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 HCR Wealth Advisors

13F Portfolio OverlapQ2 2026HCR Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

HCR Wealth Advisors is an institutional investor managing $1.1B across 259 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 HCR Wealth Advisors are Nordwand Advisors, Cunning Partners, BankChampaign, National Association, with shared positions in $MS, $VRT, $ETN, $URI, $TMO, $LHX. The full ranking of 25 similar funds is below.

#1Nordwand Advisors, LLCPassive

Some overlap · 7 shared positions

$MS $VRT $ETN $URI $TMO $LHX

$652M

146 positions

#2Cunning Capital Partners, LPActive

Some overlap · 6 shared positions

$DELL $MS $PWR $AN $URI $NRG

$248M

55 positions

#3BankChampaign, National AssociationPassive

Some overlap · 6 shared positions

$DELL $VRT $PWR $ETN $URI $MRVL

$130M

200 positions

#4Cornerstone Capital, Inc.Active

Some overlap · 4 shared positions

$AME $VRT $ETN $TMO

$1.1B

120 positions

#5Titan Investment Management LLCActive

Some overlap · 5 shared positions

$DELL $MS $VRT $PWR $AZO

$135M

38 positions

#6HM PAYSON & COActive

Some overlap · 5 shared positions

$AME $AZO $TMO $LHX $ETN

$7.5B

1,139 positions

#7Prudent Man Advisors, LLCPassive

Some overlap · 6 shared positions

$MS $PWR $ETN $AME $LHX $MRVL

$438M

141 positions

#8LYELL WEALTH MANAGEMENT, LPPassive

Some overlap · 5 shared positions

$DELL $MS $VRT $PWR $TMO

$1.6B

232 positions

#9Martin Investment Management, LLCActive

Some overlap · 4 shared positions

$AME $AZO $TMO $LHX

$300M

47 positions

#10Mendel Money ManagementPassive

Some overlap · 4 shared positions

$AME $PWR $TMO $MRVL

$273M

127 positions

#11HARTLINE INVESTMENT CORP/Active

Some overlap · 5 shared positions

$DELL $MS $VRT $ETN $MRVL

$1.1B

115 positions

#12MCCARTER PRIVATE WEALTH SERVICES LLCPassive

Some overlap · 5 shared positions

$DELL $VRT $ETN $AZO $TMO

$290M

179 positions

#13MARVIN & PALMER ASSOCIATES INCActive

Some overlap · 3 shared positions

$AME $MS $PWR

$159M

28 positions

#14Cumberland Partners LtdPassive

Some overlap · 3 shared positions

$AME $DELL $ETN

$1.5B

153 positions

#15Union Heritage Capital, LLCPassive

Some overlap · 3 shared positions

$AME $MS $COP

$295M

65 positions

#16Decatur Capital Management, Inc.Active

Some overlap · 3 shared positions

$AME $MS $TMO

$295M

53 positions

#17Paladin Wealth, LLCPassive

Some overlap · 5 shared positions

$MS $PWR $ETN $COP $URI

$172M

134 positions

#18Brown Financial AdvisorsPassive

Some overlap · 5 shared positions

$MS $PWR $ETN $COP $URI

$286M

212 positions

#19Ayrshire Capital Management LLCPassive

Some overlap · 3 shared positions

$AME $ETN $MS

$214M

50 positions

#20Gradient Investments LLCPassive

Some overlap · 5 shared positions

$MS $PWR $ETN $COP $URI

$7.2B

448 positions

#21Mattson Financial Services, LLCPassive

Some overlap · 5 shared positions

$MS $ETN $PWR $COP $URI

$478M

235 positions

#22MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Some overlap · 3 shared positions

$AME $VRT $TMO

$635M

146 positions

#23Candelo Capital Management LPActive

Some overlap · 3 shared positions

$AME $PWR $TMO

$162M

34 positions

#24Trifecta Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$MS $VRT $ETN $TMO $LHX

$776M

493 positions

#25New England Research & Management, Inc.Passive

Some overlap · 5 shared positions

$MS $VRT $PWR $URI $AWK

$257M

134 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.