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 BANK OF AMERICA /DE/

13F Portfolio OverlapQ1 2026BANK OF AMERICA /DE/ portfolio →

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Most similar hedge funds by 13F overlap

BANK OF AMERICA CORP /DE/ is an institutional investor managing $1.4T across 5,689 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 BANK OF AMERICA /DE/ are Odyssey Advisors,, TD PRIVATE CLIENT WEALTH, White Lighthouse Investment, with shared positions in $USB, $MAR, $SE, $HUM, $SHW, $COP. The full ranking of 25 similar funds is below.

#1Odyssey Capital Advisors, Inc.Passive

Some overlap · 5 shared positions

$USB $MAR $SE $HUM $SHW

$112M

97 positions

#2TD PRIVATE CLIENT WEALTH LLCPassive

Some overlap · 6 shared positions

$SE $USB $COP $HUM $SNOW $MAR

$4.8B

1,649 positions

#3White Lighthouse Investment Management Inc.Active

Some overlap · 5 shared positions

$USB $MAR $COP $SNOW $HUM

$721M

145 positions

#4Christensen, King & Associates Investment Services, Inc.Active

Some overlap · 5 shared positions

$USB $MAR $COP $SNOW $HUM

$233M

105 positions

#5Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 5 shared positions

$USB $MAR $COP $HUM $ETN

$153M

344 positions

#6BLUELINE ADVISORS LLCActive

Some overlap · 5 shared positions

$USB $SE $COP $HUM $SHW

$129M

217 positions

#7National Wealth Management Group, LLCPassive

Some overlap · 5 shared positions

$MAR $SE $USB $SNOW $HUM

$269M

215 positions

#8Drucker Wealth 3.0, LLCPassive

Some overlap · 4 shared positions

$USB $MAR $SE $HUM

$573M

266 positions

#9Foundation Wealth Management, LLC\PAActive

Some overlap · 5 shared positions

$USB $SE $COP $SNOW $MAR

$284M

91 positions

#10TAGStone Capital, Inc.Passive

Some overlap · 5 shared positions

$USB $COP $MAR $SE $HUM

$283M

137 positions

#11Cypress Wealth Services, LLCPassive

Some overlap · 4 shared positions

$USB $SE $MAR $HUM

$708M

397 positions

#12American Financial Advisors, LLCActive

Slight overlap · 6 shared positions

$USB $COP $SE $SNOW $HUM $SHW

$750M

159 positions

#13Stonebridge Financial Planning Group, LLCPassive

Slight overlap · 5 shared positions

$USB $MAR $SNOW $SHW $COP

$272M

171 positions

#14North Forty Two & Co.Passive

Slight overlap · 4 shared positions

$USB $MAR $COP $SNOW

$108M

97 positions

#15MassMutual Private Wealth & Trust, FSBPassive

Slight overlap · 4 shared positions

$USB $MAR $COP $SNOW

$3.9B

2,444 positions

#16Disciplined Investments, LLCPassive

Slight overlap · 4 shared positions

$USB $SE $COP $SNOW

$279M

141 positions

#17MMA ASSET MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$USB $SE $COP $SNOW

$284M

179 positions

#18Quaker Wealth Management, LLCActive

Slight overlap · 4 shared positions

$USB $MAR $COP $HUM

$320M

972 positions

#19WESCAP Management Group, Inc.Active

Slight overlap · 4 shared positions

$USB $SE $COP $HUM

$508M

107 positions

#20TrustWell Financial Advisors, LLCActive

Slight overlap · 4 shared positions

$SE $USB $COP $SNOW

$106M

70 positions

#21Hobart Private Capital, LLCPassive

Slight overlap · 5 shared positions

$MAR $COP $USB $SNOW $HUM

$509M

132 positions

#22Long Island Wealth Management, Inc.Active

Slight overlap · 5 shared positions

$MAR $USB $COP $HUM $SNOW

$216M

89 positions

#23Cornerstone Financial Management LLCPassive

Slight overlap · 5 shared positions

$USB $COP $SE $SNOW $HUM

$109M

1,311 positions

#24PRUDENTIAL PLCActive

Slight overlap · 4 shared positions

$USB $SE $COP $SHW

$17.1B

680 positions

#25ABSOLUTE CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 5 shared positions

$MAR $COP $SE $SNOW $SHW

$301M

146 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.