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 Sequoia Financial Advisors

13F Portfolio OverlapQ2 2026Sequoia Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Sequoia Financial Advisors, LLC is an institutional investor managing $20.1B across 2,163 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 Sequoia Financial Advisors are Blue Chip Partners, Sculati Wealth, Sand Hill Global Advisors, with shared positions in $PWR, $ETN, $MS, $WM, $BLK, $AMGN. The full ranking of 25 similar funds is below.

#1Blue Chip Partners, LLCActive

Some overlap · 5 shared positions

$PWR $ETN $MS $WM $BLK

$1.6B

184 positions

#2Sculati Wealth Management, LLCPassive

Some overlap · 5 shared positions

$ETN $AMGN $PH $MS $WM

$300M

123 positions

#3Sand Hill Global Advisors, LLCActive

Some overlap · 5 shared positions

$PWR $ETN $PH $WM $BLK

$3.3B

214 positions

#4Alley Investment Management Company, LLCActive

Some overlap · 5 shared positions

$ETN $AMGN $PH $MS $BLK

$856M

89 positions

#5DB Fitzpatrick & Co, IncActive

Slight overlap · 4 shared positions

$PWR $ETN $AMGN $WM

$124M

100 positions

#6Mission Creek Capital Partners, Inc.Passive

Slight overlap · 4 shared positions

$PWR $ETN $AMGN $WM

$569M

231 positions

#7KFG WEALTH MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$PWR $ETN $AMGN $WM

$886M

225 positions

#8CONNORS INVESTOR SERVICES INCPassive

Slight overlap · 4 shared positions

$PWR $ETN $MS $WM

$1.2B

153 positions

#9Great Diamond Partners, LLCPassive

Slight overlap · 5 shared positions

$AMGN $PH $MS $WM $BLK

$582M

238 positions

#10Pegasus Asset Management, Inc.Passive

Slight overlap · 4 shared positions

$PWR $ETN $PH $BLK

$351M

75 positions

#11NIXON PEABODY TRUST COActive

Slight overlap · 4 shared positions

$PWR $ETN $MS $BLK

$1.4B

177 positions

#12Providence Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$PWR $ETN $WM $BN

$660M

385 positions

#13DAYMARK WEALTH PARTNERS, LLCPassive

Slight overlap · 4 shared positions

$PWR $AMGN $PH $ETN

$4.1B

810 positions

#14Ascent Wealth Partners, LLCActive

Slight overlap · 4 shared positions

$PWR $ETN $WM $ROK

$1.0B

200 positions

#15B & T Capital Management DBA Alpha Capital ManagementPassive

Slight overlap · 4 shared positions

$PWR $AMGN $PH $BLK

$770M

129 positions

#16ALBION FINANCIAL GROUP /UTPassive

Slight overlap · 4 shared positions

$PWR $AMGN $MS $BLK

$1.7B

652 positions

#17Prudent Man Advisors, LLCPassive

Slight overlap · 4 shared positions

$PWR $ETN $MS $BLK

$438M

141 positions

#18Fiduciary Alliance LLCPassive

Slight overlap · 4 shared positions

$ETN $PWR $AMGN $MS

$1.5B

535 positions

#19Carr Financial Group CorpPassive

Slight overlap · 4 shared positions

$PWR $AMGN $ETN $PH

$434M

182 positions

#20FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive

Slight overlap · 4 shared positions

$ETN $AMGN $PH $MS

$8.2B

442 positions

#21River Street Advisors LLCPassive

Slight overlap · 4 shared positions

$ETN $PWR $MS $BLK

$340M

177 positions

#22GREAT LAKES ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$PWR $PH $BLK $ROK

$13.1B

825 positions

#23Richwood Investment Advisors, LLCActive

Slight overlap · 4 shared positions

$ETN $AMGN $MS $WM

$142M

106 positions

#24Nordwand Advisors, LLCPassive

Slight overlap · 4 shared positions

$ETN $AMGN $MS $WM

$652M

146 positions

#25GLOBALT Investments LLC / GAActive

Slight overlap · 4 shared positions

$ETN $AMGN $MS $WM

$3.0B

213 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.