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 TWIN FOCUS PARTNERS,

13F Portfolio OverlapQ1 2026TWIN FOCUS PARTNERS, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

TWIN FOCUS CAPITAL PARTNERS, LLC is an institutional investor managing $871M across 173 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 TWIN FOCUS PARTNERS, are Independent Family Office,, Pillar Financial Advisors,, Upper Left Wealth ,, with shared positions in $IAU, $HUM, $BRZE, $USB, $CEF, $MKL. The full ranking of 25 similar funds is below.

#1Independent Family Office, LLCActive

Notable overlap · 5 shared positions

$IAU $HUM $BRZE $USB $CEF

$243M

90 positions

#2Pillar Financial Advisors, LLCActive

Notable overlap · 6 shared positions

$IAU $MKL $BRZE $COP $USB $DOV

$171M

106 positions

#3Upper Left Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$IAU $MKL $BRZE $HUBS

$169M

68 positions

#4DAHRING {-} CUSMANO LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $KKR

$163M

58 positions

#5CPA Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $KKR

$298M

99 positions

#6Proficio Capital Partners LLCActive

Notable overlap · 5 shared positions

$IAU $DOV $EPAM $USB $GSAT

$1.9B

248 positions

#7Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$IAU $HUM $KKR

$126M

74 positions

#8CARL STUART INVESTMENT ADVISOR, INCActive

Notable overlap · 3 shared positions

$IAU $BRZE $MKL

$229M

27 positions

#9Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$IAU $EPAM $USB

$125M

29 positions

#10STEPHEN J. GARRY & ASSOCIATES, LLCActive

Notable overlap · 3 shared positions

$IAU $DIA $COP

$124M

51 positions

#11Permanens Capital L.P.Smart money

Notable overlap · 3 shared positions

$IAU $COP $MUFG

$776M

88 positions

#12Timonier Family Office, LTD.

Notable overlap · 3 shared positions

$IAU $EPAM $USB

$315M

56 positions

#13RAM Investment Partners, LLCActive

Notable overlap · 3 shared positions

$IAU $BRZE $DOV

$569M

121 positions

#14Topor & Co. KoreaActive

Notable overlap · 3 shared positions

$IAU $MKL $DOV

$118M

18 positions

#15Impact Investors, IncPassive

Notable overlap · 3 shared positions

$IAU $USB $MUFG

$144M

106 positions

#16WESCAP Management Group, Inc.Active

Notable overlap · 5 shared positions

$IAU $HUM $USB $COP $GLW

$508M

107 positions

#17Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 3 shared positions

$IAU $MKL $EPAM

$931M

518 positions

#18Wealth Care LLCActive

Notable overlap · 4 shared positions

$IAU $HUM $DIA $KKR

$113M

67 positions

#19LifePlan Financial, LLCPassive

Notable overlap · 3 shared positions

$IAU $USB $COP

$135M

83 positions

#20Biltmore Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $DELL $KKR

$716M

325 positions

#21KITCHING PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $GSAT

$109M

40 positions

#22Ariston Services GroupActive

Notable overlap · 4 shared positions

$IAU $HUM $KKR $COP

$167M

71 positions

#23Forza Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$IAU $HUM $KKR $USB $COP

$287M

188 positions

#24Sterling Financial Planning, Inc.Active

Notable overlap · 4 shared positions

$IAU $KKR $HUM $COP

$337M

117 positions

#25Farrell Financial LLCPassive

Notable overlap · 7 shared positions

$IAU $HUM $MKL $AFRM $BRZE $USB

$167M

76 positions

Compare TWIN FOCUS PARTNERS,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View TWIN FOCUS PARTNERS,’s holdings

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.