13F Pro

Hedge Funds Similar to Skyline Advisors

13F Portfolio OverlapQ2 2026Skyline Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Skyline Advisors, Inc. is an institutional investor managing $319M across 123 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 Skyline Advisors are MAIMON WEALTH LTD., TENET WEALTH PARTNERS, WEALTHSPAN PARTNERS, with shared positions in $IAU, $DE, $PM, $MO, $EMR, $SO. The full ranking of 25 similar funds is below.

#1MAIMON WEALTH MANAGEMENT LTD.Passive
Notable overlap · 5 shared positions
$IAU$DE$PM$MO$EMR
$130M
80 positions
#2TENET WEALTH PARTNERS, LLCActive
Notable overlap · 8 shared positions
$IAU$DE$PM$SO$MO$KLAC
$134M
101 positions
#3WEALTHSPAN PARTNERS, LLCPassive
Notable overlap · 4 shared positions
$IAU$DE$NEE$WFC
$317M
129 positions
#4COTTONWOOD CAPITAL ADVISORS, LLCActive
Notable overlap · 6 shared positions
$DE$PM$MO$EMR$WFC$PEP
$166M
88 positions
#5White Lighthouse Investment Management Inc.Active
Notable overlap · 5 shared positions
$IAU$PM$MO$SGOL$SO
$802M
151 positions
#6Juno Financial Group LLCActive
Notable overlap · 6 shared positions
$DE$CRWD$PM$MO$BA$PEP
$282M
73 positions
#7ETF Store, Inc.Passive
Notable overlap · 5 shared positions
$IAU$MO$SBUX$NEE$SGOL
$120M
114 positions
#8Sage Investment Advisers LLCPassive
Notable overlap · 4 shared positions
$IAU$DE$BA$SPG
$149M
98 positions
#9Highland Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$PM$MO
$455M
73 positions
#10Forthright Family Wealth Advisory LLCActive
Notable overlap · 3 shared positions
$IAU$PM$MO
$177M
57 positions
#11Gibson Capital, LLCSmart money
Notable overlap · 5 shared positions
$IAU$PM$MO$PNC$KLAC
$610M
94 positions
#12Tarbox Group, Inc.Smart money
Notable overlap · 6 shared positions
$DE$IAU$BA$EMR$WFC$PEP
$698M
96 positions
#13Bigelow Investment Advisors, LLCPassive
Notable overlap · 5 shared positions
$IAU$DE$NEE$SBUX$PEP
$276M
157 positions
#14BCR Wealth Strategies, LLCSmart money
Some overlap · 5 shared positions
$DE$SO$EMR$WFC$PEP
$356M
32 positions
#15CAPE ANN SAVINGS BANKActive
Some overlap · 4 shared positions
$IAU$DE$NEE$PEP
$212M
113 positions
#16Sterling Financial Planning, Inc.Active
Some overlap · 4 shared positions
$IAU$SIGI$DE$PEP
$368M
123 positions
#17Compass Wealth Management, LLC/GAActive
Some overlap · 7 shared positions
$PM$IAU$SO$CRWD$MO$BA
$251M
74 positions
#18Storen Legacy Partners, LLCActive
Some overlap · 5 shared positions
$IAU$PM$MO$PNC$PEP
$367M
116 positions
#19Smith Thornton Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$SO$NEE$WFC
$227M
140 positions
#20FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$IAU$EMR$NEE$PEP
$1.3B
159 positions
#21MBA Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$MO$PM$PEP
$297M
166 positions
#22BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 4 shared positions
$DE$SO$EMR$BA
$263M
90 positions
#23ROGCO, LPActive
Some overlap · 4 shared positions
$IAU$EMR$SO$PEP
$327M
224 positions
#24Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$IAU$PM$MO$SO
$1.2B
127 positions
#25Palisades Hudson Asset Management, L.P.Active
Some overlap · 5 shared positions
$IAU$KLAC$DE$PNC$BA
$286M
108 positions

Compare Skyline Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Skyline Advisors’s holdings

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.