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 RoundAngle Advisors

13F Portfolio OverlapQ1 2026RoundAngle Advisors portfolio →

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Most similar hedge funds by 13F overlap

RoundAngle Advisors LLC is an institutional investor managing $134M across 60 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 RoundAngle Advisors are Corecam AG, NORTHEAST PLANNING ASSOCIATES, / NH, Marathon Trading Investment, with shared positions in $SLV, $IBIT, $ETHA, $CB, $VZ, $PLTR. The full ranking of 25 similar funds is below.

#1Corecam AGActive

Notable overlap · 3 shared positions

$SLV $IBIT $ETHA

$117M

50 positions

#2NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active

Notable overlap · 3 shared positions

$SLV $CB $VZ

$133M

65 positions

#3Marathon Trading Investment Management LLCActive

Notable overlap · 4 shared positions

$SLV $IBIT $ETHA $PLTR

$3.2B

278 positions

#4O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 3 shared positions

$SLV $WMB $MO

$125M

61 positions

#5Walser Wealth Management Company, A Ltd Liability CoPassive

Notable overlap · 3 shared positions

$SLV $VZ $MO

$250M

217 positions

#6BCWM, LLCPassive

Notable overlap · 4 shared positions

$DLR $MO $VZ $DHI

$342M

57 positions

#7Corecam Pte. Ltd.Passive

Notable overlap · 3 shared positions

$SLV $IBIT $ETHA

$240M

79 positions

#8Capital Advisor Network LLCActive

Notable overlap · 3 shared positions

$SLV $IBIT $ETHA

$80M

183 positions

#9Measured Risk Portfolios, Inc.Active

Some overlap · 3 shared positions

$MO $DLR $VZ

$94M

64 positions

#10GQG Partners LLCActive

Some overlap · 3 shared positions

$MO $VZ $CB

$53.8B

102 positions

#11Richard C. Young & CO., LTD.Passive

Some overlap · 4 shared positions

$SLV $WMB $MO $VZ

$1.4B

101 positions

#12CONNORS INVESTOR SERVICES INCPassive

Some overlap · 4 shared positions

$WMB $CB $PLTR $VZ

$1.2B

153 positions

#13CapWealth Advisors, LLCActive

Some overlap · 3 shared positions

$WMB $DHI $PLTR

$1.3B

122 positions

#14Disciplined Equity Management, Inc.Smart money

Some overlap · 3 shared positions

$MO $VZ $PLTR

$227M

47 positions

#15CALIBER WEALTH MANAGEMENT, LLC / KSActive

Some overlap · 3 shared positions

$SLV $CB $VZ

$1.0B

300 positions

#16Cushing Capital Partners, LLCPassive

Some overlap · 3 shared positions

$SLV $CB $PH

$163M

113 positions

#17Mid-American Wealth Advisory Group, Inc.Active

Some overlap · 3 shared positions

$MO $VZ $PLTR

$287M

74 positions

#18GK Wealth Management LLCPassive

Some overlap · 3 shared positions

$SLV $IBIT $PLTR

$178M

1,628 positions

#19WealthCare Investment Partners, LLCPassive

Some overlap · 3 shared positions

$MO $SLV $VZ

$412M

206 positions

#20BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 3 shared positions

$MO $CB $VZ

$504M

136 positions

#21Plan Group Financial, LLCPassive

Some overlap · 4 shared positions

$MO $DLR $SLV $VZ

$510M

228 positions

#22Spahn Wealth & Retirement LLCActive

Some overlap · 3 shared positions

$SLV $IBIT $ETHA

$155M

38 positions

#23FWL INVESTMENT MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$WMB $SLV $PLTR

$545M

501 positions

#24Independent Wealth Network Inc.Passive

Some overlap · 3 shared positions

$SLV $PLTR $MO

$397M

335 positions

#25AlphaStar Capital Management, LLCActive

Some overlap · 5 shared positions

$PLTR $CB $IBIT $SLV $MO

$1.7B

276 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.