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 Maxele Advisors,

13F Portfolio OverlapQ4 2025Maxele Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Maxele Advisors, LLC is an institutional investor managing $123M across 100 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Maxele Advisors, are Risk Paradigm Group,, Excelsior Advisor Network, WealthCare Investment Partners,, with shared positions in $SAN, $CTVA, $SNOW, $SLV, $MDLZ, $BAC. The full ranking of 25 similar funds is below.

#1Risk Paradigm Group, LLCPassive

Some overlap · 4 shared positions

$SAN $CTVA $SNOW $SLV

$117M

59 positions

#2Excelsior Advisor Network LLCPassive

Some overlap · 4 shared positions

$SAN $MDLZ $SNOW $BAC

$263M

226 positions

#3WealthCare Investment Partners, LLCPassive

Some overlap · 5 shared positions

$SAN $WT $SLV $MS $SNOW

$360M

191 positions

#4Bluesphere Advisors, LLCActive

Some overlap · 6 shared positions

$SAN $WT $MS $SLV $UNH $DIA

$281M

121 positions

#5Well Done, LLCActive

Some overlap · 6 shared positions

$SAN $ABT $WT $SLV $MS $DIA

$681M

197 positions

#6NORTHLAND SECURITIES, INC.Active

Some overlap · 6 shared positions

$AMAT $SAN $SNOW $MDLZ $MDY $UNH

$105M

107 positions

#7FIFTH THIRD SECURITIES, INC.Passive

Some overlap · 8 shared positions

$MDLZ $SNOW $SAN $SLV $MS $MDY

$1.5B

341 positions

#8Kilter Group LLCPassive

Some overlap · 3 shared positions

$SAN $MDLZ $LOW

$232M

1,567 positions

#9Interactive Financial AdvisorsActive

Some overlap · 5 shared positions

$SAN $CTVA $WT $SLV $MS

$153M

78 positions

#10Tudor Financial Inc.Passive

Some overlap · 4 shared positions

$SAN $DIA $SLV $LOW

$195M

138 positions

#11Fortis Group Advisors, LLCPassive

Some overlap · 6 shared positions

$CTVA $DIA $SNOW $WT $SLV $UNH

$605M

582 positions

#12Capstone Wealth Management Group LLCPassive

Some overlap · 3 shared positions

$SAN $WT $SLV

$163M

123 positions

#13PARAGON FINANCIAL PARTNERS, INC.Active

Some overlap · 3 shared positions

$SAN $CTVA $BAC

$177M

77 positions

#14Cadent Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$SAN $SLV $AMAT

$386M

187 positions

#15Beckerman Institutional, LLCPassive

Some overlap · 5 shared positions

$SAN $SNOW $WT $MS $BAC

$188M

121 positions

#16ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$ABT $AMAT $WT $MDY $LOW

$228M

90 positions

#17LUTS & GREENLEIGH GROUP, INCActive

Some overlap · 5 shared positions

$ABT $CTVA $SNOW $WT $MDLZ

$126M

89 positions

#18Chicago Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$SAN $SLV $MS

$251M

59 positions

#19Royal Fund Management, LLCPassive

Some overlap · 4 shared positions

$SAN $DIA $CTVA $MS

$1.1B

297 positions

#20360 Financial, Inc.Active

Some overlap · 3 shared positions

$SAN $SNOW $MS

$332M

80 positions

#21Intrepid Financial Planning Group LLCPassive

Some overlap · 6 shared positions

$DIA $SAN $SNOW $MDY $BAC $CTVA

$248M

125 positions

#22SENTINEL WEALTH MANAGEMENT, INC.Active

Some overlap · 5 shared positions

$DIA $CTVA $SNOW $WT $MDY

$125M

39 positions

#23MLP3, LLCPassive

Some overlap · 6 shared positions

$DIA $SNOW $WT $SLV $MS $MDY

$91M

86 positions

#24EDGAR LOMAX CO/VAActive

Some overlap · 5 shared positions

$MDLZ $ABT $MS $BAC $UNH

$1.4B

56 positions

#25Worth Asset Management, LLCPassive

Some overlap · 5 shared positions

$DIA $AMAT $WT $SLV $MS

$268M

182 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.