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Hedge Funds Similar to Advance

13F Portfolio OverlapQ2 2026Advance portfolio →
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Most similar hedge funds by 13F overlap

Advance Capital Management, Inc. is an institutional investor managing $3.1B across 197 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 Advance are CAPE COD FIVE CENTS SAVINGS BANK, Oasis Advisors, Peak Financial, with shared positions in $GLTR, $AMGN, $APH, $TJX, $MCD, $UPS. The full ranking of 25 similar funds is below.

#1CAPE COD FIVE CENTS SAVINGS BANKPassive
Notable overlap · 5 shared positions
$GLTR$AMGN$APH$TJX$MCD
$1.2B
203 positions
#2Oasis Advisors, LLCActive
Some overlap · 3 shared positions
$GLTR$UPS$IAU
$154M
54 positions
#3Peak Financial Management, Inc.Active
Some overlap · 3 shared positions
$GLTR$VZ$TJX
$436M
114 positions
#4DIAMANT ASSET MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$PGR$LECO$VZ$TJX$MCD
$147M
81 positions
#5Park Edge Advisors, LLCActive
Some overlap · 5 shared positions
$LECO$WELL$APH$TJX$IAU
$475M
154 positions
#6ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$LECO$AMGN$MCD
$878M
73 positions
#7Joseph Group Capital ManagementPassive
Some overlap · 3 shared positions
$PGR$T$AMGN
$476M
387 positions
#8ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 5 shared positions
$PGR$AMGN$UPS$VZ$MCD
$549M
195 positions
#9Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$LECO$APH$IAU
$829M
163 positions
#10BONNESS ENTERPRISES INCSmart money
Some overlap · 5 shared positions
$PGR$UPS$T$VZ$NUE
$310M
37 positions
#11GQG Partners LLCActive
Some overlap · 3 shared positions
$PGR$T$VZ
$53.8B
102 positions
#12CarsonAllaria Wealth Management, Ltd.Active
Some overlap · 4 shared positions
$LECO$AEE$AMGN$VZ
$231M
71 positions
#13CM WEALTH ADVISORS LLCActive
Some overlap · 3 shared positions
$LECO$NSC$IAU
$554M
194 positions
#14ROGCO, LPActive
Some overlap · 3 shared positions
$LECO$IAU$MCD
$327M
224 positions
#15First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 5 shared positions
$PGR$WELL$UPS$TJX$MCD
$499M
126 positions
#16Presper Financial Architects, LLCSmart money
Some overlap · 4 shared positions
$T$PGR$APH$TJX
$192M
55 positions
#17Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 8 shared positions
$AMGN$UPS$WBD$T$NUE$SLV
$125M
365 positions
#18Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$T$AMGN$APH$VZ$MCD
$116M
65 positions
#19JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$PGR$AMGN$APH$TJX
$748M
68 positions
#20Waterford Advisors, LLCActive
Some overlap · 3 shared positions
$PGR$AMGN$APH
$366M
64 positions
#21Discipline Wealth Solutions, LLCActive
Some overlap · 5 shared positions
$GLTR$UPS$WELL$SLV$IAU
$1.1B
197 positions
#22TrustBankActive
Some overlap · 3 shared positions
$PGR$AMGN$T
$295M
175 positions
#23PATTEN & PATTEN INC/TNPassive
Some overlap · 3 shared positions
$PGR$LECO$TJX
$1.9B
350 positions
#24PeakShares LLCActive
Some overlap · 5 shared positions
$WELL$PGR$VZ$TJX$MCD
$134.4B
122 positions
#25Windle Wealth, LLCActive
Some overlap · 4 shared positions
$T$WELL$VZ$MCD
$249M
35 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.