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 STEPHEN J. GARRY & ASSOCIATES,

13F Portfolio OverlapQ1 2026STEPHEN J. GARRY & ASSOCIATES, portfolio →

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Most similar hedge funds by 13F overlap

STEPHEN J. GARRY & ASSOCIATES, LLC is an institutional investor managing $124M across 51 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 STEPHEN J. GARRY & ASSOCIATES, are Pillar Financial Advisors,, NavPoint Financial,, Seneschal Advisors,, with shared positions in $IAU, $SNOW, $COP, $GBTC, $BA, $SAN. The full ranking of 25 similar funds is below.

#1Pillar Financial Advisors, LLCActive

Substantial overlap · 3 shared positions

$IAU $SNOW $COP

$171M

106 positions

#2NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$SNOW $IAU $COP $GBTC

$247M

71 positions

#3Seneschal Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $IAU $BA

$135M

594 positions

#4MFA WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$SNOW $IAU $SAN $BA

$508M

88 positions

#5Clear Retirement Advice LLCActive

Notable overlap · 3 shared positions

$SNOW $COP $IAU

$127M

54 positions

#6Rachor Investment Advisory Services, LLCActive

Notable overlap · 3 shared positions

$IAU $ED $BA

$190M

464 positions

#7Sterling Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$IAU $SNOW $COP

$337M

117 positions

#8GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$IAU $COP $SNOW

$212M

87 positions

#9MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$SNOW $IAU $MPC

$260M

146 positions

#10CHRISTINE MESSMER PCActive

Notable overlap · 3 shared positions

$SNOW $COP $HSY

$156M

80 positions

#11WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$IAU $COP $GBTC $SLV

$508M

107 positions

#12Scott Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $SLV $COP

$493M

58 positions

#13TWIN FOCUS CAPITAL PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $DIA $COP

$871M

173 positions

#14Discipline Wealth Solutions, LLCActive

Notable overlap · 4 shared positions

$SNOW $IAU $SLV $COP

$950M

192 positions

#15Sagace Wealth Management LLCPassive

Notable overlap · 3 shared positions

$SNOW $IAU $COP

$149M

70 positions

#16Red Mountain Financial, LLCPassive

Notable overlap · 3 shared positions

$SNOW $IAU $SLV

$106M

79 positions

#17NORTHLAND SECURITIES, INC.Active

Notable overlap · 3 shared positions

$SNOW $SAN $MPC

$105M

107 positions

#18BCM ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $COP $ED

$507M

78 positions

#19Tandem Financial, LLCPassive

Notable overlap · 3 shared positions

$SNOW $SAN $SLV

$314M

98 positions

#20ZynergyRetirementPlanningLLCSmart money

Notable overlap · 3 shared positions

$SNOW $SAN $HSY

$165M

26 positions

#21IFC & Insurance Marketing, Inc.Active

Notable overlap · 3 shared positions

$SNOW $IAU $BA

$96M

72 positions

#22LifePlan Financial, LLCPassive

Notable overlap · 3 shared positions

$IAU $SNOW $COP

$135M

83 positions

#23Maltin Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$IAU $SNOW $HSY

$262M

136 positions

#24Cornerstone Planning Group LLCPassive

Notable overlap · 3 shared positions

$SNOW $SLV $IAU

$749M

1,818 positions

#25Family Investment Center, Inc.Active

Notable overlap · 3 shared positions

$SNOW $BA $COP

$520M

91 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.