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 Note Advisors,

13F Portfolio OverlapQ1 2026Note Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Note Advisors, LLC is an institutional investor managing $200M across 85 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 Note Advisors, are Hurlow Wealth Group,, Tide Cove Partners, Johnson Wealth ,, with shared positions in $SCHW, $HUM, $DDOG, $IAU, $SNPS, $MCD. The full ranking of 25 similar funds is below.

#1Hurlow Wealth Management Group, Inc.Active

Notable overlap · 8 shared positions

$SCHW $HUM $DDOG $IAU $SNPS $MCD

$420M

120 positions

#2Tide Cove Capital Partners LLCSmart money

Notable overlap · 3 shared positions

$SCHW $DHR $HUM

$147M

13 positions

#3Johnson Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$SCHW $IAU $HUM $GILD

$207M

49 positions

#4Magnolia Wealth Management, LLCActive

Notable overlap · 5 shared positions

$SCHW $DHR $MCD $IAU $MS

$172M

212 positions

#5WealthCollab, LLCPassive

Notable overlap · 5 shared positions

$DHR $SCHW $DDOG $BRZE $IAU

$243M

977 positions

#6Firestone Capital ManagementPassive

Notable overlap · 6 shared positions

$SCHW $HUM $DDOG $IAU $DHR $NSC

$480M

160 positions

#7SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$SCHW $HUM $SNPS $MCD

$272M

554 positions

#8Financial Alternatives, IncActive

Notable overlap · 5 shared positions

$SCHW $IAU $DHR $SNPS $HUM

$185M

79 positions

#9Ariston Services GroupActive

Notable overlap · 4 shared positions

$SCHW $IAU $HUM $DDOG

$167M

71 positions

#10DecisionPoint Financial, LLCActive

Notable overlap · 3 shared positions

$SCHW $IAU $BRZE

$464M

679 positions

#11AWM CAPITAL, LLCActive

Notable overlap · 4 shared positions

$SCHW $IAU $HUM $NSC

$1.1B

113 positions

#12Allodium Investment Consultants, LLCActive

Notable overlap · 3 shared positions

$SCHW $DDOG $IAU

$209M

52 positions

#13Passive Capital Management, LLC.Active

Notable overlap · 3 shared positions

$SCHW $DDOG $MCD

$335M

104 positions

#14MOLLER WEALTH PARTNERSActive

Notable overlap · 3 shared positions

$SCHW $DDOG $MCD

$507M

67 positions

#15SVRN Asset Management, LLCActive

Notable overlap · 5 shared positions

$SCHW $DDOG $HUM $BRZE $MS

$103M

37 positions

#16Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$DHR $IAU $HUM $SCHW $MS

$90M

65 positions

#17FC Advisory LLCActive

Notable overlap · 7 shared positions

$SCHW $DHR $HUM $DDOG $MS $BRZE

$342M

115 positions

#18Wrenne Financial Planning LLCSmart money

Notable overlap · 5 shared positions

$SCHW $DDOG $BRZE $HUM $MS

$255M

49 positions

#19Gibson Capital, LLCSmart money

Notable overlap · 3 shared positions

$SCHW $IAU $HUM

$537M

87 positions

#20Forum Private Client Group LLCActive

Notable overlap · 4 shared positions

$DHR $HUM $DDOG $IAU

$300M

80 positions

#21Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 6 shared positions

$IAU $HUM $MCD $SCHW $BRZE $MS

$365M

111 positions

#22White Lighthouse Investment Management Inc.Active

Notable overlap · 7 shared positions

$IAU $DHR $HUM $SCHW $BRZE $SNPS

$721M

145 positions

#23CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 5 shared positions

$SCHW $HUM $MS $DDOG $MCD

$363M

102 positions

#24RIVER'S EDGE WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$SCHW $HUM $DDOG $MS

$107M

46 positions

#25Rockwood Wealth Management, LLCSmart money

Notable overlap · 5 shared positions

$SCHW $IAU $DDOG $HUM $BRZE

$1.4B

118 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.