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 ACCESS FINANCIAL SERVICES,

13F Portfolio OverlapQ1 2026ACCESS FINANCIAL SERVICES, portfolio →

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Most similar hedge funds by 13F overlap

ACCESS FINANCIAL SERVICES, INC. is an institutional investor managing $305M across 103 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 ACCESS FINANCIAL SERVICES, are Schiavi &, Heritage Financial Services,, True Link Financial Advisors,, with shared positions in $SNOW, $DDOG, $KKR, $IBM, $LOW, $KO. The full ranking of 25 similar funds is below.

#1Schiavi & Co LLCSmart money

Substantial overlap · 5 shared positions

$SNOW $DDOG $KKR $IBM $LOW

$337M

50 positions

#2Heritage Financial Services, LLC

Substantial overlap · 4 shared positions

$SNOW $IBM $KO $DDOG

$1.2B

126 positions

#3True Link Financial Advisors, LLCActive

Substantial overlap · 3 shared positions

$SNOW $LMT $IBM

$1.6B

418 positions

#4Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 4 shared positions

$SNOW $LRCX $VLO $KO

$931M

518 positions

#5Gordian Advisors LLCSmart money

Substantial overlap · 4 shared positions

$SNOW $AMGN $IBM $LMT

$150M

55 positions

#6KRM WEALTH MANAGEMENT L.L.C.Smart money

Substantial overlap · 3 shared positions

$SNOW $DDOG $KKR

$192M

43 positions

#7BCM ADVISORS, LLCActive

Substantial overlap · 3 shared positions

$SNOW $KO $VLO

$507M

78 positions

#8BetterWealth, LLCSmart money

Substantial overlap · 4 shared positions

$SNOW $KLAC $LRCX $AMGN

$510M

85 positions

#9Passive Capital Management, LLC.Active

Substantial overlap · 4 shared positions

$SNOW $DDOG $LOW $KKR

$335M

104 positions

#10Scott Capital Advisors, LLCActive

Substantial overlap · 4 shared positions

$SNOW $SLV $KKR $DDOG

$493M

58 positions

#11CHRISTINE MESSMER PCActive

Substantial overlap · 6 shared positions

$SNOW $DDOG $LMT $APD $KKR $AMGN

$156M

80 positions

#12SOUTHERN MICHIGAN BANK & TRUSTActive

Substantial overlap · 3 shared positions

$SNOW $DDOG $LMT

$261M

424 positions

#13Sage Financial Management Group, Inc.Active

Substantial overlap · 4 shared positions

$SNOW $KKR $IBM $KO

$325M

57 positions

#14BRIGHTON SECURITIES CORP.Smart money

Substantial overlap · 3 shared positions

$SNOW $KKR $DDOG

$208M

47 positions

#15NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $KO $IBM

$247M

71 positions

#16Pearl Planning LLCActive

Notable overlap · 3 shared positions

$SNOW $IBM $RSG

$187M

52 positions

#17Francis Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $KKR $IBM

$539M

115 positions

#18MFA WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$SNOW $LMT $KO $KLAC

$508M

88 positions

#19Armor Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $KKR $LOW $VLO

$278M

160 positions

#20Cranbrook Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SNOW $DDOG $IBM $WSO

$492M

385 positions

#21VAUGHAN & Co SECURITIES, INC.Active

Notable overlap · 3 shared positions

$SNOW $VLO $IBM

$193M

58 positions

#22Courage Miller Partners, LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $SLV

$354M

92 positions

#23S Harris Financial Group, LLCActive

Notable overlap · 3 shared positions

$SNOW $VLO $KLAC

$110M

107 positions

#24Cannon Financial Strategists, Inc.Active

Notable overlap · 4 shared positions

$SNOW $KO $DDOG $AMGN

$761M

109 positions

#25American TrustActive

Notable overlap · 4 shared positions

$SNOW $KLAC $SLV $EOG

$1.1B

313 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.