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 First Command Advisory Services

13F Portfolio OverlapQ2 2026First Command Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

First Command Advisory Services, Inc. is an institutional investor managing $16.8B across 1,247 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 First Command Advisory Services are Red Mountain Financial, Sage Investment Advisers, Signet Investment Advisory Group, with shared positions in $IAU, $SLV, $LMT, $CMI, $UNP, $MCD. The full ranking of 25 similar funds is below.

#1Red Mountain Financial, LLCPassive

Some overlap · 6 shared positions

$IAU $SLV $LMT $CMI $UNP $MCD

$119M

82 positions

#2Sage Investment Advisers LLCPassive

Some overlap · 6 shared positions

$IAU $SLV $LMT $UNP $MCD $BA

$149M

98 positions

#3Signet Investment Advisory Group, Inc.Passive

Some overlap · 5 shared positions

$IAU $NOC $LMT $AXP $MCD

$227M

73 positions

#4CPR Investments Inc.Active

Some overlap · 4 shared positions

$IAU $NOC $SLV $LMT

$130M

55 positions

#5Palisades Hudson Asset Management, L.P.Active

Some overlap · 5 shared positions

$IAU $SLV $AXP $CMI $BA

$286M

108 positions

#6Narwhal Capital ManagementActive

Some overlap · 4 shared positions

$IAU $NOC $LMT $AXP

$1.4B

157 positions

#7WealthCare Investment Partners, LLCPassive

Some overlap · 4 shared positions

$IAU $NOC $SLV $MCD

$412M

206 positions

#8BCWM, LLCPassive

Some overlap · 4 shared positions

$IAU $NOC $LMT $UNP

$342M

57 positions

#9Wealth Watch Advisors, INCActive

Some overlap · 4 shared positions

$IAU $SLV $CMI $MCD

$309M

142 positions

#10ROGCO, LPActive

Some overlap · 4 shared positions

$IAU $LMT $CMI $MCD

$327M

224 positions

#11JMAC ENTERPRISES LLCActive

Some overlap · 4 shared positions

$IAU $LMT $UNP $MCD

$593M

122 positions

#12WESCAP Management Group, Inc.Active

Some overlap · 3 shared positions

$IAU $NOC $SLV

$536M

107 positions

#13CHATHAM CAPITAL GROUP, INC.Passive

Some overlap · 4 shared positions

$IAU $AXP $UNP $MCD

$783M

200 positions

#14LifeWealth Investments, LLCActive

Some overlap · 3 shared positions

$IAU $SLV $LMT

$374M

136 positions

#15Sharp Financial Services, LLCActive

Some overlap · 3 shared positions

$IAU $SLV $LMT

$216M

127 positions

#16Wealth Quarterback LLCActive

Some overlap · 3 shared positions

$IAU $SLV $LMT

$324M

172 positions

#17CADINHA & CO LLCActive

Some overlap · 4 shared positions

$IAU $UNP $MCD $BA

$675M

107 positions

#18Fielder Capital Group LLCPassive

Some overlap · 3 shared positions

$IAU $SLV $AXP

$462M

303 positions

#19Kure Advisory, LLCActive

Some overlap · 3 shared positions

$IAU $SLV $CMI

$211M

62 positions

#20Exit Wealth Advisors, LLC.Passive

Some overlap · 3 shared positions

$IAU $SLV $CMI

$220M

150 positions

#21Zhang Financial LLCActive

Some overlap · 3 shared positions

$IAU $LMT $AXP

$3.4B

392 positions

#22Security Financial Services, INC.Active

Some overlap · 3 shared positions

$IAU $SLV $MCD

$721M

203 positions

#23FIDUCIARY FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$IAU $SLV $MCD

$882M

373 positions

#24WEALTHSPAN PARTNERS, LLCPassive

Some overlap · 3 shared positions

$IAU $SLV $MCD

$317M

129 positions

#25Synergy Investment Management, LLCPassive

Some overlap · 3 shared positions

$IAU $SLV $MCD

$413M

1,086 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.