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 Wealth Advisory Solutions

13F Portfolio OverlapQ2 2026Wealth Advisory Solutions portfolio →

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Most similar hedge funds by 13F overlap

Wealth Advisory Solutions, LLC is an institutional investor managing $487M across 150 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 Wealth Advisory Solutions are CAMBIAR INVESTORS, SMITH CHAS P & ASSOCIATES PA CPAS, Volterra Technologies, with shared positions in $UBER, $PEP, $CB, $ASML, $AXP, $BMY. The full ranking of 25 similar funds is below.

#1CAMBIAR INVESTORS LLCActive

Some overlap · 6 shared positions

$UBER $PEP $CB $ASML $AXP $BMY

$2.3B

150 positions

#2SMITH CHAS P & ASSOCIATES PA CPAS

Some overlap · 5 shared positions

$PEP $CB $APD $COF $MDY

$2.0B

199 positions

#3Volterra Technologies LPPassive

Some overlap · 4 shared positions

$PEP $UBER $TMUS $COF

$694M

303 positions

#4WestEnd Advisors, LLCActive

Some overlap · 4 shared positions

$PEP $CB $TMUS $GLDM

$4.5B

408 positions

#5ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 5 shared positions

$CB $PEP $ASML $AXP $APD

$1.9B

88 positions

#6CapitalatWork S.A.Active

Some overlap · 4 shared positions

$CB $UBER $NOW $TMUS

$4.0B

93 positions

#7Warther Private Wealth, LLCActive

Some overlap · 6 shared positions

$UBER $NOW $ASML $FICO $ULTA $AXP

$456M

50 positions

#8Financial Strategies Group, Inc.Active

Some overlap · 3 shared positions

$PEP $CB $COF

$628M

100 positions

#9HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 3 shared positions

$PEP $CB $AXP

$252M

43 positions

#10RNC CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$PEP $APD $COF $PSX $BMY

$2.4B

181 positions

#11Minot DeBlois Advisors LLCPassive

Some overlap · 5 shared positions

$CB $PEP $ASML $AXP $PFE

$116M

240 positions

#12GENERAL AMERICAN INVESTORS CO INCActive

Some overlap · 5 shared positions

$MRVL $NOW $UBER $ASML $PEP

$1.7B

73 positions

#13Crescent Sterling, Ltd.Passive

Some overlap · 5 shared positions

$PEP $APD $CB $PSX $MDY

$112M

85 positions

#14FIDUCIENT ADVISORS LLCActive

Some overlap · 4 shared positions

$GLDM $UBER $MDY $BMY

$698M

153 positions

#15Franklin, Parlapiano, Turner & Welch, LLCActive

Some overlap · 3 shared positions

$PEP $APD $PSX

$442M

55 positions

#16OPUS INVESTMENT MANAGEMENT INCActive

Some overlap · 3 shared positions

$PEP $APD $PSX

$183M

31 positions

#17Mission Creek Capital Partners, Inc.Passive

Some overlap · 3 shared positions

$GLDM $MRVL $ASML

$569M

231 positions

#18Chesley Taft & Associates LLCActive

Some overlap · 5 shared positions

$CB $PEP $COF $AXP $UBER

$2.6B

369 positions

#19SlateStone Wealth, LLCPassive

Some overlap · 4 shared positions

$CB $PEP $APD $ASML

$1.3B

296 positions

#20Nepsis Inc.Active

Some overlap · 4 shared positions

$CB $UBER $NOW $BMY

$295M

28 positions

#21Eldred Rock Partners, LLCActive

Some overlap · 4 shared positions

$PEP $COF $ASML $PSX

$465M

29 positions

#22ELEMENT POINTE ADVISORS, LLCSmart money

Some overlap · 4 shared positions

$GLDM $MRVL $ASML $MDY

$621M

90 positions

#23FourThought Financial Partners, LLCPassive

Some overlap · 4 shared positions

$PEP $CB $APD $ASML

$1.3B

393 positions

#24FULTON BREAKEFIELD BROENNIMAN LLCPassive

Some overlap · 3 shared positions

$GLDM $ASML $AXP

$1.7B

208 positions

#25GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Some overlap · 4 shared positions

$UBER $NOW $PEP $ASML

$372M

82 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.