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 USA FINANCIAL FORMULAS

13F Portfolio OverlapQ1 2026USA FINANCIAL FORMULAS portfolio →

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Most similar hedge funds by 13F overlap

USA FINANCIAL FORMULAS is an institutional investor managing $531M across 437 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 USA FINANCIAL FORMULAS are Lifeworks Advisors,, Donoghue Forlines, Western Financial /CA, with shared positions in $GSG, $GILD, $STX, $KEYS, $CMI, $AMAT. The full ranking of 25 similar funds is below.

#1Lifeworks Advisors, LLCPassive

Slight overlap · 5 shared positions

$GSG $GILD $STX $KEYS $CMI

$779M

297 positions

#2Donoghue Forlines LLCPassive

Slight overlap · 8 shared positions

$AMAT $WDC $LRCX $MU $GILD $ROST

$361M

118 positions

#3Western Financial Corp/CAActive

Slight overlap · 8 shared positions

$AMAT $WDC $LRCX $MU $STX $ADI

$255M

127 positions

#4Optimize Financial IncPassive

Slight overlap · 8 shared positions

$AMAT $WDC $LRCX $MU $STX $ADI

$203M

297 positions

#5Retireful, LLCPassive

Slight overlap · 8 shared positions

$AMAT $WDC $MU $ROST $STX $BKR

$71M

84 positions

#6National Wealth Management Group, LLCPassive

Slight overlap · 7 shared positions

$AMAT $WDC $LRCX $MU $STX $REGN

$269M

215 positions

#7GF FUND MANAGEMENT CO. LTD.Active

Slight overlap · 7 shared positions

$AMAT $LRCX $MU $GILD $ROST $ADI

$6.0B

624 positions

#8Axecap Investments, LLCPassive

Slight overlap · 8 shared positions

$AMAT $LRCX $MU $ADI $__PARK_1390777 $AMD

$145M

69 positions

#9China Universal Asset Management Co., Ltd.Passive

Slight overlap · 7 shared positions

$AMAT $LRCX $MU $GILD $REGN $ADI

$1.3B

502 positions

#10Rokos Capital Management LLPActive

Slight overlap · 7 shared positions

$AMAT $WDC $LRCX $MU $STX $JCI

$13.2B

176 positions

#11Alight Capital Management LPPassive

Slight overlap · 7 shared positions

$AMAT $WDC $LRCX $STX $BKR $AMD

$417M

64 positions

#12WIN ADVISORS, INCPassive

Slight overlap · 7 shared positions

$AMAT $WDC $LRCX $STX $AEP $KEYS

$219M

78 positions

#13Genus Capital Management Inc.Passive

Slight overlap · 7 shared positions

$LRCX $MU $GILD $STX $ADI $__PARK_1390777

$873M

189 positions

#14ATLAS CAPITAL ADVISORS LLCPassive

Slight overlap · 6 shared positions

$AMAT $WDC $LRCX $MU $STX $REGN

$875M

989 positions

#15OFI INVEST ASSET MANAGEMENTActive

Slight overlap · 7 shared positions

$AMAT $LRCX $MU $BKR $ADI $AMD

$7.6B

347 positions

#16Tairen Capital LtdActive

Slight overlap · 7 shared positions

$AMAT $LRCX $MU $BKR $AMD $KEYS

$924M

44 positions

#17Alpha Family TrustPassive

Slight overlap · 6 shared positions

$AMAT $WDC $LRCX $MU $GILD $AMD

$206M

203 positions

#18Markin Volterra Fund LPActive

Slight overlap · 6 shared positions

$AMAT $WDC $LRCX $MU $STX $AMD

$65M

34 positions

#19Value Aligned Research Advisors, LLCActive

Slight overlap · 6 shared positions

$AMAT $WDC $LRCX $MU $STX $AMD

$20.7B

107 positions

#20Bridgewater Associates, LPActive

Slight overlap · 7 shared positions

$AMAT $LRCX $MU $STX $AMD $C

$22.4B

993 positions

#21Sava Infond d.o.o.Passive

Slight overlap · 6 shared positions

$AMAT $WDC $LRCX $MU $ADI $AMD

$705M

230 positions

#22Cache Advisors, LLCSmart money

Slight overlap · 6 shared positions

$AMAT $WDC $LRCX $GILD $REGN $AMD

$866M

191 positions

#23Kintegral Advisory, LLCPassive

Slight overlap · 7 shared positions

$AMAT $LRCX $GILD $__PARK_1390777 $AMD $KEYS

$1.1B

233 positions

#24PINNBROOK CAPITAL MANAGEMENT LPActive

Slight overlap · 6 shared positions

$AMAT $WDC $LRCX $ROST $STX $CSX

$384M

45 positions

#25Allianz Asset Management GmbHPassive

Slight overlap · 6 shared positions

$AMAT $LRCX $MU $GILD $ROST $CMI

$95.4B

1,994 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.