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 Conservest Advisors,

13F Portfolio OverlapQ1 2026Conservest Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Conservest Capital Advisors, Inc. is an institutional investor managing $1.1B across 127 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 Conservest Advisors, are Tandem Wealth Advisors, Divergent Planning,, truNorth Financial Services,, with shared positions in $MDY, $MS, $COP, $MAR, $USB, $KKR. The full ranking of 25 similar funds is below.

#1Tandem Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$MDY $MS $COP $MAR

$224M

47 positions

#2Divergent Planning, LLC

Notable overlap · 4 shared positions

$MDY $MS $MAR $USB

$392M

36 positions

#3truNorth Financial Services, Inc.Active

Notable overlap · 9 shared positions

$MS $KKR $DIA $COP $UPST $HUM

$97M

49 positions

#4Alexis Investment Partners, LLCActive

Notable overlap · 4 shared positions

$MDY $DIA $HUM $MAR

$145M

35 positions

#5Wolff Financial Management LLCActive

Notable overlap · 6 shared positions

$MS $KKR $UPST $COP $HUM $MAR

$453M

103 positions

#6DAGCO, INC.Passive

Notable overlap · 6 shared positions

$MS $KKR $COP $HUM $SLV $MAR

$461M

353 positions

#7Granite FO LLCActive

Notable overlap · 5 shared positions

$MDY $KKR $HUM $DIA $EPAM

$169M

170 positions

#8Talisman Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$MS $KKR $HUM $WT $MAR

$124M

101 positions

#9Winter & Associates, Inc.Passive

Notable overlap · 6 shared positions

$MDY $SCHW $UPST $COP $WT $LRCX

$114M

84 positions

#10FLAGSTAR ADVISORS INC.Passive

Notable overlap · 9 shared positions

$MS $MDY $KKR $DIA $SCHW $HUM

$276M

174 positions

#11Arvest Bank Trust DivisionPassive

Notable overlap · 3 shared positions

$MDY $COP $LRCX

$1.8B

221 positions

#12APS Management Group, Inc.Passive

Notable overlap · 4 shared positions

$MS $KKR $COP $MAR

$117M

72 positions

#13SWEENEY & MICHEL, LLCActive

Notable overlap · 5 shared positions

$MS $KKR $SCHW $HUM $WT

$340M

145 positions

#14IFG Advisors, LLCActive

Notable overlap · 7 shared positions

$MDY $KKR $SCHW $DIA $COP $MS

$611M

149 positions

#15Adirondack Capital Advisors, LLCSmart money

Notable overlap · 3 shared positions

$MS $KKR $HUM

$156M

44 positions

#16YARGER WEALTH STRATEGIES, LLCPassive

Notable overlap · 3 shared positions

$MS $KKR $WT

$248M

125 positions

#17Oak Harvest Investment ServicesPassive

Notable overlap · 8 shared positions

$KKR $MS $SCHW $DIA $UPST $COP

$958M

176 positions

#18BEACON ADVISORS HOLDINGS, LLCActive

Notable overlap · 4 shared positions

$MS $KKR $MAR $USB

$187M

37 positions

#19Rooted Wealth Advisors, Inc.Active

Notable overlap · 5 shared positions

$MS $KKR $HUM $SLV $USB

$379M

144 positions

#20Caldwell Investment Management Ltd.Active

Notable overlap · 3 shared positions

$MS $KKR $LRCX

$255M

57 positions

#21Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive

Notable overlap · 4 shared positions

$MDY $KKR $MS $WT

$742M

153 positions

#22Houlihan Financial Resource Group, Ltd.Passive

Notable overlap · 7 shared positions

$MS $MDY $SCHW $COP $EPAM $MAR

$257M

109 positions

#23Meridian Financial Advisors, LLCPassive

Notable overlap · 7 shared positions

$MS $MDY $COP $KKR $HUM $WT

$183M

141 positions

#24Madrid Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$MS $KKR $EPAM $UPST $COP $USB

$133M

70 positions

#25CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 5 shared positions

$MS $SCHW $COP $HUM $USB

$363M

102 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.