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 Narus Financial Partners,

13F Portfolio OverlapQ1 2026Narus Financial Partners, portfolio →

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Most similar hedge funds by 13F overlap

Narus Financial Partners, LLC is an institutional investor managing $382M across 162 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 Narus Financial Partners, are Sterling Financial Planning,, Montecito Bank &, Hoxton Planning & ,, with shared positions in $SE, $SNOW, $COP, $WT, $IAU, $IBM. The full ranking of 25 similar funds is below.

#1Sterling Financial Planning, Inc.Active

Some overlap · 5 shared positions

$SE $SNOW $COP $WT $IAU

$337M

117 positions

#2Montecito Bank & TrustPassive

Some overlap · 5 shared positions

$SE $SNOW $COP $WT $IBM

$607M

266 positions

#3Hoxton Planning & Management, LLCPassive

Some overlap · 6 shared positions

$SE $SNOW $WT $IBM $IAU $MAR

$333M

216 positions

#4Disciplined Investments, LLCPassive

Some overlap · 6 shared positions

$SE $COP $IAU $SNOW $IBM $USB

$279M

141 positions

#5WESCAP Management Group, Inc.Active

Some overlap · 6 shared positions

$SE $COP $WT $IAU $NOC $USB

$508M

107 positions

#6North Forty Two & Co.Passive

Some overlap · 6 shared positions

$SNOW $COP $WT $IAU $MAR $USB

$108M

97 positions

#7Addison Capital CoPassive

Some overlap · 4 shared positions

$SE $SNOW $COP $WT

$562M

182 positions

#8Foundation Wealth Management, LLC\PAActive

Some overlap · 6 shared positions

$SE $SNOW $COP $MAR $USB $IAU

$284M

91 positions

#9Heck Capital Advisors, LLCActive

Some overlap · 6 shared positions

$SE $SNOW $WT $IAU $COP $USB

$1.3B

202 positions

#10Checchi Capital Advisers, LLCActive

Some overlap · 5 shared positions

$SE $COP $WT $IAU $USB

$2.0B

604 positions

#11Integrity Advisory Solutions, LLCActive

Some overlap · 5 shared positions

$SNOW $COP $SE $WT $USB

$757M

293 positions

#125T Wealth, LLCPassive

Some overlap · 4 shared positions

$SE $SNOW $WT $IAU

$253M

129 positions

#13Integrated Wealth ManagementPassive

Some overlap · 5 shared positions

$SE $COP $SNOW $IBM $MAR

$87M

95 positions

#14NOVEM GROUPPassive

Some overlap · 5 shared positions

$SNOW $COP $SE $WT $USB

$873M

437 positions

#15Cornerstone National Bank & Trust CoPassive

Some overlap · 4 shared positions

$SE $SNOW $COP $MAR

$271M

209 positions

#16Merit Financial Group, LLCPassive

Some overlap · 4 shared positions

$SE $SNOW $WT $IAU

$13.5B

2,115 positions

#17WealthCare Investment Partners, LLCPassive

Some overlap · 6 shared positions

$SE $WT $IAU $SNOW $MAR $NOC

$360M

191 positions

#18MMA ASSET MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$SE $COP $SNOW $XYZ $USB

$284M

179 positions

#19Stonekeep Investments, LLCActive

Some overlap · 4 shared positions

$SE $COP $WT $SNOW

$154M

66 positions

#20FIFTH THIRD SECURITIES, INC.Passive

Slight overlap · 6 shared positions

$SNOW $COP $IAU $MAR $WT $USB

$1.5B

341 positions

#21National Wealth Management Group, LLCPassive

Slight overlap · 5 shared positions

$SE $SNOW $WT $MAR $USB

$269M

215 positions

#22Eagle Strategies LLCPassive

Slight overlap · 5 shared positions

$SNOW $WT $IAU $SE $IBM

$837M

258 positions

#23SONATA CAPITAL GROUP INCPassive

Slight overlap · 6 shared positions

$SNOW $COP $WT $IBM $MAR $USB

$271M

123 positions

#24Triad Wealth Partners, LLCPassive

Slight overlap · 4 shared positions

$SE $SNOW $WT $IAU

$1.3B

478 positions

#25WEALTH ENHANCEMENT ADVISORY SERVICES, LLCPassive

Slight overlap · 5 shared positions

$SE $SNOW $WT $IBM $KLAC

$49.1B

3,594 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.