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 Wilian Securities

13F Portfolio OverlapQ2 2026Wilian Securities portfolio →

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Most similar hedge funds by 13F overlap

Wilian Securities, LLC is an institutional investor managing $169M across 89 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 Wilian Securities are Strong Retirement Solutions, Lord & Richards Wealth, 6th Street Advisors, with shared positions in $CRWD, $APH, $PGR, $CHE, $PWR, $NOW. The full ranking of 25 similar funds is below.

#1Strong Retirement Solutions LLCPassive

Substantial overlap · 21 shared positions

$CRWD $APH $PGR $CHE $PWR $NOW

$178M

84 positions

#2Lord & Richards Wealth Management, LLCActive

Notable overlap · 12 shared positions

$CRWD $APH $PGR $CHE $PWR $NOW

$131M

80 positions

#36th Street Advisors, LLCActive

Notable overlap · 8 shared positions

$APH $CHE $PGR $PWR $NOW $FANG

$173M

61 positions

#4Second Line Capital, LLCActive

Notable overlap · 9 shared positions

$PWR $APH $PGR $CHE $FANG $AMT

$537M

176 positions

#5Signal Advisors Wealth, LLCPassive

Notable overlap · 12 shared positions

$PWR $APH $NOW $PGR $CHE $FANG

$2.3B

701 positions

#6NZS Capital, LLCActive

Notable overlap · 9 shared positions

$APH $PGR $PWR $LIN $ROP $SYK

$3.9B

61 positions

#7CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 9 shared positions

$APH $PWR $LIN $TMO $MSI $CTAS

$435M

70 positions

#8COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 9 shared positions

$APH $LIN $TMO $MSI $CTAS $SPGI

$1.7B

91 positions

#9Mendel Money ManagementPassive

Notable overlap · 8 shared positions

$APH $PWR $NOW $LIN $UBER $TMO

$273M

127 positions

#10Employees Provident Fund BoardActive

Notable overlap · 7 shared positions

$CRWD $PWR $NOW $NEE $LIN $UBER

$17.4B

68 positions

#11Sandhill Capital Partners LLCActive

Notable overlap · 7 shared positions

$APH $NOW $LIN $UBER $SCHW $SYK

$1.2B

98 positions

#12Reliant Investment Management, LLCPassive

Notable overlap · 6 shared positions

$CRWD $APH $PWR $LIN $TMO $SYK

$271M

55 positions

#13Park Place Capital CorpPassive

Notable overlap · 9 shared positions

$APH $PWR $NOW $FANG $AMT $PGR

$629M

1,092 positions

#14FLOSSBACH VON STORCH SEActive

Notable overlap · 7 shared positions

$APH $LIN $TMO $SCHW $SPGI $ROP

$22.1B

106 positions

#15BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$APH $CPRT $NEE $LIN $TMO $SCHW

$529M

72 positions

#16Rockingstone Advisors LLCPassive

Notable overlap · 6 shared positions

$CRWD $PWR $LIN $UBER $SPGI $ISRG

$249M

112 positions

#17Advocacy Wealth Management, LLCActive

Notable overlap · 6 shared positions

$APH $NOW $UBER $SCHW $SPGI $SYK

$2.8B

151 positions

#18Roberts Wealth Advisors, LLCActive

Notable overlap · 7 shared positions

$AMT $NEE $LIN $TMO $CRWD $ISRG

$445M

108 positions

#19BRIDGES INVESTMENT MANAGEMENT INCActive

Notable overlap · 9 shared positions

$PGR $SPGI $ISRG $SYK $TMO $NOW

$8.2B

401 positions

#20Tandem Investment Advisors, Inc.Passive

Notable overlap · 7 shared positions

$APH $NEE $CTAS $ROP $SYK $BR

$1.5B

68 positions

#21LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Notable overlap · 7 shared positions

$NEE $LIN $SYK $SPGI $CRWD $SCHW

$155M

88 positions

#22RPG Investment Advisory, LLCPassive

Notable overlap · 5 shared positions

$CRWD $PWR $NOW $FANG $ISRG

$540M

85 positions

#23Asio Capital, LLCActive

Notable overlap · 5 shared positions

$CRWD $APH $PWR $UBER $FANG

$816M

131 positions

#24Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Notable overlap · 6 shared positions

$APH $LIN $UBER $TMO $CTAS $ISRG

$393M

29 positions

#25ITHAKA GROUP LLCActive

Notable overlap · 5 shared positions

$CRWD $NOW $APH $UBER $ISRG

$551M

40 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.