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 Addison

13F Portfolio OverlapQ2 2026Addison portfolio →

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Most similar hedge funds by 13F overlap

Addison Capital Co is an institutional investor managing $610M across 184 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 Addison are HOGE FINANCIAL SERVICES, Noble Wealth Partners, Wealth Nebraska, with shared positions in $DOV, $QCOM, $ROK, $PEP, $PM, $IBIT. The full ranking of 25 similar funds is below.

#1HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 4 shared positions

$DOV $QCOM $ROK $PEP

$209M

83 positions

#2Noble Wealth Partners LLCPassive

Notable overlap · 3 shared positions

$DOV $PM $IBIT

$115M

76 positions

#3Wealth Management NebraskaSmart money

Notable overlap · 3 shared positions

$DOV $PM $MDLZ

$1.1B

106 positions

#4Newton One Investments LLCActive

Notable overlap · 4 shared positions

$DOV $PM $PEP $STT

$397M

146 positions

#5PROFFITT & GOODSON INCActive

Notable overlap · 4 shared positions

$DOV $STT $DIS $PEP

$728M

298 positions

#6American National Bank of TexasActive

Notable overlap · 3 shared positions

$DOV $STT $PM

$110M

56 positions

#7Luminist Capital LLCActive

Notable overlap · 3 shared positions

$DOV $STT $IBIT

$89M

418 positions

#8Prentice Wealth Management LLCActive

Notable overlap · 3 shared positions

$DOV $STT $QCOM

$484M

126 positions

#9Weil Company, Inc.Passive

Notable overlap · 3 shared positions

$DOV $BLK $VLTO

$568M

133 positions

#10PLANNING DIRECTIONS INCActive

Notable overlap · 3 shared positions

$DOV $MRVL $PEP

$216M

110 positions

#11BRANDYWINE TRUST COSmart money

Notable overlap · 3 shared positions

$DOV $PM $MDLZ

$621M

33 positions

#12Highland Investment Advisors LLCPassive

Notable overlap · 3 shared positions

$DOV $PM $MDLZ

$229M

734 positions

#13Rakuten Investment Management, Inc.Smart money

Notable overlap · 4 shared positions

$DOV $PEP $PM $QCOM

$34.6B

467 positions

#14Bernardo Wealth Planning LLCActive

Notable overlap · 3 shared positions

$DOV $PM $MRVL

$585M

139 positions

#15Three Bridge Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$DOV $DIS $PEP

$399M

87 positions

#16TSG Advice Partners, LLC

Notable overlap · 3 shared positions

$DOV $PEP $PM

$667M

135 positions

#17Evelyn Partners Asset Management Ltd

Notable overlap · 4 shared positions

$DOV $DIS $ZTS $MDLZ

$406M

308 positions

#18Copia Wealth ManagementPassive

Notable overlap · 4 shared positions

$DOV $IBIT $STT $PM

$166M

570 positions

#19CINCINNATI FINANCIAL CORPActive

Notable overlap · 5 shared positions

$DOV $QCOM $PM $MDLZ $BLK

$5.2B

56 positions

#20Fi3 FINANCIAL ADVISORS, LLCPassive

Notable overlap · 4 shared positions

$DOV $BLK $DIS $QCOM

$418M

232 positions

#21Intelligent Financial StrategiesSmart money

Notable overlap · 4 shared positions

$DOV $PEP $PM $MDLZ

$208M

60 positions

#22Optivise Advisory Services LLCPassive

Notable overlap · 3 shared positions

$DOV $PM $IBIT

$197M

228 positions

#23SECURITY NATIONAL BANK OF SO DAK

Notable overlap · 5 shared positions

$DOV $QCOM $PEP $STT $VLTO

$207M

119 positions

#24Verus Financial Partners, Inc.Smart money

Some overlap · 3 shared positions

$DOV $PM $QCOM

$1.2B

127 positions

#25St. Louis Trust CoActive

Some overlap · 3 shared positions

$DOV $PEP $BLK

$875M

125 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.