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 ANDERSON HOAGLAND &

13F Portfolio OverlapQ1 2026ANDERSON HOAGLAND & portfolio →

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Most similar hedge funds by 13F overlap

ANDERSON HOAGLAND & CO is an institutional investor managing $1.3B across 137 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 ANDERSON HOAGLAND & are Rachor Investment Advisory Services,, Impact Investors,, Sterling Financial Planning,, with shared positions in $IAU, $BAC, $GE, $CMI, $GEV, $ASML. The full ranking of 25 similar funds is below.

#1Rachor Investment Advisory Services, LLCActive

Notable overlap · 6 shared positions

$IAU $BAC $GE $CMI $GEV $ASML

$190M

464 positions

#2Impact Investors, IncPassive

Notable overlap · 4 shared positions

$IAU $UPST $ASML $PWR

$144M

106 positions

#3Sterling Financial Planning, Inc.Active

Notable overlap · 4 shared positions

$IAU $DDOG $WT $SNOW

$337M

117 positions

#4CAPE ANN SAVINGS BANKPassive

Notable overlap · 6 shared positions

$IAU $UPST $CMI $BAC $WT $IBM

$199M

121 positions

#5Broussard Financial Group LLCActive

Notable overlap · 4 shared positions

$IAU $UPST $WT $DDOG

$125M

29 positions

#6CADINHA & CO LLCActive

Notable overlap · 3 shared positions

$IAU $GE $GEV

$537M

103 positions

#7Yeomans Consulting Group, Inc.

Notable overlap · 4 shared positions

$IAU $DDOG $IBM $GE

$341M

113 positions

#8Arnhold LLCActive

Notable overlap · 4 shared positions

$IAU $BAC $GM $UBER

$1.4B

118 positions

#9Strathmore Capital Advisors, Inc.Active

Notable overlap · 3 shared positions

$IAU $DDOG $CMI

$354M

138 positions

#10GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$IAU $DDOG $SNOW

$212M

87 positions

#11MBA Advisors LLCPassive

Notable overlap · 7 shared positions

$IAU $WT $UPST $SNOW $ASML $IBM

$260M

146 positions

#12Financial Harvest, LLCActive

Notable overlap · 3 shared positions

$IAU $WT $IBM

$170M

57 positions

#13Harbour Wealth Management Group, Inc.Passive

Notable overlap · 3 shared positions

$IAU $WT $PHYS

$133M

89 positions

#14Biltmore Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $BAC $PHYS

$716M

325 positions

#15FORBES J M & CO LLPActive

Notable overlap · 3 shared positions

$IAU $BAC $IBM

$1.2B

150 positions

#16Argos Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$IAU $DDOG $FIX $ASML

$348M

202 positions

#17Altiora Financial Group, LLCActive

Notable overlap · 5 shared positions

$IAU $UPST $DDOG $SNOW $BAC

$607M

110 positions

#18Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$IAU $SNOW $PHYS

$126M

74 positions

#19Chemistry Wealth Management LLCPassive

Notable overlap · 3 shared positions

$IAU $UPST $BAC

$569M

204 positions

#20Burk Holdings LLCPassive

Notable overlap · 6 shared positions

$IAU $WT $SNOW $DDOG $BAC $IBM

$233M

676 positions

#21Permanens Capital L.P.Smart money

Notable overlap · 3 shared positions

$IAU $CCJ $WT

$776M

88 positions

#22MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$IAU $WT $IBM

$1.3B

143 positions

#23Plum Street Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $DDOG $SNOW

$289M

98 positions

#24Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$IAU $WT $IBM

$589M

138 positions

#25BCU Wealth Advisors, LLCSmart money

Notable overlap · 3 shared positions

$IAU $GE $GEV

$268M

60 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.