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 OverlapQ3 2026Smith Asset portfolio →

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Most similar hedge funds by 13F overlap

Smith Asset Management Co., LLC is an institutional investor managing $123M across 73 U.S. equity positions as of Q3 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, Mission Hills Financial Advisory, Mallini Complete Financial Planning, with shared positions in $CSQ, $UTF, $FFA, $DSU, $UTG, $GOF. The full ranking of 25 similar funds is below.

#1PMG Family Office LLCActive

Notable overlap · 8 shared positions

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

$108M

112 positions

#2Mission Hills Financial Advisory, LLCActive

Notable overlap · 8 shared positions

$PCN $PDI $JPC $UTF $UTG $PTY

$228M

89 positions

#3Mallini Complete Financial Planning LLCSmart money

Notable overlap · 4 shared positions

$ARCC $PDI $FLC $GOF

$143M

72 positions

#4Estate Planners Group, LLCActive

Notable overlap · 5 shared positions

$ARCC $PDI $GOF $UTG $PCN

$221M

70 positions

#5Whipplewood Advisors, LLCPassive

Notable overlap · 4 shared positions

$ARCC $DFP $DSU $NVG

$148M

200 positions

#6Wright Wealth LLCActive

Notable overlap · 3 shared positions

$JPC $UTG $NLY

$167M

54 positions

#7Noble Wealth Management PBCPassive

Notable overlap · 4 shared positions

$PCN $PDI $FLC $PTY

$223M

786 positions

#8C2C Wealth Management, LLCPassive

Some overlap · 4 shared positions

$UTF $PTY $ARCC $OHI

$128M

90 positions

#9McGowan Group Asset Management, Inc.Active

Some overlap · 4 shared positions

$UTF $CSQ $NVG $OHI

$823M

154 positions

#10Advisory Advocates, LLCPassive

Some overlap · 5 shared positions

$UTF $ASGI $PTY $CSQ $STK

$117M

188 positions

#11Thomas J. Herzfeld Advisors, Inc.Active

Some overlap · 5 shared positions

$PDI $GOF $PTY $STK $BTZ

$326M

129 positions

#12Shaker Financial Services, LLCPassive

Some overlap · 4 shared positions

$FFA $SOR $CSQ $BLW

$303M

144 positions

#13Gridiron Partners, LLCSmart money

Some overlap · 5 shared positions

$PSF $GOF $BLW $NVG $JPC

$199M

52 positions

#14Elm3 Financial Group, LLCPassive

Some overlap · 3 shared positions

$PDI $PTY $PCN

$150M

150 positions

#15Logan Stone Capital, LLCActive

Some overlap · 3 shared positions

$PTY $GOF $PDI

$473M

155 positions

#16Columbus Macro, LLCPassive

Some overlap · 3 shared positions

$NLY $ARCC $OHI

$1.0B

208 positions

#17Cornerstone Advisory, LLCPassive

Some overlap · 4 shared positions

$PDI $NVG $ARCC $BME

$1.2B

278 positions

#18Samalin Investment Counsel, LLCPassive

Some overlap · 4 shared positions

$HQH $UTG $OHI $ARCC

$319M

331 positions

#19Accel Wealth ManagementPassive

Some overlap · 3 shared positions

$PTY $UTF $ARCC

$464M

309 positions

#20Plan Group Financial, LLCPassive

Some overlap · 3 shared positions

$NLY $ARCC $OHI

$510M

228 positions

#21Future Financial Wealth Managment LLCPassive

Slight overlap · 3 shared positions

$UTG $MCI $CNS

$163M

128 positions

#22Advisory Solutions Group, LLCPassive

Slight overlap · 3 shared positions

$GOF $STK $PDI

$472M

293 positions

#23Mueller Wealth, LLCActive

Slight overlap · 3 shared positions

$DNP $JPC $BTZ

$147M

18 positions

#24Navis Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$PDI $NLY $ARCC

$264M

175 positions

#25Collaborative Wealth Managment Inc.Active

Slight overlap · 3 shared positions

$PTY $PCN $JPC

$238M

170 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.