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 ADVISORS

13F Portfolio OverlapQ2 2026ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

CAPITAL ADVISORS INC/OK is an institutional investor managing $6.8B across 374 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 ADVISORS are Signature Wealth Group, Stokes Advisors, SHRIER WEALTH, with shared positions in $WMB, $PEP, $SO, $TXN, $O, $BA. The full ranking of 25 similar funds is below.

#1Signature Wealth Management Group

Notable overlap · 6 shared positions

$WMB $PEP $SO $TXN $O $BA

$263M

128 positions

#2Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$WMB $MS $PEP $TXN $SYK $ENB

$467M

118 positions

#3SHRIER WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$WMB $ENB $VZ $BA $PEP $O

$296M

134 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$PEP $SO $VZ $TXN $MDT $RIO

$233M

122 positions

#5ADVOCATE GROUP LLCPassive

Notable overlap · 6 shared positions

$MS $SO $VZ $ENB $TXN $MDT

$665M

122 positions

#6CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$PEP $SPG $VZ $GLW $MDT $HON

$1.6B

85 positions

#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$PEP $SO $VZ $O $MDT

$201M

57 positions

#8Coston, McIsaac & PartnersPassive

Notable overlap · 5 shared positions

$PEP $SO $VZ $TXN $MDT

$497M

948 positions

#9VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$WMB $MS $PEP $VZ $GLW

$1.1B

146 positions

#10Miller Financial Services LLCPassive

Notable overlap · 4 shared positions

$PEP $VZ $SYK $ISRG

$124M

142 positions

#11Crabel Capital Management, LLCActive

Notable overlap · 3 shared positions

$PEP $VZ $BA

$137M

51 positions

#12Baugh & Associates, LLCActive

Notable overlap · 5 shared positions

$SO $MS $VZ $PEP $O

$226M

42 positions

#13OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 5 shared positions

$PEP $SO $ENB $VZ $ECL

$329M

323 positions

#14CONNORS INVESTOR SERVICES INCPassive

Some overlap · 5 shared positions

$WMB $MS $PEP $VZ $SYK

$1.2B

153 positions

#15Pathway Financial Advisers, LLCPassive

Some overlap · 6 shared positions

$PEP $ENB $GLW $VZ $SO $O

$397M

167 positions

#16Windle Wealth, LLCActive

Some overlap · 4 shared positions

$PEP $SO $VZ $O

$249M

35 positions

#17MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Some overlap · 6 shared positions

$WMB $ENB $BA $MDT $CCJ $RIO

$112M

100 positions

#18Gs Investments, Inc.Passive

Some overlap · 6 shared positions

$WMB $PEP $TXN $SYK $ECL $HON

$138M

133 positions

#19Northstar Advisory Group, LLCPassive

Some overlap · 5 shared positions

$WMB $VZ $GLW $ROK $MS

$322M

119 positions

#20MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 4 shared positions

$PEP $MS $TXN $MDT

$1.2B

106 positions

#21FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Some overlap · 6 shared positions

$VZ $ENB $TXN $GLW $O $SYK

$206M

80 positions

#22Sterling Investment Management, Inc.Passive

Some overlap · 5 shared positions

$PEP $BA $CCJ $RIO $VZ

$182M

66 positions

#23Verity & Verity, LLCActive

Some overlap · 5 shared positions

$PEP $VZ $ENB $TXN $MDT

$1.5B

138 positions

#24NICHOLS & PRATT ADVISERS LLP /MAActive

Some overlap · 5 shared positions

$PEP $VZ $SYK $SO $MDT

$1.6B

109 positions

#25Tyche Wealth Partners LLCPassive

Some overlap · 3 shared positions

$PEP $TXN $SO

$712M

339 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.