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 Sovran Advisors,

13F Portfolio OverlapQ1 2026Sovran Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Sovran Advisors, LLC is an institutional investor managing $1.3B across 578 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 Sovran Advisors, are Bienville ,, Secure Asset ,, Fortis Group Advisors,, with shared positions in $JHG, $CRWV, $IBIT, $SE, $SNOW, $GSAT. The full ranking of 25 similar funds is below.

#1Bienville Capital Management, LLCPassive

Some overlap · 8 shared positions

$JHG $CRWV $IBIT $SE $SNOW $GSAT

$550M

74 positions

#2Secure Asset Management, LLCPassive

Some overlap · 6 shared positions

$JHG $DOV $IBIT $PLTR $SNOW $CRWD

$632M

327 positions

#3Fortis Group Advisors, LLCPassive

Some overlap · 7 shared positions

$JHG $SLV $DOV $SNOW $PLTR $REGN

$605M

582 positions

#4Clear Creek Financial Management, LLCPassive

Some overlap · 8 shared positions

$LEN $JHG $HUM $SE $CRM $REGN

$1.3B

608 positions

#5Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 6 shared positions

$JHG $LEN $PLTR $CRWD $SLV $GSAT

$144M

387 positions

#6Ballast Rock Private Wealth LLCPassive

Some overlap · 5 shared positions

$JHG $LEN $HUM $SNOW $REGN

$181M

177 positions

#7DAHRING {-} CUSMANO LLCActive

Some overlap · 5 shared positions

$JHG $SLV $HUM $PLTR $CRM

$163M

58 positions

#8Addison Capital CoPassive

Some overlap · 5 shared positions

$JHG $DOV $IBIT $SE $SNOW

$562M

182 positions

#9Destiny Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$JHG $DOV $HUM $PLTR $CRWD

$914M

1,148 positions

#10Equity Wealth Partners, LLCActive

Some overlap · 7 shared positions

$JHG $SLV $HUM $PLTR $SNOW $REGN

$155M

76 positions

#11GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 6 shared positions

$JHG $SLV $SNOW $CRM $REGN $HUM

$5.5B

999 positions

#12Whipplewood Advisors, LLCPassive

Some overlap · 4 shared positions

$JHG $LEN $DOV $HUM

$193M

1,065 positions

#13Clearwater Capital Advisors, LLCActive

Some overlap · 6 shared positions

$JHG $GSAT $USB $SNOW $SE $PLTR

$1.2B

177 positions

#14Evergreen Wealth Solutions, LLCPassive

Some overlap · 5 shared positions

$JHG $HUM $DOV $SNOW $CRM

$1.4B

406 positions

#15BROWN WEALTH MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$JHG $LEN $IBIT $GSAT $SNOW

$389M

116 positions

#16SMITH, MOORE & CO.Passive

Some overlap · 6 shared positions

$JHG $SLV $HUM $SNOW $USB $CRM

$1.4B

558 positions

#17PENNINGTON PARTNERS & CO., LLCActive

Some overlap · 5 shared positions

$JHG $IBIT $LEN $PLTR $DOV

$292M

114 positions

#18Merkkuri Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$JHG $LEN $SE $USB $IBIT

$151M

399 positions

#19Colter Lewis Investment Partners LLCPassive

Some overlap · 5 shared positions

$JHG $DOV $HUM $IBIT $SNOW

$106M

111 positions

#20Accel Wealth ManagementPassive

Some overlap · 4 shared positions

$JHG $SLV $HUM $PLTR

$383M

290 positions

#21EPIQ PARTNERS, LLCPassive

Some overlap · 4 shared positions

$JHG $LEN $IBIT $USB

$214M

83 positions

#22National Wealth Management Group, LLCPassive

Some overlap · 7 shared positions

$SLV $SE $PLTR $SNOW $REGN $USB

$269M

215 positions

#23NORTHBRIDGE FINANCIAL GROUP, LLCPassive

Some overlap · 5 shared positions

$JHG $PLTR $IBIT $REGN $CRM

$232M

168 positions

#24Centurion Wealth Management LLCPassive

Some overlap · 7 shared positions

$HUM $IBIT $GSAT $SNOW $USB $REGN

$444M

316 positions

#25COLUMBIA ADVISORY PARTNERS LLCActive

Some overlap · 5 shared positions

$JHG $LEN $HUM $REGN $GSAT

$157M

92 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.