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 Fort Vancouver Investment ,

13F Portfolio OverlapQ1 2026Fort Vancouver Investment , portfolio →

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Most similar hedge funds by 13F overlap

Fort Vancouver Investment Management, LLC is an institutional investor managing $197M across 59 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 Fort Vancouver Investment , are Meredith Wealth Planning, Porter White Investment Advisors,, RED LIGHTHOUSE INVESTMENT ,, with shared positions in $AMN, $COP, $RIOT, $MKL, $IAU, $NOW. The full ranking of 25 similar funds is below.

#1Meredith Wealth PlanningActive

Substantial overlap · 3 shared positions

$AMN $COP $RIOT

$369M

70 positions

#2Porter White Investment Advisors, Inc.Smart money

Substantial overlap · 3 shared positions

$AMN $MKL $IAU

$250M

40 positions

#3RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$AMN $NOW $IAU

$296M

80 positions

#4Three Arch Wealth Management LLCActive

Substantial overlap · 3 shared positions

$AMN $DOV $NOW

$556M

61 positions

#5Parkshore Wealth Management, Inc.Smart money

Substantial overlap · 3 shared positions

$AMN $SNOW $GEV

$299M

69 positions

#6MB Generational Wealth, LLCActive

Substantial overlap · 3 shared positions

$AMN $SE $MKL

$181M

66 positions

#7STOLZ & ASSOCIATES, PSSmart money

Substantial overlap · 3 shared positions

$AMN $SE $IAU

$143M

30 positions

#8POINCIANA ADVISORS GROUP, LLCActive

Substantial overlap · 3 shared positions

$AMN $SNOW $DAL

$127M

130 positions

#9Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 5 shared positions

$AMN $MKL $SE $SNOW $IAU

$931M

518 positions

#10Burk Holdings LLCPassive

Substantial overlap · 3 shared positions

$AMN $SNOW $IAU

$233M

676 positions

#11Arcadia Wealth Management, Inc.Smart money

Substantial overlap · 3 shared positions

$AMN $SNOW $IAU

$185M

55 positions

#12CLARIS ADVISORS, LLC / MO /Active

Substantial overlap · 3 shared positions

$AMN $COP $SE

$334M

70 positions

#13BWM Planning, LLCActive

Substantial overlap · 4 shared positions

$AMN $MKL $COP $SNOW

$379M

87 positions

#14ACTION POINT FINANCIAL PLANNING, LLCActive

Notable overlap · 4 shared positions

$AMN $COP $NOW $AFRM

$112M

69 positions

#15Ballast Financial Advisors LLCActive

Notable overlap · 4 shared positions

$AMN $COP $DOV $IAU

$98M

68 positions

#16Shotwell Rutter Baer IncActive

Notable overlap · 3 shared positions

$AMN $COP $NOW

$170M

38 positions

#17ACCREDITED INVESTOR SERVICES, LLCSmart money

Notable overlap · 3 shared positions

$AMN $SE $IAU

$156M

77 positions

#18McCartney Wealth Management LLCActive

Notable overlap · 3 shared positions

$AMN $DOV $SNOW

$119M

65 positions

#19Bare Financial Services, IncPassive

Notable overlap · 3 shared positions

$AMN $COP $SNOW

$378M

1,730 positions

#20Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 5 shared positions

$AMN $SE $COP $DOV $IAU

$1.1B

81 positions

#21Cauble & Harre Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$AMN $SNOW $IAU

$126M

74 positions

#22Beaird Harris Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMN $MKL $SNOW $IAU

$1.5B

686 positions

#23GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 5 shared positions

$COP $AMN $NOW $SNOW $IAU

$212M

87 positions

#24NEPC LLCSmart money

Notable overlap · 3 shared positions

$COP $DOV $NOW

$5.0B

51 positions

#25Beacon Financial Strategies CORPSmart money

Notable overlap · 3 shared positions

$COP $DOV $MKL

$176M

177 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.