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 Alexis Investment Partners,

13F Portfolio OverlapQ1 2026Alexis Investment Partners, portfolio →

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Most similar hedge funds by 13F overlap

Alexis Investment Partners, LLC is an institutional investor managing $145M across 35 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 Alexis Investment Partners, are Blackston Financial Advisory Group,, Wheelhouse Advisory Group, Mosaic Advisors, with shared positions in $HUM, $NTRB, $MAR, $MDY, $SHW, $DIA. The full ranking of 25 similar funds is below.

#1Blackston Financial Advisory Group, LLCActive

Notable overlap · 4 shared positions

$HUM $NTRB $MAR $MDY

$160M

106 positions

#2Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$HUM $NTRB $MAR

$302M

51 positions

#3Mosaic Advisors LLCPassive

Notable overlap · 5 shared positions

$HUM $SHW $NTRB $DIA $MAR

$67M

42 positions

#4Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$HUM $NTRB $DIA

$116M

80 positions

#5Granite FO LLCActive

Notable overlap · 3 shared positions

$HUM $MDY $DIA

$169M

170 positions

#6Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$NTRB $DIA $AMAT $MAR $HUM

$151M

97 positions

#7Portfolio Strategies, Inc.Active

Notable overlap · 3 shared positions

$NTRB $SHW $MAR

$811M

75 positions

#8McClarren Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$NTRB $HUM $MAR

$169M

79 positions

#9CHARTIST INC /CA/Smart money

Notable overlap · 3 shared positions

$DIA $SHW $TJX

$139M

20 positions

#10Beacon Capital Management, LLCActive

Notable overlap · 4 shared positions

$NTRB $DIA $MAR $HUM

$567M

166 positions

#11HANOVER ADVISORS INCActive

Notable overlap · 3 shared positions

$HUM $MDY $MAR

$246M

118 positions

#12PETREDIS INVESTMENT ADVISORS LLCActive

Notable overlap · 5 shared positions

$NTRB $SHW $AMAT $TJX $MAR

$1.2B

108 positions

#13Howard Capital Management Inc.Active

Notable overlap · 4 shared positions

$HUM $NTRB $SHW $MDY

$6.1B

332 positions

#14CDM FINANCIAL COUNSELING SERVICES, INC.Active

Notable overlap · 5 shared positions

$HUM $NTRB $MAR $SHW $MDY

$105M

80 positions

#15Conservest Capital Advisors, Inc.Active

Notable overlap · 4 shared positions

$MDY $DIA $HUM $MAR

$1.1B

127 positions

#16Diversified Enterprises, LLCActive

Notable overlap · 4 shared positions

$HUM $SHW $MAR $TJX

$1.8B

413 positions

#17Hapanowicz & Associates Financial Services, IncSmart money

Notable overlap · 3 shared positions

$HUM $DIA $AMAT

$251M

31 positions

#18GreatBanc Trust COActive

Notable overlap · 3 shared positions

$HUM $DIA $AMAT

$143M

67 positions

#19Tandem Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$MDY $MAR $TJX $SHW

$224M

47 positions

#20M3 Advisory Group, LLCPassive

Notable overlap · 4 shared positions

$HUM $NTRB $MDY $MAR

$162M

149 positions

#21E&G Advisors, LPPassive

Notable overlap · 3 shared positions

$HUM $MAR $AMAT

$449M

236 positions

#22Clarity Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$HUM $DIA $AMAT

$486M

108 positions

#23Carr Financial Group CorpPassive

Notable overlap · 3 shared positions

$HUM $AMAT $NTRB

$379M

174 positions

#24Junk Investment Group, LLCPassive

Notable overlap · 4 shared positions

$HUM $NTRB $MDY $MAR

$191M

88 positions

#25Bay Rivers GroupPassive

Notable overlap · 4 shared positions

$HUM $SHW $DIA $MDY

$240M

109 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.