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 Montecito Bank &

13F Portfolio OverlapQ1 2026Montecito Bank & portfolio →

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Most similar hedge funds by 13F overlap

Montecito Bank & Trust is an institutional investor managing $668M across 271 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 Montecito Bank & are Sterling Financial Planning,, Tillman Hartley, Clarity Advisors,, with shared positions in $SNOW, $SE, $COP, $SCHW, $WT, $KKR. The full ranking of 25 similar funds is below.

#1Sterling Financial Planning, Inc.Active

Notable overlap · 7 shared positions

$SNOW $SE $COP $SCHW $WT $KKR

$337M

117 positions

#2Tillman Hartley LLCActive

Notable overlap · 6 shared positions

$SNOW $UPST $COP $SCHW $WT $KO

$398M

88 positions

#3Clarity Capital Advisors, LLCActive

Notable overlap · 6 shared positions

$SNOW $UPST $COP $SCHW $KKR $HUM

$215M

95 positions

#4Cornerstone Financial Management LLCPassive

Notable overlap · 7 shared positions

$SNOW $UPST $COP $KKR $HUM $KO

$109M

1,311 positions

#5Beacon Capital Management, Inc.Active

Notable overlap · 4 shared positions

$SNOW $UPST $COP $SCHW

$1.8B

57 positions

#6Discipline Wealth Solutions, LLCActive

Notable overlap · 6 shared positions

$SNOW $UPST $SCHW $WT $COP $HUM

$950M

192 positions

#7Altiora Financial Group, LLCActive

Notable overlap · 4 shared positions

$SNOW $UPST $SE $COP

$607M

110 positions

#8NOVEM GROUPPassive

Notable overlap · 7 shared positions

$SNOW $UPST $COP $SE $KKR $WT

$873M

437 positions

#949 WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$SNOW $UPST $COP

$1.3B

203 positions

#10Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$SNOW $UPST $WT $HUM $IBM

$227M

74 positions

#11Windward Private Wealth Management Inc.Smart money

Notable overlap · 6 shared positions

$SNOW $COP $UPST $HUM $WT $SE

$289M

44 positions

#12Efficient Advisors, LLCActive

Notable overlap · 6 shared positions

$SNOW $COP $UPST $SCHW $WT $SE

$1.4B

58 positions

#13Fonville Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SNOW $SE $SCHW $KKR $HUM

$525M

138 positions

#14Charles Schwab Trust CoActive

Notable overlap · 4 shared positions

$SNOW $UPST $SE $IBM

$1.5B

165 positions

#15American Money Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $UPST $COP

$632M

168 positions

#16Marotta Asset ManagementActive

Some overlap · 5 shared positions

$SNOW $UPST $SCHW $KO $IBM

$543M

103 positions

#17TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive

Some overlap · 6 shared positions

$UPST $SNOW $COP $KKR $KO $IBM

$1.6B

271 positions

#18Heritage Wealth Management, Inc. /CA/Passive

Some overlap · 3 shared positions

$SNOW $UPST $SE

$181M

94 positions

#19Human Investing LLCSmart money

Some overlap · 5 shared positions

$SNOW $UPST $SCHW $KKR $HUM

$687M

96 positions

#20WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$SNOW $KO $WT $KKR $HUM

$156M

139 positions

#21Lionshead Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SNOW $UPST $WT

$136M

108 positions

#22Blackhawk Capital Partners, LLCPassive

Some overlap · 3 shared positions

$SNOW $UPST $WT

$273M

141 positions

#23Safir Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$SNOW $UPST $HUM

$138M

19 positions

#24Hurlow Wealth Management Group, Inc.Active

Some overlap · 5 shared positions

$SNOW $COP $SCHW $HUM $KKR

$420M

120 positions

#25Bernardo Wealth Planning LLCActive

Some overlap · 4 shared positions

$SNOW $SE $KKR $WT

$511M

129 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.