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 CONSULATE,

13F Portfolio OverlapQ1 2026FINANCIAL CONSULATE, portfolio →

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Most similar hedge funds by 13F overlap

FINANCIAL CONSULATE, INC is an institutional investor managing $803M across 1,402 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 CONSULATE, are Forum Financial ,, Mills Wealth Advisors, Sprinkle Financial Consultants, with shared positions in $NEE, $OKE, $MAR, $LMT, $BAH, $SCHW. The full ranking of 25 similar funds is below.

#1Forum Financial Management, LPSmart money

Notable overlap · 3 shared positions

$NEE $OKE $MAR

$7.1B

331 positions

#2Mills Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$NEE $LMT $MAR

$286M

80 positions

#3Sprinkle Financial Consultants LLCPassive

Notable overlap · 3 shared positions

$OKE $BAH $SCHW

$217M

99 positions

#4CogentBlue Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$NEE $UPS $TJX

$149M

78 positions

#5Aprio Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$NEE $BAH $SCHW

$1.8B

613 positions

#6Ausbil Investment Management LtdPassive

Notable overlap · 3 shared positions

$NEE $OKE $CEG

$201M

63 positions

#7Socorro Asset Management LPPassive

Notable overlap · 3 shared positions

$NEE $OKE $PNC

$221M

32 positions

#8MBM WEALTH CONSULTANTS, LLCPassive

Notable overlap · 3 shared positions

$OKE $LMT $SCHW

$436M

387 positions

#9CERTIOR FINANCIAL GROUP, LLCPassive

Some overlap · 4 shared positions

$BAH $LMT $MAR $OKE

$157M

130 positions

#10FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 3 shared positions

$NEE $SCHW $LMT

$293M

105 positions

#11PYA Waltman Capital, LLCActive

Some overlap · 3 shared positions

$BAH $LMT $UPS

$361M

67 positions

#12D'Orazio & Associates, Inc.Active

Some overlap · 3 shared positions

$BAH $LMT $MAR

$772M

299 positions

#13HMV Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$NEE $LMT $SCHW

$213M

81 positions

#14DKM Wealth Management, Inc.Active

Some overlap · 3 shared positions

$BAH $LMT $SCHW

$139M

77 positions

#15Innovative Wealth Building LLCActive

Some overlap · 3 shared positions

$OKE $MAR $PNC

$142M

70 positions

#16Advocate Investing Services LLCPassive

Some overlap · 3 shared positions

$BAH $MAR $TJX

$118M

448 positions

#17CORA CAPITAL ADVISORS LLCActive

Some overlap · 3 shared positions

$BAH $MAR $UPS

$302M

134 positions

#18TORRAY LLCPassive

Some overlap · 3 shared positions

$OKE $NEE $CEG

$682M

88 positions

#19Catherine Avery Investment Management LLCPassive

Some overlap · 3 shared positions

$NEE $OKE $UPS

$223M

109 positions

#20Carson Advisory Inc.Passive

Some overlap · 3 shared positions

$BAH $NEE $SCHW

$193M

188 positions

#21Andrew Hill Investment Advisors, Inc.Passive

Some overlap · 3 shared positions

$NEE $OKE $CEG

$112M

54 positions

#22Carmel Capital Partners, LLCPassive

Some overlap · 4 shared positions

$BAH $NEE $SCHW $UPS

$277M

118 positions

#23LEGACY FINANCIAL GROUP, INC.Active

Some overlap · 4 shared positions

$OKE $NEE $MAR $SCHW

$378M

89 positions

#24SPRING CAPITAL MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$NEE $MKC $OKE

$198M

49 positions

#25BOS Asset Management, LLCPassive

Some overlap · 3 shared positions

$OKE $MAR $SCHW

$392M

200 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.