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 Financial Designs

13F Portfolio OverlapQ1 2026Financial Designs portfolio →

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Most similar hedge funds by 13F overlap

Financial Designs Corp is an institutional investor managing $187M across 41 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 Financial Designs are Kastel Advisors,, Vantage Financial Partners,, Palmer Knight, with shared positions in $DHR, $SGOL, $FBTC, $LEN, $SLV, $TXN. The full ranking of 25 similar funds is below.

#1Kastel Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$DHR $SGOL $FBTC

$163M

55 positions

#2Vantage Financial Partners, LLC

Notable overlap · 3 shared positions

$DHR $LEN $SLV

$493M

212 positions

#3Palmer Knight CoPassive

Some overlap · 3 shared positions

$DHR $LEN $TXN

$205M

32 positions

#4PlanVest Financial, IncPassive

Some overlap · 3 shared positions

$LEN $GRWG $WELL

$131M

565 positions

#5PYA Waltman Capital, LLCActive

Some overlap · 4 shared positions

$DHR $FBTC $TXN $FETH

$361M

67 positions

#6LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$LEN $GRWG $DHR

$279M

80 positions

#7AMG National Trust BankActive

Some overlap · 3 shared positions

$DHR $LEN $SLV

$4.6B

476 positions

#8Williams & Novak, LLCPassive

Some overlap · 4 shared positions

$DHR $LEN $SLV $TXN

$134M

143 positions

#9PTM WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$LEN $FBTC $SLV

$189M

56 positions

#10Asempa Wealth AdvisorsPassive

Some overlap · 3 shared positions

$LEN $DHR $DIS

$115M

115 positions

#11Alpha Financial Partners, LLCActive

Some overlap · 3 shared positions

$DHR $TXN $SLV

$169M

103 positions

#12D1 Capital Partners L.P.Active

Some overlap · 3 shared positions

$DHR $TXN $DIS

$11.2B

44 positions

#13Sageworth Trust Co of South DakotaActive

Some overlap · 3 shared positions

$LEN $DHR $NOC

$126M

56 positions

#14Charter Oak Capital Management, LLCActive

Some overlap · 3 shared positions

$DHR $LEN $TXN

$1.3B

208 positions

#15Madson Wealth Advisors IncPassive

Some overlap · 3 shared positions

$DHR $TXN $SGOL

$120M

84 positions

#16Madison Wealth Partners, IncPassive

Some overlap · 3 shared positions

$DHR $SLV $LEN

$627M

220 positions

#17M.D. Sass, LLCActive

Some overlap · 3 shared positions

$DHR $LEN $WELL

$1.3B

36 positions

#18FC Advisory LLCActive

Some overlap · 3 shared positions

$DHR $LEN $SRE

$342M

115 positions

#19ARQ WEALTH ADVISORS, LLCPassive

Some overlap · 3 shared positions

$DHR $GRWG $DIS

$555M

191 positions

#20Socorro Asset Management LPPassive

Some overlap · 4 shared positions

$DHR $TXN $SRE $DIS

$221M

32 positions

#21Valtrion Capital Management, LLCActive

Some overlap · 4 shared positions

$DHR $LEN $NOC $DIS

$106M

93 positions

#22WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 3 shared positions

$DHR $SRE $DIS

$2.1B

122 positions

#23Adams Wealth ManagementPassive

Some overlap · 3 shared positions

$LEN $NOC $DHR

$455M

145 positions

#24Keystone Financial Group, Inc.Active

Some overlap · 3 shared positions

$DHR $SLV $TXN

$192M

134 positions

#25Taylor & Morgan Wealth Management, LLCActive

Some overlap · 3 shared positions

$DHR $SLV $TXN

$175M

79 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.