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 Glen Eagle Advisors,

13F Portfolio OverlapQ1 2026Glen Eagle Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Glen Eagle Advisors, LLC is an institutional investor managing $714M across 1,021 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 Glen Eagle Advisors, are IAM Advisory,, Reyes Financial Architecture,, Avant, with shared positions in $WT, $AGQ, $WM, $REGN, $SHW, $NOC. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive

Notable overlap · 7 shared positions

$WT $AGQ $WM $REGN $SHW $NOC

$446M

95 positions

#2Reyes Financial Architecture, Inc.Passive

Notable overlap · 5 shared positions

$WT $AGQ $LEN $TJX $HUM

$122M

348 positions

#3Avant Capital LLCPassive

Notable overlap · 4 shared positions

$WT $AGQ $HUM $MS

$142M

76 positions

#4Carmel Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $LEN $AGQ $NEE

$277M

118 positions

#5REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$WT $AGQ $SHW

$697M

218 positions

#6MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 3 shared positions

$WT $AGQ $SHW

$147M

52 positions

#7Prism Advisors, Inc.Active

Notable overlap · 3 shared positions

$WT $AGQ $MS

$375M

75 positions

#8Bravias Capital Group, LLCActive

Notable overlap · 6 shared positions

$WT $AGQ $WM $NEE $REGN $SHW

$153M

96 positions

#9Catalyst Investment Management LLCPassive

Notable overlap · 6 shared positions

$WT $MS $KKR $RF $HUM $LMT

$90M

65 positions

#10Fortune Financial Group, Inc.Active

Notable overlap · 4 shared positions

$WT $LEN $AGQ $REGN

$111M

84 positions

#11FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$WT $MS $KKR $SHW $HUM $TJX

$233M

350 positions

#12PMG Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $AGQ $HUM

$139M

59 positions

#13Powers Advisory Group, LLCActive

Notable overlap · 5 shared positions

$WT $WM $MS $REGN $LMT

$284M

125 positions

#14BEACON FINANCIAL GROUPPassive

Notable overlap · 5 shared positions

$WT $KKR $LEN $WM $HUM

$1.0B

348 positions

#15Argo Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$WT $NEE $HUM $REGN $LMT

$170M

48 positions

#16truNorth Financial Services, Inc.Active

Notable overlap · 5 shared positions

$WT $MS $KKR $HUM $LRCX

$97M

49 positions

#17COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 4 shared positions

$WT $LEN $HUM $REGN

$157M

92 positions

#18TopTier Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$WT $LEN $MDY $HUM $MS

$163M

795 positions

#19UPTICK PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$WT $MS $KKR $HUM

$502M

293 positions

#20Duncan Williams Asset Management, LLCActive

Notable overlap · 4 shared positions

$WT $AGQ $RF $HUM

$361M

154 positions

#21Wealthcare Capital Partners, LLCActive

Notable overlap · 5 shared positions

$WT $KKR $HUM $AGQ $CEG

$213M

153 positions

#22Catalina Capital Group, LLCPassive

Notable overlap · 4 shared positions

$WT $LEN $TJX $HUM

$168M

176 positions

#23Cassia Capital Partners, LLCActive

Notable overlap · 3 shared positions

$WT $LEN $WM

$194M

67 positions

#24RVW Wealth, LLCActive

Notable overlap · 6 shared positions

$WT $MS $REGN $MDY $NOC $HUM

$1.3B

176 positions

#25CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 5 shared positions

$WT $NEE $KKR $REGN $SHW

$149M

96 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.