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 Joel Isaacson & ,

13F Portfolio OverlapQ1 2026Joel Isaacson & , portfolio →

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Most similar hedge funds by 13F overlap

Joel Isaacson & Co., LLC is an institutional investor managing $3.0B across 455 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 Joel Isaacson & , are Reality Financial Planning Services,, Seneca Financial Advisors, Juno Financial Group, with shared positions in $HUM, $KKR, $BRZE, $SNOW, $UNIT, $MAR. The full ranking of 25 similar funds is below.

#1Reality Financial Planning Services, LLCSmart money

Notable overlap · 4 shared positions

$HUM $KKR $BRZE $SNOW

$104M

20 positions

#2Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $BRZE $SNOW

$341M

64 positions

#3Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $BRZE

$255M

70 positions

#4SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $UNIT $MAR $MKL

$272M

554 positions

#5Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $UNIT $NTRB

$116M

80 positions

#6Ariston Services GroupActive

Notable overlap · 3 shared positions

$HUM $KKR $SNOW

$167M

71 positions

#7Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$HUM $KKR $BRZE

$98M

197 positions

#8Blackston Financial Advisory Group, LLCActive

Notable overlap · 5 shared positions

$HUM $KKR $DOV $MAR $NTRB

$160M

106 positions

#9Granite FO LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $UNIT $APO

$169M

170 positions

#10FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $BRZE $UNIT $MAR

$176M

104 positions

#11Evergreen Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $MKL $SNOW $UNIT

$194M

54 positions

#12Family CFO IncActive

Notable overlap · 4 shared positions

$HUM $BRZE $MKL $UNIT

$223M

41 positions

#13Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$HUM $KKR $UNIT

$230M

21 positions

#14ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 5 shared positions

$HUM $BRZE $SNOW $UNIT $MKL

$753M

159 positions

#15GreatBanc Trust COActive

Notable overlap · 4 shared positions

$HUM $KKR $MKL $UNIT

$143M

67 positions

#16McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$HUM $BRZE $SNOW

$192M

27 positions

#17Wingate Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$HUM $BRZE $MAR

$187M

121 positions

#18New England Private Wealth Advisors LLCActive

Notable overlap · 6 shared positions

$HUM $BRZE $KKR $MKL $DOV $MAR

$866M

194 positions

#19Human Investing LLCSmart money

Notable overlap · 5 shared positions

$KKR $HUM $SNOW $BRZE $MS

$687M

96 positions

#20360 Financial, Inc.Active

Notable overlap · 5 shared positions

$HUM $KKR $SNOW $MAR $MS

$332M

80 positions

#21Sterling Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$HUM $KKR $MS

$175M

20 positions

#22HB Wealth Management, LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $MKL $MS

$15.5B

1,547 positions

#23Trust Point Inc.Active

Notable overlap · 4 shared positions

$HUM $MKL $UNIT $MAR

$1.2B

521 positions

#24Hubbell Strickland Wealth Management, LLCActive

Notable overlap · 6 shared positions

$HUM $DOV $MS $KKR $BRZE $NTRB

$251M

83 positions

#25Crews Bank & TrustPassive

Notable overlap · 3 shared positions

$HUM $KKR $MS

$690M

673 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.