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 Ifrah Financial Services,

13F Portfolio OverlapQ1 2026Ifrah Financial Services, portfolio →

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Most similar hedge funds by 13F overlap

Ifrah Financial Services, Inc. is an institutional investor managing $378M across 200 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 Ifrah Financial Services, are Beaumont Asset , L.L.C., CORNERSTONE ADVISORS ASSET ,, Kensington Asset ,, with shared positions in $JHG, $MKL, $OKE, $UNIT, $NTRB, $GD. The full ranking of 25 similar funds is below.

#1Beaumont Asset Management, L.L.C.Active

Notable overlap · 7 shared positions

$JHG $MKL $OKE $UNIT $NTRB $GD

$222M

76 positions

#2CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$MKL $JHG $OKE $ICFI $SE

$648M

134 positions

#3Kensington Asset Management, LLCSmart money

Notable overlap · 4 shared positions

$JHG $OKTA $OKE $NTRB

$1.9B

41 positions

#4Gladwyn Financial Advisors, Inc.Active

Notable overlap · 6 shared positions

$MKL $UNIT $NTRB $SE $SNPS $GD

$160M

82 positions

#5FC Advisory LLCActive

Notable overlap · 5 shared positions

$MKL $OKTA $NTRB $SCHW $SNPS

$342M

115 positions

#6Triune Financial Partners, LLCSmart money

Notable overlap · 3 shared positions

$MKL $UNIT $OKE

$421M

47 positions

#7Stony Point Wealth Management Inc.Passive

Notable overlap · 4 shared positions

$MKL $JHG $OKE $SCHW

$252M

96 positions

#8LAM GROUP, INC.Passive

Notable overlap · 5 shared positions

$MKL $UNIT $SE $SCHW $SNPS

$182M

136 positions

#9Leelyn Smith, LLCPassive

Notable overlap · 6 shared positions

$JHG $OKE $NTRB $KLAC $SCHW $GD

$713M

154 positions

#10Fee-Only Financial Planning, L.C.Smart money

Notable overlap · 5 shared positions

$MKL $UNIT $NTRB $SCHW $SE

$166M

43 positions

#11Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$MKL $UNIT $IAU $SCHW

$365M

111 positions

#12AllGen Financial Advisors, Inc.

Notable overlap · 3 shared positions

$MKL $JHG $IAU

$422M

40 positions

#13Creekside PartnersPassive

Notable overlap · 4 shared positions

$UNIT $MKL $SE $SCHW

$243M

183 positions

#14Firestone Capital ManagementPassive

Notable overlap · 4 shared positions

$MKL $UNIT $IAU $SCHW

$480M

160 positions

#15ARVEST INVESTMENTS, INC.Passive

Notable overlap · 6 shared positions

$JHG $UNIT $SE $OKTA $OKE $MU

$733M

199 positions

#16Hegarty Advisors, LLCActive

Notable overlap · 3 shared positions

$MKL $UNIT $RELX

$127M

57 positions

#17Efficient Advisors, LLCActive

Notable overlap · 4 shared positions

$MKL $UNIT $SCHW $SE

$1.4B

58 positions

#18Wrenne Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$MKL $UNIT $SCHW

$255M

49 positions

#19Alpha Zero LLCActive

Notable overlap · 5 shared positions

$OKTA $OKE $JHG $RELX $IAU

$198M

79 positions

#20HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 3 shared positions

$MKL $JHG $SCHW

$280M

107 positions

#21Pasadena Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$MKL $UNIT $JHG

$723M

277 positions

#22Verus Financial Partners, Inc.Smart money

Notable overlap · 3 shared positions

$MKL $UNIT $IAU

$1.1B

121 positions

#23My Personal CFO, LLCActive

Notable overlap · 5 shared positions

$OKTA $SE $SCHW $UNIT $TER

$228M

88 positions

#24Financial Advisory CorpSmart money

Notable overlap · 5 shared positions

$SE $UNIT $SCHW $MKL $SYK

$720M

51 positions

#25Center For Asset Management LLCPassive

Notable overlap · 5 shared positions

$SE $NTRB $UNIT $IAU $KLAC

$201M

144 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.