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 AssuredPartners Investment Advisors,

13F Portfolio OverlapQ1 2026AssuredPartners Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

AssuredPartners Investment Advisors, LLC is an institutional investor managing $919M across 402 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 AssuredPartners Investment Advisors, are Catalyst Investment, Compass Financial Services, Rice Partnership,, with shared positions in $WT, $DHR, $KKR, $MS, $BAC, $CASY. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$WT $DHR $KKR $MS $BAC

$90M

65 positions

#2Compass Financial Services IncActive

Notable overlap · 5 shared positions

$WT $DHR $KKR $CASY $MS

$231M

56 positions

#3Rice Partnership, LLCActive

Notable overlap · 5 shared positions

$WT $MU $XYZ $DHR $AXP

$732M

178 positions

#4Stonebridge Financial Group, LLCPassive

Notable overlap · 6 shared positions

$WT $JHG $MS $GLW $NEE $LHX

$1.2B

262 positions

#5Riverbend Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$WT $KKR $MS $BAC $AXP

$175M

152 positions

#6Lunt Capital Management, Inc.Active

Notable overlap · 3 shared positions

$WT $DHR $XYZ

$260M

97 positions

#7Andina Capital Management, LLCPassive

Some overlap · 4 shared positions

$WT $JHG $LHX $LRCX

$113M

119 positions

#8ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 5 shared positions

$WT $KKR $LRCX $NEE $BAC

$84M

65 positions

#9SENTINEL WEALTH MANAGEMENT, INC.Active

Some overlap · 3 shared positions

$WT $DHR $NEE

$125M

39 positions

#10Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 5 shared positions

$WT $JHG $KKR $MS $NEE

$589M

590 positions

#11Solutions 4 Wealth, LtdPassive

Some overlap · 3 shared positions

$WT $DHR $BAC

$66M

55 positions

#12Etesian Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$WT $KKR $XYZ $BAC

$313M

138 positions

#13Glen Eagle Advisors, LLCPassive

Some overlap · 5 shared positions

$WT $MS $KKR $NEE $LRCX

$714M

1,021 positions

#14ShoreHaven Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$WT $JHG $MS $GLW $NEE

$278M

103 positions

#15Hobbs Group Advisors, LLCPassive

Some overlap · 5 shared positions

$WT $GLW $MS $BAC $AXP

$334M

160 positions

#16FLYNN ZITO CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$WT $MU $MS

$313M

158 positions

#17tru Independence LLCPassive

Some overlap · 3 shared positions

$WT $JHG $BAC

$202M

102 positions

#18Freedom Day Solutions, LLCActive

Some overlap · 3 shared positions

$WT $DHR $CASY

$373M

96 positions

#19Consolidated Planning CorpActive

Some overlap · 4 shared positions

$WT $CASY $MS $LRCX

$617M

144 positions

#20Whalen Wealth Management Inc.Passive

Some overlap · 7 shared positions

$WT $JHG $SNPS $BAC $MU $LRCX

$187M

174 positions

#21Linscomb Wealth, Inc.Active

Some overlap · 5 shared positions

$WT $LRCX $KKR $BAC $NEE

$2.2B

337 positions

#22Kestra Investment Management, LLCActive

Some overlap · 6 shared positions

$WT $JHG $SNPS $XYZ $NEE $MU

$5.8B

439 positions

#23Per Stirling Capital Management, LLC.Passive

Some overlap · 3 shared positions

$WT $JHG $MS

$905M

310 positions

#24Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 3 shared positions

$WT $JHG $KKR

$381M

163 positions

#25truNorth Financial Services, Inc.Active

Some overlap · 4 shared positions

$WT $KKR $MS $LRCX

$97M

49 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.