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 Wilmar Advisors

13F Portfolio OverlapQ2 2026Wilmar Advisors portfolio →

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Most similar hedge funds by 13F overlap

Wilmar Advisors LLC is an institutional investor managing $138M across 23 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 Wilmar Advisors are Midwest Financial Group, Bear Mountain, Financial Life Planners, with shared positions in $MDY, $BA, $CEF, $ARM, $SLV, $QXO. The full ranking of 23 similar funds is below.

#1Midwest Financial Group LLCPassive

Some overlap · 3 shared positions

$MDY $BA $CEF

$285M

136 positions

#2Bear Mountain Capital, Inc.Active

Some overlap · 3 shared positions

$MDY $BA $ARM

$345M

214 positions

#3Financial Life PlannersActive

Some overlap · 3 shared positions

$MDY $ARM $SLV

$156M

339 positions

#4Weiss Asset Management LPPassive

Slight overlap · 3 shared positions

$CEF $BA $QXO

$9.5B

624 positions

#5Madden Advisory Services, Inc.Active

Slight overlap · 3 shared positions

$CEF $MDY $SLV

$279M

110 positions

#6Pegasus Asset Management, Inc.Passive

Slight overlap · 3 shared positions

$MDY $BA $BWXT

$351M

75 positions

#7Veracity Capital LLCPassive

Slight overlap · 3 shared positions

$MDY $BWXT $QBTS

$370M

223 positions

#8Wellington Shields Capital Management, LLCPassive

Slight overlap · 3 shared positions

$BA $QXO $SLV

$788M

334 positions

#9Mizuho Markets Cayman LPActive

Slight overlap · 4 shared positions

$BA $ARM $COIN $SLV

$2.7B

95 positions

#10Coordinated Financial Services, Inc.

Slight overlap · 3 shared positions

$MDY $BA $SLV

$174M

176 positions

#11Montis Financial, LLCActive

Slight overlap · 3 shared positions

$CEF $SLV $MDY

$489M

152 positions

#12TRAN CAPITAL MANAGEMENT, L.P.Active

Slight overlap · 3 shared positions

$QXO $ARM $BWXT

$869M

66 positions

#13STEEL GROVE CAPITAL ADVISORS, LLCSmart money

Slight overlap · 3 shared positions

$CEF $ARM $MDY

$1.1B

223 positions

#14Centiva Capital, LPPassive

Slight overlap · 3 shared positions

$SLV $QXO $ARM

$11.5B

1,787 positions

#15Q3 Asset ManagementActive

Slight overlap · 3 shared positions

$SLV $ARM $COIN

$546M

70 positions

#16SUSQUEHANNA INTERNATIONAL GROUP, LLPPassive

Slight overlap · 3 shared positions

$ARM $SLV $BA

$1.3T

13,275 positions

#17Clear Street Group Inc.Active

Slight overlap · 3 shared positions

$ARM $QBTS $COIN

$39.5B

1,414 positions

#18Benson Wealth Management INCPassive

Slight overlap · 3 shared positions

$SLV $COIN $CEF

$99M

367 positions

#19bLong Financial, LLCSmart money

Slight overlap · 3 shared positions

$ARM $QBTS $BA

$154M

80 positions

#20360 Financial, Inc.Smart money

Slight overlap · 3 shared positions

$ARM $SLV $BWXT

$394M

85 positions

#21HOEY INVESTMENTS, INCSmart money

Slight overlap · 3 shared positions

$ARM $SLV $BA

$774M

458 positions

#22McIlrath & Eck, LLC

Slight overlap · 3 shared positions

$BA $SLV $MDY

$1.3B

1,645 positions

#23Ardent Capital Management, Inc.Smart money

Slight overlap · 3 shared positions

$MDY $SLV $CEF

$241M

47 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.