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 Shade Tree Advisors

13F Portfolio OverlapQ2 2026Shade Tree Advisors portfolio →

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Most similar hedge funds by 13F overlap

Shade Tree Advisors LLC is an institutional investor managing $172M across 29 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 Shade Tree Advisors are Financial Synergies Wealth Advisors, Pilgrim Partners Asia Pte Ltd, EXCHANGE TRADED CONCEPTS, with shared positions in $SNDK, $QCOM, $DOV, $IBIT, $CPNG, $USAR. The full ranking of 25 similar funds is below.

#1Financial Synergies Wealth Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$SNDK $QCOM $DOV

$1.2B

116 positions

#2Pilgrim Partners Asia Pte LtdActive

Notable overlap · 5 shared positions

$IBIT $SNDK $CPNG $USAR $QCOM

$234M

108 positions

#3EXCHANGE TRADED CONCEPTS, LLCPassive

Notable overlap · 3 shared positions

$SNDK $IBIT $QCOM

$21.9B

1,580 positions

#4Bayshore Capital Advisors, LLCSmart money

Notable overlap · 4 shared positions

$IBIT $USAR $GBDC $FBTC

$214M

42 positions

#5Kastel Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$IBIT $FBTC $DOV

$158M

57 positions

#6MARIPAU WEALTH MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$IBIT $FBTC $DOV

$280M

177 positions

#7Objective Capital Management, LLCPassive

Some overlap · 3 shared positions

$IBIT $FBTC $DOV

$113M

103 positions

#8Corecam Pte. Ltd.Passive

Some overlap · 3 shared positions

$IBIT $QCOM $USAR

$264M

82 positions

#9Ovata Capital Management LtdActive

Some overlap · 3 shared positions

$IBIT $FBTC $SNDK

$1.3B

43 positions

#10SORA INVESTORS LLCPassive

Some overlap · 3 shared positions

$QCOM $SNDK $CPNG

$1.3B

76 positions

#11Estate Planners Group, LLCActive

Some overlap · 3 shared positions

$IBIT $DOV $FBTC

$221M

70 positions

#12Addison Capital CoActive

Some overlap · 3 shared positions

$IBIT $QCOM $DOV

$610M

184 positions

#13Sovran Advisors, LLCPassive

Some overlap · 4 shared positions

$QCOM $IBIT $USAR $DOV

$1.3B

615 positions

#14Cambridge Financial Group, LLCActive

Some overlap · 3 shared positions

$QCOM $IBIT $DOV

$318M

155 positions

#15Compass Ion Advisors, LLCActive

Some overlap · 3 shared positions

$IBIT $FBTC $DOV

$1.2B

297 positions

#16CANTOR FITZGERALD, L. P.Active

Some overlap · 3 shared positions

$SNDK $FBTC $IBIT

$9.2B

319 positions

#17HOHIMER WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$SNDK $USAR $QCOM

$1.0B

394 positions

#18Verus Financial Partners, Inc.Smart money

Slight overlap · 3 shared positions

$QCOM $FBTC $DOV

$1.2B

127 positions

#19VISTA FINANCE, LLCActive

Slight overlap · 3 shared positions

$FBTC $IBIT $DOV

$179M

69 positions

#20NEOS Investment Management LLCActive

Slight overlap · 3 shared positions

$SNDK $IBIT $QCOM

$27.1B

578 positions

#21Hubbell Strickland Wealth Management, LLCSmart money

Slight overlap · 3 shared positions

$FBTC $QCOM $DOV

$277M

87 positions

#22Schonfeld Strategic Advisors LLCPassive

Slight overlap · 4 shared positions

$FBTC $SNDK $IBIT $DOV

$27.9B

2,556 positions

#23Betterment LLCActive

Slight overlap · 3 shared positions

$IBIT $DOV $FBTC

$59.1B

675 positions

#24Sage Mountain Advisors LLCActive

Slight overlap · 3 shared positions

$GBDC $IBIT $QCOM

$1.6B

304 positions

#25Hirtle Callaghan & Co LLCSmart money

Slight overlap · 3 shared positions

$GBDC $DOV $QCOM

$3.0B

128 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.