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 ACT Advisors

13F Portfolio OverlapQ2 2026ACT Advisors portfolio →

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Most similar hedge funds by 13F overlap

ACT Advisors, LLC. is an institutional investor managing $301M across 84 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ACT Advisors are Lee Financial, YANKCOM Partnership, KOM Wealth Group, with shared positions in $DELL, $MS, $PM, $ETN, $WMB, $DGX. The full ranking of 25 similar funds is below.

#1Lee Financial CoSmart money

Slight overlap · 5 shared positions

$DELL $MS $PM $ETN $WMB

$783M

162 positions

#2YANKCOM PartnershipPassive

Slight overlap · 6 shared positions

$DGX $MS $PM $ETN $WMB $ALL

$279M

308 positions

#3KOM Wealth Management Group, LLCActive

Slight overlap · 5 shared positions

$DELL $PM $ETN $KLAC $PLTR

$165M

96 positions

#4Boston PartnersPassive

Slight overlap · 4 shared positions

$DELL $DGX $MS $PM

$112.6B

802 positions

#5DCM Advisors, LLCActive

Slight overlap · 4 shared positions

$DELL $MS $PM $BA

$253M

38 positions

#6HCR Wealth AdvisorsActive

Slight overlap · 4 shared positions

$DELL $MS $ETN $BA

$1.1B

259 positions

#7TOEWS CORP /ADVActive

Slight overlap · 5 shared positions

$DELL $PM $ETN $WMB $PLTR

$686M

151 positions

#8Titan Investment Management LLCActive

Slight overlap · 4 shared positions

$DELL $MS $PM $PLTR

$135M

38 positions

#9Acumen Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$DELL $DGX $ETN $KLAC

$472M

493 positions

#10Trust Investment AdvisorsPassive

Slight overlap · 4 shared positions

$DELL $MS $ETN $KLAC

$209M

97 positions

#11BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$DELL $PM $ETN $KLAC

$1.7B

401 positions

#12HARTLINE INVESTMENT CORP/Active

Slight overlap · 4 shared positions

$DELL $MS $ETN $PLTR

$1.1B

115 positions

#13RED REEF ADVISORS LLCPassive

Slight overlap · 4 shared positions

$DELL $MS $ETN $PLTR

$108M

183 positions

#14ACORN CREEK CAPITAL LLCActive

Slight overlap · 5 shared positions

$DGX $MS $ETN $PM $KLAC

$299M

87 positions

#15ENZI WEALTHSmart money

Slight overlap · 4 shared positions

$DELL $ETN $PM $PLTR

$316M

77 positions

#16Hartford Funds Management Co LLCSmart money

Slight overlap · 5 shared positions

$MS $PM $ETN $WMB $KLAC

$1.3B

98 positions

#17Heritage Family Offices, LLPPassive

Slight overlap · 5 shared positions

$PM $ETN $BA $WMB $KLAC

$259M

233 positions

#18Pacific Excel Wealth Advisors, Inc.Passive

Slight overlap · 5 shared positions

$PM $ETN $BA $WMB $KLAC

$258M

228 positions

#19Cunning Capital Partners, LPActive

Slight overlap · 4 shared positions

$DELL $MS $KLAC $PLTR

$248M

55 positions

#20Dynasty Wealth Management, LLCActive

Slight overlap · 4 shared positions

$DELL $PM $MS $KLAC

$13.5B

367 positions

#21Networth Advisors, LLCActive

Slight overlap · 5 shared positions

$DGX $MS $BA $ALL $PLTR

$172M

383 positions

#22Occidental Asset Management, LLCPassive

Slight overlap · 3 shared positions

$DELL $DGX $MS

$1.0B

328 positions

#23Severin Investments, LLCPassive

Slight overlap · 3 shared positions

$DELL $MS $PM

$133M

174 positions

#24S Harris Financial Group, LLCActive

Slight overlap · 5 shared positions

$MS $ETN $BA $KLAC $ALL

$129M

124 positions

#25OpenArc Corporate Advisory, LLCActive

Slight overlap · 4 shared positions

$DELL $MS $PLTR $SO

$8.4B

789 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.