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 Ameritas Advisory Services

13F Portfolio OverlapQ2 2026Ameritas Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

Ameritas Advisory Services, LLC is an institutional investor managing $5.0B across 1,942 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 Ameritas Advisory Services are Compass Wealth, Donoghue Forlines, Pitcairn Wealth Advisors, with shared positions in $STT, $WDC, $CRWD, $PLTR, $IAU, $SNDK. The full ranking of 25 similar funds is below.

#1Compass Wealth Management, LLC/GAActive

Some overlap · 6 shared positions

$STT $WDC $CRWD $PLTR $IAU $SNDK

$251M

74 positions

#2Donoghue Forlines LLCPassive

Some overlap · 6 shared positions

$STT $WDC $CRWD $STX $MRVL $SNDK

$387M

114 positions

#3Pitcairn Wealth Advisors LLCActive

Some overlap · 5 shared positions

$STT $OUNZ $WDC $MRVL $STX

$913M

281 positions

#4Main Management ETF Advisors, LLCSmart money

Some overlap · 5 shared positions

$STT $WDC $CRWD $STX $MRVL

$3.3B

103 positions

#5True Vision MN LLC

Some overlap · 5 shared positions

$STT $CRWD $PLTR $IAU $WFC

$194M

98 positions

#6Bellwether Advisors, LLCPassive

Some overlap · 5 shared positions

$STT $WDC $IAU $STX $SNDK

$675M

167 positions

#7Fedenia Advisers LLCPassive

Some overlap · 6 shared positions

$STT $WDC $STX $PLTR $MRVL $SNDK

$421M

459 positions

#8Kure Advisory, LLCActive

Some overlap · 5 shared positions

$STT $PLTR $SLV $IAU $WFC

$211M

62 positions

#9Markin Volterra Fund LPActive

Some overlap · 6 shared positions

$WDC $CRWD $PLTR $STX $MRVL $SNDK

$147M

69 positions

#10Faithward Advisors, LLCPassive

Some overlap · 5 shared positions

$OUNZ $CRWD $PLTR $SLV $IAU

$819M

339 positions

#11FLOW TRADERS U.S. LLCPassive

Some overlap · 5 shared positions

$STT $PLTR $IAU $MRVL $SNDK

$2.4B

979 positions

#12SEEDS INVESTOR LLCPassive

Some overlap · 6 shared positions

$WDC $STT $IAU $STX $MRVL $SNDK

$973M

379 positions

#13Invesco Ltd.Passive

Some overlap · 6 shared positions

$WDC $PLTR $STX $CRWD $MRVL $SNDK

$1.3T

3,819 positions

#14NEOS Investment Management LLCActive

Some overlap · 6 shared positions

$WDC $PLTR $CRWD $STX $MRVL $SNDK

$27.1B

578 positions

#15Dedeker Financial LLCActive

Some overlap · 6 shared positions

$WDC $CRWD $PLTR $STX $MRVL $SLV

$176M

55 positions

#16D. E. Shaw & Co., Inc.Passive

Some overlap · 6 shared positions

$WDC $CRWD $STX $SNDK $MRVL $WFC

$210.2B

4,833 positions

#17GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 6 shared positions

$WDC $PLTR $CRWD $STX $MRVL $SNDK

$8.3B

587 positions

#18Fortis Group Advisors, LLCPassive

Some overlap · 5 shared positions

$STT $SLV $WDC $MRVL $PLTR

$626M

619 positions

#19IMC-Chicago, LLCPassive

Some overlap · 6 shared positions

$CRWD $PLTR $WDC $MRVL $SNDK $SLV

$418.7B

6,591 positions

#20Foguth Wealth Management, LLC.Active

Some overlap · 5 shared positions

$STT $SLV $IAU $PLTR $CRWD

$879M

213 positions

#21SUSQUEHANNA INTERNATIONAL GROUP, LLPPassive

Some overlap · 6 shared positions

$CRWD $PLTR $WDC $MRVL $SNDK $SLV

$1.3T

13,275 positions

#22Walkner Condon Financial Advisors LLCPassive

Some overlap · 4 shared positions

$STT $OUNZ $IAU $MRVL

$871M

344 positions

#23TOEWS CORP /ADVActive

Some overlap · 4 shared positions

$STT $WDC $PLTR $STX

$686M

151 positions

#24Fortress Financial Solutions, LLC

Some overlap · 4 shared positions

$STT $CRWD $PLTR $SLV

$96M

56 positions

#25AlphaStar Capital Management, LLCActive

Some overlap · 4 shared positions

$STT $CRWD $PLTR $SLV

$1.6B

280 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.