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Hedge Funds Similar to Affinity Advisors

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

Affinity Capital Advisors, LLC is an institutional investor managing $810M across 203 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 Affinity Advisors are APIS ADVISORS, Riverview, Range Financial Group, with shared positions in $STX, $U, $SNDK, $DE, $RY, $MCD. The full ranking of 25 similar funds is below.

#1APIS CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$STX$U$SNDK
$1.0B
60 positions
#2Riverview Trust CoActive
Some overlap · 5 shared positions
$STX$DE$RY$MCD$KLAC
$84M
166 positions
#3Range Financial Group LLCPassive
Some overlap · 3 shared positions
$STX$MCD$SNDK
$366M
206 positions
#4Sunstone Asset Management, L.P.Passive
Some overlap · 4 shared positions
$U$STX$KLAC$SNPS
$92M
57 positions
#5Cerro Pacific Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$STX$DE$RY$MCD$KLAC
$442M
165 positions
#6Meredith Wealth PlanningActive
Some overlap · 3 shared positions
$STX$MCD$DE
$424M
74 positions
#7Tribune Investment Group LPActive
Some overlap · 3 shared positions
$STX$SNDK$AME
$247M
34 positions
#8Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$STX$RY$TD$CM$KLAC
$1.0B
204 positions
#9Pinnacle West Asset Management, Inc.Passive
Some overlap · 3 shared positions
$STX$MCD$DE
$145M
104 positions
#10Leisure Capital ManagementActive
Some overlap · 4 shared positions
$STX$RY$DE$KLAC
$320M
157 positions
#11Stablepoint Partners, LLCPassive
Some overlap · 4 shared positions
$STX$MCD$TD$SNPS
$723M
260 positions
#12Williamson Legacy Group, LLCPassive
Some overlap · 3 shared positions
$STX$SNDK$TD
$201M
75 positions
#13Alight Capital Management LPPassive
Some overlap · 4 shared positions
$STX$SNDK$DE$KLAC
$712M
83 positions
#14Polar Capital Holdings PlcActive
Some overlap · 3 shared positions
$STX$SNDK$KLAC
$42.4B
245 positions
#15CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$STX$SNDK$KLAC
$569M
256 positions
#16Kinetic Partners Management, LPSmart money
Some overlap · 3 shared positions
$STX$SNDK$KLAC
$4.2B
47 positions
#17Gunderson Capital Management Inc.Active
Some overlap · 3 shared positions
$STX$SNDK$KLAC
$370M
52 positions
#18Fedenia Advisers LLCPassive
Some overlap · 3 shared positions
$STX$SNDK$KLAC
$421M
459 positions
#19Guardian Partners Inc.Passive
Some overlap · 5 shared positions
$MCD$RY$TD$CM$CNI
$1.1B
391 positions
#20Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$STX$DE$RY
$239M
126 positions
#21Clearstead Trust, LLCActive
Some overlap · 3 shared positions
$STX$DE$MCD
$765M
970 positions
#22Lorne Steinberg Wealth Management Inc.Passive
Some overlap · 5 shared positions
$MCD$RY$TD$CM$CNI
$487M
72 positions
#23Quadrature Capital LtdPassive
Some overlap · 3 shared positions
$STX$SNDK$CNI
$11.7B
1,542 positions
#24DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.Active
Some overlap · 3 shared positions
$STX$AME$KLAC
$2.4B
236 positions
#25Persistent Asset Partners LtdPassive
Some overlap · 3 shared positions
$STX$SNDK$KLAC
$335M
818 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.