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 FELL /ADV

13F Portfolio OverlapQ1 2026FELL /ADV portfolio →

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Most similar hedge funds by 13F overlap

FELL CAPITAL MANAGEMENT /ADV is an institutional investor managing $105M across 91 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 FELL /ADV are Hillcrest Wealth Advisors - NY,, Vertrix Wealth ,, Greystone Financial Group,, with shared positions in $CTVA, $SNOW, $GE, $AMGN, $MCK, $HON. The full ranking of 25 similar funds is below.

#1Hillcrest Wealth Advisors - NY, LLCActive

Notable overlap · 3 shared positions

$CTVA $SNOW $GE

$247M

51 positions

#2Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$SNOW $AMGN $MCK $HON $SBUX $AXP

$272M

95 positions

#3Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$SNOW $AMGN $MCK $HON $SBUX

$353M

78 positions

#4Corundum Group, Inc.Active

Notable overlap · 3 shared positions

$SNOW $CTVA $AMGN

$299M

108 positions

#5InvesTrustPassive

Notable overlap · 5 shared positions

$SNOW $CTVA $VZ $SBUX $ITW

$238M

91 positions

#6Risk Paradigm Group, LLCPassive

Some overlap · 3 shared positions

$CTVA $SNOW $GSAT

$117M

59 positions

#7Cohen Klingenstein LLCActive

Some overlap · 6 shared positions

$SNOW $AXP $ITW $FCX $FDX $AMGN

$3.1B

205 positions

#8DROMS STRAUSS ADVISORS INC /MO/ /ADVActive

Some overlap · 3 shared positions

$SNOW $CTVA $HON

$383M

77 positions

#9Carl P. Sherr & Co., LLCPassive

Some overlap · 5 shared positions

$SNOW $AXP $AMGN $HON $SBUX

$213M

124 positions

#10Red Mountain Financial, LLCPassive

Some overlap · 3 shared positions

$SNOW $CTVA $AMGN

$106M

79 positions

#11CHRISTINE MESSMER PCActive

Some overlap · 3 shared positions

$SNOW $VZ $AMGN

$156M

80 positions

#12FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive

Some overlap · 4 shared positions

$SNOW $HON $VZ $GE

$464M

142 positions

#13Kelsey Financial, LLCActive

Some overlap · 5 shared positions

$CTVA $SNOW $AMGN $VZ $GE

$114M

63 positions

#14LOWERY THOMAS, LLCActive

Some overlap · 3 shared positions

$SNOW $CTVA $GSAT

$175M

55 positions

#15Miller Global Investments, LLCPassive

Some overlap · 3 shared positions

$SNOW $VZ $GSAT

$121M

295 positions

#16MBA Advisors LLCPassive

Some overlap · 4 shared positions

$SNOW $VZ $GE $AMGN

$260M

146 positions

#17FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive

Some overlap · 3 shared positions

$CTVA $ITW $FDX

$1.1B

175 positions

#18PCG ASSET MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$SNOW $HON $VZ $FDX

$125M

78 positions

#19Harrington Investments, INCPassive

Some overlap · 5 shared positions

$SNOW $AMGN $VZ $SBUX $ITW

$190M

84 positions

#20SONATA CAPITAL GROUP INCPassive

Some overlap · 3 shared positions

$CTVA $SNOW $SBUX

$271M

123 positions

#21Colter Lewis Investment Partners LLCPassive

Some overlap · 3 shared positions

$SNOW $AMGN $AXP

$106M

111 positions

#22Aristotle Capital Management, LLCActive

Some overlap · 3 shared positions

$CTVA $AMGN $VZ

$47.8B

191 positions

#23Altiora Financial Group, LLCActive

Some overlap · 3 shared positions

$SNOW $CTVA $GSAT

$607M

110 positions

#24WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$SNOW $VZ $AXP

$156M

139 positions

#25BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$AMGN $VZ $KMI $HON $SBUX $AXP

$480M

133 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.