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 MYCIO WEALTH PARTNERS

13F Portfolio OverlapQ2 2026MYCIO WEALTH PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

MYCIO WEALTH PARTNERS, LLC is an institutional investor managing $535M across 49 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 MYCIO WEALTH PARTNERS are SMITH CHAS P & ASSOCIATES PA CPAS, Winthrop Partners - WNY, CONFLUENCE INVESTMENT, with shared positions in $CB, $LMT, $APD, $KKR, $VFC, $PPL. The full ranking of 17 similar funds is below.

#1SMITH CHAS P & ASSOCIATES PA CPAS

Some overlap · 3 shared positions

$CB $LMT $APD

$2.0B

199 positions

#2Winthrop Partners - WNY, LLCPassive

Some overlap · 3 shared positions

$CB $KKR $APD

$202M

87 positions

#3CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$CB $LMT $APD

$6.4B

290 positions

#4DB Fitzpatrick & Co, IncActive

Some overlap · 3 shared positions

$CB $LMT $APD

$124M

100 positions

#5FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 3 shared positions

$CB $LMT $VFC

$383M

74 positions

#6Investment Research & Advisory Group, Inc.Active

Some overlap · 3 shared positions

$CB $LMT $KKR

$324M

314 positions

#7A. D. Beadell Investment Counsel, Inc.Passive

Some overlap · 3 shared positions

$CB $LMT $APD

$156M

104 positions

#8SlateStone Wealth, LLCPassive

Some overlap · 3 shared positions

$CB $LMT $APD

$1.3B

296 positions

#9Kesler, Norman & Wride, LLCPassive

Slight overlap · 3 shared positions

$CB $LMT $APD

$631M

271 positions

#10Wealth Intelligence, LLCActive

Slight overlap · 3 shared positions

$CB $LMT $APD

$215M

59 positions

#11FourThought Financial Partners, LLCPassive

Slight overlap · 3 shared positions

$CB $LMT $APD

$1.3B

393 positions

#12BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Slight overlap · 3 shared positions

$CB $LMT $PPL

$2.5B

270 positions

#13Core Alternative CapitalPassive

Slight overlap · 3 shared positions

$CB $LMT $APD

$334M

201 positions

#14AIGEN INVESTMENT MANAGEMENT, LPPassive

Slight overlap · 4 shared positions

$CB $LMT $APD $PPL

$366M

517 positions

#15Crescent Sterling, Ltd.Passive

Slight overlap · 3 shared positions

$CB $LMT $APD

$112M

85 positions

#16Compass Wealth Management LLCPassive

Slight overlap · 3 shared positions

$CB $APD $VFC

$528M

167 positions

#17American Trust Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$LMT $CB $VFC

$203M

81 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.