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 FIDUCIENT ADVISORS

13F Portfolio OverlapQ2 2026FIDUCIENT ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

FIDUCIENT ADVISORS LLC is an institutional investor managing $698M across 153 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 FIDUCIENT ADVISORS are Optimist Retirement Group, INVESTMENT ASSOCIATES, MCDANIEL TERRY, with shared positions in $PCAR, $EPD, $BMY, $GLDM, $UBER, $BSM. The full ranking of 25 similar funds is below.

#1Optimist Retirement Group LLCActive

Substantial overlap · 3 shared positions

$PCAR $EPD $BMY

$259M

118 positions

#2INVESTMENT MANAGEMENT ASSOCIATES INC /ADVActive

Notable overlap · 4 shared positions

$GLDM $UBER $EPD $BSM

$487M

31 positions

#3MCDANIEL TERRY & COActive

Notable overlap · 3 shared positions

$PCAR $ITW $DOV

$1.3B

81 positions

#4Leading Edge Financial Planning LLCActive

Some overlap · 3 shared positions

$GLDM $DOV $EPD

$562M

78 positions

#5Clearstead Advisors, LLCPassive

Some overlap · 3 shared positions

$PCAR $DOV $MDY

$10.6B

3,662 positions

#6Hegarty Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $DOV $MDY

$145M

66 positions

#7American National Bank of TexasActive

Some overlap · 3 shared positions

$GLDM $DOV $MDY

$110M

56 positions

#8Austin Wealth Management, LLCActive

Some overlap · 3 shared positions

$GLDM $DOV $EPD

$473M

126 positions

#9Hudson Capital Management LLCPassive

Some overlap · 3 shared positions

$GLDM $PCAR $BMY

$414M

74 positions

#103EDGE Asset Management, LPActive

Some overlap · 3 shared positions

$GLDM $DOV $MDY

$2.2B

94 positions

#11Lynx Investment AdvisoryPassive

Some overlap · 3 shared positions

$GLDM $DOV $TFC

$305M

230 positions

#12Integrity Wealth Solutions LLCActive

Some overlap · 4 shared positions

$GLDM $DOV $UBER $MDY

$271M

129 positions

#13Greenline Partners, LLCActive

Some overlap · 3 shared positions

$GLDM $DOV $EPD

$983M

149 positions

#14Wealth Advisory Solutions, LLCPassive

Some overlap · 4 shared positions

$GLDM $UBER $MDY $BMY

$487M

150 positions

#15Seven Post Investment Office LPSmart money

Some overlap · 3 shared positions

$GLDM $DOV $EPD

$352M

42 positions

#16MAI Capital ManagementPassive

Some overlap · 3 shared positions

$GLDM $MDY $DOV

$26.6B

2,108 positions

#17Douglass Winthrop Advisors, LLCActive

Some overlap · 3 shared positions

$UBER $AON $DOV

$5.8B

308 positions

#18Bangor Savings BankActive

Some overlap · 3 shared positions

$GLDM $DOV $C

$1.4B

543 positions

#19PENNINGTON PARTNERS & CO., LLCActive

Some overlap · 4 shared positions

$GLDM $DOV $UBER $EPD

$312M

131 positions

#20Roan Capital PartnersActive

Some overlap · 3 shared positions

$GLDM $MDY $BMY

$121M

78 positions

#21Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 3 shared positions

$UBER $DOV $TWLO

$430M

178 positions

#22Fortis Advisors, LLCPassive

Some overlap · 3 shared positions

$GLDM $C $EPD

$214M

122 positions

#23GOULD ASSET MANAGEMENT LLC /CA/Smart money

Some overlap · 3 shared positions

$GLDM $MDY $EPD

$635M

176 positions

#24Newton One Investments LLCActive

Some overlap · 3 shared positions

$AON $DOV $MDY

$397M

146 positions

#25BALLAST ADVISORS LLCActive

Some overlap · 3 shared positions

$UBER $EPD $ITW

$420M

197 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.