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 Portside Wealth Group

13F Portfolio OverlapQ3 2026Portside Wealth Group portfolio →

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Most similar hedge funds by 13F overlap

Portside Wealth Group, LLC is an institutional investor managing $901M across 523 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Portside Wealth Group are InvesTrust, JOURNEY RETIREMENT PLANNING & INVESTMENT, Wallace Advisory Group, with shared positions in $VZ, $PM, $BA, $WFC, $PEP, $SBUX. The full ranking of 25 similar funds is below.

#1InvesTrustPassive

Some overlap · 9 shared positions

$VZ $PM $BA $WFC $PEP $SBUX

$247M

91 positions

#2JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive

Some overlap · 8 shared positions

$BA $VZ $PM $SHOP $MDLZ $SBUX

$140M

170 positions

#3Wallace Advisory Group, LLCPassive

Some overlap · 8 shared positions

$VZ $PM $BA $WFC $ASML $DOV

$106M

134 positions

#4Gibbs Wealth Management

Some overlap · 8 shared positions

$BA $VZ $PM $SHOP $DIS $WFC

$955M

512 positions

#5DCM Advisors, LLCActive

Some overlap · 7 shared positions

$BA $PM $VZ $WFC $PEP $DIS

$253M

38 positions

#6Tevis Investment ManagementPassive

Some overlap · 7 shared positions

$VZ $PM $ASML $PEP $NVO $SBUX

$183M

104 positions

#7MeadowBrook Investment Advisors LLCPassive

Some overlap · 7 shared positions

$BA $WFC $PEP $DOV $SBUX $DIS

$126M

196 positions

#8Stamos Capital Partners, L.P.Passive

Some overlap · 6 shared positions

$BA $VZ $ASML $NVO $DIS $SHEL

$653M

140 positions

#9TOWNSQUARE CAPITAL LLCPassive

Some overlap · 6 shared positions

$VZ $PM $WFC $PEP $MDLZ $SHEL

$544M

285 positions

#10PCB Capital LLCPassive

Some overlap · 6 shared positions

$VZ $PM $WFC $PEP $MDLZ $SHEL

$82M

114 positions

#11Cravens & Co Advisors, LLCActive

Some overlap · 6 shared positions

$BA $PM $SHOP $NVO $SBUX $DIS

$147M

61 positions

#12Limestone Investment Advisors LPPassive

Some overlap · 6 shared positions

$BA $ASML $WFC $PEP $NVO $DIS

$1.3B

558 positions

#13SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$BA $VZ $PM $WFC $PEP

$298M

133 positions

#14Financial Network Wealth Advisors LLCPassive

Some overlap · 6 shared positions

$VZ $WFC $ASML $NVO $DOV $BA

$99M

858 positions

#15Roehl & Yi Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$ASML $PEP $NVO $DOV $PM $SBUX

$304M

194 positions

#16PETTYJOHN, WOOD & WHITE, INCPassive

Some overlap · 6 shared positions

$VZ $PEP $SBUX $DIS $CVS $SHEL

$687M

222 positions

#17Ally Financial Inc.Active

Some overlap · 5 shared positions

$BA $VZ $WFC $PEP $DIS

$775M

131 positions

#18Raab & Moskowitz Asset Management LLCPassive

Some overlap · 5 shared positions

$PM $BA $VZ $PEP $MDLZ

$497M

198 positions

#19Severin Investments, LLCPassive

Some overlap · 5 shared positions

$VZ $PM $ASML $WFC $MDLZ

$133M

174 positions

#20MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$VZ $PM $WFC $PEP $SBUX

$233M

122 positions

#21Investment Research & Advisory Group, Inc.Active

Some overlap · 5 shared positions

$BA $PM $ASML $SBUX $SHOP

$337M

333 positions

#22Hedges Asset Management LLCPassive

Some overlap · 5 shared positions

$BA $VZ $WFC $NVO $SHEL

$152M

108 positions

#23Capital World InvestorsActive

Some overlap · 5 shared positions

$BA $PM $ASML $SBUX $CVS

$846.4B

637 positions

#24Cohen Investment Advisors LLCPassive

Some overlap · 5 shared positions

$BA $VZ $WFC $SBUX $DIS

$233M

81 positions

#25HF Advisory Group, LLCPassive

Some overlap · 5 shared positions

$VZ $PM $WFC $PEP $SHEL

$336M

174 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.