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 Sequent Asset ,

13F Portfolio OverlapQ4 2025Sequent Asset , portfolio →

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Most similar hedge funds by 13F overlap

Sequent Asset Management, LLC is an institutional investor managing $225M across 99 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Sequent Asset , are Holowesko Partners Ltd., MFA WEALTH ADVISORS,, BetterWealth,, with shared positions in $SLB, $MDLZ, $EXE, $GD, $SNOW, $AMN. The full ranking of 25 similar funds is below.

#1Holowesko Partners Ltd.Active

Notable overlap · 4 shared positions

$SLB $MDLZ $EXE $GD

$357M

31 positions

#2MFA WEALTH ADVISORS, LLCActive

Notable overlap · 5 shared positions

$SNOW $AMN $AMD $DUK $SHW

$508M

88 positions

#3BetterWealth, LLCSmart money

Notable overlap · 7 shared positions

$SNOW $AMN $AMAT $HUM $WFC $MU

$510M

85 positions

#4Equity Wealth Partners, LLCActive

Notable overlap · 4 shared positions

$SNOW $AMN $HUM $AMD

$155M

76 positions

#5Planned Solutions, Inc.Active

Notable overlap · 5 shared positions

$SNOW $AMN $HUM $AMAT $MU

$306M

139 positions

#6Family Investment Center, Inc.Active

Notable overlap · 4 shared positions

$SNOW $AMN $HUM $MU

$520M

91 positions

#7ACCESS FINANCIAL SERVICES, INC.Active

Notable overlap · 3 shared positions

$SNOW $MDLZ $APD

$282M

95 positions

#8Heritage Financial Services, LLC

Notable overlap · 4 shared positions

$SNOW $AMN $AMAT $HUM

$1.2B

126 positions

#9BCM ADVISORS, LLCActive

Notable overlap · 5 shared positions

$SNOW $EPD $AMD $DUK $GD

$507M

78 positions

#10Holcombe Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $AMN $DUK

$170M

49 positions

#11WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$SNOW $WFC $HUM

$156M

139 positions

#12ForthRight Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $HUM

$353M

75 positions

#13CHRISTINE MESSMER PCActive

Notable overlap · 4 shared positions

$SNOW $APD $HUM $GD

$156M

80 positions

#14BWM Planning, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $WFC

$379M

87 positions

#15FLC Capital AdvisorsPassive

Notable overlap · 3 shared positions

$SNOW $HUM $EPD

$560M

221 positions

#16Austin Asset Management Co IncSmart money

Notable overlap · 3 shared positions

$SNOW $AMN $AMD

$608M

85 positions

#17NORTHLAND SECURITIES, INC.Active

Notable overlap · 3 shared positions

$SNOW $MDLZ $AMAT

$105M

107 positions

#18Momentum Wealth Planning, LLCActive

Notable overlap · 3 shared positions

$SNOW $WFC $MU

$113M

36 positions

#19High Probability Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $MDLZ

$781M

67 positions

#20FMA Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $AMD

$150M

38 positions

#21ACORN CREEK CAPITAL LLCActive

Notable overlap · 4 shared positions

$SNOW $AMD $SHW $DGX

$280M

84 positions

#22Schiavi & Co LLCSmart money

Notable overlap · 3 shared positions

$SNOW $WFC $ABT

$337M

50 positions

#23Cranbrook Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SNOW $ABT $HUM $AMAT

$492M

385 positions

#24FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$SNOW $HUM $MU

$754M

345 positions

#25Prairiewood Capital, LLCActive

Notable overlap · 3 shared positions

$SNOW $ABT $WFC

$346M

77 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.