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 Excelsior Advisor Network

13F Portfolio OverlapQ1 2026Excelsior Advisor Network portfolio →

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Most similar hedge funds by 13F overlap

Excelsior Advisor Network LLC is an institutional investor managing $263M across 226 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 Excelsior Advisor Network are Approach Retirement Advisors,, Breakwater Investment, Bigelow Investment Advisors,, with shared positions in $HUM, $IAU, $DOV, $NEE, $SO, $KKR. The full ranking of 25 similar funds is below.

#1Approach Retirement Advisors, LLCActive

Notable overlap · 8 shared positions

$HUM $IAU $DOV $NEE $SO $KKR

$120M

79 positions

#2Breakwater Investment ManagementPassive

Notable overlap · 7 shared positions

$HUM $UPST $KKR $DOV $SNOW $DDOG

$269M

506 positions

#3Bigelow Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$IAU $HUM $KKR $NEE $SNOW $BAC

$250M

153 positions

#4White Lighthouse Investment Management Inc.Active

Notable overlap · 7 shared positions

$IAU $HUM $KKR $UPST $SNOW $MKL

$721M

145 positions

#5Sage Investment Advisers LLCPassive

Notable overlap · 6 shared positions

$IAU $HUM $KKR $LMT $SNOW $IBM

$135M

89 positions

#6Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$IAU $HUM $KKR $DOV $BAC

$98M

68 positions

#7Ariston Services GroupActive

Notable overlap · 5 shared positions

$IAU $HUM $KKR $SNOW $DDOG

$167M

71 positions

#8Blossom Wealth ManagementPassive

Notable overlap · 6 shared positions

$IAU $HUM $SNOW $NEE $BAC $IBM

$67M

74 positions

#9Cornerstone Financial Management LLCPassive

Notable overlap · 7 shared positions

$HUM $UPST $KKR $DDOG $SNOW $DOV

$109M

1,311 positions

#10CPA Asset Management LLCActive

Notable overlap · 5 shared positions

$IAU $HUM $KKR $NEE $MDLZ

$298M

99 positions

#11Catalyst Investment Management LLCPassive

Notable overlap · 7 shared positions

$IAU $KKR $DOV $HUM $MKL $LMT

$90M

65 positions

#12W ADVISORS, LLCPassive

Some overlap · 7 shared positions

$HUM $MDLZ $KKR $LMT $DDOG $NEE

$195M

141 positions

#13WEALTHSPAN PARTNERS, LLCPassive

Some overlap · 4 shared positions

$IAU $HUM $KKR $NEE

$284M

123 positions

#14Red Mountain Financial, LLCPassive

Some overlap · 5 shared positions

$IAU $HUM $LMT $SNOW $MKL

$106M

79 positions

#15CAPE ANN SAVINGS BANKPassive

Some overlap · 7 shared positions

$IAU $UPST $NEE $BAC $IBM $AEP

$199M

121 positions

#16Altiora Financial Group, LLCActive

Some overlap · 6 shared positions

$IAU $UPST $NEE $DDOG $SNOW $BAC

$607M

110 positions

#17Pinnacle Financial Group, LLC / ILPassive

Some overlap · 5 shared positions

$IAU $HUM $KKR $MKL $UPST

$365M

111 positions

#18ANDERSON HOAGLAND & COPassive

Some overlap · 6 shared positions

$IAU $UPST $DDOG $SNOW $BAC $IBM

$1.2B

136 positions

#19Interactive Financial AdvisorsActive

Some overlap · 7 shared positions

$HUM $SAN $IAU $KKR $AEP $NEE

$153M

78 positions

#20Glass Jacobson Investment Advisors llcPassive

Some overlap · 6 shared positions

$IAU $UPST $KKR $NEE $DDOG $SNOW

$290M

607 positions

#21Kuhn & Co Investment CounselPassive

Some overlap · 7 shared positions

$UPST $KKR $NEE $DDOG $SO $SNOW

$155M

142 positions

#22EHRLICH FINANCIAL GROUPPassive

Some overlap · 5 shared positions

$IAU $HUM $MDLZ $SNOW $KKR

$174M

112 positions

#23WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 7 shared positions

$HUM $UPST $NEE $DDOG $SNOW $SO

$350M

95 positions

#24Pacific Park Financial, Inc.Active

Some overlap · 5 shared positions

$IAU $UPST $DOV $SNOW $DDOG

$153M

73 positions

#25Five Pine Wealth ManagementActive

Some overlap · 5 shared positions

$IAU $UPST $DOV $SNOW $MKL

$161M

47 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.