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 Continuum Advisory

13F Portfolio OverlapQ2 2026Continuum Advisory portfolio →

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Most similar hedge funds by 13F overlap

Continuum Advisory, LLC is an institutional investor managing $1.2B across 1,986 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 Continuum Advisory are Trivium Point Advisory, Distillate Partners, TILIA FIDUCIARY PARTNERS, with shared positions in $WMB, $ETR, $LNG, $LSTR, $NVT, $KLAC. The full ranking of 25 similar funds is below.

#1Trivium Point Advisory, LLCPassive

Some overlap · 7 shared positions

$WMB $ETR $LNG $LSTR $NVT $KLAC

$1.1B

354 positions

#2Distillate Capital Partners LLCPassive

Some overlap · 4 shared positions

$INTU $CI $MCK $ADBE

$1.9B

118 positions

#3TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 4 shared positions

$MCK $INTU $PTC $KLAC

$211M

127 positions

#4FWL INVESTMENT MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$WMB $ETR $LNG $LSTR $NVT $CCJ

$545M

501 positions

#5VisionPoint Advisory Group, LLCPassive

Some overlap · 6 shared positions

$WMB $ETR $LNG $LSTR $NVT $CCJ

$613M

475 positions

#6Anchor Bay Capital, Inc.Passive

Some overlap · 3 shared positions

$MCK $FSLR $WMB

$185M

341 positions

#7DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 4 shared positions

$MCK $INTU $WMB $KLAC

$517M

137 positions

#8Yaupon Capital Management LPActive

Some overlap · 4 shared positions

$FSLR $WMB $ETR $LNG

$5.1B

124 positions

#9BARLOW WEALTH PARTNERS, INC.Active

Some overlap · 3 shared positions

$MCK $INTU $ADBE

$926M

149 positions

#10Tejara Capital LtdPassive

Some overlap · 3 shared positions

$EXE $INTU $ADBE

$243M

66 positions

#11Bey-Douglas LLC

Some overlap · 3 shared positions

$MCK $INTU $ADBE

$115M

56 positions

#12Ranmore Fund Management LtdActive

Slight overlap · 3 shared positions

$INTU $CI $ADBE

$903M

23 positions

#13SCP Investment, LPActive

Slight overlap · 4 shared positions

$FSLR $ADBE $LNG $CCJ

$108M

47 positions

#143Chopt Investment Partners, LLCPassive

Slight overlap · 3 shared positions

$MCK $WMB $KLAC

$532M

274 positions

#15Fulcrum Capital LLCActive

Slight overlap · 3 shared positions

$FSLR $INTU $ADBE

$493M

103 positions

#16HITE Hedge Asset Management LLCActive

Slight overlap · 3 shared positions

$EXE $WMB $ETR

$1.8B

125 positions

#17Pacer Advisors, Inc.Passive

Slight overlap · 3 shared positions

$INTU $MCK $ADBE

$39.3B

2,614 positions

#18Merewether Investment Management, LPActive

Slight overlap · 4 shared positions

$WMB $ETR $LNG $NVT

$5.3B

81 positions

#19AdvisorShares Investments LLCActive

Slight overlap · 3 shared positions

$MCK $ADBE $INTU

$828M

269 positions

#20REAVES W H & CO INCActive

Slight overlap · 4 shared positions

$WMB $ETR $LNG $CCJ

$6.6B

94 positions

#21RR Advisors, LLCActive

Slight overlap · 3 shared positions

$EXE $WMB $LNG

$346M

25 positions

#22NORTH STAR ASSET MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$INTU $ADBE $PTC

$2.5B

372 positions

#23SEIZERT CAPITAL PARTNERS, LLCPassive

Slight overlap · 3 shared positions

$CI $ADBE $ZM

$2.4B

181 positions

#24Vectors Research Management, LLCPassive

Slight overlap · 3 shared positions

$FSLR $WMB $LNG

$383M

148 positions

#25OAK ASSOCIATES LTD /OH/Active

Slight overlap · 4 shared positions

$ADBE $CI $MCK $KLAC

$1.8B

139 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.