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 Advisor OS

13F Portfolio OverlapQ2 2026Advisor OS portfolio →

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Most similar hedge funds by 13F overlap

Advisor OS, LLC is an institutional investor managing $1.5B across 588 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 Advisor OS are LITTLEJOHN FINANCIAL SERVICES, LIBERTY ONE INVESTMENT, Mawer Investment Ltd., with shared positions in $NOC, $MCD, $DELL, $TXN, $APH, $FLEX. The full ranking of 25 similar funds is below.

#1LITTLEJOHN FINANCIAL SERVICES, INC.Passive

Some overlap · 3 shared positions

$NOC $MCD $DELL

$138M

71 positions

#2LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$NOC $MCD $TXN

$1.0B

154 positions

#3Mawer Investment Management Ltd.Active

Some overlap · 3 shared positions

$NOC $TXN $APH

$14.7B

142 positions

#4Andrews Advisory Associates, LLCActive

Slight overlap · 3 shared positions

$NOC $MCD $TXN

$208M

86 positions

#5Stokes Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$NOC $MCD $TXN

$467M

118 positions

#6J. Team Financial, Inc.Passive

Slight overlap · 4 shared positions

$NOC $DELL $TXN $FLEX

$103M

102 positions

#7FOSTER DYKEMA CABOT & PARTNERS, LLCActive

Slight overlap · 3 shared positions

$NOC $APH $MCD

$1.7B

324 positions

#8Innovative Wealth Building LLCSmart money

Slight overlap · 3 shared positions

$NOC $MCD $TXN

$172M

84 positions

#9FARMERS & MERCHANTS INVESTMENTS INCPassive

Slight overlap · 4 shared positions

$DELL $MCD $TXN $APH

$4.1B

1,760 positions

#10OpenArc Corporate Advisory, LLCActive

Slight overlap · 4 shared positions

$DELL $MCD $TXN $APH

$8.4B

789 positions

#11Junk Investment Group, LLCActive

Slight overlap · 3 shared positions

$NOC $DELL $TXN

$226M

97 positions

#12ICW Investment Advisors LLCPassive

Slight overlap · 3 shared positions

$NOC $MCD $APH

$286M

144 positions

#13Founders Capital ManagementActive

Slight overlap · 3 shared positions

$NOC $MCD $TXN

$231M

420 positions

#14INVESCO, LLCActive

Slight overlap · 3 shared positions

$NOC $TXN $APH

$323M

133 positions

#15Campion Asset ManagementActive

Slight overlap · 3 shared positions

$NOC $MCD $TXN

$164M

83 positions

#16SEARLE & CO.Passive

Slight overlap · 3 shared positions

$NOC $MCD $TXN

$445M

194 positions

#17Dorato Capital ManagementPassive

Slight overlap · 3 shared positions

$NOC $MCD $TXN

$147M

254 positions

#18Sky Investment Group LLCPassive

Slight overlap · 3 shared positions

$DELL $MCD $TXN

$637M

146 positions

#19Olistico Wealth, LLCPassive

Slight overlap · 3 shared positions

$DELL $MCD $TXN

$234M

334 positions

#20R Squared LtdPassive

Slight overlap · 3 shared positions

$NOC $TXN $MCD

$190M

509 positions

#21FIRST COMMONWEALTH FINANCIAL CORP /PA/Active

Slight overlap · 3 shared positions

$DELL $MCD $APH

$715M

269 positions

#22Ascension Capital Advisors, Inc.Active

Slight overlap · 3 shared positions

$DELL $MCD $APH

$356M

97 positions

#23TRED AVON FAMILY WEALTH, LLCPassive

Slight overlap · 3 shared positions

$DELL $MCD $APH

$327M

262 positions

#24OCCUDO QUANTITATIVE STRATEGIES LPPassive

Slight overlap · 3 shared positions

$DELL $MCD $FLEX

$1.9B

748 positions

#25Retireful, LLCPassive

Slight overlap · 3 shared positions

$DELL $TXN $FLEX

$107M

81 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.