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 Carroll Advisory Group

13F Portfolio OverlapQ2 2026Carroll Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

Carroll Advisory Group, LLC is an institutional investor managing $305M across 74 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Carroll Advisory Group are Silver Oak Advisory Group, FIDUCIARY ADVISORS, CORNERSTONE ADVISORS ASSET, with shared positions in $DOV, $GBCI, $AEP, $IAU, $ALL, $MSTR. The full ranking of 14 similar funds is below.

#1Silver Oak Advisory Group, Inc.Active

Slight overlap · 3 shared positions

$DOV $GBCI $AEP

$254M

86 positions

#2FIDUCIARY ADVISORS, INC.Active

Slight overlap · 3 shared positions

$DOV $AEP $IAU

$149M

155 positions

#3CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$DOV $IAU $ALL

$765M

133 positions

#4Andrews Advisory Associates, LLCActive

Slight overlap · 3 shared positions

$DOV $IAU $ALL

$208M

86 positions

#5Vantage Point Financial LLCActive

Slight overlap · 3 shared positions

$DOV $IAU $ALL

$328M

188 positions

#6Frankly Finances, LLCActive

Slight overlap · 3 shared positions

$DOV $IAU $AEP

$127M

90 positions

#7HUDSON EDGE INVESTMENT PARTNERS INC.Active

Slight overlap · 3 shared positions

$DOV $AEP $ALL

$732M

123 positions

#8Shah Wealth Advisors, LLCActive

Slight overlap · 4 shared positions

$DOV $AEP $IAU $ALL

$433M

79 positions

#9MACROVIEW INVESTMENT MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$DOV $IAU $ALL

$162M

106 positions

#10Strategic Blueprint, LLCPassive

Slight overlap · 3 shared positions

$DOV $AEP $IAU

$2.0B

696 positions

#11Red Mountain Financial, LLCPassive

Slight overlap · 3 shared positions

$DOV $IAU $ALL

$119M

82 positions

#12F&V Capital Management, LLCPassive

Slight overlap · 3 shared positions

$DOV $AEP $ALL

$542M

63 positions

#13Golden State Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$AEP $IAU $MSTR

$1.1B

1,620 positions

#14Interactive Financial AdvisorsActive

Slight overlap · 3 shared positions

$AEP $IAU $ALL

$164M

74 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.