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 SMITH, MOORE &

13F Portfolio OverlapQ1 2026SMITH, MOORE & portfolio →

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Most similar hedge funds by 13F overlap

SMITH, MOORE & CO. is an institutional investor managing $1.4B across 558 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 SMITH, MOORE & are Lionsbridge Wealth, Centurion Wealth, Fortis Advisors,, with shared positions in $MDY, $GRWG, $USB, $AGQ, $SNOW, $WT. The full ranking of 25 similar funds is below.

#1Lionsbridge Wealth Management LLCActive

Notable overlap · 6 shared positions

$MDY $GRWG $USB $AGQ $SNOW $WT

$99M

59 positions

#2Centurion Wealth Management LLCPassive

Notable overlap · 7 shared positions

$AGQ $SNOW $HUM $WT $USB $IAU

$444M

316 positions

#3Fortis Advisors, LLCPassive

Notable overlap · 6 shared positions

$AGQ $HUM $USB $SNOW $MS $TME

$200M

119 positions

#4GTS SECURITIES LLCPassive

Notable overlap · 6 shared positions

$AGQ $MDY $USB $SNOW $TME $MAR

$2.8B

1,482 positions

#5Aprio Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$AGQ $HUM $JHG $WT $CRM $MS

$1.8B

613 positions

#6Lynx Investment AdvisoryPassive

Notable overlap · 7 shared positions

$AGQ $HUM $SNOW $IAU $JHG $USB

$209M

181 positions

#7Tandem Investment Partners LLCActive

Some overlap · 6 shared positions

$MDY $USB $HUM $WT $MAR $ITW

$118M

73 positions

#8Vigilare Wealth ManagementActive

Some overlap · 5 shared positions

$HUM $AGQ $SNOW $JHG $WT

$296M

109 positions

#9Paller Financial Services IncActive

Some overlap · 3 shared positions

$MDY $AGQ $SLV

$121M

43 positions

#10HANOVER ADVISORS INCSmart money

Some overlap · 5 shared positions

$MDY $HUM $SNOW $MAR $WT

$246M

118 positions

#11Divergent Planning, LLC

Some overlap · 5 shared positions

$MDY $USB $JHG $MAR $MS

$392M

36 positions

#12Asset Management Group, Inc.Active

Some overlap · 5 shared positions

$AGQ $HUM $SNOW $MDY $MAR

$619M

138 positions

#13MOULTON WEALTH MANAGEMENT, INCActive

Some overlap · 5 shared positions

$AGQ $USB $WT $SLV $IAU

$147M

52 positions

#14Innova Wealth PartnersPassive

Some overlap · 5 shared positions

$AGQ $HUM $JHG $WT $SLV

$211M

166 positions

#15Stratos Wealth Advisors, LLCPassive

Some overlap · 7 shared positions

$AGQ $WT $SNOW $HUM $CRM $MS

$1.6B

609 positions

#16Discipline Wealth Solutions, LLCActive

Some overlap · 6 shared positions

$AGQ $SNOW $WT $IAU $SLV $HUM

$950M

192 positions

#17BLUELINE ADVISORS LLCActive

Some overlap · 5 shared positions

$MDY $USB $JHG $WT $HUM

$129M

217 positions

#18Per Stirling Capital Management, LLC.Passive

Some overlap · 7 shared positions

$AGQ $JHG $WT $HUM $IAU $MS

$905M

310 positions

#19Northwest Financial AdvisorsPassive

Some overlap · 5 shared positions

$AGQ $JHG $HUM $CRM $MAR

$52M

66 positions

#20O'ROURKE & COMPANY, IncPassive

Some overlap · 5 shared positions

$AGQ $USB $SNOW $SLV $HUM

$253M

171 positions

#21MLP3, LLCActive

Some overlap · 7 shared positions

$AGQ $WT $SLV $MS $SNOW $MDY

$91M

86 positions

#22Ipsen Advisor Group LLCPassive

Some overlap · 5 shared positions

$AGQ $JHG $SLV $IAU $MS

$143M

104 positions

#23Anson Capital, Inc.Active

Some overlap · 4 shared positions

$AGQ $USB $HUM $WT

$146M

90 positions

#24Madison Park Capital Advisors, LLCActive

Some overlap · 5 shared positions

$MDY $HUM $AGQ $MAR $CRM

$127M

62 positions

#25RoundAngle Advisors LLCActive

Some overlap · 5 shared positions

$AGQ $USB $SLV $WT $SNOW

$134M

60 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.