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 AdvisorShares Investments

13F Portfolio OverlapQ2 2026AdvisorShares Investments portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

AdvisorShares Investments LLC is an institutional investor managing $828M across 269 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 AdvisorShares Investments are Consolidated Planning, Tandem Investment Advisors, Freedom Day Solutions, with shared positions in $FIX, $CASY, $APH, $HEI, $ABT, $SYK. The full ranking of 25 similar funds is below.

#1Consolidated Planning CorpActive

Notable overlap · 5 shared positions

$FIX $CASY $APH $HEI $ABT

$742M

159 positions

#2Tandem Investment Advisors, Inc.Passive

Notable overlap · 8 shared positions

$APH $SYK $RMD $ICE $ABT $ROL

$1.5B

68 positions

#3Freedom Day Solutions, LLCActive

Notable overlap · 4 shared positions

$FIX $CASY $MLI $HEI

$452M

134 positions

#4Fortress Financial Solutions, LLC

Notable overlap · 4 shared positions

$FIX $APH $MLI $HEI

$96M

56 positions

#5Bath Savings Trust CoActive

Some overlap · 7 shared positions

$HEI $APH $SYK $ABT $CASY $BR

$965M

177 positions

#6JLB & ASSOCIATES INCPassive

Some overlap · 5 shared positions

$CASY $APH $MLI $ROL $SYK

$748M

68 positions

#7Yorktown Management & Research Co IncPassive

Some overlap · 4 shared positions

$FIX $IESC $MLI $CASY

$163M

249 positions

#8CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 5 shared positions

$APH $HEI $MCO $SYK $TMO

$456M

67 positions

#9NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 6 shared positions

$ALSN $MCO $TMO $SYK $ABT $ADBE

$1.7B

147 positions

#10Dundas Partners LLPActive

Some overlap · 6 shared positions

$APH $SYK $TMO $RMD $ABT $INTU

$1.4B

31 positions

#11DUDLEY & SHANLEY, INC.Active

Some overlap · 5 shared positions

$APH $ALSN $AWK $HEI $ROL

$662M

37 positions

#12Ilex Capital Partners (UK) LLPActive

Some overlap · 6 shared positions

$HEI $SYK $TMO $RMD $ABT $ROL

$4.9B

147 positions

#13Raub Brock Capital Management LPActive

Some overlap · 5 shared positions

$CASY $APH $MCO $MCK $TMO

$363M

45 positions

#14Nutshell Asset Management LtdActive

Some overlap · 6 shared positions

$APH $MCO $FICO $ROL $ADBE $INTU

$300M

45 positions

#15Monument Capital ManagementPassive

Some overlap · 3 shared positions

$FIX $APH $CASY

$497M

262 positions

#16FLOSSBACH VON STORCH SEActive

Some overlap · 5 shared positions

$APH $SYK $TMO $ICE $ABT

$22.1B

106 positions

#17Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Some overlap · 5 shared positions

$APH $MCO $TMO $ICE $ROL

$373M

28 positions

#18Local Pensions Partnership Investment LtdActive

Some overlap · 5 shared positions

$APH $HEI $MCO $TMO $ROL

$4.8B

32 positions

#19NORTH STAR ASSET MANAGEMENT INCPassive

Some overlap · 6 shared positions

$APH $SYK $TMO $ABT $ADBE $INTU

$2.5B

372 positions

#20Carmignac GestionActive

Some overlap · 6 shared positions

$APH $MCK $COR $ICE $NBIX $SFM

$7.7B

100 positions

#21DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 5 shared positions

$FIX $HEI $MCK $CASY $INTU

$517M

137 positions

#22DEARBORN PARTNERS LLCPassive

Some overlap · 4 shared positions

$CASY $APH $SYK $ABT

$1.8B

269 positions

#23Kaufman Rossin Wealth, LLCActive

Some overlap · 3 shared positions

$FIX $APH $ADBE

$211M

112 positions

#24ISLAY CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$CASY $ALSN $SYK $COR

$216M

231 positions

#25KP Management LLCPassive

Some overlap · 4 shared positions

$APH $HEI $MCO $TMO

$532M

86 positions

Compare AdvisorShares Investments’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 AdvisorShares Investments’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.