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 Advocacy Wealth

13F Portfolio OverlapQ2 2026Advocacy Wealth portfolio →

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Most similar hedge funds by 13F overlap

Advocacy Wealth Management, LLC is an institutional investor managing $2.8B across 151 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 Advocacy Wealth are Sandhill Partners, WORMSER FRERES GESTION, Suncoast Equity, with shared positions in $ANET, $UBER, $SYK, $SCHW, $APH, $NOW. The full ranking of 25 similar funds is below.

#1Sandhill Capital Partners LLCActive

Notable overlap · 6 shared positions

$ANET $UBER $SYK $SCHW $APH $NOW

$1.2B

98 positions

#2WORMSER FRERES GESTIONActive

Notable overlap · 9 shared positions

$VRT $EW $SYK $NOW $IAU $ALC

$181M

71 positions

#3Suncoast Equity ManagementActive

Notable overlap · 7 shared positions

$SYK $SPGI $APH $ASML $ETN $NOW

$798M

63 positions

#4NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 6 shared positions

$ANET $TTWO $APH $UBER $ASML $ABT

$595M

264 positions

#5FLOSSBACH VON STORCH SEActive

Notable overlap · 8 shared positions

$SPGI $SCHW $APH $SYK $ABT $ICE

$22.1B

106 positions

#6Parsonex Advisory Services, Inc.Passive

Notable overlap · 6 shared positions

$UBER $TTWO $SCHW $ETN $ICE $ASML

$115M

50 positions

#7Watchman Group, Inc.Active

Notable overlap · 6 shared positions

$SYK $UBER $APH $NOW $LOW $INTU

$434M

72 positions

#8NORTH STAR ASSET MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$SCHW $ASML $ABT $SYK $APH $INTU

$2.5B

372 positions

#9CapitalatWork S.A.Active

Notable overlap · 6 shared positions

$UBER $SCHW $NOW $TTWO $ICE $SPGI

$4.0B

93 positions

#10Tandem Investment Advisors, Inc.Passive

Notable overlap · 6 shared positions

$SYK $APH $ABT $ICE $INTU $CHD

$1.5B

68 positions

#11Chicago Capital, LLCActive

Notable overlap · 7 shared positions

$VRT $ASML $UBER $ICE $SYK $NOW

$4.3B

372 positions

#12Bey-Douglas LLC

Notable overlap · 7 shared positions

$SYK $ETN $SPGI $INTU $APH $NOW

$115M

56 positions

#13COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 6 shared positions

$SYK $SPGI $APH $ICE $CHD $NOW

$1.7B

91 positions

#14ITHAKA GROUP LLCActive

Notable overlap · 5 shared positions

$ANET $VRT $NOW $UBER $APH

$551M

40 positions

#15Titan Wealth (CI) LtdPassive

Notable overlap · 4 shared positions

$ANET $EW $UBER $NOW

$269M

51 positions

#16Cornerstone Capital, Inc.Active

Notable overlap · 7 shared positions

$APH $UBER $VRT $ABT $ETN $SCHW

$1.1B

120 positions

#17BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$SCHW $SPGI $INTU $ANET $APH $ICE

$529M

72 positions

#18Cooke Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$SYK $IAU $SPGI $ASML

$120M

38 positions

#19WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDPassive

Notable overlap · 6 shared positions

$EW $APH $ICE $ETN $INTU $MSCI

$350M

39 positions

#20Birch Hill Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$EW $APH $ASML $SPGI $ALC $UBER

$2.4B

219 positions

#21Ayrshire Capital Management LLCPassive

Notable overlap · 7 shared positions

$APH $SPGI $ETN $ANET $ICE $UBER

$219M

50 positions

#22LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 7 shared positions

$SYK $NOW $INTU $ABT $ASML $CHD

$10.8B

564 positions

#23ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 6 shared positions

$APH $ASML $ETN $SPGI $SYK $INTU

$1.2B

215 positions

#24Fulcrum Capital LLCActive

Notable overlap · 7 shared positions

$EW $SPGI $UBER $APH $INTU $NOW

$525M

101 positions

#25WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$SYK $ASML $ABT $ICE $CHD $ETN

$2.1B

131 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.