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 Camelot Portfolios,

13F Portfolio OverlapQ1 2026Camelot Portfolios, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Camelot Portfolios, LLC is an institutional investor managing $143M across 202 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 Camelot Portfolios, are Whalen Wealth, Pictet North America Advisors SA, Comprehensive Financial Planning, /PA, with shared positions in $JHG, $HLT, $PLTR, $WT, $YUMC, $GE. The full ranking of 25 similar funds is below.

#1Whalen Wealth Management Inc.Passive

Some overlap · 4 shared positions

$JHG $HLT $PLTR $WT

$187M

174 positions

#2Pictet North America Advisors SAActive

Some overlap · 4 shared positions

$JHG $YUMC $HLT $GE

$1.0B

154 positions

#3Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 4 shared positions

$JHG $PLTR $WT $BAH

$144M

387 positions

#4Value Investment Professionals, LLCPassive

Some overlap · 4 shared positions

$JHG $MKL $WT $DVA

$89M

81 positions

#5Per Stirling Capital Management, LLC.Passive

Some overlap · 4 shared positions

$JHG $WT $BAH $KMI

$905M

310 positions

#6MBA Advisors LLCPassive

Some overlap · 4 shared positions

$JHG $MKL $WT $GE

$260M

146 positions

#7Beaumont Asset Management, L.L.C.Active

Some overlap · 3 shared positions

$JHG $MKL $HLT

$222M

76 positions

#8Keeler Thomas Management LLCPassive

Some overlap · 4 shared positions

$JHG $HLT $KMI $PYPL

$236M

118 positions

#9HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$JHG $MKL $PLTR $WT

$238M

142 positions

#10ALBION FINANCIAL GROUP /UTActive

Some overlap · 3 shared positions

$JHG $MKL $GE

$1.5B

737 positions

#11VISTA INVESTMENT MANAGEMENTPassive

Some overlap · 3 shared positions

$JHG $COF $WT

$301M

176 positions

#12QTR Family Wealth, LLCPassive

Some overlap · 3 shared positions

$JHG $FBTC $PLTR

$240M

287 positions

#13First Financial Group CorpActive

Some overlap · 4 shared positions

$JHG $WT $GE $COF

$122M

80 positions

#14RPg Family Wealth Advisory, LLCPassive

Some overlap · 5 shared positions

$JHG $PLTR $GE $BAH $PYPL

$479M

140 positions

#15Great Point Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$JHG $FBTC $WT

$542M

62 positions

#16Magnolia Private Wealth, LLCPassive

Some overlap · 4 shared positions

$JHG $WT $MKL $GE

$150M

134 positions

#17Mason & Associates IncActive

Some overlap · 3 shared positions

$JHG $PLTR $WT

$516M

160 positions

#18Lionshead Wealth Management, LLCPassive

Some overlap · 3 shared positions

$JHG $PLTR $WT

$136M

108 positions

#19Three Magnolias Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$JHG $PLTR $WT

$157M

103 positions

#20SEIZERT CAPITAL PARTNERS, LLCPassive

Some overlap · 4 shared positions

$COF $SIRI $ZM $PYPL

$2.2B

170 positions

#21PYA Waltman Capital, LLCActive

Some overlap · 4 shared positions

$MKL $HEI $FBTC $BAH

$361M

67 positions

#22Triton Financial Group IncPassive

Some overlap · 3 shared positions

$JHG $PLTR $WT

$57M

62 positions

#23LifeWealth Investments, LLCPassive

Some overlap · 4 shared positions

$JHG $HEI $WT $GE

$335M

141 positions

#24Vigilare Wealth ManagementActive

Some overlap · 4 shared positions

$JHG $WT $PLTR $GE

$296M

109 positions

#25Paragon Advisors, LLCActive

Some overlap · 3 shared positions

$JHG $PLTR $BAH

$371M

76 positions

Compare Camelot Portfolios,’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 Camelot Portfolios,’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.