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 FLC Advisors

13F Portfolio OverlapQ2 2026FLC Advisors portfolio →

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Most similar hedge funds by 13F overlap

FLC Capital Advisors is an institutional investor managing $622M across 236 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 FLC Advisors are Verity & Verity, Pathway Financial Advisers, MILLER HOWARD INVESTMENTS, with shared positions in $STT, $ENB, $NEE, $CMI, $UPS, $PFE. The full ranking of 25 similar funds is below.

#1Verity & Verity, LLCActive

Some overlap · 6 shared positions

$STT $ENB $NEE $CMI $UPS $PFE

$1.5B

138 positions

#2Pathway Financial Advisers, LLCPassive

Some overlap · 5 shared positions

$ENB $EPD $PM $CMI $KLAC

$397M

167 positions

#3MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 3 shared positions

$STT $EPD $ENB

$3.8B

152 positions

#4SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$ENB $EPD $PM $UPS

$296M

134 positions

#5DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 4 shared positions

$ENB $EPD $NEE $KLAC

$517M

137 positions

#6Optimist Retirement Group LLCActive

Some overlap · 6 shared positions

$EPD $PM $KLAC $QCOM $PFE $FTNT

$259M

118 positions

#7LYNX CAPITAL GROUP LTD /ADVPassive

Some overlap · 3 shared positions

$STT $ENB $QCOM

$248M

91 positions

#8Loudon Investment Management, LLCPassive

Some overlap · 5 shared positions

$EPD $ENB $NEE $CMI $QCOM

$204M

95 positions

#9ADVOCATE GROUP LLCPassive

Some overlap · 5 shared positions

$ENB $CMI $UPS $PFE $SCHW

$665M

122 positions

#10GLOBALT Investments LLC / GAActive

Some overlap · 4 shared positions

$STT $ENB $KLAC $PM

$3.0B

213 positions

#11HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 4 shared positions

$ENB $EPD $PM $UPS

$252M

43 positions

#12Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 5 shared positions

$ENB $NEE $CMI $QCOM $SCHW

$111M

62 positions

#1310Elms LLPPassive

Some overlap · 3 shared positions

$STT $EPD $QCOM

$236M

526 positions

#14Certified Advisory CorpPassive

Some overlap · 4 shared positions

$STT $EPD $CMI $QCOM

$1.2B

327 positions

#15TOEWS CORP /ADVActive

Some overlap · 4 shared positions

$STT $PM $QCOM $SCHW

$686M

151 positions

#16TrueMark Investments, LLCPassive

Some overlap · 4 shared positions

$ENB $PM $NEE $UPS

$798M

187 positions

#17FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive

Some overlap · 4 shared positions

$STT $PM $CMI $SCHW

$8.2B

442 positions

#18COLTON GROOME FINANCIAL ADVISORS, LLCActive

Some overlap · 4 shared positions

$STT $KLAC $QCOM $SCHW

$414M

164 positions

#19Gilman Hill Asset Management, LLCPassive

Some overlap · 5 shared positions

$ENB $EPD $UPS $PFE $SCHW

$731M

236 positions

#20TECTONIC ADVISORS LLCPassive

Some overlap · 3 shared positions

$ENB $EPD $PFE

$2.1B

289 positions

#21Columbus Macro, LLCPassive

Some overlap · 4 shared positions

$ENB $CMI $KLAC $QCOM

$1.0B

207 positions

#22Royal Palms Capital LLCPassive

Some overlap · 3 shared positions

$ENB $EPD $SCHW

$114M

57 positions

#23FARMERS TRUST CO

Some overlap · 3 shared positions

$STT $PM $NEE

$637M

203 positions

#24OPAL CAPITAL LLCPassive

Some overlap · 4 shared positions

$ENB $PM $NEE $UPS

$560M

136 positions

#25Kepler Cheuvreux (Suisse) SAPassive

Some overlap · 4 shared positions

$ENB $KLAC $QCOM $PFE

$1.7B

162 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.