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 Lynx Investment Advisory

13F Portfolio OverlapQ1 2026Lynx Investment Advisory portfolio →

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Most similar hedge funds by 13F overlap

Lynx Investment Advisory is an institutional investor managing $209M across 181 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 Lynx Investment Advisory are Accretive Wealth Partners,, Fortis Advisors,, American Investment Services,, with shared positions in $GLDM, $IAU, $HUM, $KKR, $COP, $USB. The full ranking of 25 similar funds is below.

#1Accretive Wealth Partners, LLCPassive

Notable overlap · 6 shared positions

$GLDM $IAU $HUM $KKR $COP $USB

$356M

180 positions

#2Fortis Advisors, LLCPassive

Notable overlap · 6 shared positions

$GLDM $AGQ $SNOW $HUM $USB $COP

$200M

119 positions

#3American Investment Services, Inc.Active

Notable overlap · 6 shared positions

$GLDM $IAU $SNOW $VZ $USB $MAR

$448M

132 positions

#4NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$GLDM $IAU $SNOW $COP

$247M

71 positions

#5Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$GLDM $SNOW $HUM $VZ $USB

$163M

67 positions

#6Integrity Wealth Solutions LLCPassive

Notable overlap · 4 shared positions

$GLDM $IAU $KKR $SNOW

$255M

130 positions

#7J2 Capital Management IncActive

Notable overlap · 5 shared positions

$AGQ $IAU $HUM $VZ $API

$146M

116 positions

#8RM Financial Services, LLCActive

Notable overlap · 5 shared positions

$GLDM $KKR $HUM $COP $MAR

$116M

75 positions

#9Kaydan Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$AGQ $IAU $HUM

$299M

109 positions

#10White Lighthouse Investment Management Inc.Active

Notable overlap · 7 shared positions

$IAU $HUM $KKR $COP $SNOW $USB

$721M

145 positions

#11Cassaday & Co Wealth Management LLCActive

Notable overlap · 4 shared positions

$GLDM $AGQ $SNOW $MAR

$4.7B

1,361 positions

#12Finward BancorpPassive

Notable overlap · 5 shared positions

$AGQ $HUM $KKR $VZ $MAR

$125M

104 positions

#13O'ROURKE & COMPANY, IncPassive

Notable overlap · 7 shared positions

$AGQ $SNOW $KKR $VZ $USB $HUM

$253M

171 positions

#14Ariston Services GroupActive

Notable overlap · 5 shared positions

$IAU $SNOW $HUM $KKR $COP

$167M

71 positions

#15Asset Management Group, Inc.Passive

Notable overlap · 6 shared positions

$AGQ $SNOW $HUM $COP $MAR $PFE

$619M

138 positions

#16Piedmont Capital Management, LLCActive

Notable overlap · 5 shared positions

$GLDM $KKR $HUM $VZ $USB

$197M

50 positions

#17Cushing Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$AGQ $IAU $KKR $USB

$130M

96 positions

#18KRAEMATON INVESTMENT ADVISORS, INCPassive

Notable overlap · 6 shared positions

$GLDM $AGQ $KKR $VZ $USB $MAR

$123M

99 positions

#19RCW Management, LLCPassive

Notable overlap · 6 shared positions

$GLDM $IAU $KKR $COP $HUM $MAR

$98M

68 positions

#20Kraft, Davis & Associates, LLCPassive

Notable overlap · 4 shared positions

$GLDM $AGQ $HUM $COP

$469M

151 positions

#21SMITH, MOORE & CO.Passive

Notable overlap · 7 shared positions

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

$1.4B

558 positions

#22Generation Capital Management LLCPassive

Notable overlap · 4 shared positions

$AGQ $IAU $JHG $UBER

$137M

74 positions

#23Bigelow Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$IAU $SNOW $HUM $KKR $USB

$250M

153 positions

#24REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$AGQ $IAU $USB $UBER

$697M

218 positions

#25Beckerman Institutional, LLCPassive

Some overlap · 5 shared positions

$GLDM $SNOW $IAU $HUM $MAR

$188M

121 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.