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 URS Advisory

13F Portfolio OverlapQ2 2026URS Advisory portfolio →

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Most similar hedge funds by 13F overlap

URS Advisory LLC is an institutional investor managing $180M across 61 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 URS Advisory are Sound Financial Strategies Group, RED CEDAR INVESTMENT, Cushing Partners, with shared positions in $YMM, $NEE, $MCD, $SLV, $ALL, $NAD. The full ranking of 25 similar funds is below.

#1Sound Financial Strategies Group, LLCActive

Some overlap · 3 shared positions

$YMM $NEE $MCD

$157M

121 positions

#2RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$SLV $NEE $MCD

$1.1B

90 positions

#3Cushing Capital Partners, LLCPassive

Some overlap · 3 shared positions

$SLV $NEE $MCD

$145M

99 positions

#4Interactive Financial AdvisorsActive

Some overlap · 3 shared positions

$SLV $NEE $ALL

$164M

74 positions

#5Kuhn & Co Investment CounselPassive

Some overlap · 3 shared positions

$NEE $NAD $MCD

$173M

149 positions

#6WEALTHSPAN PARTNERS, LLCPassive

Some overlap · 3 shared positions

$SLV $MCD $NEE

$317M

129 positions

#7Guild Investment Management, Inc.Passive

Some overlap · 3 shared positions

$NEE $YMM $SLV

$146M

59 positions

#8Prepared Retirement Institute LLCActive

Some overlap · 4 shared positions

$SLV $ALL $COF $MCD

$235M

94 positions

#9POWER WEALTH MANAGEMENT LLCActive

Some overlap · 3 shared positions

$SLV $NEE $COF

$291M

118 positions

#10Andrews Advisory Associates, LLCActive

Some overlap · 3 shared positions

$NEE $ALL $MCD

$208M

86 positions

#11BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 3 shared positions

$NEE $ALL $MCD

$404M

99 positions

#12S-Bank Fund Management LtdPassive

Some overlap · 4 shared positions

$ALL $COF $NEE $MCD

$736M

249 positions

#13Farmers National BankPassive

Some overlap · 3 shared positions

$NEE $ALL $MCD

$479M

180 positions

#14Athena Wealth Management, LLCActive

Some overlap · 3 shared positions

$NEE $ALL $COF

$134M

104 positions

#15First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 3 shared positions

$NEE $COF $MCD

$529M

75 positions

#16Stablepoint Partners, LLCPassive

Some overlap · 3 shared positions

$NEE $COF $MCD

$723M

260 positions

#17KFG WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$NEE $SLV $MCD

$886M

225 positions

#18Flavin Financial Services, Inc.Passive

Some overlap · 3 shared positions

$NEE $COF $MCD

$175M

81 positions

#19LYNCH & ASSOCIATES/INPassive

Slight overlap · 3 shared positions

$NEE $COF $MCD

$573M

129 positions

#20Gladwyn Financial Advisors, Inc.Active

Slight overlap · 3 shared positions

$NEE $ALL $MCD

$160M

82 positions

#21BESSEMER GROUP INCPassive

Slight overlap · 3 shared positions

$NEE $COF $MCD

$72.7B

2,558 positions

#22QUANTUM FINANCIAL PARTNERS LLCPassive

Slight overlap · 3 shared positions

$SLV $NEE $MCD

$196M

153 positions

#23Hyposwiss Advisors SAActive

Slight overlap · 3 shared positions

$SLV $NEE $YMM

$106M

105 positions

#24River Street Advisors LLCPassive

Slight overlap · 3 shared positions

$NEE $COF $MCD

$340M

177 positions

#25Benin Management CORPActive

Slight overlap · 3 shared positions

$ALL $SLV $NEE

$494M

152 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.