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 Roof Eidam Maycock Peralta,

13F Portfolio OverlapQ1 2026Roof Eidam Maycock Peralta, portfolio →

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Most similar hedge funds by 13F overlap

Roof Eidam Maycock Peralta, LLC is an institutional investor managing $436M across 125 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Roof Eidam Maycock Peralta, are Ballast Financial Advisors, Madson Wealth Advisors, PMG Wealth ,, with shared positions in $SOLV, $HUM, $UNIT, $BRZE, $MDLZ, $WT. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive

Notable overlap · 4 shared positions

$SOLV $HUM $UNIT $BRZE

$98M

68 positions

#2Madson Wealth Advisors IncPassive

Notable overlap · 3 shared positions

$SOLV $HUM $MDLZ

$120M

84 positions

#3PMG Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$HUM $MDLZ $WT

$139M

59 positions

#4INTEGRATED CAPITAL MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$HUM $SOLV $WT

$150M

56 positions

#5Wolfstich Capital, LLCActive

Notable overlap · 3 shared positions

$HUM $MDLZ $WT

$114M

45 positions

#6Wingate Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$HUM $NOW $WT $BRZE

$187M

121 positions

#7ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 6 shared positions

$HUM $UNIT $WT $BRZE $SCHW $SHW

$753M

159 positions

#8Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$HUM $UNIT $WT $WM $ABT

$227M

74 positions

#9EHRLICH FINANCIAL GROUPPassive

Notable overlap · 4 shared positions

$HUM $SOLV $MDLZ $UNIT

$174M

112 positions

#10Noble Family Wealth, LLCActive

Notable overlap · 4 shared positions

$HUM $UNIT $WT $WM

$484M

76 positions

#11Spectrum Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$SOLV $WT $XYZ

$269M

58 positions

#12Wealth Architects, LLCPassive

Notable overlap · 4 shared positions

$HUM $UNIT $NOW $WT

$1.1B

244 positions

#13ASPIRIANT, LLCActive

Notable overlap · 4 shared positions

$HUM $UNIT $WT $SCHW

$3.5B

338 positions

#14Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$HUM $WT $UNIT

$116M

80 positions

#15SEAMOUNT FINANCIAL GROUP INCPassive

Notable overlap · 5 shared positions

$SOLV $HUM $BRZE $WM $SCHW

$222M

135 positions

#16Savant Capital, LLCActive

Notable overlap · 4 shared positions

$SOLV $WT $UNIT $BRZE

$20.7B

1,500 positions

#17RVW Wealth, LLCActive

Notable overlap · 4 shared positions

$SOLV $WT $NOW $HUM

$1.3B

176 positions

#18Hughes Financial Services, LLCActive

Notable overlap · 4 shared positions

$SOLV $XYZ $HUM $NOW

$651M

1,720 positions

#19Family CFO IncActive

Notable overlap · 4 shared positions

$HUM $UNIT $BRZE $SCHW

$223M

41 positions

#20GreatBanc Trust COActive

Notable overlap · 6 shared positions

$HUM $WT $UNIT $ABT $ETN $MDLZ

$143M

67 positions

#21FIDELIS iM, LLCSmart money

Notable overlap · 4 shared positions

$HUM $WT $BRZE $SCHW

$264M

25 positions

#22Reality Financial Planning Services, LLCSmart money

Notable overlap · 4 shared positions

$HUM $WT $BRZE $SCHW

$104M

20 positions

#23Peck Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$SOLV $HUM $WT $RL

$100M

122 positions

#24FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 4 shared positions

$HUM $UNIT $BRZE $SCHW

$176M

104 positions

#25Hamrick Investment Counsel, llcPassive

Notable overlap · 3 shared positions

$HUM $NOW $WM

$180M

359 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.