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Hedge Funds Similar to Note Advisors

13F Portfolio OverlapQ2 2026Note Advisors portfolio →
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Most similar hedge funds by 13F overlap

Note Advisors, LLC is an institutional investor managing $231M across 86 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 Note Advisors are ABSHER WEALTH, Midway Research &amp, Traub, with shared positions in $MCD, $ADI, $MTB, $SNPS, $NOTV, $C. The full ranking of 25 similar funds is below.

#1ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MCD$ADI$MTB
$878M
73 positions
#2Midway Capital Research & ManagementActive
Some overlap · 3 shared positions
$ADI$SNPS$MCD
$118M
50 positions
#3Traub Capital Management LLCPassive
Some overlap · 3 shared positions
$SNPS$NOTV$C
$112M
132 positions
#4Peoples Bank/KSPassive
Some overlap · 3 shared positions
$ADI$MCD$COR
$103M
97 positions
#5Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$MCD$C$COR
$287M
33 positions
#6FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 3 shared positions
$NOTV$MCD$C
$1.7B
256 positions
#7Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$SNPS$ADI$MCD
$481M
125 positions
#8TOUNJIAN ADVISORY PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MCD$COR$SNPS
$234M
789 positions
#9DONALDSON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$MCD$C$COR
$3.5B
311 positions
#10MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 3 shared positions
$MTB$C$MCD
$3.7B
159 positions
#11MMA ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SNPS$MCD$C
$314M
181 positions
#12Yoffe Investment Management, LLCPassive
Some overlap · 3 shared positions
$SNPS$MCD$C
$87M
113 positions
#13POTOMAC FUND MANAGEMENT INC /ADVSmart money
Some overlap · 3 shared positions
$SNPS$ADI$MCD
$4.0B
109 positions
#14Matrix Trust CoActive
Some overlap · 3 shared positions
$MCD$C$COR
$688M
102 positions
#15BKM Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ADI$C$MCD
$309M
154 positions
#16United BankPassive
Some overlap · 4 shared positions
$ADI$C$COR$MCD
$329M
122 positions
#17Close Asset Management LtdActive
Some overlap · 4 shared positions
$ADI$COR$MCD$C
$3.8B
269 positions
#18FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money
Some overlap · 3 shared positions
$C$ADI$COR
$1.3B
201 positions
#19IAMS WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$SNPS$MCD$ADI
$342M
184 positions
#20Cordatus Wealth Management LLCPassive
Some overlap · 3 shared positions
$C$ADI$MCD
$451M
160 positions
#21CLUNE & ASSOCIATES, LTD.Active
Some overlap · 3 shared positions
$SNPS$MCD$UAL
$654M
163 positions
#22JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$ADI$COR$MCD
$13.7B
840 positions
#23B. Metzler seel. Sohn & Co. AGActive
Some overlap · 3 shared positions
$C$MCD$ADI
$11.6B
709 positions
#24TOWER TRUST & INVESTMENT CoPassive
Some overlap · 3 shared positions
$ADI$C$COR
$165M
247 positions
#25CITIZENS & NORTHERN CORPActive
Some overlap · 3 shared positions
$ADI$C$COR
$438M
117 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.