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 HBK Sorce Advisory

13F Portfolio OverlapQ2 2026HBK Sorce Advisory portfolio →

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Most similar hedge funds by 13F overlap

HBK Sorce Advisory LLC is an institutional investor managing $5.3B across 672 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 HBK Sorce Advisory are PACIFIC HEIGHTS ASSET, OmniStar Financial Group, Granite Group Advisors, with shared positions in $PH, $LMT, $PLD, $PLTR, $SEIC, $UPS. The full ranking of 25 similar funds is below.

#1PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Some overlap · 4 shared positions

$PH $LMT $PLD $PLTR

$3.2B

77 positions

#2OmniStar Financial Group, Inc.Passive

Slight overlap · 4 shared positions

$PH $LMT $SEIC $UPS

$217M

118 positions

#3Granite Group Advisors, LLCActive

Slight overlap · 4 shared positions

$LMT $CCZ $MTB $PNC

$169M

84 positions

#4MATRIX ASSET ADVISORS INC/NYActive

Slight overlap · 4 shared positions

$LMT $CCZ $MTB $PNC

$1.2B

106 positions

#5RNC CAPITAL MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$LMT $CCZ $MTB $UPS

$2.4B

181 positions

#6FOUNDERS CAPITAL MANAGEMENT, LLCSmart money

Slight overlap · 4 shared positions

$LMT $CCZ $MTB $UPS

$670M

79 positions

#7Center for Wealth Management AdvisoryActive

Slight overlap · 4 shared positions

$LMT $CCZ $PNC $UPS

$159M

62 positions

#8Alley Investment Management Company, LLCActive

Slight overlap · 3 shared positions

$PH $LMT $PLD

$856M

89 positions

#9Taylor Financial Group, Inc.Active

Slight overlap · 3 shared positions

$PH $LMT $PLTR

$182M

103 positions

#10King Wealth Management GroupActive

Slight overlap · 3 shared positions

$PH $LMT $PLTR

$914M

176 positions

#11KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$PH $LMT $PLTR

$351M

166 positions

#12HUDSON EDGE INVESTMENT PARTNERS INC.Active

Slight overlap · 3 shared positions

$LMT $CCZ $MTB

$732M

123 positions

#13FourThought Financial Partners, LLCPassive

Slight overlap · 3 shared positions

$LMT $CCZ $PNC

$1.3B

393 positions

#14Prudent Man Investment Management, Inc.Smart money

Slight overlap · 4 shared positions

$LMT $PNC $CCZ $PLTR

$293M

169 positions

#15BCWM, LLCPassive

Slight overlap · 3 shared positions

$LMT $CCZ $UPS

$342M

57 positions

#16Ironwood Investment Counsel, LLCPassive

Slight overlap · 3 shared positions

$LMT $CCZ $UPS

$762M

267 positions

#17Stelac Advisory Services LLCPassive

Slight overlap · 3 shared positions

$PH $PLD $PLTR

$537M

168 positions

#18ISLAY CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$LMT $PLD $PLTR

$216M

231 positions

#19Community Financial Services Group, LLCPassive

Slight overlap · 3 shared positions

$PH $PLD $PNC

$686M

532 positions

#20MASTER'S WEALTH MANAGEMENT INC.Smart money

Slight overlap · 3 shared positions

$PH $PLD $PNC

$332M

91 positions

#21Holocene Advisors, LPPassive

Slight overlap · 3 shared positions

$PH $LMT $PLTR

$44.4B

789 positions

#22Gallagher Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$LMT $CCZ $PLTR

$175M

71 positions

#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$LMT $PLD $UPS

$233M

122 positions

#24Robinson Value Management, Ltd.Passive

Slight overlap · 3 shared positions

$CCZ $PLD $MTB

$187M

75 positions

#25Capital Square, LLCPassive

Slight overlap · 3 shared positions

$LMT $PLD $UPS

$228M

241 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.