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 Smith Asset ,

13F Portfolio OverlapQ1 2026Smith Asset , portfolio →

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Most similar hedge funds by 13F overlap

Smith Asset Management Co., LLC is an institutional investor managing $127M across 70 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 Smith Asset , are PMG Family Office, Estate Planners Group,, Noble Wealth PBC, with shared positions in $CSQ, $DSU, $UTF, $FFA, $UTG, $GOF. The full ranking of 25 similar funds is below.

#1PMG Family Office LLCPassive

Notable overlap · 7 shared positions

$CSQ $DSU $UTF $FFA $UTG $GOF

$90M

100 positions

#2Estate Planners Group, LLCActive

Notable overlap · 3 shared positions

$ARCC $PDI $GOF

$208M

73 positions

#3Noble Wealth Management PBCPassive

Notable overlap · 4 shared positions

$PCN $PDI $FLC $PTY

$223M

778 positions

#4McGowan Group Asset Management, Inc.Passive

Notable overlap · 4 shared positions

$AWF $UTF $CSQ $NVG

$785M

154 positions

#5Mission Hills Financial Advisory, LLCActive

Some overlap · 5 shared positions

$PCN $PDI $JPC $UTG $UTF

$195M

54 positions

#6Wright Wealth LLCActive

Some overlap · 3 shared positions

$NLY $UTG $JPC

$149M

51 positions

#7XML Financial, LLCPassive

Some overlap · 3 shared positions

$MAR $PTY $CNS

$1.2B

421 positions

#8Whipplewood Advisors, LLCPassive

Some overlap · 4 shared positions

$ARCC $DFP $DSU $NVG

$193M

1,065 positions

#9Richmond Brothers, Inc.Smart money

Some overlap · 3 shared positions

$MAR $GOF $NVG

$150M

36 positions

#10Logan Stone Capital, LLCActive

Some overlap · 4 shared positions

$PTY $GOF $AWF $CSQ

$360M

133 positions

#11C2C Wealth Management, LLCPassive

Some overlap · 3 shared positions

$UTF $PTY $ARCC

$118M

92 positions

#12Cornerstone Advisory, LLCPassive

Some overlap · 3 shared positions

$MAR $PDI $NVG

$1.1B

262 positions

#13CDKV HOLDINGS LLCActive

Some overlap · 3 shared positions

$MAR $PCN $PTY

$114M

275 positions

#14Thomas J. Herzfeld Advisors, Inc.Active

Some overlap · 3 shared positions

$GOF $PTY $PDI

$294M

115 positions

#15Beacon Capital Management, Inc.Active

Some overlap · 3 shared positions

$MAR $UTG $UTF

$1.8B

57 positions

#16Wealth Care LLCActive

Some overlap · 3 shared positions

$PDI $NLY $PTY

$113M

67 positions

#17MATRIX PRIVATE CAPITAL GROUP LLCActive

Slight overlap · 3 shared positions

$UTF $MAR $UTG

$207M

141 positions

#18Future Financial Wealth Managment LLCActive

Slight overlap · 3 shared positions

$CNS $UTG $MCI

$155M

128 positions

#19Mallini Complete Financial Planning LLCSmart money

Slight overlap · 4 shared positions

$ARCC $GOF $PDI $FLC

$126M

61 positions

#20Samalin Investment Counsel, LLCPassive

Slight overlap · 3 shared positions

$HQH $UTG $ARCC

$282M

319 positions

#21Gridiron Partners, LLCSmart money

Slight overlap · 3 shared positions

$NVG $PSF $JPC

$164M

47 positions

#22Merkkuri Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$MAR $ARCC $PDI

$151M

399 positions

#23PARK CIRCLE CoActive

Slight overlap · 3 shared positions

$SPH $NLY $ARCC

$108M

51 positions

#24Mueller Wealth, LLCSmart money

Slight overlap · 3 shared positions

$DNP $BTZ $JPC

$125M

17 positions

#25Kingstone Capital Partners Texas, LLCActive

Slight overlap · 3 shared positions

$PDI $NLY $JPC

$162M

57 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.