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 FIFTH THIRD SECURITIES,

13F Portfolio OverlapQ1 2026FIFTH THIRD SECURITIES, portfolio →

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Most similar hedge funds by 13F overlap

FIFTH THIRD SECURITIES, INC. is an institutional investor managing $1.8B across 360 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 FIFTH THIRD SECURITIES, are Systelligence,, Nelson, Van Denburg & Campbell Wealth Group,, MidAtlantic ,, with shared positions in $MS, $SNOW, $IAU, $MAR, $DOV, $SAN. The full ranking of 25 similar funds is below.

#1Systelligence, LLCPassive

Notable overlap · 9 shared positions

$MS $SNOW $IAU $MAR $DOV $SAN

$514M

56 positions

#2Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive

Notable overlap · 9 shared positions

$MS $SNOW $UNIT $SLV $SHW $USB

$3.5B

825 positions

#3MidAtlantic Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$MS $SNOW $UNIT $COP $DOV $SLV

$145M

84 positions

#4Pacific Park Financial, Inc.Active

Notable overlap · 10 shared positions

$IAU $SNOW $MS $COP $DOV $UNIT

$153M

73 positions

#5Trademark Financial Management, LLCPassive

Notable overlap · 7 shared positions

$MS $IAU $SHW $MDLZ $SHOP $USB

$204M

102 positions

#6MFA WEALTH ADVISORS, LLCActive

Some overlap · 9 shared positions

$IAU $SNOW $SHW $SAN $USB $GSAT

$508M

88 positions

#7Zhang Financial LLCActive

Some overlap · 9 shared positions

$SNOW $IAU $UNIT $COP $DOV $NTRB

$2.9B

367 positions

#8Well Done, LLCActive

Some overlap · 8 shared positions

$MS $IAU $SLV $SAN $DOV $DIA

$681M

197 positions

#9Silver Coast Investments LLCActive

Some overlap · 6 shared positions

$MS $SNOW $UNIT $DOV $USB $BRZE

$313M

119 positions

#10TriaGen Wealth Management LLCPassive

Some overlap · 5 shared positions

$MS $IAU $UNIT $COP $USB

$366M

171 positions

#11Beacon Bridge Wealth Partners, LLCPassive

Some overlap · 8 shared positions

$MS $IAU $SAN $MDY $DHR $BRZE

$299M

101 positions

#12FC Advisory LLCActive

Some overlap · 8 shared positions

$MS $SNOW $DOV $USB $NTRB $DHR

$342M

115 positions

#13Ballast Financial Advisors LLCActive

Some overlap · 9 shared positions

$IAU $MS $UNIT $COP $DOV $USB

$98M

68 positions

#14Retirement Management Systems Inc.Active

Some overlap · 5 shared positions

$MS $SNOW $SHW $IAU $WT

$415M

51 positions

#15Eagle Strategies LLCPassive

Some overlap · 8 shared positions

$MS $SNOW $UNIT $SLV $IAU $GSAT

$837M

258 positions

#16TME FINANCIAL, INC.Passive

Some overlap · 6 shared positions

$MS $IAU $UNIT $USB $NTRB $SNOW

$144M

65 positions

#17Scott Capital Advisors, LLCActive

Some overlap · 5 shared positions

$MS $SNOW $COP $SLV $USB

$493M

58 positions

#18Houlihan Financial Resource Group, Ltd.Passive

Some overlap · 6 shared positions

$MS $SNOW $MAR $COP $MDY $USB

$257M

109 positions

#19FLAGSTAR ADVISORS INC.Passive

Some overlap · 11 shared positions

$MS $SHW $MDY $USB $GSAT $IAU

$276M

174 positions

#20CLEAR WAVE WEALTH MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$MS $IAU $UNIT $SAN $SNOW

$463M

177 positions

#21Pillar Financial Advisors, LLCActive

Some overlap · 8 shared positions

$IAU $SNOW $UNIT $COP $NTRB $BRZE

$171M

106 positions

#22TRB Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MS $SNOW $COP $BRZE $WT

$704M

285 positions

#23STEPHEN J. GARRY & ASSOCIATES, LLCActive

Some overlap · 6 shared positions

$IAU $SNOW $COP $SLV $SAN $DIA

$124M

51 positions

#24Stonebridge Financial Group, LLCPassive

Some overlap · 4 shared positions

$MS $IAU $SNOW $WT

$1.2B

262 positions

#25Sagace Wealth Management LLCPassive

Some overlap · 6 shared positions

$IAU $SNOW $UNIT $COP $USB $BRZE

$149M

70 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.