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 FIDUCIARY ADVISORS,

13F Portfolio OverlapQ1 2026FIDUCIARY ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

FIDUCIARY ADVISORS, INC. is an institutional investor managing $133M across 121 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 FIDUCIARY ADVISORS, are White Lighthouse Investment, Luminvest Wealth, Verus Financial Partners,, with shared positions in $BRZE, $KKR, $COP, $DHR, $UNIT, $USB. The full ranking of 25 similar funds is below.

#1White Lighthouse Investment Management Inc.Active

Substantial overlap · 9 shared positions

$BRZE $KKR $COP $DHR $UNIT $USB

$721M

145 positions

#2Luminvest Wealth Management LLCSmart money

Substantial overlap · 6 shared positions

$BRZE $MKL $COP $USB $KKR $DHR

$382M

55 positions

#3Verus Financial Partners, Inc.Smart money

Substantial overlap · 6 shared positions

$BRZE $MKL $UNIT $DHR $DOV $IAU

$1.1B

121 positions

#4Standpoint Asset Management, LLCActive

Substantial overlap · 3 shared positions

$BRZE $DHR $MKL

$412M

8 positions

#5Towneley Capital Management, Inc / DESmart money

Substantial overlap · 6 shared positions

$BRZE $COP $AMN $DOV $MKL $IAU

$478M

42 positions

#6Juno Financial Group LLCActive

Substantial overlap · 5 shared positions

$BRZE $KKR $DHR $SE $DE

$255M

70 positions

#7STONE LOFT WEALTH MANAGEMENT LLCActive

Substantial overlap · 4 shared positions

$BRZE $MKL $USB $COP

$140M

29 positions

#8WealthCollab, LLCPassive

Substantial overlap · 8 shared positions

$BRZE $DHR $AMN $MKL $COP $USB

$243M

977 positions

#9SVRN Asset Management, LLCActive

Substantial overlap · 3 shared positions

$BRZE $MKL $UNIT

$103M

37 positions

#10Arbor Wealth Advisors LLCActive

Substantial overlap · 5 shared positions

$BRZE $UNIT $AMN $KKR $KO

$143M

56 positions

#11Charter Oak Capital Management, LLCActive

Notable overlap · 5 shared positions

$BRZE $MKL $DHR $KKR $DOV

$1.3B

208 positions

#12Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 6 shared positions

$BRZE $MKL $COP $DHR $DOV $IAU

$578M

118 positions

#13Manuka Financial, LLCActive

Notable overlap · 6 shared positions

$BRZE $DHR $DOV $KKR $UNIT $MKL

$162M

56 positions

#14St. Louis Trust CoActive

Notable overlap · 4 shared positions

$BRZE $MKL $DHR $DOV

$856M

145 positions

#15Charis Legacy Partners, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $MKL $KKR

$68M

27 positions

#16Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$BRZE $KKR $USB $SE

$341M

64 positions

#17Prospera Capital Management, LLCSmart money

Notable overlap · 7 shared positions

$BRZE $MKL $USB $UNIT $COP $AMN

$199M

45 positions

#18Cherry Tree Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$KKR $COP $MKL $UNIT $BRZE $AMN

$473M

582 positions

#19Trellis Wealth Advisors LLCSmart money

Notable overlap · 5 shared positions

$BRZE $COP $DOV $KKR $AMN

$263M

47 positions

#20Tide Cove Capital Partners LLCSmart money

Notable overlap · 4 shared positions

$KKR $DHR $COP $USB

$147M

13 positions

#2125 LLCActive

Notable overlap · 4 shared positions

$BRZE $UNIT $USB $BA

$324M

69 positions

#22VSM Wealth Advisory, LLCPassive

Notable overlap · 6 shared positions

$KKR $MKL $COP $UNIT $DOV $MAR

$335M

505 positions

#23Efficient Advisors, LLCActive

Notable overlap · 6 shared positions

$MKL $BRZE $COP $UNIT $SE $DOV

$1.4B

58 positions

#24Breakwater Investment ManagementPassive

Notable overlap · 5 shared positions

$BRZE $MKL $KKR $DOV $MAR

$269M

506 positions

#25Vanguard National Trust CoActive

Notable overlap · 6 shared positions

$BRZE $MKL $DOV $KKR $UNIT $MAR

$1.6B

751 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.