH, MOORE & CO.Passive

Slight overlap · 4 shared positions

$WT $IAU $HUM $USB

$1.4B

558 positions

#22IFP Advisors, IncPassive

Slight overlap · 4 shared positions

$WT $IAU $HUM $USB

$4.8B

5,032 positions

#23Morton Capital Management LLC/CASmart money

Slight overlap · 4 shared positions

$WT $IAU $HUM $USB

$672M

139 positions

#24Riverbend Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$WT $IAU $BAC $USB

$175M

152 positions

#25NVWM, LLCPassive

Slight overlap · 4 shared positions

$WT $IAU $BAC $USB

$449M

747 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.