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 Navis Wealth Advisors

13F Portfolio OverlapQ2 2026Navis Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Navis Wealth Advisors, LLC is an institutional investor managing $264M across 175 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 Navis Wealth Advisors are Bensler, Cunning Partners, UHLMANN PRICE SECURITIES, with shared positions in $KLAC, $AXP, $PDI, $ADX, $UBER, $DELL. The full ranking of 25 similar funds is below.

#1Bensler, LLCPassive

Notable overlap · 5 shared positions

$KLAC $AXP $PDI $ADX $UBER

$1.1B

198 positions

#2Cunning Capital Partners, LPActive

Notable overlap · 5 shared positions

$KLAC $AXP $DELL $NRG $MS

$248M

55 positions

#3UHLMANN PRICE SECURITIES, LLCSmart money

Notable overlap · 3 shared positions

$KLAC $UBER $AXP

$2.7B

291 positions

#4FORTEM FINANCIAL GROUP, LLCPassive

Some overlap · 5 shared positions

$KLAC $NLY $DELL $NRG $YMM

$487M

190 positions

#5BANK OF STOCKTONActive

Some overlap · 3 shared positions

$KLAC $AXP $MS

$333M

124 positions

#6Ayrshire Capital Management LLCPassive

Some overlap · 4 shared positions

$KLAC $MS $ARCC $UBER

$219M

50 positions

#7Orange Investment Advisors, Inc.Passive

Some overlap · 3 shared positions

$KLAC $AXP $MS

$802M

137 positions

#8Covenant Asset Management, LLCPassive

Some overlap · 3 shared positions

$KLAC $AXP $MS

$746M

169 positions

#9Whelan FinancialActive

Some overlap · 3 shared positions

$KLAC $AXP $UBER

$367M

101 positions

#10Axecap Investments, LLCPassive

Some overlap · 3 shared positions

$KLAC $DELL $MS

$169M

77 positions

#11PeakShares LLCActive

Some overlap · 4 shared positions

$KLAC $AXP $DELL $UBER

$134.4B

122 positions

#12OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 3 shared positions

$KLAC $MS $ARCC

$501M

276 positions

#13Cornerstone Select Advisors, LLCPassive

Some overlap · 3 shared positions

$KLAC $DELL $ARCC

$238M

149 positions

#14Union Heritage Capital, LLCPassive

Some overlap · 3 shared positions

$KLAC $AXP $MS

$295M

65 positions

#15Horizon Investment Services, LLCPassive

Some overlap · 3 shared positions

$KLAC $AXP $DELL

$360M

143 positions

#16Mirador Capital Partners LPPassive

Some overlap · 4 shared positions

$KLAC $DELL $UBER $ARCC

$859M

224 positions

#17Menard Financial Group LLCActive

Some overlap · 3 shared positions

$KLAC $AXP $DELL

$184M

80 positions

#18WASHINGTON TRUST CoPassive

Some overlap · 3 shared positions

$KLAC $DELL $UBER

$3.2B

291 positions

#19NatWest Group plcActive

Some overlap · 3 shared positions

$KLAC $UBER $MS

$560M

48 positions

#20RENAISSANCE GROUP LLCPassive

Some overlap · 3 shared positions

$KLAC $AXP $NRG

$2.5B

234 positions

#21Columbus Macro, LLCPassive

Some overlap · 3 shared positions

$KLAC $NLY $ARCC

$1.0B

208 positions

#22Taylor Frigon Capital Management LLCPassive

Some overlap · 3 shared positions

$KLAC $SYM $ARCC

$197M

92 positions

#23TEALWOOD ASSET MANAGEMENT INCPassive

Some overlap · 3 shared positions

$KLAC $AXP $DELL

$251M

122 positions

#24Miller Capital Partners, Inc.Active

Some overlap · 3 shared positions

$KLAC $AXP $DELL

$257M

258 positions

#25ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 4 shared positions

$KLAC $AXP $DELL $UBER

$129M

106 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.