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 Adirondack Advisors,

13F Portfolio OverlapQ1 2026Adirondack Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Adirondack Capital Advisors, LLC is an institutional investor managing $186M across 45 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 Adirondack Advisors, are truNorth Financial Services,, Caldwell Investment Ltd., Seven Springs Wealth Group,, with shared positions in $MS, $KKR, $HUM, $MSI, $GE, $MKL. The full ranking of 25 similar funds is below.

#1truNorth Financial Services, Inc.Active

Substantial overlap · 3 shared positions

$MS $KKR $HUM

$97M

49 positions

#2Caldwell Investment Management Ltd.Active

Substantial overlap · 3 shared positions

$MS $KKR $MSI

$255M

57 positions

#3Seven Springs Wealth Group, LLCActive

Substantial overlap · 4 shared positions

$MS $HUM $GE $MKL

$432M

81 positions

#4Summit Investment Advisory Services, LLCActive

Notable overlap · 4 shared positions

$MS $NTRB $HUM $DHR

$269M

81 positions

#5Madrid Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$MS $KKR $GE

$133M

70 positions

#6SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $MKL

$103M

37 positions

#7DAGCO, INC.Passive

Notable overlap · 4 shared positions

$MS $KKR $HUM $DHR

$461M

353 positions

#8Talisman Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$MS $KKR $HUM $MDLZ

$124M

101 positions

#9LifeGoal Investments, LLCPassive

Notable overlap · 3 shared positions

$MS $HUM $GEV

$175M

112 positions

#10Provident Wealth Management, LLCActive

Notable overlap · 4 shared positions

$MS $MDLZ $HUM $NTRB

$331M

134 positions

#11Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$MS $KKR $HUM

$453M

103 positions

#12Gratus Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $NTRB $HUM $GE

$691M

138 positions

#13KOM Wealth Management Group, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $KKR $DHR

$147M

89 positions

#14Sterling Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$MS $HUM $KKR

$175M

20 positions

#15Provenance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $KKR

$945M

412 positions

#16SFAM, LLCActive

Notable overlap · 3 shared positions

$MS $ICFI $DHR

$108M

269 positions

#17Madson Wealth Advisors IncPassive

Notable overlap · 4 shared positions

$MS $HUM $MDLZ $DHR

$120M

84 positions

#18PFS Partners, LLCActive

Notable overlap · 3 shared positions

$MS $GEV $GE

$218M

590 positions

#19SWEENEY & MICHEL, LLCActive

Notable overlap · 3 shared positions

$MS $KKR $HUM

$340M

145 positions

#20Crews Bank & TrustPassive

Notable overlap · 4 shared positions

$KKR $HUM $MS $DHR

$690M

673 positions

#21Capital Planning LLCActive

Notable overlap · 4 shared positions

$MS $HUM $NTRB $GE

$307M

82 positions

#22Sherman Wealth Management LLCPassive

Notable overlap · 5 shared positions

$KKR $HUM $NTRB $GEV $GE

$116M

80 positions

#23CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$MS $HUM $COF

$363M

102 positions

#24Accretive Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $MS $NTRB

$356M

180 positions

#25APS Management Group, Inc.Passive

Notable overlap · 3 shared positions

$MS $KKR $DHR

$117M

72 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.