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 Advantage

13F Portfolio OverlapQ1 2026Advantage portfolio →

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Most similar hedge funds by 13F overlap

Advantage Trust Co is an institutional investor managing $284M across 197 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 Advantage are Portfolio Strategies,, Financial Freedom,, Guardian ,, with shared positions in $SHW, $MAR, $SLV, $DE, $MCD, $GSAT. The full ranking of 25 similar funds is below.

#1Portfolio Strategies, Inc.Active

Notable overlap · 4 shared positions

$SHW $MAR $SLV $DE

$811M

75 positions

#2Financial Freedom, LLCPassive

Notable overlap · 8 shared positions

$MAR $SHW $MCD $GSAT $UNIT $HSY

$201M

426 positions

#3Guardian Capital, LLCPassive

Notable overlap · 3 shared positions

$SHW $MAR $MCD

$105M

81 positions

#4Kraft, Davis & Associates, LLCPassive

Notable overlap · 3 shared positions

$SHW $HUM $SAN

$469M

151 positions

#5KELLY FINANCIAL GROUP LLCActive

Notable overlap · 3 shared positions

$SHW $MCD $PFE

$398M

100 positions

#6Plotkin Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$SHW $HUM $SAN

$199M

100 positions

#7SWAN Capital LLCPassive

Notable overlap · 7 shared positions

$MAR $HUM $MCD $SCHW $UNIT $PFE

$272M

554 positions

#8Madden Advisory Services, Inc.Passive

Notable overlap · 7 shared positions

$MAR $HUM $SHW $IAU $SCHW $HSY

$254M

108 positions

#9Vermillion Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$MAR $HUM $SAN $DE $SCHW

$255M

1,563 positions

#10Osbon Capital Management LLCPassive

Notable overlap · 3 shared positions

$MAR $SHW $HUM

$123M

493 positions

#11Lakeridge Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SHW $HUM $IAU $MCD $PECO

$233M

169 positions

#12RCW Management, LLCPassive

Notable overlap · 5 shared positions

$MAR $HUM $IAU $SCHW $HSY

$98M

68 positions

#13Wheelhouse Advisory Group LLCActive

Notable overlap · 5 shared positions

$MAR $HUM $HSY $MCD $BA

$302M

51 positions

#14Junk Investment Group, LLCPassive

Notable overlap · 4 shared positions

$MAR $HUM $UNIT $HSY

$191M

88 positions

#15Compass Financial Group, INC/SDActive

Notable overlap · 5 shared positions

$MAR $HUM $UNIT $HSY $SLV

$715M

105 positions

#16Odyssey Capital Advisors, Inc.Passive

Notable overlap · 5 shared positions

$SHW $MAR $HUM $SAN $HSY

$112M

97 positions

#17Marotta Asset ManagementActive

Notable overlap · 4 shared positions

$MAR $SCHW $UNIT $DE

$543M

103 positions

#18PGIM Custom Harvest LLCActive

Notable overlap · 6 shared positions

$MAR $SCHW $HSY $SLV $HUM $SHW

$6.4B

276 positions

#19Mokosak Advisory Group, LLCSmart money

Notable overlap · 4 shared positions

$MAR $DE $UNIT $SHW

$399M

34 positions

#20TRUST CO OF OKLAHOMAPassive

Notable overlap · 4 shared positions

$MAR $MCD $HSY $UNP

$343M

139 positions

#21AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$MAR $SCHW $HSY $UNP

$445M

77 positions

#22Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$MAR $SHW $SLV

$153M

96 positions

#23Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$MAR $SCHW $HSY

$1.8B

57 positions

#24FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$MAR $MCD $UNP $ABT

$1.1B

175 positions

#25Family Office Research LLCActive

Notable overlap · 4 shared positions

$MAR $DE $SHW $GSAT

$230M

75 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.