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 XP Advisory US

13F Portfolio OverlapQ2 2026XP Advisory US portfolio →

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Most similar hedge funds by 13F overlap

XP Advisory US, Inc. is an institutional investor managing $183M across 81 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 XP Advisory US are VectorGlobal IAG, INSIGNEO ADVISORY SERVICES, Solstein, with shared positions in $IBIT, $ITUB, $B, $CEG, $IAU, $DIS. The full ranking of 25 similar funds is below.

#1VectorGlobal IAG, Inc.

Slight overlap · 4 shared positions

$IBIT $ITUB $B $CEG

$385M

134 positions

#2INSIGNEO ADVISORY SERVICES, LLCPassive

Slight overlap · 4 shared positions

$IBIT $IAU $B $DIS

$2.7B

884 positions

#3Solstein Capital, LLCPassive

Slight overlap · 3 shared positions

$IBIT $ITUB $BABA

$292M

434 positions

#4Financial Sense Advisors, Inc.Passive

Slight overlap · 3 shared positions

$IBIT $IAU $B

$508M

137 positions

#5Altiora Financial Group, LLCActive

Slight overlap · 3 shared positions

$IBIT $IAU $B

$634M

112 positions

#6Clay Northam Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$IBIT $IAU $BABA

$203M

109 positions

#7NKCFO LLCPassive

Slight overlap · 3 shared positions

$IBIT $IAU $BABA

$330M

92 positions

#8Foundations Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$IBIT $IAU $BABA

$9.7B

1,202 positions

#9Town Capital LLCActive

Slight overlap · 4 shared positions

$IBIT $IAU $CEG $EXC

$158M

75 positions

#10TENET WEALTH PARTNERS, LLCActive

Slight overlap · 4 shared positions

$IBIT $IAU $CEG $DIS

$134M

101 positions

#11Pilgrim Partners Asia Pte LtdActive

Slight overlap · 4 shared positions

$IBIT $IAU $CEG $BUR

$234M

108 positions

#12DCF Advisers, LLCActive

Slight overlap · 3 shared positions

$IAU $B $BABA

$566M

93 positions

#13Pekin Hardy Strauss, Inc.Passive

Slight overlap · 4 shared positions

$IBIT $IAU $CEG $MUFG

$1.1B

511 positions

#14TSFG, LLCPassive

Slight overlap · 3 shared positions

$IBIT $IAU $CEG

$794M

891 positions

#15ATX Financial Planning, LLC

Slight overlap · 3 shared positions

$IBIT $IAU $CEG

$132M

81 positions

#16BlueChip Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$IBIT $IAU $CEG

$264M

172 positions

#17MATTERS CAPITAL LLCPassive

Slight overlap · 3 shared positions

$IBIT $B $CEG

$143M

75 positions

#18Asempa Wealth AdvisorsPassive

Slight overlap · 5 shared positions

$IBIT $IAU $LMT $DIS $MUFG

$134M

119 positions

#19DRW Securities, LLCPassive

Slight overlap · 3 shared positions

$IBIT $BABA $CEG

$4.1B

928 positions

#20PURSUE WEALTH PARTNERS LLCPassive

Slight overlap · 3 shared positions

$IBIT $BABA $CEG

$179M

91 positions

#21Kamunting Street Capital Management, L.P.Active

Slight overlap · 3 shared positions

$IBIT $BABA $CEG

$179M

25 positions

#22Evolution Wealth Advisors, LLCSmart money

Slight overlap · 3 shared positions

$IBIT $IAU $BABA

$855M

181 positions

#23LaSalle St. Investment Advisors, LLCPassive

Slight overlap · 4 shared positions

$IAU $B $CEG $T

$818M

429 positions

#24Pachira Investments Inc.Active

Slight overlap · 3 shared positions

$IBIT $IAU $LMT

$265M

78 positions

#25Integrity Investment Advisors, LLCActive

Slight overlap · 3 shared positions

$IBIT $IAU $LMT

$230M

72 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.