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 Optivise Advisory Services

13F Portfolio OverlapQ1 2026Optivise Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

Optivise Advisory Services LLC is an institutional investor managing $197M across 228 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 Optivise Advisory Services are Amplius Wealth Advisors,, ShoreHaven Wealth Partners,, PMG Wealth ,, with shared positions in $WT, $MDLZ, $DIA, $IAU, $JHG, $AZN. The full ranking of 25 similar funds is below.

#1Amplius Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $MDLZ $DIA $IAU

$1.2B

175 positions

#2ShoreHaven Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$WT $MDLZ $JHG $IAU $AZN

$278M

103 positions

#3PMG Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $MDLZ $FITB

$139M

59 positions

#4SNS Financial Group, LLCActive

Notable overlap · 4 shared positions

$WT $MDLZ $FITB $DIA

$1.2B

208 positions

#5UPTICK PARTNERS, LLCPassive

Notable overlap · 5 shared positions

$WT $MDLZ $IAU $KKR $DIA

$502M

293 positions

#6Avid Wealth Partners LLCActive

Some overlap · 3 shared positions

$WT $MDLZ $JHG

$212M

71 positions

#7First Financial Group CorpActive

Some overlap · 4 shared positions

$WT $NKE $JHG $IAU

$122M

80 positions

#8Per Stirling Capital Management, LLC.Passive

Some overlap · 4 shared positions

$WT $JHG $IAU $NKE

$905M

310 positions

#9MBA Advisors LLCPassive

Some overlap · 4 shared positions

$WT $JHG $IAU $KKR

$260M

146 positions

#10BEACON FINANCIAL GROUPPassive

Some overlap · 4 shared positions

$WT $FITB $KKR $JHG

$1.0B

348 positions

#11WT Wealth ManagementPassive

Some overlap · 4 shared positions

$WT $JHG $MDLZ $SIVR

$336M

138 positions

#12Stonebridge Financial Group, LLCPassive

Some overlap · 4 shared positions

$WT $JHG $IAU $CMI

$1.2B

262 positions

#13Joseph Group Capital ManagementPassive

Some overlap · 4 shared positions

$WT $FITB $KKR $PH

$400M

379 positions

#14Financial Harvest, LLCActive

Some overlap · 4 shared positions

$WT $NKE $FITB $IAU

$170M

57 positions

#15Systelligence, LLCPassive

Some overlap · 4 shared positions

$WT $IAU $SIVR $FSCO

$514M

56 positions

#16ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 3 shared positions

$WT $FSCO $KKR

$84M

65 positions

#17Tidemark, LLCPassive

Some overlap · 4 shared positions

$WT $FSCO $MDLZ $JHG

$393M

901 positions

#18CLG LLCActive

Some overlap · 3 shared positions

$WT $NKE $JHG

$403M

134 positions

#19Del-Sette Capital Management, LLCActive

Some overlap · 3 shared positions

$WT $NKE $FITB

$167M

44 positions

#20truNorth Financial Services, Inc.Active

Some overlap · 3 shared positions

$WT $DIA $KKR

$97M

49 positions

#21LRI Investments, LLCActive

Some overlap · 3 shared positions

$WT $NKE $IAU

$1.1B

1,415 positions

#22Vantage Point Financial LLCPassive

Some overlap · 3 shared positions

$WT $NKE $IAU

$285M

176 positions

#23Eagle Strategies LLCPassive

Some overlap · 4 shared positions

$WT $KKR $IAU $NTRB

$837M

258 positions

#24SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Some overlap · 3 shared positions

$WT $NKE $KKR

$139M

37 positions

#25SYKON CAPITAL LLCActive

Some overlap · 4 shared positions

$WT $DIA $FITB $JHG

$300M

88 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.