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 Csenge Advisory Group

13F Portfolio OverlapQ1 2026Csenge Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

Csenge Advisory Group is an institutional investor managing $2.2B across 747 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 Csenge Advisory Group are Mach-1 Financial Group,, Southland Equity Partners, Center for Wealth Advisory, with shared positions in $FITB, $FCFS, $WT, $MS, $PM, $USB. The full ranking of 25 similar funds is below.

#1Mach-1 Financial Group, LLCPassive

Notable overlap · 4 shared positions

$FITB $FCFS $WT $MS

$284M

161 positions

#2Southland Equity Partners LLCPassive

Some overlap · 5 shared positions

$FITB $WT $MS $PM $USB

$513M

273 positions

#3Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$FITB $SHW $MS $DUK $USB

$139M

62 positions

#4Compass Financial Services IncActive

Some overlap · 4 shared positions

$FITB $WT $MS $HUM

$231M

56 positions

#5Next Level Private LLCPassive

Some overlap · 4 shared positions

$FITB $WT $REGN $MS

$443M

175 positions

#6HC Advisors, LLCActive

Some overlap · 3 shared positions

$FITB $WT $USB

$149M

60 positions

#7BlueChip Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$FITB $REGN $HUM

$228M

147 positions

#8Milestones Private Investment Advisors LLCPassive

Some overlap · 4 shared positions

$FITB $SHW $DIA $WT

$114M

78 positions

#9Valued Retirements, Inc.Passive

Some overlap · 5 shared positions

$FITB $TECK $WT $HUM $USB

$102M

90 positions

#10Entruity Wealth, LLCActive

Some overlap · 3 shared positions

$FITB $FCFS $MS

$147M

46 positions

#11Hobart Private Capital, LLCPassive

Some overlap · 4 shared positions

$FITB $WT $USB $HUM

$509M

132 positions

#12HFG Advisors, Inc.Passive

Some overlap · 3 shared positions

$FITB $HUM $MS

$142M

117 positions

#13PMG Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$FITB $WT $HUM

$139M

59 positions

#14Boyce & Associates Wealth Consulting, Inc.Active

Some overlap · 5 shared positions

$FCFS $TECK $WT $PM $SHW

$132M

80 positions

#15HARBOUR INVESTMENTS, INC.Passive

Some overlap · 7 shared positions

$FCFS $WT $REGN $FITB $MS $HUM

$6.5B

4,673 positions

#16Rockport Wealth LLCActive

Some overlap · 3 shared positions

$FITB $USB $WT

$549M

101 positions

#17Collaborative Wealth Managment Inc.Passive

Some overlap · 5 shared positions

$FCFS $FITB $WT $HUM $MS

$218M

162 positions

#18PCG Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$FITB $FND $REGN $SHW $WT $USB

$395M

164 positions

#19Nova Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$FCFS $TECK $WT

$154M

545 positions

#20TrueWealth Advisors, LLCPassive

Some overlap · 6 shared positions

$FCFS $REGN $DIA $DUK $HUM $FND

$398M

233 positions

#21BLUELINE ADVISORS LLCActive

Some overlap · 6 shared positions

$TECK $WT $MDY $SHW $HUM $USB

$129M

217 positions

#22BEACON FINANCIAL GROUPPassive

Some overlap · 4 shared positions

$FITB $WT $DUK $HUM

$1.0B

348 positions

#23First Heartland Consultants, Inc.Passive

Some overlap · 6 shared positions

$FCFS $REGN $WT $DIA $DUK $HUM

$1.3B

523 positions

#24Oxford Wealth Group, LLCPassive

Some overlap · 3 shared positions

$FITB $REGN $MS

$183M

88 positions

#25Blake Schutter Theil Wealth Advisors, LLCPassive

Some overlap · 7 shared positions

$TECK $WT $MS $DUK $PM $HUM

$123M

111 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.