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 Sincerus Advisory

13F Portfolio OverlapQ2 2026Sincerus Advisory portfolio →

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Most similar hedge funds by 13F overlap

Sincerus Advisory, LLC is an institutional investor managing $147M across 81 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 Sincerus Advisory are Clay Northam Wealth, SEEDS INVESTOR, CATHY PARETO & ASSOCIATES, with shared positions in $DOCN, $ALPS, $IAU, $SNPS, $STT, $SIVR. The full ranking of 20 similar funds is below.

#1Clay Northam Wealth Management, LLCPassive

Some overlap · 3 shared positions

$DOCN $ALPS $IAU

$203M

109 positions

#2SEEDS INVESTOR LLCPassive

Slight overlap · 4 shared positions

$IAU $SNPS $STT $SIVR

$973M

379 positions

#3CATHY PARETO & ASSOCIATES, INCPassive

Slight overlap · 4 shared positions

$IAU $ALPS $STT $DOCN

$171M

102 positions

#4Maltin Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$IAU $ALPS $STT

$299M

146 positions

#5Madden Advisory Services, Inc.Active

Slight overlap · 3 shared positions

$IAU $ALPS $STT

$279M

110 positions

#6BEAM WEALTH ADVISORS, INC.Active

Slight overlap · 3 shared positions

$IAU $ALPS $STT

$453M

117 positions

#7PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money

Slight overlap · 3 shared positions

$IAU $SNPS $STT

$1.7B

240 positions

#8Comprehensive Money Management Services LLC

Slight overlap · 3 shared positions

$IAU $SNPS $SIVR

$159M

200 positions

#9City Center Advisors, LLCPassive

Slight overlap · 3 shared positions

$IAU $DASH $SIVR

$123M

170 positions

#10Advisory Alpha, LLCActive

Slight overlap · 3 shared positions

$IAU $SNPS $STT

$4.1B

571 positions

#11FLOW TRADERS U.S. LLCPassive

Slight overlap · 3 shared positions

$IAU $STT $ALPS

$2.4B

979 positions

#12Wealth Watch Advisors, INCActive

Slight overlap · 3 shared positions

$IAU $STT $SIVR

$309M

142 positions

#13Arta Finance Wealth Management LLCPassive

Slight overlap · 3 shared positions

$IAU $SIVR $SNPS

$234M

105 positions

#14BostonPremier Wealth LLCSmart money

Slight overlap · 3 shared positions

$IAU $STT $ALPS

$235M

79 positions

#15LFA - Lugano Financial Advisors SAActive

Slight overlap · 3 shared positions

$SNPS $STT $IAU

$166M

274 positions

#16Arlington Trust Co LLCSmart money

Slight overlap · 3 shared positions

$IAU $SIVR $STT

$1.2B

846 positions

#17GenTrust, LLCActive

Slight overlap · 3 shared positions

$DASH $STT $SNPS

$2.6B

201 positions

#18Betterment LLCActive

Slight overlap · 4 shared positions

$SNPS $IAU $STT $SIVR

$59.1B

675 positions

#19Capital Advisor Network LLCActive

Slight overlap · 3 shared positions

$SNPS $DOCN $IAU

$80M

183 positions

#20VANGUARD ADVISERS INCSmart money

Slight overlap · 3 shared positions

$STT $ALPS $DASH

$29.4B

715 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.