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 GatePass ,

13F Portfolio OverlapQ1 2026GatePass , portfolio →

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Most similar hedge funds by 13F overlap

GatePass Capital, LLC is an institutional investor managing $214M across 173 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 GatePass , are MBA Advisors, Lionshead Wealth ,, Waterfront Wealth, with shared positions in $JHG, $WT, $UPST, $ADX, $BN, $VICR. The full ranking of 25 similar funds is below.

#1MBA Advisors LLCPassive

Some overlap · 3 shared positions

$JHG $WT $UPST

$260M

146 positions

#2Lionshead Wealth Management, LLCPassive

Some overlap · 3 shared positions

$JHG $WT $UPST

$136M

108 positions

#3Waterfront Wealth Inc.Passive

Some overlap · 4 shared positions

$ADX $WT $JHG $BN

$545M

283 positions

#4Mason & Associates IncActive

Some overlap · 3 shared positions

$JHG $WT $VICR

$516M

160 positions

#5VISTA INVESTMENT MANAGEMENTPassive

Some overlap · 3 shared positions

$JHG $WT $WFC

$301M

176 positions

#6Three Magnolias Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$JHG $WT $WFC

$157M

103 positions

#7BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$ADX $STEW $SPE $GGZ

$696M

724 positions

#8tru Independence LLCPassive

Some overlap · 3 shared positions

$JHG $WT $WFC

$202M

102 positions

#9Ameritas Advisory Services, LLCPassive

Some overlap · 3 shared positions

$JHG $WT $UPST

$2.6B

1,075 positions

#10Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 3 shared positions

$JHG $WT $WFC

$589M

590 positions

#11OneAscent Wealth Management LLCActive

Some overlap · 3 shared positions

$JHG $WT $WFC

$302M

157 positions

#12BLUELINE ADVISORS LLCActive

Some overlap · 3 shared positions

$JHG $WT $UPST

$129M

217 positions

#13INTEGRITY WEALTH ADVISORS, INC.Active

Some overlap · 3 shared positions

$JHG $WT $WFC

$168M

73 positions

#14ShoreHaven Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$WT $JHG $RF

$278M

103 positions

#15WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$JHG $WT $WFC

$156M

139 positions

#16Barnes Wealth Management Group, IncPassive

Some overlap · 3 shared positions

$WT $JHG $WFC

$197M

184 positions

#17Blackhawk Capital Partners, LLCPassive

Some overlap · 3 shared positions

$JHG $WT $UPST

$273M

141 positions

#18NewEdge Wealth, LLCPassive

Some overlap · 3 shared positions

$WT $UPST $WFC

$8.4B

1,124 positions

#19Element Wealth, LLCPassive

Some overlap · 3 shared positions

$WT $JHG $WFC

$242M

207 positions

#20Nova Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$JHG $WT $SOFI

$154M

545 positions

#21RB Capital Management, LLCActive

Some overlap · 3 shared positions

$JHG $ADX $WFC

$471M

187 positions

#22AXS Investments LLCActive

Some overlap · 3 shared positions

$JHG $WT $UPST

$248M

189 positions

#23BEACON FINANCIAL GROUPPassive

Some overlap · 3 shared positions

$WT $WFC $JHG

$1.0B

348 positions

#24Grove Street Fiduciary, LLCActive

Some overlap · 3 shared positions

$WT $UPST $WFC

$227M

74 positions

#25Inspire Advisors, LLCPassive

Some overlap · 3 shared positions

$WT $JHG $RF

$1.2B

663 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.