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 POINCIANA ADVISORS GROUP

13F Portfolio OverlapQ2 2026POINCIANA ADVISORS GROUP portfolio →

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Most similar hedge funds by 13F overlap

POINCIANA ADVISORS GROUP, LLC is an institutional investor managing $135M across 113 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 POINCIANA ADVISORS GROUP are Williamson Legacy Group, Kaufman Rossin Wealth, PATTON FUND, with shared positions in $TER, $HWM, $MTZ, $CIEN, $CMI, $TPR. The full ranking of 25 similar funds is below.

#1Williamson Legacy Group, LLCPassive

Notable overlap · 10 shared positions

$TER $HWM $MTZ $CIEN $CMI $TPR

$201M

75 positions

#2Kaufman Rossin Wealth, LLCActive

Notable overlap · 10 shared positions

$FIX $ANET $ILMN $VRT $DELL $TPR

$211M

112 positions

#3PATTON FUND MANAGEMENT, INC.Passive

Notable overlap · 9 shared positions

$TER $FIX $VRT $HWM $CIEN $DELL

$462M

86 positions

#4Dorsey Wright & AssociatesPassive

Notable overlap · 8 shared positions

$HWM $FIX $MTZ $TPR $EME $FTI

$590M

131 positions

#5Retireful, LLCPassive

Notable overlap · 8 shared positions

$FIX $MTZ $DELL $ANET $VRT $COHR

$107M

81 positions

#6Parkway Wealth Management Group, LLCActive

Notable overlap · 7 shared positions

$TER $RL $HWM $CIEN $TPR $CNC

$866M

147 positions

#7FORTEM FINANCIAL GROUP, LLCPassive

Notable overlap · 8 shared positions

$TER $DELL $CMI $EME $TPR $HWM

$490M

188 positions

#8NAVELLIER & ASSOCIATES INCPassive

Notable overlap · 8 shared positions

$HWM $FIX $VRT $EME $CIEN $COHR

$1.3B

322 positions

#9Monument Capital ManagementPassive

Notable overlap · 7 shared positions

$FIX $DELL $RL $MTZ $EME $TPR

$497M

262 positions

#10Fedenia Advisers LLCPassive

Notable overlap · 7 shared positions

$TER $FIX $CIEN $DELL $COHR $SNDK

$421M

459 positions

#11Zweig-DiMenna Associates LLCActive

Notable overlap · 7 shared positions

$TER $VRT $DELL $NTRA $DAL $COHR

$1.1B

70 positions

#12FCF Advisors LLCPassive

Notable overlap · 7 shared positions

$TPR $ANET $VRT $GILD $EME $FTI

$544M

58 positions

#13DSM CAPITAL PARTNERS LLCActive

Notable overlap · 6 shared positions

$HWM $TER $DELL $ANET $COHR $APH

$5.8B

70 positions

#14VMS Asset Management LimitedPassive

Notable overlap · 6 shared positions

$TER $FIX $VRT $DELL $COHR $SNDK

$315M

33 positions

#15TABR Capital Management, LLCActive

Notable overlap · 7 shared positions

$FIX $HWM $CNC $CIEN $EME $DELL

$117M

54 positions

#16Leeward Financial Partners, LLCPassive

Notable overlap · 7 shared positions

$TER $CMI $VRT $NTRA $APH $ANET

$381M

108 positions

#17VestGen Investment ManagementPassive

Notable overlap · 8 shared positions

$FIX $EME $FTI $APH $HWM $SNDK

$189M

218 positions

#18Insight Wealth Strategies, LLCPassive

Notable overlap · 6 shared positions

$FIX $FTNT $TER $CNC $ILMN $BIIB

$1.0B

183 positions

#19Markin Volterra Fund LPActive

Notable overlap · 7 shared positions

$DELL $VRT $ANET $COHR $APH $SNDK

$147M

69 positions

#20CHASE INVESTMENT COUNSEL CORPPassive

Notable overlap · 6 shared positions

$HWM $MTZ $DELL $VRT $FTI $EME

$474M

138 positions

#21Benchmark Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$FIX $ANET $VRT $EME $APH $SNDK

$228M

70 positions

#22Axecap Investments, LLCPassive

Some overlap · 6 shared positions

$FTNT $DELL $TPR $ANET $CFG $HWM

$181M

73 positions

#23Wakefield Asset Management LLLPPassive

Some overlap · 7 shared positions

$VRT $TPR $FTI $COHR $APH $FHN

$444M

225 positions

#24FLORIDA FINANCIAL ADVISORS, LLCPassive

Some overlap · 8 shared positions

$TER $APH $SNDK $COHR $CIEN $TPR

$592M

362 positions

#25Transamerica Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$HWM $FIX $EME $FTI $TPR $SNDK

$1.2B

2,188 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.