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 EQUITABLE

13F Portfolio OverlapQ1 2026EQUITABLE portfolio →

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Most similar hedge funds by 13F overlap

EQUITABLE TRUST CO is an institutional investor managing $2.2B across 463 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 EQUITABLE are Rather & Kittrell,, Burk, Strategic Point Investment Advisors,, with shared positions in $IAU, $DHR, $BAC, $KO, $ASML, $SE. The full ranking of 25 similar funds is below.

#1Rather & Kittrell, Inc.Active

Notable overlap · 3 shared positions

$IAU $DHR $BAC

$648M

113 positions

#2Burk Holdings LLCPassive

Notable overlap · 3 shared positions

$IAU $DHR $BAC

$233M

676 positions

#3Strategic Point Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $DHR $KO

$688M

35 positions

#4Regency Capital Management Inc.\DEPassive

Notable overlap · 4 shared positions

$IAU $ASML $SE $FAST

$224M

60 positions

#5Rachor Investment Advisory Services, LLCActive

Notable overlap · 4 shared positions

$IAU $AXP $BAC $ASML

$190M

464 positions

#6Arnhold LLCActive

Notable overlap · 3 shared positions

$IAU $EG $BAC

$1.4B

118 positions

#7ANDERSON HOAGLAND & COPassive

Notable overlap · 3 shared positions

$IAU $ASML $BAC

$1.2B

136 positions

#8Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$IAU $DHR $SE $KO $BAC

$90M

65 positions

#9SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 3 shared positions

$IAU $ADI $AXP

$199M

97 positions

#10Wealth Quarterback LLCPassive

Notable overlap · 3 shared positions

$IAU $ASML $KO

$254M

163 positions

#11BCU Wealth Advisors, LLCSmart money

Notable overlap · 3 shared positions

$IAU $SE $KO

$268M

60 positions

#12Financial Harvest, LLCActive

Notable overlap · 3 shared positions

$IAU $SE $KO

$170M

57 positions

#13FORBES J M & CO LLPActive

Notable overlap · 3 shared positions

$IAU $BAC $KO

$1.2B

150 positions

#14CPA Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $DHR $AXP

$298M

99 positions

#15Harbour Wealth Management Group, Inc.Passive

Notable overlap · 3 shared positions

$IAU $ADI $KO

$133M

89 positions

#16West Family Investments, Inc.Passive

Notable overlap · 3 shared positions

$IAU $ASML $KO

$285M

259 positions

#17Signet Investment Advisory Group, Inc.Passive

Notable overlap · 3 shared positions

$IAU $AXP $KO

$218M

69 positions

#18Permanens Capital L.P.Smart money

Some overlap · 4 shared positions

$IAU $SAP $DHR $SHOP

$776M

88 positions

#19Chemistry Wealth Management LLCPassive

Some overlap · 3 shared positions

$IAU $AXP $BAC

$569M

204 positions

#20Wealth Management Partners, LLCPassive

Some overlap · 3 shared positions

$IAU $ASML $DHR

$350M

147 positions

#21Moisand Fitzgerald Tamayo, LLCActive

Some overlap · 4 shared positions

$IAU $AXP $KO $SE

$931M

518 positions

#22Financial Alternatives, IncActive

Some overlap · 3 shared positions

$IAU $DHR $BAC

$185M

79 positions

#23Elwood & Goetz Wealth Advisory Group, LLCActive

Some overlap · 3 shared positions

$IAU $AXP $KO

$589M

138 positions

#24Bigelow Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$IAU $AXP $BAC $DHR

$250M

153 positions

#25Ballast Financial Advisors LLCActive

Some overlap · 3 shared positions

$IAU $DHR $BAC

$98M

68 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.