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 ADAPT WEALTH ADVISORS

13F Portfolio OverlapQ2 2026ADAPT WEALTH ADVISORS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ADAPT WEALTH ADVISORS, LLC is an institutional investor managing $306M across 94 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 ADAPT WEALTH ADVISORS are ForthRight Wealth, SHUFRO ROSE, WEALTH ENHANCEMENT ADVISORY SERVICES, with shared positions in $ALPS, $SO, $AFL, $GLW, $PEP, $WM. The full ranking of 25 similar funds is below.

#1ForthRight Wealth Management, LLCActive

Notable overlap · 3 shared positions

$ALPS $SO $AFL

$391M

76 positions

#2SHUFRO ROSE & CO LLCActive

Notable overlap · 3 shared positions

$ALPS $GLW $PEP

$1.7B

315 positions

#3WEALTH ENHANCEMENT ADVISORY SERVICES, LLCPassive

Some overlap · 3 shared positions

$ALPS $GLW $PEP

$59.8B

4,137 positions

#4Old Port AdvisorsPassive

Some overlap · 3 shared positions

$ALPS $WM $GLW

$508M

267 positions

#5ACCREDITED INVESTOR SERVICES, LLCSmart money

Some overlap · 3 shared positions

$ALPS $EAD $JQC

$177M

81 positions

#6Sterling Capital Management LLCPassive

Some overlap · 5 shared positions

$WM $SO $AMP $AFL $PEP

$5.9B

3,289 positions

#7Aull & Monroe Investment Management CorpPassive

Some overlap · 4 shared positions

$SO $WM $GLW $PEP

$239M

126 positions

#8Powers Advisory Group, LLCActive

Some overlap · 4 shared positions

$SO $WM $GLW $PEP

$319M

130 positions

#9Pathway Financial Advisers, LLCPassive

Some overlap · 4 shared positions

$SO $WM $GLW $PEP

$397M

167 positions

#10WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 4 shared positions

$SO $WM $AFL $PEP

$390M

103 positions

#11Marietta Wealth Management, LLCActive

Some overlap · 4 shared positions

$SO $WM $GLW $PEP

$971M

133 positions

#12JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive

Some overlap · 3 shared positions

$SO $WM $GLW

$990M

224 positions

#13LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Some overlap · 3 shared positions

$SO $WM $GLW

$213M

124 positions

#14CHEMUNG CANAL TRUST COActive

Some overlap · 4 shared positions

$WM $GLW $SO $PEP

$541M

111 positions

#15UNITED BANKActive

Slight overlap · 4 shared positions

$WM $GLW $AFL $PEP

$853M

130 positions

#16TT Capital Management LLCActive

Slight overlap · 3 shared positions

$FSK $OTF $WPC

$128M

77 positions

#17Capital Investment Counsel, LLCPassive

Slight overlap · 3 shared positions

$ALPS $SO $PEP

$808M

156 positions

#18CITY HOLDING COPassive

Slight overlap · 3 shared positions

$SO $WM $AFL

$884M

587 positions

#19ESL Trust Services, LLCSmart money

Slight overlap · 3 shared positions

$SO $GLW $AFL

$587M

266 positions

#20Murphy, Middleton, Hinkle & Parker, Inc.Passive

Slight overlap · 3 shared positions

$SO $WM $AFL

$246M

140 positions

#21JPL Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$SO $ALPS $PEP

$504M

1,876 positions

#22Patrick Mauro Investment Advisor, INC.Active

Slight overlap · 4 shared positions

$SO $WM $PEP $GLW

$199M

38 positions

#23Hilltop National BankPassive

Slight overlap · 4 shared positions

$GLW $SO $AMP $PEP

$468M

805 positions

#24Lakeshore Financial Planning, Inc.Active

Slight overlap · 3 shared positions

$SO $WM $AFL

$311M

92 positions

#25Bank OZK

Slight overlap · 3 shared positions

$SO $AMP $AFL

$337M

159 positions

Compare ADAPT WEALTH ADVISORS’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 ADAPT WEALTH ADVISORS’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.