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 UPTICK PARTNERS

13F Portfolio OverlapQ2 2026UPTICK PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

UPTICK PARTNERS, LLC is an institutional investor managing $643M across 337 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 UPTICK PARTNERS are Accretive Wealth Partners, Wills Financial Group, Shepherd Street Advisors, with shared positions in $GLDM, $MPC, $IAU, $UNP, $WFC, $PFE. The full ranking of 25 similar funds is below.

#1Accretive Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$GLDM $MPC $IAU $UNP $WFC

$412M

181 positions

#2Wills Financial Group LLCPassive

Some overlap · 4 shared positions

$MPC $IAU $PFE $UNP

$275M

82 positions

#3Shepherd Street Advisors LLCPassive

Some overlap · 4 shared positions

$MPC $ENB $UNP $WFC

$114M

86 positions

#4Phoenix Wealth AdvisorsActive

Slight overlap · 4 shared positions

$MPC $IAU $UNP $WFC

$297M

129 positions

#5Three Magnolias Financial Advisors, LLCPassive

Slight overlap · 4 shared positions

$GLDM $PFE $WFC $DUK

$179M

112 positions

#6Copia Wealth ManagementPassive

Slight overlap · 4 shared positions

$GLDM $IAU $MPC $DUK

$166M

570 positions

#7SAGE PRIVATE WEALTH GROUP, LLCActive

Slight overlap · 3 shared positions

$GLDM $MPC $IAU

$222M

100 positions

#8CarsonAllaria Wealth Management, Ltd.Active

Slight overlap · 5 shared positions

$ENB $PFE $UNP $WFC $DUK

$231M

71 positions

#9Greenline Partners, LLCActive

Slight overlap · 3 shared positions

$GLDM $ENB $IAU

$983M

149 positions

#10Estabrook Capital ManagementPassive

Slight overlap · 5 shared positions

$AFL $PFE $UNP $WFC $DUK

$739M

344 positions

#11JNBA Financial AdvisorsActive

Slight overlap · 3 shared positions

$GLDM $IAU $AFL

$1.3B

830 positions

#12Apeiron RIA LLCActive

Slight overlap · 3 shared positions

$GLDM $IAU $AFL

$390M

162 positions

#13Beckerman Institutional, LLCPassive

Slight overlap · 3 shared positions

$GLDM $IAU $PFE

$210M

124 positions

#14Lynx Investment AdvisoryPassive

Slight overlap · 3 shared positions

$GLDM $IAU $PFE

$305M

230 positions

#15CONTINUUM WEALTH ADVISORS, LLCActive

Slight overlap · 3 shared positions

$GLDM $IAU $UNP

$296M

82 positions

#16MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$GLDM $IAU $UNP

$162M

106 positions

#17CHATHAM CAPITAL GROUP, INC.Passive

Slight overlap · 3 shared positions

$GLDM $IAU $UNP

$783M

200 positions

#18Miller Capital Partners, Inc.Active

Slight overlap · 3 shared positions

$MPC $ENB $AON

$257M

258 positions

#19Hollow Brook Wealth Management LLCActive

Slight overlap · 3 shared positions

$GLDM $AFL $PFE

$504M

78 positions

#20RiverGlades Family Offices LLCActive

Slight overlap · 3 shared positions

$MPC $AON $IAU

$218M

108 positions

#21LIFELONG WEALTH ADVISORS, INC.Smart money

Slight overlap · 3 shared positions

$GLDM $IAU $WFC

$426M

99 positions

#22One Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$GLDM $IAU $WFC

$906M

326 positions

#23Weaver C. Barksdale & Associates, Inc.Passive

Slight overlap · 3 shared positions

$MPC $ENB $AFL

$111M

62 positions

#24Alpha Omega Wealth Management LLCPassive

Slight overlap · 3 shared positions

$MPC $ENB $PFE

$657M

208 positions

#25Empower Advisory Group, LLCActive

Slight overlap · 3 shared positions

$GLDM $IAU $DUK

$41.9B

532 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.