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 URS Advisory

13F Portfolio OverlapQ1 2026URS Advisory portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

URS Advisory LLC is an institutional investor managing $137M across 51 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 URS Advisory are RiverTree Advisors,, Cascade Wealth Advisors,, StoneCrest Wealth ,, with shared positions in $TMO, $JHG, $ALPS, $KKR, $SNOW, $HUM. The full ranking of 25 similar funds is below.

#1RiverTree Advisors, LLCPassive

Notable overlap · 3 shared positions

$TMO $JHG $ALPS

$158M

60 positions

#2Cascade Wealth Advisors, IncActive

Notable overlap · 4 shared positions

$TMO $KKR $SNOW $HUM

$228M

60 positions

#3StoneCrest Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$SHW $TMO $JHG $RELX

$236M

73 positions

#4Round Rock Advisors, LLCPassive

Notable overlap · 5 shared positions

$SHW $KKR $MAR $COF $HUM

$654M

318 positions

#5Mason & Associates IncActive

Notable overlap · 4 shared positions

$SHW $JHG $YMM $ALPS

$516M

160 positions

#6WNY Asset Management, LLCPassive

Notable overlap · 5 shared positions

$SHW $SNOW $SLV $MCD $HUM

$967M

249 positions

#7Guardian Financial Partners, LLCActive

Notable overlap · 5 shared positions

$KKR $JHG $TMO $SNOW $ALPS

$237M

67 positions

#8WT Wealth ManagementPassive

Notable overlap · 4 shared positions

$SHW $RELX $JHG $SNOW

$336M

138 positions

#9Bay Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$KKR $RELX $SNOW $TMO $HUM

$162M

107 positions

#10KELLY FINANCIAL GROUP LLCActive

Notable overlap · 3 shared positions

$SHW $SNOW $MCD

$398M

100 positions

#11Cornerstone Advisory, LLCPassive

Notable overlap · 6 shared positions

$KKR $JHG $SNOW $NAD $MAR $HUM

$1.1B

262 positions

#12Guardian Capital, LLCPassive

Notable overlap · 4 shared positions

$SHW $KKR $MAR $MCD

$105M

81 positions

#13Retirement Management Systems Inc.Active

Notable overlap · 3 shared positions

$SHW $JHG $SNOW

$415M

51 positions

#14Ergawealth Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$SHW $JHG $TMO $ALPS

$226M

55 positions

#15Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 3 shared positions

$TMO $MAR $HUM

$153M

344 positions

#16Fiduciary Planning LLCActive

Notable overlap · 3 shared positions

$SHW $YMM $ALPS

$331M

76 positions

#17Quaker Wealth Management, LLCActive

Notable overlap · 5 shared positions

$KKR $JHG $RELX $MAR $HUM

$320M

972 positions

#18Advantage Trust CoActive

Notable overlap · 5 shared positions

$SHW $MAR $MCD $HUM $SLV

$223M

123 positions

#19Portfolio Strategies, Inc.Active

Notable overlap · 4 shared positions

$SHW $MAR $SLV $RELX

$811M

75 positions

#20Lakeridge Wealth Management LLCPassive

Notable overlap · 3 shared positions

$SHW $MCD $HUM

$233M

169 positions

#21CHILTON INVESTMENT CO INC.Active

Notable overlap · 3 shared positions

$SHW $TMO $COF

$4.3B

280 positions

#22Integrity Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$TMO $SLV $NEA $MCD

$111M

99 positions

#23Joseph P. Lucia & Associates, LLCPassive

Notable overlap · 4 shared positions

$SHW $SNOW $ALPS $HUM

$280M

169 positions

#24David R. Rahn & Associates Inc.Passive

Notable overlap · 3 shared positions

$SHW $YMM $SLV

$354M

122 positions

#25Sentinel Advisory Group, LLCActive

Notable overlap · 3 shared positions

$TMO $SNOW $SLV

$205M

53 positions

Compare URS Advisory’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View URS Advisory’s holdings

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.