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 Hegarty Advisors,

13F Portfolio OverlapQ1 2026Hegarty Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Hegarty Advisors, LLC is an institutional investor managing $127M across 57 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 Hegarty Advisors, are Granby ,, Five Pine Wealth, Wrenne Financial Planning, with shared positions in $MKL, $UNIT, $ALPS, $COP, $DOV, $UPST. The full ranking of 25 similar funds is below.

#1Granby Capital Management, LLCActive

Substantial overlap · 3 shared positions

$MKL $UNIT $ALPS

$174M

14 positions

#2Five Pine Wealth ManagementActive

Substantial overlap · 4 shared positions

$MKL $COP $DOV $UPST

$161M

47 positions

#3Wrenne Financial Planning LLCSmart money

Substantial overlap · 4 shared positions

$MKL $UNIT $HUM $MS

$255M

49 positions

#4THREADGILL FINANCIAL, LLCActive

Substantial overlap · 3 shared positions

$MKL $DOV $COP

$344M

44 positions

#5Efficient Advisors, LLCActive

Substantial overlap · 5 shared positions

$UNIT $MKL $COP $UPST $DOV

$1.4B

58 positions

#6Gladwyn Financial Advisors, Inc.Active

Substantial overlap · 4 shared positions

$UNIT $MKL $COP $USB

$160M

82 positions

#7Voya Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$MKL $KKR $COP

$1.0B

209 positions

#8Compton Wealth Advisory Group, LLCActive

Notable overlap · 5 shared positions

$MKL $UPST $HUM $MS $UNIT

$449M

85 positions

#9Sage Financial Management Group, Inc.Active

Notable overlap · 5 shared positions

$MKL $COP $KKR $UPST $UNIT

$325M

57 positions

#10MilWealth Group LLCSmart money

Notable overlap · 6 shared positions

$MKL $HUM $USB $KKR $UNIT $COP

$420M

81 positions

#11Blankinship & Foster, LLCSmart money

Notable overlap · 3 shared positions

$MKL $KKR $HUM

$452M

75 positions

#12Glassman Wealth ServicesSmart money

Notable overlap · 7 shared positions

$MKL $KKR $UNIT $HUM $USB $MS

$736M

187 positions

#13MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$MKL $UNIT $COP

$240M

234 positions

#14Dunhill Financial, LLCPassive

Notable overlap · 3 shared positions

$MKL $DOV $HUM

$424M

1,857 positions

#15Luminvest Wealth Management LLCSmart money

Notable overlap · 5 shared positions

$MKL $COP $KKR $HUM $USB

$382M

55 positions

#16Grove Street Fiduciary, LLCActive

Notable overlap · 4 shared positions

$UNIT $MKL $UPST $HUM

$227M

74 positions

#17E&R Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$UNIT $COP $UPST

$100M

12 positions

#18Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MKL $DOV $HUM

$151M

54 positions

#19Silver Coast Investments LLCActive

Notable overlap · 5 shared positions

$UNIT $DOV $SIVR $MS $USB

$313M

119 positions

#20FC Advisory LLCActive

Notable overlap · 6 shared positions

$MKL $HUM $MS $DOV $USB $COP

$342M

115 positions

#21Discipline Wealth Solutions, LLCActive

Notable overlap · 6 shared positions

$UNIT $MKL $UPST $COP $HUM $DOV

$950M

192 positions

#22Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 4 shared positions

$MKL $COP $DOV $HUM

$578M

118 positions

#23FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$MKL $COP $UNIT $KKR $DOV $USB

$133M

121 positions

#24Forbes Financial Planning, Inc.Active

Notable overlap · 4 shared positions

$UNIT $COP $GLDM $MS

$173M

38 positions

#25TrueWealth Financial PartnersActive

Notable overlap · 4 shared positions

$UNIT $MKL $UPST $DOV

$251M

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.