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 FC Advisory

13F Portfolio OverlapQ2 2026FC Advisory portfolio →

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Most similar hedge funds by 13F overlap

FC Advisory LLC is an institutional investor managing $378M across 118 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 FC Advisory are WOODLEY FARRA MANION PORTFOLIO, Weil Company, Downshift Financial, with shared positions in $DOV, $CB, $SRE, $CSX, $SNPS, $NSC. The full ranking of 19 similar funds is below.

#1WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 3 shared positions

$DOV $CB $SRE

$2.1B

131 positions

#2Weil Company, Inc.Passive

Notable overlap · 3 shared positions

$DOV $CB $CSX

$568M

133 positions

#3Downshift Financial, LLCPassive

Notable overlap · 3 shared positions

$DOV $SNPS $NSC

$223M

668 positions

#4Shore Point Advisors, LLCActive

Some overlap · 3 shared positions

$SNPS $CB $ES

$292M

77 positions

#5AA Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$DOV $CSX $CB

$832M

230 positions

#6Sollinda Capital Management LLCActive

Some overlap · 3 shared positions

$DOV $NSC $CSX

$468M

80 positions

#7DB Fitzpatrick & Co, IncActive

Some overlap · 3 shared positions

$CB $SNPS $DOV

$124M

100 positions

#8Rinkey InvestmentsActive

Some overlap · 4 shared positions

$SNPS $DOV $CSX $CB

$425M

128 positions

#9HORIZON FINANCIAL SERVICES, LLCPassive

Some overlap · 3 shared positions

$SNPS $NSC $CSX

$261M

646 positions

#10Magellan Asset Management LtdActive

Some overlap · 4 shared positions

$SRE $ES $NSC $CSX

$4.5B

78 positions

#11TRUST CO OF VIRGINIA /VAPassive

Some overlap · 3 shared positions

$CB $CSX $NSC

$1.3B

226 positions

#12PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money

Some overlap · 3 shared positions

$SNPS $DOV $CSX

$1.7B

240 positions

#13Ausbil Investment Management LtdPassive

Some overlap · 3 shared positions

$CSX $ES $NSC

$221M

65 positions

#14Mayfair Advisory Group, LLCPassive

Some overlap · 3 shared positions

$CSX $NSC $DOV

$332M

185 positions

#15Aberdeen Wealth Management LLCActive

Slight overlap · 3 shared positions

$CSX $SNPS $NSC

$208M

427 positions

#16DAGCO, INC.Active

Slight overlap · 3 shared positions

$CSX $NSC $CB

$541M

117 positions

#17Northstar Group, Inc.Active

Slight overlap · 3 shared positions

$DOV $CB $CSX

$777M

168 positions

#18COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYSPassive

Slight overlap · 3 shared positions

$CSX $NSC $SRE

$20.6B

1,759 positions

#19Rede Wealth, LLCSmart money

Slight overlap · 3 shared positions

$NSC $CSX $CB

$302M

117 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.