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 Estate Counselors

13F Portfolio OverlapQ2 2026Estate Counselors portfolio →

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Most similar hedge funds by 13F overlap

Estate Counselors, LLC is an institutional investor managing $1.2B across 92 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 Estate Counselors are LYNX GROUP LTD, Adams Wealth, Williamson Legacy Group, with shared positions in $MDY, $STT, $MET, $ALL, $STX, $SNDK. The full ranking of 25 similar funds is below.

#1LYNX CAPITAL GROUP LTD /ADVPassive

Notable overlap · 4 shared positions

$MDY $STT $MET $ALL

$248M

91 positions

#2Adams Wealth ManagementActive

Notable overlap · 6 shared positions

$STT $STX $SNDK $GM $LITE $BE

$522M

147 positions

#3Williamson Legacy Group, LLCPassive

Notable overlap · 6 shared positions

$STX $SNDK $BE $WDC $LITE $CIEN

$201M

75 positions

#4Goldstream Capital Management LtdActive

Notable overlap · 6 shared positions

$STX $SNDK $BE $LITE $WDC $CIEN

$132M

45 positions

#5Polianta LtdActive

Notable overlap · 7 shared positions

$SNDK $EG $BE $SYF $ALL $RNR

$809M

86 positions

#6Park Capital Management, LLC / WIPassive

Notable overlap · 6 shared positions

$SNDK $WDC $STX $MDY $CIEN $LITE

$170M

161 positions

#7UNICOM Systems, Inc.Active

Notable overlap · 6 shared positions

$STX $SNDK $WDC $BE $CIEN $LITE

$1.5B

39 positions

#8Fedenia Advisers LLCPassive

Notable overlap · 6 shared positions

$STX $SNDK $WDC $LITE $CIEN $STT

$421M

459 positions

#9CacheTech Inc.Passive

Notable overlap · 5 shared positions

$STT $STX $SNDK $GM $LITE

$618M

169 positions

#10SEEDS INVESTOR LLCPassive

Notable overlap · 7 shared positions

$SNDK $MDY $WDC $STX $CIEN $LITE

$973M

379 positions

#11Value Aligned Research Advisors, LLCActive

Notable overlap · 5 shared positions

$SNDK $BE $STX $WDC $LITE

$40.1B

123 positions

#12Amanah Holdings TrustSmart money

Notable overlap · 5 shared positions

$STX $SNDK $WDC $LITE $CIEN

$1.7B

20 positions

#13Fi3 FINANCIAL ADVISORS, LLCPassive

Notable overlap · 4 shared positions

$MDY $STX $MET $PFE

$418M

232 positions

#14TI-TRUST, INCPassive

Notable overlap · 3 shared positions

$MDY $SNDK $WDC

$186M

132 positions

#15Compass Wealth Management, LLC/GAActive

Notable overlap · 3 shared positions

$STT $SNDK $WDC

$251M

74 positions

#16Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$MDY $STT $MET

$489M

619 positions

#17Trivest Advisors LtdActive

Notable overlap · 4 shared positions

$STX $SNDK $BE $WDC

$3.2B

15 positions

#18VMS Asset Management LimitedPassive

Notable overlap · 4 shared positions

$STX $SNDK $BE $WDC

$315M

33 positions

#19Polar Capital Holdings PlcActive

Notable overlap · 7 shared positions

$STX $SNDK $WDC $LITE $RNR $ACGL

$42.4B

245 positions

#20DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive

Notable overlap · 4 shared positions

$MDY $STX $SYF $MET

$445M

204 positions

#21Range Financial Group LLCPassive

Notable overlap · 5 shared positions

$STX $SNDK $WDC $LITE $BE

$366M

206 positions

#22PATTON FUND MANAGEMENT, INC.Passive

Notable overlap · 5 shared positions

$SNDK $STX $WDC $LITE $CIEN

$462M

86 positions

#23FLORIDA FINANCIAL ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$SNDK $STX $WDC $LITE $CIEN $BE

$592M

362 positions

#24Main Management ETF Advisors, LLCSmart money

Some overlap · 5 shared positions

$STT $LITE $STX $WDC $CIEN

$3.3B

103 positions

#25LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$STT $MDY $STX

$1.2B

232 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.