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 USA FINANCIAL FORMULAS

13F Portfolio OverlapQ2 2026USA FINANCIAL FORMULAS portfolio →

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Most similar hedge funds by 13F overlap

USA FINANCIAL FORMULAS is an institutional investor managing $546M across 412 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to USA FINANCIAL FORMULAS are USA FINANCIAL FORMULAS, PATTON FUND, Genus, with shared positions in $GSG, $WDC, $ADI, $ROST, $STX, $CSX. The full ranking of 25 similar funds is below.

#1USA FINANCIAL FORMULAS

Substantial overlap · 12 shared positions

$GSG $WDC $ADI $ROST $STX $CSX

$531M

437 positions

#2PATTON FUND MANAGEMENT, INC.Passive

Notable overlap · 15 shared positions

$WDC $ADI $STX $TER $GLW $CIEN

$462M

86 positions

#3Genus Capital Management Inc.Passive

Some overlap · 10 shared positions

$WDC $ADI $STX $MRVL $GLW $TXN

$1.0B

204 positions

#4Retireful, LLCPassive

Some overlap · 10 shared positions

$WDC $STX $MRVL $GLW $TXN $CMI

$107M

81 positions

#5Goldstream Capital Management LtdActive

Some overlap · 9 shared positions

$WDC $STX $MRVL $TER $GLW $CIEN

$132M

45 positions

#6Park Capital Management, LLC / WIPassive

Some overlap · 9 shared positions

$WDC $STX $MRVL $TER $GLW $CIEN

$170M

161 positions

#7Fedenia Advisers LLCPassive

Some overlap · 9 shared positions

$WDC $STX $MRVL $TER $GLW $CIEN

$421M

459 positions

#8SEEDS INVESTOR LLCPassive

Some overlap · 9 shared positions

$WDC $STX $MRVL $TER $GLW $CIEN

$973M

379 positions

#9Williamson Legacy Group, LLCPassive

Some overlap · 9 shared positions

$WDC $STX $TER $GLW $CIEN $LITE

$201M

75 positions

#10STANCE CAPITAL LLCPassive

Some overlap · 8 shared positions

$WDC $ROST $STX $MRVL $TER $GLW

$328M

340 positions

#11Western Financial Corp/CAActive

Some overlap · 7 shared positions

$WDC $ADI $STX $MRVL $TER $TXN

$341M

132 positions

#12Providence First Trust CoPassive

Some overlap · 8 shared positions

$WDC $ROST $GLW $VLO $LITE $BNY

$358M

196 positions

#13Wealthstar Advisors, LLCSmart money

Some overlap · 8 shared positions

$WDC $TER $GLW $CIEN $TXN $VLO

$343M

114 positions

#14CHAPIN DAVIS, INC.Passive

Some overlap · 8 shared positions

$WDC $STX $MRVL $VLO $KEYS $JBL

$569M

256 positions

#15Main Management ETF Advisors, LLCSmart money

Some overlap · 8 shared positions

$STX $WDC $MRVL $TER $CIEN $KEYS

$3.3B

103 positions

#16Optimize Financial Inc

Some overlap · 7 shared positions

$WDC $ADI $STX $TER $KEYS $LITE

$557M

588 positions

#17KEYSTONE INVESTORS PTE LTDActive

Some overlap · 7 shared positions

$WDC $ROST $STX $MRVL $LITE $COHR

$1.9B

84 positions

#18Sound Capital Solutions LLCPassive

Some overlap · 7 shared positions

$WDC $ADI $STX $TER $KEYS $LITE

$427M

309 positions

#19PINNBROOK CAPITAL MANAGEMENT LPActive

Some overlap · 6 shared positions

$WDC $CSX $ROST $STX $TXN $JBL

$938M

103 positions

#20Axecap Investments, LLCPassive

Some overlap · 8 shared positions

$ADI $ROST $TXN $VLO $MNST $BNY

$181M

73 positions

#21VMS Asset Management LimitedPassive

Some overlap · 7 shared positions

$WDC $STX $MRVL $TER $GLW $COHR

$315M

33 positions

#22UNICOM Systems, Inc.Active

Some overlap · 7 shared positions

$WDC $STX $MRVL $GLW $CIEN $LITE

$1.5B

39 positions

#23FLORIDA FINANCIAL ADVISORS, LLCPassive

Some overlap · 7 shared positions

$WDC $STX $TER $GLW $CIEN $LITE

$592M

362 positions

#24Markin Volterra Fund LPActive

Some overlap · 7 shared positions

$WDC $STX $MRVL $GLW $LITE $COHR

$147M

69 positions

#25Donoghue Forlines LLCPassive

Some overlap · 7 shared positions

$WDC $STX $MRVL $MNST $BNY $STT

$387M

114 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.