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 INSIGHT 2811,

13F Portfolio OverlapQ1 2026INSIGHT 2811, portfolio →

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Most similar hedge funds by 13F overlap

INSIGHT 2811, INC. is an institutional investor managing $239M across 101 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 INSIGHT 2811, are Cornerstone Wealth Advisors,, Wright Wealth, MAYPORT,, with shared positions in $UPST, $CTVA, $SNOW, $MS, $VZ, $WT. The full ranking of 25 similar funds is below.

#1Cornerstone Wealth Advisors, Inc.Smart money

Substantial overlap · 3 shared positions

$UPST $CTVA $SNOW

$434M

49 positions

#2Wright Wealth LLCActive

Substantial overlap · 6 shared positions

$UPST $MS $VZ $WT $AEM $IBM

$149M

51 positions

#3MAYPORT, LLCActive

Notable overlap · 4 shared positions

$UPST $BA $SNOW $SCHW

$538M

130 positions

#4PRESILIUM PRIVATE WEALTH, LLCActive

Notable overlap · 3 shared positions

$UPST $SCHW $IBM

$567M

75 positions

#5O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 6 shared positions

$UPST $AEM $IBM $LMT $NEM $VZ

$124M

55 positions

#6Drum Hill Capital, LLCActive

Notable overlap · 4 shared positions

$UPST $IBM $VZ $NEM

$109M

46 positions

#7Wealth Dimensions Group, Ltd.Active

Notable overlap · 3 shared positions

$UPST $CTVA $SCHW

$508M

170 positions

#8Cordant, Inc.Active

Notable overlap · 5 shared positions

$UPST $SCHW $INTC $NEM $SNOW

$246M

75 positions

#9Morling Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$UPST $SNOW $SCHW

$325M

108 positions

#10ARK & TLK INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$UPST $SCHW $CTVA $SNOW $WT

$370M

119 positions

#11Heritage Wealth Management, Inc. /CA/Passive

Notable overlap · 3 shared positions

$UPST $SNOW $INTC

$181M

94 positions

#12Calder Financial LLCActive

Notable overlap · 3 shared positions

$UPST $SNOW $VZ

$101M

40 positions

#13Orgel Wealth Management, LLCActive

Notable overlap · 3 shared positions

$UPST $SNOW $WT

$4.6B

95 positions

#14Cravens & Co Advisors, LLCActive

Notable overlap · 3 shared positions

$UPST $BA $WT

$154M

64 positions

#15Level Financial AdvisorsActive

Notable overlap · 3 shared positions

$UPST $SNOW $SCHW

$392M

92 positions

#16Warwick Investment Management, Inc.Active

Notable overlap · 4 shared positions

$UPST $SCHW $SNOW $IBM

$690M

137 positions

#17Bear Mountain Capital, Inc.Active

Notable overlap · 4 shared positions

$UPST $SCHW $INTC $BA

$333M

198 positions

#18Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$UPST $SNOW $MS $LMT

$109M

1,311 positions

#19Pacific Sage Partners, LLCActive

Notable overlap · 3 shared positions

$UPST $AMAT $BA

$636M

121 positions

#20TrueWealth Financial PartnersActive

Notable overlap · 4 shared positions

$UPST $SCHW $SNOW $BA

$251M

66 positions

#21WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$UPST $SCHW $SNOW

$350M

95 positions

#22McLean Asset Management CorpActive

Notable overlap · 5 shared positions

$UPST $CTVA $SNOW $MS $WT

$572M

165 positions

#23Berkshire BankPassive

Notable overlap · 3 shared positions

$UPST $SNOW $VZ

$488M

157 positions

#24Oak Harvest Investment ServicesPassive

Notable overlap · 4 shared positions

$UPST $SCHW $AEM $MS

$958M

176 positions

#25PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Notable overlap · 3 shared positions

$UPST $SCHW $WT

$2.7B

174 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.