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 VANGUARD ADVISERS

13F Portfolio OverlapQ2 2026VANGUARD ADVISERS portfolio →

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Most similar hedge funds by 13F overlap

VANGUARD ADVISERS INC is an institutional investor managing $29.4B across 715 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 VANGUARD ADVISERS are New England Private Wealth Advisors, XY Planning Network, Fingerlakes Wealth, with shared positions in $DOV, $MUFG, $MDY, $BAH, $GLDM, $STT. The full ranking of 25 similar funds is below.

#1New England Private Wealth Advisors LLCActive

Slight overlap · 5 shared positions

$DOV $MUFG $MDY $BAH $GLDM

$1.0B

205 positions

#2XY Planning Network, Inc.Passive

Slight overlap · 4 shared positions

$DOV $MUFG $STT $GLDM

$797M

340 positions

#3Fingerlakes Wealth Management, Inc.Active

Slight overlap · 4 shared positions

$DOV $MUFG $STT $LMT

$186M

101 positions

#4Intergy Private Wealth, LLCActive

Slight overlap · 3 shared positions

$DOV $MUFG $STT

$433M

147 positions

#5Weil Company, Inc.Passive

Slight overlap · 3 shared positions

$DOV $MUFG $MDY

$568M

133 positions

#6SCS Capital Management LLCActive

Slight overlap · 3 shared positions

$DOV $MUFG $MDY

$10.6B

485 positions

#7American National Bank of TexasActive

Slight overlap · 6 shared positions

$DOV $STT $MDY $ABT $GLDM $LHX

$110M

56 positions

#83EDGE Asset Management, LPActive

Slight overlap · 4 shared positions

$DOV $STT $MDY $GLDM

$2.2B

94 positions

#9Creekside PartnersPassive

Slight overlap · 3 shared positions

$DOV $STT $MDY

$276M

193 positions

#10Selby Wealth Management, LLCActive

Slight overlap · 3 shared positions

$DOV $STT $MDY

$282M

83 positions

#11FIFTH THIRD SECURITIES, INC.Active

Slight overlap · 3 shared positions

$DOV $STT $MDY

$1.8B

360 positions

#12Powerhouse Assets LLCSmart money

Slight overlap · 3 shared positions

$DOV $STT $MDY

$123M

57 positions

#13Newton One Investments LLCActive

Slight overlap · 3 shared positions

$DOV $STT $MDY

$397M

146 positions

#14Financial Planning Fort Collins, LLCSmart money

Slight overlap · 4 shared positions

$DOV $MUFG $ABT $NU

$132M

33 positions

#15Sageworth Trust CoActive

Slight overlap · 5 shared positions

$DOV $MDY $SPCX $ABT $LHX

$2.5B

127 positions

#16Luminist Capital LLCActive

Slight overlap · 4 shared positions

$DOV $STT $SPCX $LMT

$89M

418 positions

#17Allie Family Office LLCActive

Slight overlap · 3 shared positions

$DOV $STT $SPCX

$269M

107 positions

#18Noble Wealth Partners LLCPassive

Slight overlap · 3 shared positions

$DOV $MUFG $GLDM

$115M

76 positions

#19Affiance Financial, LLCSmart money

Slight overlap · 4 shared positions

$DOV $MUFG $NU $LMT

$695M

111 positions

#20MidAtlantic Capital Management, Inc.Active

Slight overlap · 3 shared positions

$DOV $STT $BAH

$161M

86 positions

#21Xena Financial Planning, LLCActive

Slight overlap · 3 shared positions

$DOV $MUFG $NU

$104M

38 positions

#22McCartney Wealth Management LLCActive

Slight overlap · 3 shared positions

$DOV $MUFG $NU

$132M

65 positions

#23PRESILIUM PRIVATE WEALTH, LLCActive

Slight overlap · 3 shared positions

$DOV $MUFG $LHX

$651M

96 positions

#24Colter Lewis Investment Partners LLCActive

Slight overlap · 5 shared positions

$DOV $MDY $SPCX $NU $DASH

$225M

114 positions

#25Blackston Financial Advisory Group, LLCActive

Slight overlap · 3 shared positions

$DOV $MDY $SPCX

$177M

106 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.