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 Gordian Advisors

13F Portfolio OverlapQ1 2026Gordian Advisors portfolio →

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Most similar hedge funds by 13F overlap

Gordian Advisors LLC is an institutional investor managing $150M across 55 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 Gordian Advisors are Longview Financial Advisors, ACCESS FINANCIAL SERVICES,, Seneschal Advisors,, with shared positions in $SNOW, $COP, $AFRM, $AMGN, $IBM, $LMT. The full ranking of 25 similar funds is below.

#1Longview Financial Advisors LLCActive

Substantial overlap · 3 shared positions

$SNOW $COP $AFRM

$184M

157 positions

#2ACCESS FINANCIAL SERVICES, INC.Active

Substantial overlap · 4 shared positions

$SNOW $AMGN $IBM $LMT

$282M

95 positions

#3Seneschal Advisors, LLCActive

Substantial overlap · 3 shared positions

$SNOW $SBUX $AMGN

$135M

594 positions

#4True Link Financial Advisors, LLCActive

Substantial overlap · 4 shared positions

$SNOW $LMT $GE $IBM

$1.6B

418 positions

#5Family Investment Center, Inc.Active

Substantial overlap · 4 shared positions

$SNOW $BRZE $COP $GE

$520M

91 positions

#6BCM ADVISORS, LLCActive

Substantial overlap · 3 shared positions

$SNOW $COP $CL

$507M

78 positions

#7BetterWealth, LLCSmart money

Substantial overlap · 3 shared positions

$SNOW $BRZE $AMGN

$510M

85 positions

#8Sage Financial Management Group, Inc.Active

Substantial overlap · 3 shared positions

$SNOW $COP $IBM

$325M

57 positions

#9Scott Capital Advisors, LLCActive

Substantial overlap · 3 shared positions

$SNOW $COP $SBUX

$493M

58 positions

#10SOUTHERN MICHIGAN BANK & TRUSTActive

Substantial overlap · 3 shared positions

$SNOW $SYK $LMT

$261M

424 positions

#11CHRISTINE MESSMER PCActive

Substantial overlap · 5 shared positions

$SNOW $COP $BRZE $AMGN $LMT

$156M

80 positions

#12NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $COP $IBM

$247M

71 positions

#13Efficient Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $BRZE $COP

$1.4B

58 positions

#14Francis Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $IBM $GE

$539M

115 positions

#15HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$SNOW $COP $BRZE

$187M

72 positions

#16Zhang Financial LLCActive

Notable overlap · 5 shared positions

$BRZE $SNOW $COP $AMGN $SYK

$2.9B

367 positions

#17Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $SYK $IBM

$492M

385 positions

#18Sagace Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SNOW $BRZE $COP $IBM $LMT

$149M

70 positions

#19Verus Financial Partners, Inc.Smart money

Notable overlap · 4 shared positions

$SNOW $BRZE $IBM $GE

$1.1B

121 positions

#20Mustard Seed Financial, LLCPassive

Notable overlap · 3 shared positions

$SNOW $BRZE $COP

$167M

92 positions

#21McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$BRZE $SNOW $COP

$192M

27 positions

#22TruNorth Capital Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $SYK $IBM

$522M

114 positions

#23Clarity Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$BRZE $SNOW $COP

$215M

95 positions

#24Courage Miller Partners, LLCActive

Notable overlap · 3 shared positions

$SNOW $BRZE $GE

$354M

92 positions

#25Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$SNOW $BRZE $COP

$950M

192 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.