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 Fearless Solutions, dba Best Invest

13F Portfolio OverlapQ3 2026Fearless Solutions, dba Best Invest portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Fearless Solutions, LLC dba Best Invest is an institutional investor managing $197M across 143 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Fearless Solutions, dba Best Invest are Modus Advisors, Ariston Services Group, PARTNERS INVESTMENT GROUP, LLP, with shared positions in $IAU, $BX, $SCHW, $ARM, $ORLY, $URI. The full ranking of 25 similar funds is below.

#1Modus Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $BX $SCHW $ARM

$405M

118 positions

#2Ariston Services GroupActive

Notable overlap · 4 shared positions

$IAU $BX $SCHW $ORLY

$178M

72 positions

#3PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Notable overlap · 3 shared positions

$IAU $SCHW $URI

$2.8B

186 positions

#4LifePlan Financial, LLCPassive

Notable overlap · 3 shared positions

$IAU $NOW $C

$141M

91 positions

#5TRUE Private Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$IAU $URI $MRVL

$1.2B

289 positions

#6VCI Wealth Management LLCPassive

Notable overlap · 3 shared positions

$IAU $SCHW $C

$399M

99 positions

#7Philadelphia Investment Partners, LLCPassive

Notable overlap · 4 shared positions

$BX $IAU $VLO $URI

$161M

189 positions

#8Spectrum Asset Management, Inc. (NB/CA)Passive

Notable overlap · 3 shared positions

$IAU $SCHW $MRVL

$346M

112 positions

#9Deane Retirement Strategies, Inc.Passive

Notable overlap · 3 shared positions

$IAU $VLO $NOW

$244M

53 positions

#10Meridian Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $ORLY $SBUX

$880M

211 positions

#11Dynasty Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $URI $MRVL

$13.5B

367 positions

#12Bigelow Investment Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $MRVL $SBUX

$281M

154 positions

#13Avory & Company, LLCActive

Notable overlap · 3 shared positions

$BX $IAU $XYZ

$79M

34 positions

#14Connective Portfolio Management, LLCPassive

Some overlap · 4 shared positions

$IAU $MRVL $C $ARM

$67M

39 positions

#15BARR E S & COActive

Some overlap · 3 shared positions

$SCHW $BX $ORLY

$1.8B

112 positions

#16Lantern Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$BX $SCHW $IAU

$232M

197 positions

#17Bulltick Wealth Management, LLCPassive

Some overlap · 4 shared positions

$IAU $BX $NOW $SBUX

$490M

134 positions

#18Three Bridge Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$IAU $SBUX $XYZ

$399M

87 positions

#19Roehl & Yi Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $CFR $SBUX

$304M

194 positions

#20JMAC ENTERPRISES LLCActive

Some overlap · 3 shared positions

$IAU $BX $C

$593M

122 positions

#21Kazazian Asset Management, LLCActive

Some overlap · 4 shared positions

$BX $NOW $XYZ $C

$111M

51 positions

#22Advocacy Wealth Management, LLCActive

Some overlap · 3 shared positions

$IAU $SCHW $NOW

$2.8B

151 positions

#23VIMA LLCPassive

Some overlap · 3 shared positions

$SCHW $IAU $NOW

$98M

351 positions

#24National Philanthropic TrustActive

Some overlap · 3 shared positions

$BX $IAU $TPG

$6.9B

409 positions

#25OFC FINANCIAL PLANNING, LLCActive

Some overlap · 3 shared positions

$IAU $C $SBUX

$113M

56 positions

Compare Fearless Solutions, dba Best Invest’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Fearless Solutions, dba Best Invest’s holdings

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.