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 HighRoad Wealth Advisors,

13F Portfolio OverlapQ1 2026HighRoad Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

HighRoad Wealth Advisors, LLC is an institutional investor managing $102M across 37 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 HighRoad Wealth Advisors, are Ridge Creek Global,, Leeward Financial Partners,, FINANCIAL CONSULATE,, with shared positions in $HUM, $CMI, $MAR, $SHW, $PATK, $LMT. The full ranking of 25 similar funds is below.

#1Ridge Creek Global, IncActive

Some overlap · 4 shared positions

$HUM $CMI $MAR $SHW

$118M

85 positions

#2Leeward Financial Partners, LLCPassive

Some overlap · 4 shared positions

$HUM $CMI $MAR $SHW

$336M

97 positions

#3FINANCIAL CONSULATE, INCActive

Some overlap · 4 shared positions

$PATK $MAR $LMT $TJX

$803M

1,402 positions

#4Principle Wealth Partners LLCActive

Slight overlap · 5 shared positions

$HUM $MAR $CMI $IBM $SHW

$1.7B

380 positions

#5Sanibel Captiva Trust Company, Inc.Passive

Slight overlap · 4 shared positions

$HUM $CMI $TJX $IBM

$3.6B

436 positions

#6RM Financial Services, LLCActive

Slight overlap · 4 shared positions

$HUM $MAR $CMI $IBM

$116M

75 positions

#7Stokes Capital Advisors, LLCPassive

Slight overlap · 6 shared positions

$HUM $TJX $LMT $IBM $SHW $CB

$446M

104 positions

#8WINDWARD CAPITAL MANAGEMENT CO /CAActive

Slight overlap · 4 shared positions

$CMI $MAR $TJX $LMT

$1.2B

69 positions

#9Tandem Investment Partners LLCPassive

Slight overlap · 4 shared positions

$HUM $MAR $TJX $IBM

$118M

73 positions

#10Alexis Investment Partners, LLCActive

Slight overlap · 4 shared positions

$HUM $MAR $TJX $SHW

$145M

35 positions

#11Wilson & Boucher Capital Management, LLCPassive

Slight overlap · 3 shared positions

$HUM $CMI $MAR

$151M

114 positions

#12Diversified Enterprises, LLCActive

Slight overlap · 5 shared positions

$HUM $MAR $TJX $LMT $SHW

$1.8B

413 positions

#13Frederick Financial Consultants, LLCPassive

Slight overlap · 5 shared positions

$HUM $MAR $LMT $IBM $SHW

$201M

109 positions

#14Integras Partners LLCPassive

Slight overlap · 4 shared positions

$HUM $CMI $LMT $IBM

$152M

69 positions

#15Pathway Financial Advisers, LLCPassive

Slight overlap · 4 shared positions

$HUM $CMI $LMT $IBM

$354M

164 positions

#16Red Mountain Financial, LLCPassive

Slight overlap · 4 shared positions

$HUM $MAR $CMI $LMT

$106M

79 positions

#17Cascades Capital Asset Management, LLCPassive

Slight overlap · 4 shared positions

$HUM $MAR $TJX $LMT

$239M

158 positions

#18BAILARD, INC.Passive

Slight overlap · 4 shared positions

$MAR $CMI $TJX $CB

$4.4B

736 positions

#19Raab & Moskowitz Asset Management LLCPassive

Slight overlap · 3 shared positions

$HUM $MAR $TJX

$450M

187 positions

#20Baltimore-Washington Financial Advisors, Inc.Active

Slight overlap · 3 shared positions

$HUM $MAR $TJX

$2.3B

186 positions

#21CHATHAM CAPITAL GROUP, INC.Passive

Slight overlap · 3 shared positions

$HUM $MAR $TJX

$689M

198 positions

#22Advocate Investing Services LLCPassive

Slight overlap · 3 shared positions

$HUM $MAR $TJX

$118M

448 positions

#23LS Investment Advisors, LLCPassive

Slight overlap · 5 shared positions

$HUM $TJX $IBM $SHW $CB

$668M

126 positions

#24RETIREMENT GUYS FORMULA LLCPassive

Slight overlap · 3 shared positions

$CMI $MAR $TJX

$217M

154 positions

#25Northwest Financial AdvisorsPassive

Slight overlap · 4 shared positions

$HUM $MAR $LMT $IBM

$52M

66 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.