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 Sylvest Advisors,

13F Portfolio OverlapQ1 2026Sylvest Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Sylvest Advisors, LLC is an institutional investor managing $188M across 70 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 Sylvest Advisors, are Provident Wealth ,, Fortune Financial Group,, CMC Financial Group, with shared positions in $REGN, $AMN, $WT, $PPG, $USB, $AMGN. The full ranking of 25 similar funds is below.

#1Provident Wealth Management, LLCActive

Notable overlap · 4 shared positions

$REGN $AMN $WT $PPG

$331M

134 positions

#2Fortune Financial Group, Inc.Active

Notable overlap · 3 shared positions

$REGN $WT $USB

$111M

84 positions

#3CMC Financial GroupActive

Notable overlap · 3 shared positions

$REGN $WT $USB

$51M

38 positions

#4Argo Wealth Advisory, LLCActive

Notable overlap · 4 shared positions

$REGN $WT $AMGN $ACN

$170M

48 positions

#5Longview Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$REGN $AMN $BMY

$164M

163 positions

#6Winter & Associates, Inc.Passive

Notable overlap · 3 shared positions

$REGN $WT $SCHW

$114M

84 positions

#7GEN Financial Management, INC.Active

Notable overlap · 3 shared positions

$REGN $AMN $SCHW

$162M

51 positions

#8Team Financial Group, LLCActive

Notable overlap · 3 shared positions

$REGN $AMN $WT

$220M

273 positions

#9AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 5 shared positions

$REGN $WT $SCHW $MO $USB

$206M

97 positions

#10Anson Capital, Inc.Passive

Notable overlap · 3 shared positions

$REGN $WT $USB

$146M

90 positions

#11Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$REGN $AMN $ACN $DOX

$126M

74 positions

#12CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$REGN $WT $USB

$149M

96 positions

#13OakTrust Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$REGN $WT $AMN $AMGN

$110M

68 positions

#14IAM Advisory, LLCActive

Notable overlap · 6 shared positions

$AMN $WT $AMGN $REGN $BMY $USB

$446M

95 positions

#15Stegent Equity Advisors, Inc.Passive

Notable overlap · 4 shared positions

$AMN $REGN $HSY $MO

$117M

101 positions

#16Fearless Solutions, LLC dba Best InvestPassive

Notable overlap · 3 shared positions

$REGN $SCHW $WT

$166M

127 positions

#17Orion Investment CoActive

Notable overlap · 3 shared positions

$REGN $HSY $BMY

$315M

69 positions

#18Endowment Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$REGN $WT $SCHW

$226M

165 positions

#19FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 4 shared positions

$AMN $WT $SCHW $BMY

$293M

105 positions

#20Burns Matteson Capital Management, LLCPassive

Notable overlap · 3 shared positions

$REGN $WT $MO

$273M

190 positions

#21Financial Security Advisor, Inc.Active

Notable overlap · 3 shared positions

$REGN $WT $MO

$544M

160 positions

#22Tandem Investment Partners LLCPassive

Some overlap · 4 shared positions

$REGN $WT $AMGN $USB

$118M

73 positions

#23Paragon Capital Management LtdActive

Some overlap · 4 shared positions

$REGN $AMN $WT $AMGN

$476M

199 positions

#24Nvest Wealth Strategies, Inc.Active

Some overlap · 3 shared positions

$AMN $WT $PPG

$143M

395 positions

#25Unison Advisors LLCActive

Some overlap · 3 shared positions

$AMN $WT $REGN

$1.3B

175 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.