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 Anfield ,

13F Portfolio OverlapQ1 2026Anfield , portfolio →

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Most similar hedge funds by 13F overlap

Anfield Capital Management, LLC is an institutional investor managing $363M across 715 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 Anfield , are Beacon Harbor Wealth Advisors,, GFS Advisors,, Great Point Wealth Advisors,, with shared positions in $WT, $JHG, $LITE, $AU, $NEM, $SE. The full ranking of 25 similar funds is below.

#1Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$WT $JHG $LITE $AU $NEM $SE

$477M

70 positions

#2GFS Advisors, LLCPassive

Notable overlap · 5 shared positions

$ARKO $WT $NDAQ $PLTR $USB

$785M

159 positions

#3Great Point Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$WT $JHG $AMN $SE $RKT

$542M

62 positions

#4BLUELINE ADVISORS LLCActive

Notable overlap · 4 shared positions

$WT $SE $JHG $USB

$129M

217 positions

#5Clearwater Capital Advisors, LLCActive

Notable overlap · 6 shared positions

$WT $JHG $ARKO $SE $USB $PLTR

$1.2B

177 positions

#6rebel Financial LLCPassive

Notable overlap · 4 shared positions

$WT $SE $AMN $USB

$231M

65 positions

#7BYRNE FINANCIAL FREEDOM, LLCPassive

Some overlap · 5 shared positions

$ARKO $JHG $PLTR $GE $WT

$209M

103 positions

#8CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$WT $JHG $AMN $USB

$309M

132 positions

#9Capital Planning Advisors, LLCPassive

Some overlap · 3 shared positions

$WT $SE $AMN

$692M

146 positions

#10Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 4 shared positions

$WT $ARKO $JHG $SE

$381M

163 positions

#11M Wealth Management, LLCActive

Some overlap · 5 shared positions

$WT $JHG $AMN $AMD $PLTR

$119M

55 positions

#12IAM Advisory, LLCActive

Some overlap · 5 shared positions

$WT $AMN $AMD $PLTR $USB

$446M

95 positions

#13Lionshead Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WT $JHG $AMD $PLTR

$136M

108 positions

#14Three Magnolias Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $JHG $PLTR $ARKO

$157M

103 positions

#15Endowment Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$WT $SE $JHG $PLTR

$226M

165 positions

#16Lauer Wealth, LLCActive

Some overlap · 5 shared positions

$WT $ARKO $AMD $PLTR $USB

$126M

67 positions

#17Vigilare Wealth ManagementActive

Some overlap · 4 shared positions

$WT $JHG $PLTR $GE

$296M

109 positions

#18Bowman & Co S.C.

Some overlap · 4 shared positions

$JHG $AMN $WT $AMD

$237M

118 positions

#19Magnolia Private Wealth, LLCPassive

Some overlap · 4 shared positions

$WT $JHG $AMN $GE

$150M

134 positions

#20Aspire Capital Advisors LLCActive

Some overlap · 4 shared positions

$WT $AMN $ARKO $PLTR

$444M

122 positions

#21Key FInancial IncPassive

Some overlap · 3 shared positions

$WT $SE $PLTR

$562M

1,394 positions

#22Mason & Associates IncActive

Some overlap · 4 shared positions

$WT $JHG $AMD $PLTR

$516M

160 positions

#23WESCAP Management Group, Inc.Active

Some overlap · 3 shared positions

$WT $SE $USB

$508M

107 positions

#24Barnes Wealth Management Group, IncPassive

Some overlap · 3 shared positions

$WT $SE $JHG

$197M

184 positions

#25AIFG Consultants Ltd.

Some overlap · 3 shared positions

$WT $JHG $GE

$58M

54 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.