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 Berkeley Partners,

13F Portfolio OverlapQ1 2026Berkeley Partners, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Berkeley Capital Partners, LLC is an institutional investor managing $431M across 184 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 Berkeley Partners, are Alliance Wealth Advisors, /UT, Causey Wealth, Quaker Wealth ,, with shared positions in $KKR, $USB, $MDT, $MCD, $COP, $MAR. The full ranking of 25 similar funds is below.

#1Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 4 shared positions

$KKR $USB $MDT $MCD

$462M

228 positions

#2Causey Wealth LLCPassive

Notable overlap · 3 shared positions

$KKR $USB $COP

$236M

81 positions

#3Quaker Wealth Management, LLCActive

Notable overlap · 5 shared positions

$KKR $USB $COP $MAR $CB

$320M

972 positions

#4White Lighthouse Investment Management Inc.Active

Notable overlap · 6 shared positions

$KKR $USB $COP $MAR $PM $MKL

$721M

145 positions

#5VSM Wealth Advisory, LLCPassive

Notable overlap · 4 shared positions

$KKR $MKL $COP $MAR

$335M

505 positions

#6SWAN Capital LLCPassive

Notable overlap · 6 shared positions

$KKR $USB $MCD $MAR $PFE $MKL

$272M

554 positions

#7HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 5 shared positions

$USB $MKL $DUK $MCD $NEE

$280M

107 positions

#8Blake Schutter Theil Wealth Advisors, LLCPassive

Notable overlap · 9 shared positions

$KKR $MKL $COP $DUK $MDT $BAC

$123M

111 positions

#9Pacific Capital Wealth Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$KKR $USB $COP $CB

$595M

87 positions

#10FIDUCIARY ADVISORS, INC.Active

Notable overlap · 7 shared positions

$KKR $MKL $COP $USB $BAC $PFE

$133M

121 positions

#11PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active

Notable overlap · 5 shared positions

$USB $MKL $COP $KKR $MAR

$1.6B

236 positions

#12Foundation Wealth Management, LLC\PAActive

Notable overlap · 5 shared positions

$USB $MKL $COP $NEE $MAR

$284M

91 positions

#13Ballast, Inc.Active

Notable overlap · 5 shared positions

$KKR $MKL $DUK $CB $MAR

$432M

133 positions

#14Luminvest Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$USB $MKL $COP $KKR

$382M

55 positions

#15MilWealth Group LLCSmart money

Notable overlap · 5 shared positions

$USB $MKL $KKR $COP $BAC

$420M

81 positions

#16Newton One Investments LLCActive

Notable overlap · 5 shared positions

$USB $MKL $MCD $PM $KKR

$368M

121 positions

#17Sagace Wealth Management LLCPassive

Notable overlap · 4 shared positions

$USB $KKR $COP $NEE

$149M

70 positions

#18Tide Cove Capital Partners LLCSmart money

Notable overlap · 3 shared positions

$KKR $USB $COP

$147M

13 positions

#19Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$KKR $MKL $MCD $USB

$365M

111 positions

#20HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$KKR $MKL $MAR $ALPS

$238M

142 positions

#21Hilton Capital Management, LLCActive

Notable overlap · 5 shared positions

$USB $COP $ALPS $BAC $MCD

$1.3B

129 positions

#22Farrell Financial LLCPassive

Notable overlap · 5 shared positions

$USB $COP $MKL $CB $MAR

$167M

76 positions

#23Stonebridge Capital Advisors LLCPassive

Notable overlap · 7 shared positions

$USB $MKL $COP $KKR $DUK $MDT

$1.4B

211 positions

#24Powers Advisory Group, LLCActive

Notable overlap · 6 shared positions

$USB $COP $DUK $MCD $PM $SBUX

$284M

125 positions

#25Wolff Financial Management LLCActive

Notable overlap · 5 shared positions

$KKR $COP $MAR $MCD $PFE

$453M

103 positions

Compare Berkeley Partners,’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 Berkeley Partners,’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.