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 OverlapQ1 2026Carroll Advisory Group, portfolio →

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Most similar hedge funds by 13F overlap

Carroll Advisory Group, LLC is an institutional investor managing $258M across 68 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 Carroll Advisory Group, are Northwest Financial Advisors, Stack Financial ,, Main Street Group, LTD, with shared positions in $AGQ, $BRZE, $IBM, $HUM, $DOV, $COP. The full ranking of 25 similar funds is below.

#1Northwest Financial AdvisorsPassive

Some overlap · 4 shared positions

$AGQ $BRZE $IBM $HUM

$52M

66 positions

#2Stack Financial Management, IncActive

Some overlap · 4 shared positions

$AGQ $DOV $COP $AEP

$1.4B

52 positions

#3Main Street Group, LTDActive

Some overlap · 3 shared positions

$AGQ $MKL $IBM

$340M

865 positions

#4MRWM Advisors, LLCActive

Some overlap · 5 shared positions

$AGQ $BRZE $IBM $UPST $HUM

$184M

74 positions

#5ForthRight Wealth Management, LLCActive

Some overlap · 4 shared positions

$AGQ $IBM $COP $HUM

$353M

75 positions

#6Kaydan Wealth Management, Inc.Active

Some overlap · 3 shared positions

$AGQ $BRZE $HUM

$299M

109 positions

#7Virtue Capital Management, LLCPassive

Some overlap · 3 shared positions

$AGQ $MKL $COP

$657M

322 positions

#8RoundAngle Advisors LLCPassive

Some overlap · 4 shared positions

$AGQ $IBM $UPST $COP

$134M

60 positions

#9BWM Planning, LLCActive

Some overlap · 4 shared positions

$AGQ $MKL $BRZE $COP

$379M

87 positions

#10Discipline Wealth Solutions, LLCActive

Some overlap · 8 shared positions

$AGQ $BRZE $MKL $UPST $COP $HUM

$950M

192 positions

#11MLP3, LLCPassive

Some overlap · 4 shared positions

$AGQ $MKL $AEP $KKR

$91M

86 positions

#12WMS Group LLCPassive

Some overlap · 3 shared positions

$AGQ $UPST $COP

$69M

50 positions

#13Benchmark Financial, LLCActive

Some overlap · 3 shared positions

$AGQ $COP $HUM

$111M

52 positions

#14REDMONT WEALTH ADVISORS LLC

Some overlap · 3 shared positions

$AGQ $COP $KKR

$66M

307 positions

#15Cypress Capital, LLCActive

Some overlap · 5 shared positions

$AGQ $BRZE $IBM $UPST $COP

$351M

95 positions

#16Anson Capital, Inc.Passive

Some overlap · 6 shared positions

$AGQ $MKL $BRZE $COP $HUM $KKR

$146M

90 positions

#17Bucket List Wealth Management, LLCActive

Some overlap · 3 shared positions

$AGQ $IBM $HUM

$166M

57 positions

#18KOM Wealth Management Group, LLCActive

Some overlap · 4 shared positions

$AGQ $BRZE $HUM $KKR

$147M

89 positions

#19Hedges Asset Management LLC

Some overlap · 3 shared positions

$AGQ $IBM $GBCI

$142M

108 positions

#20Cushing Capital Partners, LLCPassive

Some overlap · 3 shared positions

$AGQ $BRZE $KKR

$130M

96 positions

#21Creekside PartnersPassive

Some overlap · 7 shared positions

$DOV $BRZE $MKL $IBM $COP $HUM

$243M

183 positions

#22GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Some overlap · 5 shared positions

$AGQ $BRZE $MKL $UPST $HUM

$128M

42 positions

#23Sollinda Capital Management LLCActive

Some overlap · 4 shared positions

$AGQ $UPST $IBM $MKL

$412M

76 positions

#24Breakwater Investment ManagementPassive

Some overlap · 7 shared positions

$DOV $BRZE $MKL $UPST $HUM $GMM

$269M

506 positions

#25Lynx Investment AdvisoryPassive

Some overlap · 4 shared positions

$AGQ $COP $HUM $KKR

$209M

181 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.