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 Pillar Financial Advisors,

13F Portfolio OverlapQ1 2026Pillar Financial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Pillar Financial Advisors, LLC is an institutional investor managing $171M across 106 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 Pillar Financial Advisors, are Rather & Kittrell,, Financial Harvest,, Cedar Point Partners,, with shared positions in $IAU, $NKE, $USB, $FITB, $DOV, $NTRB. The full ranking of 25 similar funds is below.

#1Rather & Kittrell, Inc.Active

Substantial overlap · 3 shared positions

$IAU $NKE $USB

$648M

113 positions

#2Financial Harvest, LLCActive

Substantial overlap · 4 shared positions

$IAU $NKE $FITB $DOV

$170M

57 positions

#3Cedar Point Capital Partners, LLCPassive

Substantial overlap · 4 shared positions

$NKE $NTRB $COP $USB

$154M

71 positions

#4Sterling Financial Planning, Inc.Active

Substantial overlap · 5 shared positions

$IAU $NKE $SNOW $COP $UNIT

$337M

117 positions

#5ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money

Substantial overlap · 4 shared positions

$NKE $IAU $SNOW $UNIT

$167M

35 positions

#6Frankly Finances, LLCActive

Substantial overlap · 6 shared positions

$NKE $SNOW $IAU $MKL $BRZE $DOV

$110M

64 positions

#7CARL STUART INVESTMENT ADVISOR, INCActive

Substantial overlap · 3 shared positions

$IAU $BRZE $MKL

$229M

27 positions

#8STEPHEN J. GARRY & ASSOCIATES, LLCActive

Substantial overlap · 3 shared positions

$IAU $SNOW $COP

$124M

51 positions

#9Timonier Family Office, LTD.

Substantial overlap · 3 shared positions

$IAU $NKE $USB

$315M

56 positions

#10Gladwyn Financial Advisors, Inc.Active

Substantial overlap · 5 shared positions

$NTRB $UNIT $COP $MKL $USB

$160M

82 positions

#11Tillman Hartley LLCActive

Substantial overlap · 6 shared positions

$NKE $SNOW $IAU $COP $BRZE $DOV

$398M

88 positions

#12RF&L WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$NKE $UNIT $NTRB $SNOW

$134M

52 positions

#13Burk Holdings LLCPassive

Notable overlap · 3 shared positions

$NKE $IAU $SNOW

$233M

676 positions

#14EQ WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$NKE $IAU $COP

$171M

54 positions

#15Verus Financial Partners, Inc.Smart money

Notable overlap · 8 shared positions

$NKE $SNOW $UNIT $MKL $IAU $BRZE

$1.1B

121 positions

#16BHK Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$NTRB $UNIT $COP

$299M

79 positions

#17Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 7 shared positions

$UNIT $NKE $SNOW $NTRB $MKL $BRZE

$111M

63 positions

#18Black Diamond Financial, LLCActive

Notable overlap · 5 shared positions

$NTRB $SNOW $UNIT $MKL $COP

$916M

185 positions

#19DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$NKE $SNOW $NTRB $UNIT $IAU

$249M

92 positions

#20FISCHER INVESTMENT STRATEGIES, LLCActive

Notable overlap · 3 shared positions

$NKE $SNOW $NTRB

$171M

45 positions

#21Mader & Shannon Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$IAU $USB $TMO

$216M

20 positions

#22CURIO WEALTH, LLCActive

Notable overlap · 4 shared positions

$IAU $NKE $COP $UNIT

$293M

1,255 positions

#23Zeit Capital LLCActive

Notable overlap · 3 shared positions

$NTRB $UNIT $MKL

$149M

52 positions

#24Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 5 shared positions

$IAU $SNOW $NKE $MKL $UNIT

$931M

518 positions

#25LAM GROUP, INC.Passive

Notable overlap · 3 shared positions

$NKE $UNIT $MKL

$182M

136 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.