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 PACIFIC FINANCIAL GROUP

13F Portfolio OverlapQ1 2026PACIFIC FINANCIAL GROUP portfolio →

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Most similar hedge funds by 13F overlap

PACIFIC FINANCIAL GROUP INC is an institutional investor managing $186M across 87 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 PACIFIC FINANCIAL GROUP are Innovative Wealth Building, Bouvel Investment Partners,, Stonebridge Financial Group,, with shared positions in $MS, $OKE, $SNOW, $DIA, $HUM, $KKR. The full ranking of 25 similar funds is below.

#1Innovative Wealth Building LLCActive

Some overlap · 6 shared positions

$MS $OKE $SNOW $DIA $HUM $KKR

$142M

70 positions

#2Bouvel Investment Partners, LLCPassive

Some overlap · 4 shared positions

$MS $OKE $BAH $SNOW

$345M

78 positions

#3Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$MS $OKE $SGOL $SNOW $WT

$1.2B

262 positions

#4Autumn Glory Partners, LLCPassive

Some overlap · 4 shared positions

$MS $OKE $DIA $UPST

$272M

204 positions

#5COFG Advisors, LLCPassive

Some overlap · 4 shared positions

$MS $OKE $BAH $KKR

$404M

241 positions

#6MCF Advisors LLCPassive

Some overlap · 7 shared positions

$MS $SE $MDY $SNOW $HUM $UPST

$2.3B

1,338 positions

#7Beacon Bridge Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$MS $SE $MDY $RL $HUM

$299M

101 positions

#8Conservest Capital Advisors, Inc.Active

Some overlap · 7 shared positions

$MS $MDY $DIA $HUM $UPST $WT

$1.1B

127 positions

#9TD PRIVATE CLIENT WEALTH LLCPassive

Some overlap · 7 shared positions

$MS $SE $SNOW $VLTO $HUM $UPST

$4.8B

1,649 positions

#10FLAGSTAR ADVISORS INC.Passive

Some overlap · 6 shared positions

$MS $MDY $DIA $HUM $WT $KKR

$276M

174 positions

#11Red Tortoise LLCPassive

Some overlap · 6 shared positions

$MS $SNOW $HUM $UPST $SE $KKR

$240M

591 positions

#12Madson Wealth Advisors IncPassive

Some overlap · 4 shared positions

$MS $SE $SGOL $HUM

$120M

84 positions

#13Meridian Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$MS $MDY $HUM $SE $WT $KKR

$183M

141 positions

#14LifeGoal Investments, LLCPassive

Some overlap · 4 shared positions

$MS $BAH $SNOW $HUM

$175M

112 positions

#15D'Orazio & Associates, Inc.Active

Some overlap · 4 shared positions

$MS $BAH $SNOW $HUM

$772M

299 positions

#16truNorth Financial Services, Inc.Active

Some overlap · 6 shared positions

$MS $DIA $HUM $UPST $WT $KKR

$97M

49 positions

#17Centerpoint Advisory GroupPassive

Some overlap · 5 shared positions

$MS $OKE $BAH $HUM $WT

$133M

108 positions

#18Scott Capital Advisors, LLCActive

Some overlap · 5 shared positions

$MS $SNOW $BAH $HUM $KKR

$493M

58 positions

#19FIFTH THIRD SECURITIES, INC.Passive

Some overlap · 5 shared positions

$MS $SNOW $MDY $DIA $WT

$1.5B

341 positions

#20Confluence Wealth Services, Inc.Active

Some overlap · 4 shared positions

$MS $SNOW $BAH $HUM

$2.6B

365 positions

#21TRB Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MS $SNOW $SE $WT $KKR

$704M

285 positions

#22Acorn Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$MS $OKE $MDY $HUM

$343M

264 positions

#23FC Advisory LLCActive

Some overlap · 4 shared positions

$MS $SNOW $VLTO $HUM

$342M

115 positions

#24Houlihan Financial Resource Group, Ltd.Passive

Some overlap · 3 shared positions

$MS $MDY $SNOW

$257M

109 positions

#25TME FINANCIAL, INC.Passive

Some overlap · 4 shared positions

$MS $SE $SNOW $KKR

$144M

65 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.