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 SONATA GROUP

13F Portfolio OverlapQ1 2026SONATA GROUP portfolio →

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Most similar hedge funds by 13F overlap

SONATA CAPITAL GROUP INC is an institutional investor managing $271M across 123 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 SONATA GROUP are Cherry Tree Wealth ,, NOVEM GROUP, Houlihan Financial Resource Group, Ltd., with shared positions in $KKR, $SSL, $HLT, $UNIT, $DDOG, $WT. The full ranking of 25 similar funds is below.

#1Cherry Tree Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$KKR $SSL $HLT $UNIT $DDOG $WT

$473M

582 positions

#2NOVEM GROUPPassive

Notable overlap · 8 shared positions

$KKR $SSL $HLT $SNOW $HUM $COP

$873M

437 positions

#3Houlihan Financial Resource Group, Ltd.Passive

Notable overlap · 10 shared positions

$SSL $MDY $HLT $SNOW $COP $USB

$257M

109 positions

#4InvesTrustPassive

Notable overlap · 9 shared positions

$SSL $CTVA $HLT $SNOW $KKR $USB

$238M

91 positions

#5Wilkins Miller Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$KKR $SSL $HLT $SNOW $HUM $WT

$165M

89 positions

#6White Lighthouse Investment Management Inc.Active

Notable overlap · 8 shared positions

$KKR $UNIT $HUM $SNOW $COP $USB

$721M

145 positions

#7Sterling Financial Planning, Inc.Active

Notable overlap · 7 shared positions

$KKR $DDOG $SNOW $UNIT $WT $COP

$337M

117 positions

#8Blake Schutter Theil Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$KKR $SNOW $HUM $CTVA $WT $COP

$123M

111 positions

#9Darrow Company, Inc.Active

Notable overlap · 8 shared positions

$KKR $SNOW $HUM $WT $MDY $MAR

$222M

56 positions

#10SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 5 shared positions

$CTVA $MDY $SNOW $WT $EPAM

$125M

39 positions

#11Waldron Private Wealth LLCActive

Notable overlap · 8 shared positions

$KKR $CTVA $UNIT $DDOG $MDY $SNOW

$2.6B

342 positions

#12VSM Wealth Advisory, LLCPassive

Notable overlap · 9 shared positions

$KKR $DDOG $UNIT $COP $MAR $HUM

$335M

505 positions

#13Crews Bank & TrustPassive

Notable overlap · 7 shared positions

$KKR $HUM $SSL $HLT $MDY $USB

$690M

673 positions

#14BLUELINE ADVISORS LLCActive

Notable overlap · 7 shared positions

$CTVA $MDY $WT $COP $USB $HUM

$129M

217 positions

#15HANOVER ADVISORS INCActive

Notable overlap · 8 shared positions

$KKR $MDY $SNOW $HUM $DDOG $EPAM

$246M

118 positions

#16Foundation Wealth Management, LLCSmart money

Notable overlap · 5 shared positions

$CTVA $SSL $SNOW $HLT $IBM

$148M

44 positions

#17Pinnacle Financial Group, LLC / ILPassive

Some overlap · 6 shared positions

$KKR $UNIT $HUM $WT $USB $MCD

$365M

111 positions

#18Forum Private Client Group LLCActive

Some overlap · 6 shared positions

$KKR $HUM $DDOG $COP $USB $SNOW

$300M

80 positions

#19MidAtlantic Capital Management, Inc.Passive

Some overlap · 5 shared positions

$KKR $SNOW $UNIT $WT $COP

$145M

84 positions

#20Financially in Tune, LLCActive

Some overlap · 5 shared positions

$KKR $UNIT $HUM $WT $IBM

$116M

77 positions

#21SWAN Capital LLCPassive

Some overlap · 6 shared positions

$KKR $UNIT $HUM $USB $MAR $MCD

$272M

554 positions

#22Infinity Wealth Counsel, LLCPassive

Some overlap · 5 shared positions

$KKR $UNIT $HUM $WT $MAR

$109M

63 positions

#23Granite FO LLCActive

Some overlap · 5 shared positions

$KKR $MDY $HUM $UNIT $EPAM

$169M

170 positions

#24Capital Advisors Wealth Management, LLCPassive

Some overlap · 8 shared positions

$KKR $DDOG $SNOW $HUM $USB $UNIT

$745M

219 positions

#25Prosperity Planning, Inc.Active

Some overlap · 10 shared positions

$CTVA $UNIT $DDOG $COP $SNOW $MDY

$395M

110 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.