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 Red Tortoise

13F Portfolio OverlapQ1 2026Red Tortoise portfolio →

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Most similar hedge funds by 13F overlap

Red Tortoise LLC is an institutional investor managing $240M across 591 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Red Tortoise are Heck Advisors, Lane Generational, Bauman Advisory Group, with shared positions in $IAUM, $YMM, $MPC, $APP, $AEM, $PHYS. The full ranking of 25 similar funds is below.

#1Heck Capital Advisors, LLCActive

Some overlap · 4 shared positions

$IAUM $YMM $MPC $APP

$1.7B

214 positions

#2Lane Generational LLCPassive

Some overlap · 3 shared positions

$AEM $PHYS $YMM

$114M

43 positions

#3Bauman Advisory Group, LLCActive

Some overlap · 3 shared positions

$IAUM $SIVR $FLEX

$189M

81 positions

#4TABLEAUX LLCActive

Some overlap · 3 shared positions

$IAUM $ED $MPC

$238M

120 positions

#5Silver Coast Investments LLCActive

Some overlap · 3 shared positions

$SIVR $LOW $CRM

$336M

121 positions

#6DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.Active

Some overlap · 4 shared positions

$YMM $APP $KLAC $MPC

$2.4B

236 positions

#7CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$IAUM $LOW $CRM

$338M

143 positions

#8FORTEM FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$YMM $KLAC $HCA

$490M

188 positions

#9Owl Creek Wealth Partners LLCPassive

Some overlap · 3 shared positions

$IAUM $SIVR $KLAC

$342M

1,289 positions

#10Harbour Wealth Management Group, Inc.Active

Some overlap · 3 shared positions

$YMM $PHYS $MPC

$148M

89 positions

#11Networth Advisors, LLCActive

Some overlap · 3 shared positions

$IAUM $YUM $LOW

$172M

383 positions

#12Pettinga Financial Advisors LLCActive

Some overlap · 3 shared positions

$SIVR $PHYS $YMM

$624M

156 positions

#13Firestone Capital ManagementActive

Some overlap · 4 shared positions

$IAUM $T $LOW $FLEX

$537M

168 positions

#14Quadrant Private Wealth Management, LLCActive

Some overlap · 4 shared positions

$YMM $PHYS $T $CRM

$447M

177 positions

#15VICUS CAPITALActive

Slight overlap · 3 shared positions

$IAUM $T $LOW

$1.5B

268 positions

#16RiverGlades Family Offices LLCActive

Slight overlap · 4 shared positions

$IAUM $AEM $KLAC $MPC

$218M

108 positions

#17Guild Investment Management, Inc.Passive

Slight overlap · 3 shared positions

$YMM $PHYS $KLAC

$146M

59 positions

#18SIGMA INVESTMENT COUNSELORS INCActive

Slight overlap · 3 shared positions

$IAUM $KLAC $LOW

$2.1B

218 positions

#19LEE DANNER & BASS INCActive

Slight overlap · 3 shared positions

$AEM $LOW $HCA

$1.7B

250 positions

#20WT Wealth ManagementPassive

Slight overlap · 3 shared positions

$SIVR $YMM $LOW

$361M

138 positions

#21E Fund Management (Hong Kong) Co., Ltd.Passive

Slight overlap · 3 shared positions

$AEM $YMM $KLAC

$302M

551 positions

#22PRIVATE CLIENT SERVICES, LLCPassive

Slight overlap · 3 shared positions

$PHYS $APP $KLAC

$381M

229 positions

#23New Harbor Financial Group, LLCActive

Slight overlap · 3 shared positions

$PHYS $SIVR $AEM

$633M

68 positions

#24PCB Capital LLCPassive

Slight overlap · 4 shared positions

$APP $KLAC $T $FLEX

$82M

114 positions

#25Koa Wealth Management, LLCActive

Slight overlap · 3 shared positions

$YMM $LOW $ED

$147M

54 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.