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 Fund Advisors of America /FL

13F Portfolio OverlapQ1 2026Fund Advisors of America /FL portfolio →

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Most similar hedge funds by 13F overlap

Fund Advisors of America Inc/FL is an institutional investor managing $99M across 118 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 Fund Advisors of America /FL are BERKSHIRE, CapWealth Advisors,, Green Alpha Advisors,, with shared positions in $MRVL, $NET, $ASML, $GLW, $PLTR, $ARM. The full ranking of 25 similar funds is below.

#1BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 6 shared positions

$MRVL $NET $ASML $GLW $PLTR $ARM

$277M

114 positions

#2CapWealth Advisors, LLCActive

Notable overlap · 5 shared positions

$IBM $DUK $WMB $GLW $PLTR

$1.3B

118 positions

#3Green Alpha Advisors, LLCPassive

Notable overlap · 6 shared positions

$IBM $MU $NET $GLW $SYM $MRVL

$102M

107 positions

#4SWS PartnersPassive

Notable overlap · 6 shared positions

$DUK $MRVL $GLW $NET $MU $PM

$405M

112 positions

#5Faithward Advisors, LLCPassive

Notable overlap · 6 shared positions

$NET $IBM $USB $ASML $PLTR $KMI

$701M

261 positions

#6Redwood Wealth Management Group, LLCPassive

Some overlap · 7 shared positions

$IBM $PLTR $MU $ET $MRVL $KMI

$232M

169 positions

#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$IBM $DUK $MAIN $PM $RIO

$220M

148 positions

#8Addis & Hill, IncSmart money

Some overlap · 6 shared positions

$USB $WMB $MKL $EPD $ET $KMI

$164M

27 positions

#9Oak Grove Capital LLCSmart money

Some overlap · 5 shared positions

$IBM $DUK $MU $ET $KMI

$1.2B

92 positions

#10CMC Financial GroupActive

Some overlap · 5 shared positions

$IBM $EPD $USB $ET $MRVL

$51M

38 positions

#11Karras Company, Inc.Active

Some overlap · 5 shared positions

$IBM $ASML $EPD $GLW $RIO

$99M

61 positions

#12Royal Palms Capital LLCPassive

Some overlap · 5 shared positions

$IBM $EPD $GLW $ET $KMI

$101M

50 positions

#13Pathway Financial Advisers, LLCPassive

Some overlap · 5 shared positions

$DUK $EPD $IBM $OHI $PM

$354M

164 positions

#14Energy Income Partners, LLCActive

Some overlap · 5 shared positions

$DUK $EPD $WMB $ET $KMI

$6.2B

87 positions

#15Markin Volterra Fund LPActive

Some overlap · 5 shared positions

$MRVL $ASML $MU $PLTR $ARM

$65M

34 positions

#16Rafferty Asset Management, LLCActive

Some overlap · 5 shared positions

$MRVL $USB $MU $ASML $PLTR

$24.6B

1,057 positions

#17Taylor Frigon Capital Management LLCPassive

Some overlap · 5 shared positions

$NET $MAIN $MRVL $PLTR $SYM

$176M

93 positions

#18CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Some overlap · 4 shared positions

$IBM $USB $ASML $PLTR

$60M

36 positions

#19FUKOKU MUTUAL LIFE INSURANCE CoPassive

Some overlap · 4 shared positions

$DUK $IBM $USB $WMB

$1.5B

235 positions

#20Twin Tree Management, LPPassive

Some overlap · 6 shared positions

$USB $MU $GLW $MRVL $ASML $ARM

$4.7B

1,240 positions

#21Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$MU $EPD $PLTR $GLW $IBM

$160M

124 positions

#22Anther Capital LtdActive

Some overlap · 4 shared positions

$MRVL $ASML $MU $GLW

$3.8B

31 positions

#23Americana Partners, LLCPassive

Some overlap · 6 shared positions

$EPD $IBM $ET $WMB $KMI $PM

$3.9B

510 positions

#24Jackson Hole Capital Partners, LLCPassive

Some overlap · 6 shared positions

$EPD $WMB $IBM $DUK $KMI $ET

$605M

313 positions

#25INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Some overlap · 6 shared positions

$EPD $WMB $ET $KMI $MRVL $DUK

$1.4B

149 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.