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 Plum Street Advisors,

13F Portfolio OverlapQ1 2026Plum Street Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Plum Street Advisors, LLC is an institutional investor managing $289M across 98 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 Plum Street Advisors, are Pillar Financial Advisors,, ACCREDITED INVESTOR SERVICES,, Ballast Financial Advisors, with shared positions in $IAU, $UNIT, $COP, $SNOW, $MKL, $TMO. The full ranking of 25 similar funds is below.

#1Pillar Financial Advisors, LLCActive

Notable overlap · 6 shared positions

$IAU $UNIT $COP $SNOW $MKL $TMO

$171M

106 positions

#2ACCREDITED INVESTOR SERVICES, LLCSmart money

Notable overlap · 5 shared positions

$IAU $AMN $DDOG $UNIT $HUM

$156M

77 positions

#3Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$AMN $IAU $UNIT $COP $HUM

$98M

68 positions

#4CURIO WEALTH, LLCActive

Notable overlap · 4 shared positions

$IAU $AMN $COP $UNIT

$293M

1,255 positions

#5Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 5 shared positions

$IAU $AMN $SNOW $MKL $UNIT

$931M

518 positions

#6Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$IAU $AMN $SNOW $HUM

$126M

74 positions

#7Burk Holdings LLCPassive

Notable overlap · 5 shared positions

$IAU $AMN $SNOW $DDOG $HUM

$233M

676 positions

#8MAIMON WEALTH MANAGEMENT LTD.Passive

Notable overlap · 4 shared positions

$RELX $IAU $AMN $UNIT

$114M

77 positions

#9Prosperity Planning, Inc.Active

Notable overlap · 7 shared positions

$UNIT $AMN $DDOG $COP $SNOW $CTVA

$395M

110 positions

#10Arcadia Wealth Management, Inc.Smart money

Notable overlap · 3 shared positions

$IAU $AMN $SNOW

$185M

55 positions

#11GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 7 shared positions

$IAU $COP $DDOG $UNIT $AMN $CTVA

$212M

87 positions

#12Burton Enright WelchActive

Notable overlap · 3 shared positions

$IAU $AMN $MCK

$736M

134 positions

#13Sterling Financial Planning, Inc.Active

Notable overlap · 6 shared positions

$IAU $COP $DDOG $SNOW $UNIT $HUM

$337M

117 positions

#14FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 5 shared positions

$UNIT $AMN $SNOW $MKL $COP

$293M

105 positions

#15LAM GROUP, INC.Passive

Notable overlap · 3 shared positions

$UNIT $AMN $MKL

$182M

136 positions

#16Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 4 shared positions

$UNIT $AMN $HUM $DDOG

$2.2B

79 positions

#17Hudson Oak Wealth Advisory LLCActive

Notable overlap · 5 shared positions

$RELX $AMN $IAU $DDOG $COP

$115M

52 positions

#18marrick wealth, LLCSmart money

Notable overlap · 3 shared positions

$IAU $AMN $HUM

$119M

52 positions

#19TME FINANCIAL, INC.Passive

Notable overlap · 5 shared positions

$UNIT $IAU $MUFG $DDOG $SNOW

$144M

65 positions

#20Vannoy Advisory Group, Inc.Smart money

Notable overlap · 3 shared positions

$IAU $UNIT $DDOG

$158M

28 positions

#21SAGE RHINO CAPITAL LLCPassive

Notable overlap · 6 shared positions

$AMN $IAU $COP $SNOW $DDOG $MKL

$535M

330 positions

#22COLLECTIVE FAMILY OFFICE LLCPassive

Notable overlap · 5 shared positions

$AMN $UNIT $DDOG $MKL $HUM

$489M

161 positions

#23Rochester Wealth Strategies, LLCSmart money

Notable overlap · 3 shared positions

$RELX $IAU $DDOG

$165M

24 positions

#24Integrity Wealth Solutions LLCPassive

Notable overlap · 5 shared positions

$AMN $IAU $UNIT $DDOG $SNOW

$255M

130 positions

#25ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money

Notable overlap · 4 shared positions

$IAU $AMN $SNOW $UNIT

$167M

35 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.