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 CORA ADVISORS

13F Portfolio OverlapQ2 2026CORA ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

CORA CAPITAL ADVISORS LLC is an institutional investor managing $356M across 145 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 CORA ADVISORS are FINANCIAL CONSULATE, SARD WEALTH GROUP, ORBA Wealth Advisors, L.L.C., with shared positions in $BAH, $UPS, $CEG, $IBIT, $EXC, $ETHA. The full ranking of 25 similar funds is below.

#1FINANCIAL CONSULATE, INCActive

Notable overlap · 3 shared positions

$BAH $UPS $CEG

$899M

1,896 positions

#2SARD WEALTH MANAGEMENT GROUP, LLCActive

Some overlap · 3 shared positions

$BAH $UPS $IBIT

$250M

65 positions

#3ORBA Wealth Advisors, L.L.C.Active

Some overlap · 3 shared positions

$BAH $EXC $CEG

$117M

81 positions

#4Copia Wealth ManagementPassive

Slight overlap · 3 shared positions

$IBIT $UPS $ETHA

$166M

570 positions

#5Lauer Wealth, LLCActive

Slight overlap · 3 shared positions

$IBIT $ETHA $CEG

$160M

94 positions

#6UDINE WEALTH MANAGEMENT, INC.Active

Slight overlap · 3 shared positions

$IBIT $UPS $UBER

$253M

38 positions

#7PCG Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$BAH $ETHA $IBIT

$448M

180 positions

#8Town Capital LLCActive

Slight overlap · 3 shared positions

$IBIT $EXC $CEG

$158M

75 positions

#9TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive

Slight overlap · 3 shared positions

$IBIT $ETHA $UBER

$785M

68 positions

#10Vienna Asset Management LLCActive

Slight overlap · 3 shared positions

$IBIT $ETHA $UBER

$143M

73 positions

#11Farringdon Capital, Ltd.Passive

Slight overlap · 3 shared positions

$IBIT $ETHA $AZN

$202M

184 positions

#12Sanchez Levi GarrettActive

Slight overlap · 3 shared positions

$IBIT $ETHA $AZN

$184M

74 positions

#13Farrell Financial LLCActive

Slight overlap · 3 shared positions

$MTB $UPS $UBER

$187M

81 positions

#14DRW Securities, LLCPassive

Slight overlap · 3 shared positions

$IBIT $CEG $AZN

$4.1B

928 positions

#15RMG Wealth Management LLCActive

Slight overlap · 3 shared positions

$IBIT $EXC $CEG

$967M

534 positions

#16Parkwood LLCPassive

Slight overlap · 3 shared positions

$IBIT $UBER $AZN

$1.4B

72 positions

#17COMPASS CAPITAL CORP /MA/ /ADVPassive

Slight overlap · 4 shared positions

$IBIT $ETHA $CEG $UBER

$307M

205 positions

#18MATTERS CAPITAL LLCPassive

Slight overlap · 3 shared positions

$IBIT $CEG $UBER

$143M

75 positions

#19Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive

Slight overlap · 3 shared positions

$UPS $ETHA $CEG

$142M

408 positions

#20Charter Capital Management, LLC\DESmart money

Slight overlap · 3 shared positions

$UPS $MTB $UBER

$226M

75 positions

#21Pilgrim Partners Asia Pte LtdActive

Slight overlap · 3 shared positions

$IBIT $CEG $ETHA

$234M

108 positions

#22Estate Planners Group, LLCActive

Slight overlap · 3 shared positions

$IBIT $ETHA $UBER

$221M

70 positions

#23Vermillion & White Wealth Management Group, LLCActive

Slight overlap · 3 shared positions

$UPS $EXC $CEG

$198M

69 positions

#24VICTORY CAPITAL MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$UPS $CEG $UBER

$178.3B

2,482 positions

#25TSFG, LLCPassive

Slight overlap · 3 shared positions

$IBIT $CEG $BAH

$434M

672 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.