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 Powerhouse Assets

13F Portfolio OverlapQ2 2026Powerhouse Assets portfolio →

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Most similar hedge funds by 13F overlap

Powerhouse Assets LLC is an institutional investor managing $123M across 57 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 Powerhouse Assets are American National Bank of Texas, PROFFITT & GOODSON, LYNX GROUP LTD, with shared positions in $STT, $DOV, $MCD, $MDY, $TJX, $APH. The full ranking of 25 similar funds is below.

#1American National Bank of TexasActive

Notable overlap · 4 shared positions

$STT $DOV $MCD $MDY

$110M

56 positions

#2PROFFITT & GOODSON INCActive

Notable overlap · 3 shared positions

$STT $DOV $TJX

$728M

298 positions

#3LYNX CAPITAL GROUP LTD /ADVPassive

Notable overlap · 3 shared positions

$STT $MDY $TJX

$248M

91 positions

#4Luminist Capital LLCActive

Notable overlap · 3 shared positions

$STT $DOV $MCD

$89M

418 positions

#5HFR Wealth Management, LLCActive

Notable overlap · 3 shared positions

$TJX $DOV $APH

$410M

53 positions

#6MontVue Capital Management, Inc.Active

Notable overlap · 4 shared positions

$MDY $STT $DOV $TJX

$174M

78 positions

#7TSG Advice Partners, LLC

Notable overlap · 3 shared positions

$DOV $MDY $MCD

$667M

135 positions

#8ARCADIA INVESTMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$STT $DOV $MCD

$237M

80 positions

#9Paladin Advisory Group, LLCPassive

Notable overlap · 3 shared positions

$MDY $STT $APH

$151M

243 positions

#10Klingman & Associates, LLCActive

Notable overlap · 3 shared positions

$STT $MDY $TJX

$2.3B

350 positions

#11May Barnhard Investments LLCActive

Notable overlap · 4 shared positions

$STT $MDY $TJX $APH

$247M

88 positions

#12ARBOR TRUST WEALTH ADVISORS, LLCPassive

Notable overlap · 3 shared positions

$MDY $TJX $MCD

$248M

96 positions

#13Newton One Investments LLCActive

Notable overlap · 4 shared positions

$DOV $MCD $MDY $STT

$397M

146 positions

#14Orcam Financial GroupActive

Notable overlap · 3 shared positions

$DOV $MDY $TJX

$205M

105 positions

#15CINCINNATI FINANCIAL CORPActive

Notable overlap · 3 shared positions

$DOV $TJX $MCD

$5.2B

56 positions

#16Creekside PartnersPassive

Notable overlap · 4 shared positions

$DOV $STT $MCD $MDY

$276M

193 positions

#173EDGE Asset Management, LPActive

Notable overlap · 3 shared positions

$DOV $STT $MDY

$2.2B

94 positions

#18Financial Network Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$MCD $STT $DOV $APH $TJX

$99M

858 positions

#19RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Some overlap · 3 shared positions

$APH $TJX $MCD

$794M

188 positions

#20WENDELL DAVID ASSOCIATES INCActive

Some overlap · 3 shared positions

$TJX $MCD $APH

$947M

155 positions

#21Intelligent Financial StrategiesSmart money

Some overlap · 3 shared positions

$DOV $MDY $MCD

$208M

60 positions

#22Weil Company, Inc.Passive

Some overlap · 3 shared positions

$DOV $MDY $MCD

$568M

133 positions

#23Goldstone Financial Group, LLCPassive

Some overlap · 3 shared positions

$DOV $STT $MCD

$1.1B

243 positions

#24IAG Wealth Partners, LLCActive

Some overlap · 3 shared positions

$STT $MDY $MCD

$1.0B

508 positions

#25Sageworth Trust CoActive

Some overlap · 3 shared positions

$DOV $MDY $TJX

$2.5B

127 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.