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 Gladstone Institutional Advisory

13F Portfolio OverlapQ2 2026Gladstone Institutional Advisory portfolio →

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Most similar hedge funds by 13F overlap

Gladstone Institutional Advisory LLC is an institutional investor managing $3.2B across 892 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 Gladstone Institutional Advisory are Copia Wealth, Abundance Wealth Counselors, Marshall & Sterling Wealth Advisors, with shared positions in $PCT, $STT, $PWR, $AXP, $CRWD, $VLO. The full ranking of 25 similar funds is below.

#1Copia Wealth ManagementPassive

Slight overlap · 3 shared positions

$PCT $STT $PWR

$166M

570 positions

#2Abundance Wealth CounselorsActive

Slight overlap · 3 shared positions

$PCT $AXP $PWR

$706M

170 positions

#3Marshall & Sterling Wealth Advisors Inc.Passive

Slight overlap · 3 shared positions

$STT $CRWD $AXP

$169M

339 positions

#4Capital Advisors Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$STT $CRWD $PWR

$888M

233 positions

#5J. Team Financial, Inc.Passive

Slight overlap · 3 shared positions

$STT $CRWD $PWR

$103M

102 positions

#6Stonebridge Financial Group, LLC/CAPassive

Slight overlap · 3 shared positions

$STT $CRWD $PWR

$722M

310 positions

#7AlphaStar Capital Management, LLCActive

Slight overlap · 3 shared positions

$STT $CRWD $PWR

$1.7B

276 positions

#8Flagship Private Wealth, LLCActive

Slight overlap · 3 shared positions

$STT $PCT $AXP

$283M

116 positions

#9Longbow Finance SAPassive

Slight overlap · 4 shared positions

$STT $VLO $AXP $PWR

$782M

59 positions

#10GHP Investment Advisors, Inc.Passive

Slight overlap · 3 shared positions

$STT $CSX $AXP

$2.7B

1,321 positions

#11Realta Investment AdvisorsPassive

Slight overlap · 4 shared positions

$CRWD $STT $AXP $PWR

$342M

362 positions

#12ESG Planning DBA Harper InvestingPassive

Slight overlap · 3 shared positions

$STT $CRWD $CSX

$323M

86 positions

#13SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive

Slight overlap · 3 shared positions

$STT $CRWD $PWR

$5.7B

668 positions

#14Mathes Company, Inc.Passive

Slight overlap · 3 shared positions

$STT $VLO $AXP

$322M

129 positions

#15L & S Advisors IncPassive

Slight overlap · 3 shared positions

$STT $VLO $AXP

$967M

236 positions

#16Atlantic Edge Private Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$STT $VLO $PWR

$487M

628 positions

#17Barden Capital Management, Inc.Active

Slight overlap · 3 shared positions

$STT $VLO $PWR

$110M

58 positions

#18Forvis Mazars Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$STT $VLO $PWR

$6.1B

427 positions

#19Millington Financial Advisors, LLCPassive

Slight overlap · 3 shared positions

$STT $AXP $PWR

$254M

128 positions

#20Bannerstone Capital Management, LLCPassive

Slight overlap · 3 shared positions

$STT $AXP $PWR

$119M

113 positions

#21Atlanta Consulting Group Advisors, LLCActive

Slight overlap · 3 shared positions

$STT $CSX $AXP

$631M

185 positions

#22Deane Retirement Strategies, Inc.Passive

Slight overlap · 3 shared positions

$PCT $VLO $AXP

$244M

53 positions

#23WINTON GROUP LtdPassive

Slight overlap · 3 shared positions

$CRWD $CSX $VLO

$3.1B

1,137 positions

#24Gerber Kawasaki Wealth & Investment ManagementActive

Slight overlap · 3 shared positions

$STT $PWR $CRWD

$3.7B

366 positions

#25MERIDIAN MANAGEMENT COActive

Slight overlap · 3 shared positions

$CRWD $CSX $PWR

$446M

84 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.