What hedge funds are most similar to Advisory Services Network, LLC?

The funds with the most similar 13F portfolios to Advisory Services Network, LLC are EPG Wealth, Gunderson, Broadleaf Partners, based on overlapping conviction holdings in the latest SEC filings.

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 Advisory Services Network

13F Portfolio OverlapQ2 2026Advisory Services Network portfolio →

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Most similar hedge funds by 13F overlap

Advisory Services Network, LLC is an institutional investor managing $8.8B across 2,165 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 Advisory Services Network are EPG Wealth, Gunderson, Broadleaf Partners, with shared positions in $PWR, $STX, $KLAC, $ANET, $PLTR, $GLW. The full ranking of 25 similar funds is below.

#1EPG Wealth Management LLCPassive

Some overlap · 4 shared positions

$PWR $STX $KLAC $ANET

$417M

318 positions

#2Gunderson Capital Management Inc.Active

Some overlap · 4 shared positions

$PWR $STX $KLAC $ANET

$370M

52 positions

#3Broadleaf Partners, LLCPassive

Some overlap · 4 shared positions

$PWR $KLAC $ANET $PLTR

$517M

86 positions

#4GKV Capital Management Co., Inc.Passive

Some overlap · 4 shared positions

$PWR $STX $ANET $GLW

$310M

83 positions

#5Markin Volterra Fund LPActive

Some overlap · 7 shared positions

$PWR $STX $KLAC $ANET $CRWD $PLTR

$147M

69 positions

#6Cunning Capital Partners, LPActive

Some overlap · 4 shared positions

$PWR $KLAC $CRWD $PLTR

$248M

55 positions

#7Teamwork Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$PWR $KLAC $ANET $TPL $PLTR

$1.1B

215 positions

#8LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$PWR $STX $GLW

$320M

82 positions

#9Covenant Asset Management, LLCPassive

Some overlap · 3 shared positions

$PWR $KLAC $ANET

$595M

164 positions

#10Impact Investors, IncPassive

Some overlap · 3 shared positions

$PWR $KLAC $ANET

$137M

88 positions

#11ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 3 shared positions

$PWR $KLAC $ANET

$130M

106 positions

#12Blue Chip Partners, LLCActive

Some overlap · 3 shared positions

$PWR $KLAC $CRWD

$1.6B

184 positions

#13BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$PWR $KLAC $ANET $PLTR

$414M

106 positions

#14KOM Wealth Management Group, LLCActive

Some overlap · 3 shared positions

$PWR $KLAC $PLTR

$165M

96 positions

#15Bannerstone Capital Management, LLCPassive

Some overlap · 4 shared positions

$PWR $KLAC $PLTR $GLW

$119M

113 positions

#16Stonebridge Financial Group, LLC/CAPassive

Some overlap · 4 shared positions

$PWR $CRWD $PLTR $GLW

$722M

310 positions

#17Malaga Cove Capital, LLCPassive

Some overlap · 3 shared positions

$PWR $ANET $CRWD

$314M

185 positions

#18Employees Provident Fund BoardActive

Some overlap · 3 shared positions

$PWR $ANET $CRWD

$17.4B

68 positions

#19RPG Investment Advisory, LLCPassive

Some overlap · 3 shared positions

$PWR $CRWD $PLTR

$973M

93 positions

#20Lionshead Wealth Management, LLCPassive

Some overlap · 3 shared positions

$PWR $CRWD $PLTR

$154M

112 positions

#21AMJ Financial Wealth ManagementActive

Some overlap · 3 shared positions

$PWR $ANET $GLW

$424M

86 positions

#22AMI ASSET MANAGEMENT CORPActive

Some overlap · 3 shared positions

$PWR $CRWD $GLW

$1.7B

99 positions

#23PRINCETON CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$PWR $CRWD $GLW

$443M

145 positions

#24Titan Investment Management LLCActive

Some overlap · 3 shared positions

$PWR $PLTR $ANET

$135M

38 positions

#25ABSOLUTE CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$PWR $KLAC $ANET

$401M

162 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.