What hedge funds are most similar to SIGNATURE ESTATE & INVESTMENT ADVISORS LLC?

The funds with the most similar 13F portfolios to SIGNATURE ESTATE & INVESTMENT ADVISORS LLC are Compass Wealth, RCW, Planning Advisors, based on overlapping conviction holdings in the latest SEC filings.

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 SIGNATURE ESTATE & INVESTMENT ADVISORS

13F Portfolio OverlapQ2 2026SIGNATURE ESTATE & INVESTMENT ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC is an institutional investor managing $5.6B across 669 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 SIGNATURE ESTATE & INVESTMENT ADVISORS are Compass Wealth, RCW, Planning Advisors, with shared positions in $GLDM, $STT, $CRWD, $VRT, $WELL, $APH. The full ranking of 25 similar funds is below.

#1Compass Wealth Management, LLC/GAActive

Notable overlap · 5 shared positions

$GLDM $STT $CRWD $VRT $WELL

$251M

74 positions

#2RCW Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $STT $WELL

$112M

68 positions

#3Capital Planning Advisors, LLC

Notable overlap · 4 shared positions

$GLDM $VRT $APH $ANET

$692M

146 positions

#4Cedar Point Capital Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $STT $CRWD

$174M

77 positions

#5Hollow Brook Wealth Management LLCActive

Notable overlap · 3 shared positions

$GLDM $PWR $VRT

$504M

78 positions

#6My Portfolio Guide, LLC

Notable overlap · 3 shared positions

$GLDM $VRT $ANET

$181M

166 positions

#7CONTINUUM WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $APH $CRWD

$296M

82 positions

#8Mission Creek Capital Partners, Inc.Passive

Notable overlap · 4 shared positions

$GLDM $ANET $VRT $PWR

$569M

231 positions

#9SIERRA SUMMIT ADVISORS LLCPassive

Notable overlap · 6 shared positions

$HOOD $C $ANET $APP $VRT $PWR

$895M

185 positions

#10Greenline Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $BLK $LNG

$983M

149 positions

#11Walkner Condon Financial Advisors LLCPassive

Notable overlap · 3 shared positions

$GLDM $ANET $STT

$871M

344 positions

#12GLYNN CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$ANET $HOOD $APP $VRT $CRWD

$363M

43 positions

#13Galaxy Digital Capital Management GP LLCPassive

Notable overlap · 7 shared positions

$C $HOOD $APH $BLK $AFRM $VRT

$206M

67 positions

#14ITHAKA GROUP LLCActive

Notable overlap · 5 shared positions

$ANET $HOOD $APH $VRT $CRWD

$551M

40 positions

#15Alden Global Capital LLCActive

Notable overlap · 3 shared positions

$C $APH $VST

$273M

19 positions

#16Capital Impact Advisors, LLCActive

Notable overlap · 5 shared positions

$ANET $HOOD $APP $AFRM $RKLB

$1.8B

29 positions

#17Hobbs Group Advisors, LLCActive

Notable overlap · 6 shared positions

$GLDM $C $VRT $VST $CRWD $LNG

$380M

164 positions

#18American National Bank of TexasActive

Notable overlap · 3 shared positions

$GLDM $STT $PWR

$110M

56 positions

#19Bluebird Wealth Management LLCPassive

Notable overlap · 6 shared positions

$C $ANET $HOOD $VRT $VST $CRWD

$115M

89 positions

#20Quartz Partners, LLCPassive

Notable overlap · 5 shared positions

$APH $APP $VRT $STT $GLDM

$305M

191 positions

#21NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 3 shared positions

$APH $ANET $BLK

$606M

79 positions

#22Sandhill Capital Partners LLCActive

Notable overlap · 3 shared positions

$APH $ANET $BLK

$1.2B

98 positions

#23Benchmark Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$APP $ANET $APH $VRT $CRWD $WELL

$228M

70 positions

#24Riggs Asset Managment Co. Inc.Passive

Notable overlap · 5 shared positions

$C $ANET $VRT $VST $CRWD

$560M

132 positions

#25AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 3 shared positions

$APH $ODFL $C

$1.6B

118 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.