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 VANGUARD ADVISERS

13F Portfolio OverlapQ1 2026VANGUARD ADVISERS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

VANGUARD ADVISERS INC is an institutional investor managing $25.5B across 668 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 VANGUARD ADVISERS are Tenon Financial, Charis Legacy Partners,, Luminvest Wealth, with shared positions in $BRZE, $DDOG, $KKR, $UNIT, $DHR, $MKL. The full ranking of 25 similar funds is below.

#1Tenon Financial LLCSmart money

Substantial overlap · 5 shared positions

$BRZE $DDOG $KKR $UNIT $DHR

$255M

54 positions

#2Charis Legacy Partners, LLCSmart money

Substantial overlap · 5 shared positions

$BRZE $MKL $UPST $KKR $WT

$68M

27 positions

#3Luminvest Wealth Management LLCSmart money

Substantial overlap · 8 shared positions

$BRZE $MKL $DDOG $HUM $KKR $COP

$382M

55 positions

#425 LLCActive

Substantial overlap · 5 shared positions

$BRZE $DDOG $AFRM $UNIT $USB

$324M

69 positions

#5STONE LOFT WEALTH MANAGEMENT LLCActive

Substantial overlap · 6 shared positions

$BRZE $MKL $SNOW $HUM $COP $USB

$140M

29 positions

#6Manuka Financial, LLCActive

Substantial overlap · 8 shared positions

$BRZE $DDOG $SNOW $MKL $KKR $UNIT

$162M

56 positions

#7Arbor Wealth Advisors LLCActive

Substantial overlap · 5 shared positions

$BRZE $SNOW $HUM $KKR $UNIT

$143M

56 positions

#8Prospera Capital Management, LLCSmart money

Substantial overlap · 8 shared positions

$BRZE $MKL $DDOG $SNOW $HUM $UNIT

$199M

45 positions

#9Tribridge Partners Financial LLCActive

Notable overlap · 4 shared positions

$BRZE $DDOG $AFRM $EPAM

$242M

80 positions

#10Mallini Complete Financial Planning LLCSmart money

Notable overlap · 5 shared positions

$BRZE $AFRM $DDOG $HUM $KKR

$126M

61 positions

#11Angeles Investment Advisors, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $AFRM $NTRB

$1.5B

31 positions

#12SVRN Asset Management, LLCActive

Notable overlap · 6 shared positions

$BRZE $MKL $DDOG $HUM $UNIT $MS

$103M

37 positions

#13Towneley Capital Management, Inc / DESmart money

Notable overlap · 7 shared positions

$BRZE $DDOG $SNOW $UPST $MKL $DOV

$478M

42 positions

#14Sellwood Investment Partners LLCSmart money

Notable overlap · 6 shared positions

$BRZE $AFRM $DDOG $SNOW $UPST $DOV

$254M

59 positions

#15Sageworth Trust CoActive

Notable overlap · 5 shared positions

$BRZE $AFRM $KKR $UNIT $DOV

$2.3B

172 positions

#16Peak Financial Management, Inc.Active

Notable overlap · 6 shared positions

$BRZE $NOW $WT $USB $GMM $MUFG

$394M

100 positions

#17Global Endowment Management, LPActive

Notable overlap · 5 shared positions

$BRZE $DOV $WT $USB $GMM

$896M

126 positions

#18Verus Financial Partners, Inc.Smart money

Notable overlap · 8 shared positions

$BRZE $MKL $DDOG $SNOW $UPST $UNIT

$1.1B

121 positions

#19Vanguard National Trust CoActive

Notable overlap · 9 shared positions

$BRZE $MKL $DDOG $SNOW $HUM $KKR

$1.6B

751 positions

#20M Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $DOV $WT

$119M

55 positions

#21Gleason Group, Inc.Active

Notable overlap · 6 shared positions

$BRZE $DDOG $MKL $HUM $KKR $DHR

$1.0B

229 positions

#22FIDUCIARY ADVISORS, INC.Active

Notable overlap · 8 shared positions

$BRZE $MKL $KKR $UNIT $DOV $COP

$133M

121 positions

#23Charter Oak Capital Management, LLCActive

Notable overlap · 9 shared positions

$BRZE $MKL $AFRM $HUM $KKR $DOV

$1.3B

208 positions

#24Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$BRZE $HUM $KKR $DHR

$255M

70 positions

#25Sageworth Trust Co of South DakotaActive

Notable overlap · 5 shared positions

$BRZE $AFRM $MKL $COP $DHR

$126M

56 positions

Compare VANGUARD ADVISERS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View VANGUARD ADVISERS’s holdings

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.