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 Aurdan ,

13F Portfolio OverlapQ1 2026Aurdan , portfolio →

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Most similar hedge funds by 13F overlap

Aurdan Capital Management, LLC is an institutional investor managing $394M across 99 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 Aurdan , are Wingate Wealth Advisors,, 360 Financial,, Keystone Financial Group,, with shared positions in $HUM, $PM, $MRSH, $BRZE, $ADP, $AMGN. The full ranking of 25 similar funds is below.

#1Wingate Wealth Advisors, Inc.Passive

Substantial overlap · 4 shared positions

$HUM $PM $MRSH $BRZE

$187M

121 positions

#2360 Financial, Inc.Active

Substantial overlap · 5 shared positions

$HUM $ADP $AMGN $KO $HON

$332M

80 positions

#3Keystone Financial Group, Inc.Active

Substantial overlap · 3 shared positions

$HUM $AMGN $HON

$192M

134 positions

#4ECLECTIC ASSOCIATES INC /ADVActive

Substantial overlap · 5 shared positions

$HUM $NKE $UNH $KO $BRZE

$753M

159 positions

#5Hubbell Strickland Wealth Management, LLCActive

Substantial overlap · 5 shared positions

$HUM $ABT $BRZE $AFL $PM

$251M

83 positions

#6FIDELIS iM, LLCSmart money

Substantial overlap · 3 shared positions

$HUM $BRZE $APD

$264M

25 positions

#7CONQUIS FINANCIAL LLCSmart money

Notable overlap · 6 shared positions

$HUM $BRZE $AMGN $LOW $GWW $ROST

$121M

54 positions

#8Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $USB $BRZE $AMGN

$341M

64 positions

#9Ariston Services GroupActive

Notable overlap · 3 shared positions

$HUM $APD $MCHP

$167M

71 positions

#10Buska Wealth Management, LLCActive

Notable overlap · 4 shared positions

$HUM $USB $UNH $KO

$249M

74 positions

#11Paragon Capital Management LtdActive

Notable overlap · 3 shared positions

$HUM $AMGN $HON

$476M

199 positions

#12Granite FO LLCActive

Notable overlap · 3 shared positions

$HUM $PM $MRSH

$169M

170 positions

#13Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$HUM $LOW $AMGN $NKE

$114M

68 positions

#14Cascades Capital Asset Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $UNH $LOW

$239M

158 positions

#15Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$HUM $PM $MO $USB

$302M

51 positions

#16INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Notable overlap · 5 shared positions

$HUM $KO $AMGN $ABT $COR

$314M

130 positions

#17Family CFO IncActive

Notable overlap · 4 shared positions

$HUM $NKE $USB $BRZE

$223M

41 positions

#18Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$HUM $LOW $PM $BRZE $MO

$255M

70 positions

#19SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$HUM $USB $KMI

$272M

554 positions

#20Councilmark Asset Management, LLCActive

Notable overlap · 3 shared positions

$HUM $PM $AMGN

$174M

85 positions

#21Noble Family Wealth, LLCActive

Notable overlap · 3 shared positions

$HUM $NKE $AFL

$484M

76 positions

#22Western Pacific Wealth Management, LPActive

Notable overlap · 4 shared positions

$HUM $SYY $BRZE $AZO

$98M

197 positions

#23FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 4 shared positions

$HUM $BRZE $APD $AMGN

$176M

104 positions

#24Goepper Burkhardt LLCActive

Notable overlap · 5 shared positions

$HUM $KO $AFL $AMGN $UNH

$299M

97 positions

#25Gerald Baker Financial Group LLCPassive

Notable overlap · 6 shared positions

$HUM $LOW $PM $MO $KO $KR

$253M

107 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.