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 Sugar Maple Asset ,

13F Portfolio OverlapQ1 2026Sugar Maple Asset , portfolio →

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Most similar hedge funds by 13F overlap

Sugar Maple Asset Management, LLC is an institutional investor managing $165M across 84 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 Sugar Maple Asset , are Private Harbour Investment & Counsel,, RM Financial Services,, ECLECTIC ASSOCIATES /ADV, with shared positions in $SLV, $AGQ, $ABT, $HUM, $BAH, $PANW. The full ranking of 25 similar funds is below.

#1Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 3 shared positions

$SLV $AGQ $ABT

$91M

36 positions

#2RM Financial Services, LLCActive

Notable overlap · 3 shared positions

$SLV $HUM $BAH

$116M

75 positions

#3ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 3 shared positions

$SLV $HUM $BAH

$753M

159 positions

#4GRANVILLE CAPITAL, INC.Active

Notable overlap · 4 shared positions

$SLV $HUM $AGQ $PANW

$191M

86 positions

#5Swisher Financial Concepts, Inc.Passive

Some overlap · 4 shared positions

$ABT $BAH $SLV $AGQ

$179M

102 positions

#6RIA Advisory Group LLCPassive

Some overlap · 3 shared positions

$SLV $AGQ $LNT

$421M

145 positions

#7Kellett Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$SLV $HUM $AGQ

$184M

79 positions

#8STEINBERGANNA WEALTH MANAGEMENTActive

Some overlap · 4 shared positions

$SLV $HUM $PANW $TMDX

$208M

132 positions

#9Aprio Wealth Management, LLCPassive

Some overlap · 3 shared positions

$AGQ $HUM $BAH

$1.8B

613 positions

#10Plotkin Financial Advisors, LLCActive

Some overlap · 3 shared positions

$HUM $AGQ $PANW

$199M

100 positions

#11Evolutionary Tree Capital Management, LLCPassive

Some overlap · 3 shared positions

$ABT $PANW $RBRK

$53M

26 positions

#12SMITH, MOORE & CO.Passive

Some overlap · 3 shared positions

$AGQ $HUM $SLV

$1.4B

558 positions

#13Onyx Bridge Wealth Group LLCPassive

Some overlap · 3 shared positions

$HUM $AGQ $BAH

$930M

373 positions

#14SYNTAX RESEARCH, INC.Passive

Some overlap · 5 shared positions

$AGQ $PANW $ABT $ABNB $LEN

$157M

174 positions

#15CHELSEA COUNSEL COPassive

Some overlap · 4 shared positions

$SLV $ABT $AGQ $KMB

$233M

238 positions

#16Kraft, Davis & Associates, LLCPassive

Some overlap · 3 shared positions

$HUM $AGQ $LEN

$469M

151 positions

#17Capstone Wealth Management Group LLCPassive

Some overlap · 3 shared positions

$SLV $HUM $AGQ

$163M

123 positions

#18Trek Financial, LLCPassive

Some overlap · 3 shared positions

$DJP $AGQ $HUM

$1.9B

472 positions

#19Asset Management Group, Inc.Passive

Some overlap · 3 shared positions

$HUM $AGQ $ABT

$619M

138 positions

#20ROI Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$SLV $PANW $LNG

$167M

66 positions

#21Innova Wealth PartnersPassive

Some overlap · 3 shared positions

$HUM $AGQ $SLV

$211M

166 positions

#22DAHRING {-} CUSMANO LLCActive

Some overlap · 3 shared positions

$HUM $BAH $SLV

$163M

58 positions

#23Cerro Pacific Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$HUM $SLV $ABT

$381M

159 positions

#24Jackson, Grant Investment Advisers, Inc.Active

Some overlap · 4 shared positions

$HUM $AGQ $ABT $ASML

$300M

398 positions

#25Northwest Financial AdvisorsPassive

Some overlap · 3 shared positions

$AGQ $HUM $BAH

$52M

66 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.