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 Sanctuary Advisors

13F Portfolio OverlapQ2 2026Sanctuary Advisors portfolio →

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Most similar hedge funds by 13F overlap

Sanctuary Advisors, LLC is an institutional investor managing $21.6B across 2,843 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 Sanctuary Advisors are Fortress Financial Solutions, Telemark Asset, Corient IA, with shared positions in $HEI, $CRWD, $GLW, $PLTR, $TXN, $IAU. The full ranking of 25 similar funds is below.

#1Fortress Financial Solutions, LLC

Slight overlap · 4 shared positions

$HEI $CRWD $GLW $PLTR

$96M

56 positions

#2Telemark Asset Management, LLCActive

Slight overlap · 4 shared positions

$HEI $GLW $PLTR $TXN

$1.4B

57 positions

#3Corient IA LLCPassive

Slight overlap · 4 shared positions

$HEI $CRWD $GLW $PLTR

$108M

249 positions

#4Stratos Wealth Partners, LTD.Passive

Slight overlap · 5 shared positions

$PLTR $CRWD $IAU $GLW $MCD

$9.9B

1,690 positions

#5Strategies Wealth Advisors, LLCActive

Slight overlap · 4 shared positions

$CRWD $GLW $PLTR $IAU

$1.1B

202 positions

#6PeakShares LLCActive

Slight overlap · 4 shared positions

$CRWD $GLW $PLTR $MCD

$134.4B

122 positions

#7Guardian Asset Advisors, LLCPassive

Slight overlap · 4 shared positions

$CRWD $GLW $PLTR $MCD

$217M

124 positions

#8Foguth Wealth Management, LLC.Active

Slight overlap · 5 shared positions

$IAU $MCD $TXN $PLTR $CRWD

$879M

213 positions

#9Sepio Capital, LPActive

Slight overlap · 4 shared positions

$CRWD $GLW $IAU $TXN

$2.0B

346 positions

#10PATTON FUND MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$CRWD $GLW $IAU $TXN

$462M

86 positions

#11ITHAKA GROUP LLCActive

Slight overlap · 3 shared positions

$HEI $CRWD $PLTR

$551M

40 positions

#12Modus Advisors, LLCPassive

Slight overlap · 4 shared positions

$CRWD $PLTR $IAU $MCD

$405M

118 positions

#13Capital Advisors Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$CRWD $PLTR $IAU $MCD

$851M

231 positions

#14Strategic Investment Solutions, Inc. /ILPassive

Slight overlap · 4 shared positions

$GLW $PLTR $IAU $MCD

$437M

707 positions

#15NZS Capital, LLCActive

Slight overlap · 3 shared positions

$HEI $CRWD $TXN

$3.9B

61 positions

#16Novak & Powell Financial Services, Inc.Passive

Slight overlap · 4 shared positions

$GLW $IAU $MCD $TXN

$212M

171 positions

#17Clay Northam Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$CRWD $PLTR $IAU $TXN

$203M

109 positions

#18Kingsview Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$PLTR $IAU $MCD $TXN

$8.3B

1,432 positions

#19SENTINEL TRUST CO LBASmart money

Slight overlap · 4 shared positions

$PLTR $IAU $MCD $TXN

$1.1B

136 positions

#20OpenArc Corporate Advisory, LLCActive

Slight overlap · 4 shared positions

$PLTR $IAU $MCD $TXN

$8.4B

789 positions

#21OFC FINANCIAL PLANNING, LLCActive

Slight overlap · 4 shared positions

$PLTR $IAU $MCD $TXN

$113M

56 positions

#22PFS Partners, LLCPassive

Slight overlap · 3 shared positions

$HEI $GLW $TXN

$247M

599 positions

#23Verity Asset Management, Inc.Passive

Slight overlap · 3 shared positions

$HEI $IAU $TXN

$264M

223 positions

#24Keystone Financial GroupPassive

Slight overlap · 4 shared positions

$PLTR $MCD $CRWD $IAU

$1.7B

567 positions

#25Kinsale Capital Group, Inc.Active

Slight overlap · 3 shared positions

$HEI $MCD $TXN

$754M

41 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.