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 Smith Thornton Advisors

13F Portfolio OverlapQ1 2026Smith Thornton Advisors portfolio →

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Most similar hedge funds by 13F overlap

Smith Thornton Advisors LLC is an institutional investor managing $227M across 140 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 Smith Thornton Advisors are Modus Advisors,, Investment Partners Asset ,, Catalyst Investment, with shared positions in $IAU, $MS, $REGN, $CRM, $T, $IBM. The full ranking of 25 similar funds is below.

#1Modus Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $MS $REGN $CRM

$363M

117 positions

#2Investment Partners Asset Management, Inc.Passive

Notable overlap · 8 shared positions

$MS $T $REGN $IBM $VZ $SO

$162M

163 positions

#3Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$IAU $RF $MS $KO $BAC

$90M

65 positions

#4MORTON COMMUNITY BANKPassive

Notable overlap · 6 shared positions

$MS $T $RF $SO $VZ $DUK

$460M

115 positions

#5EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$MS $T $KO $SO $BAC $TXN

$1.4B

56 positions

#6Trademark Financial Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $MS $REGN

$204M

102 positions

#7FORBES J M & CO LLPActive

Notable overlap · 5 shared positions

$IAU $KO $BAC $VZ $IBM

$1.2B

150 positions

#8TriaGen Wealth Management LLCPassive

Notable overlap · 4 shared positions

$MS $IAU $T $DIS

$366M

171 positions

#9DCM Advisors, LLCActive

Notable overlap · 6 shared positions

$MS $T $BAC $VZ $DIS $WFC

$220M

38 positions

#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$T $KO $SO $IBM $VZ $TXN

$220M

148 positions

#11CLEAR WAVE WEALTH MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$MS $IAU $BAC $VZ $KO

$463M

177 positions

#12Griffith & Werner, Inc.Active

Notable overlap · 8 shared positions

$T $KO $SO $BAC $VZ $DUK

$202M

72 positions

#13Stillwater Wealth Management GroupPassive

Notable overlap · 4 shared positions

$MS $REGN $KO $VZ

$162M

77 positions

#14Carson Advisory Inc.Passive

Notable overlap · 8 shared positions

$SO $CRM $BAC $T $KO $IBM

$193M

188 positions

#15Plan Group Financial, LLCPassive

Some overlap · 7 shared positions

$REGN $IAU $SO $T $VZ $IBM

$426M

229 positions

#16Cauble & Harre Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$IAU $REGN $MS

$126M

74 positions

#17Twelve Points Wealth Management LLCPassive

Some overlap · 4 shared positions

$MS $FSCO $IAU $TXN

$455M

200 positions

#18FUKOKU MUTUAL LIFE INSURANCE CoPassive

Some overlap · 7 shared positions

$T $KO $SO $IBM $VZ $TXN

$1.5B

235 positions

#19Arnhold LLCActive

Some overlap · 4 shared positions

$IAU $T $BAC $VZ

$1.4B

118 positions

#20HF Advisory Group, LLCPassive

Some overlap · 5 shared positions

$MS $SO $T $VZ $WFC

$293M

166 positions

#21Baugh & Associates, LLCActive

Some overlap · 6 shared positions

$MS $SO $BAC $VZ $IBM $KO

$232M

44 positions

#22Argent Advisors, Inc.Passive

Some overlap · 5 shared positions

$MS $KO $VZ $DUK $WFC

$366M

173 positions

#23XML Financial, LLCPassive

Some overlap · 5 shared positions

$MS $REGN $BAC $IBM $VZ

$1.2B

421 positions

#24Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$IAU $KO $VZ $TXN $MS

$477M

70 positions

#25Capital Investment Advisors, LLCActive

Some overlap · 5 shared positions

$MS $SO $KO $VZ $T

$6.2B

693 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.