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 Four Tree Island Advisory

13F Portfolio OverlapQ2 2026Four Tree Island Advisory portfolio →

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Most similar hedge funds by 13F overlap

Four Tree Island Advisory LLC is an institutional investor managing $303M across 24 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Four Tree Island Advisory are MILLER VALUE PARTNERS, Townsend & Associates, Pekin Hardy Strauss, with shared positions in $JXN, $ITRN, $BMY, $AER, $NTR, $LMT. The full ranking of 25 similar funds is below.

#1MILLER VALUE PARTNERS, LLCActive

Some overlap · 3 shared positions

$JXN $ITRN $BMY

$423M

56 positions

#2Townsend & Associates, IncActive

Some overlap · 4 shared positions

$AER $BMY $NTR $LMT

$1.2B

111 positions

#3Pekin Hardy Strauss, Inc.Passive

Some overlap · 5 shared positions

$AER $WLFC $ITRN $LYB $DVN

$1.1B

511 positions

#4MorganRosel Wealth Management, LLCActive

Some overlap · 3 shared positions

$GTX $JXN $TT

$296M

104 positions

#5Kendall Capital ManagementPassive

Slight overlap · 3 shared positions

$EQH $BMY $JXN

$605M

233 positions

#6Rangeley Capital, LLCPassive

Slight overlap · 3 shared positions

$BHF $WLFC $DDI

$109M

183 positions

#7PZENA INVESTMENT MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$BMY $VOYA $EQH

$34.1B

161 positions

#8Wakefield Asset Management LLLPPassive

Slight overlap · 3 shared positions

$AER $BMY $TT

$444M

225 positions

#9F&V Capital Management, LLCPassive

Slight overlap · 3 shared positions

$MLI $BMY $DVN

$561M

60 positions

#10United Capital Management of KS, Inc.Passive

Slight overlap · 3 shared positions

$MLI $NTR $LMT

$763M

98 positions

#11Measured Wealth Private Client Group, LLCPassive

Slight overlap · 3 shared positions

$BMY $GTX $MLI

$414M

723 positions

#12GRACE & WHITE INC /NYActive

Slight overlap · 3 shared positions

$BHF $NTR $DVN

$610M

135 positions

#13OmniStar Financial Group, Inc.Passive

Slight overlap · 3 shared positions

$BMY $NTR $LMT

$230M

116 positions

#14BOURNE LENT ASSET MANAGEMENT INCActive

Slight overlap · 3 shared positions

$BMY $NTR $MCHP

$289M

65 positions

#15RNC CAPITAL MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$BMY $DVN $LMT $MCHP

$2.4B

181 positions

#16Ipsen Advisor Group LLCPassive

Slight overlap · 3 shared positions

$BMY $LYB $LMT

$155M

107 positions

#17Harvest Investment Advisors, LLCActive

Slight overlap · 3 shared positions

$BMY $LYB $LMT

$202M

58 positions

#18Verity Asset Management, Inc.Passive

Slight overlap · 3 shared positions

$BMY $DVN $LMT

$264M

223 positions

#19Beacon Bridge Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$BMY $VOYA $LMT

$351M

105 positions

#20Numerai GP LLCPassive

Slight overlap · 3 shared positions

$AER $VOYA $LMT

$1.2B

710 positions

#21ALETHEA CAPITAL MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$BMY $LMT $MCHP

$241M

41 positions

#22Fulcrum Asset Management LLPPassive

Slight overlap · 3 shared positions

$NTR $DVN $TT

$1.0B

1,027 positions

#23Paradiem, LLCPassive

Slight overlap · 3 shared positions

$NTR $DVN $LMT

$464M

68 positions

#24Altrius Capital Management IncPassive

Slight overlap · 3 shared positions

$LYB $DVN $LMT

$526M

89 positions

#25Probity Advisors, Inc.Active

Slight overlap · 3 shared positions

$NTR $LMT $MCHP

$700M

226 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.