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 Divergent Planning,

13F Portfolio OverlapQ4 2025Divergent Planning, portfolio →

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Most similar hedge funds by 13F overlap

Divergent Planning, LLC is an institutional investor managing $392M across 36 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Divergent Planning, are Sage Mountain Advisors, PFS Partners,, Split Rock Private Trading & Wealth ,, with shared positions in $JHG, $DDOG, $MAR, $MS, $USB, $MDY. The full ranking of 25 similar funds is below.

#1Sage Mountain Advisors LLCActive

Substantial overlap · 3 shared positions

$JHG $DDOG $MAR

$1.4B

281 positions

#2PFS Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $MAR $MS

$218M

590 positions

#3Split Rock Private Trading & Wealth Management, LLCActive

Notable overlap · 3 shared positions

$JHG $USB $MS

$129M

46 positions

#4EPIQ PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$JHG $USB $DDOG

$214M

83 positions

#5Conservest Capital Advisors, Inc.Active

Notable overlap · 4 shared positions

$MDY $MS $MAR $USB

$1.1B

127 positions

#6HIGHLINE WEALTH PARTNERS LLCPassive

Notable overlap · 3 shared positions

$JHG $DDOG $MAR

$392M

1,298 positions

#7Symphony Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$JHG $MAR $LMT

$195M

99 positions

#8Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$JHG $DDOG $DOV

$478M

42 positions

#9Tandem Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$MDY $MAR $MS

$224M

47 positions

#10BARINGS LLCActive

Notable overlap · 3 shared positions

$JHG $DOV $MAR

$6.2B

179 positions

#11Golden Bell Financial Planning LLCActive

Notable overlap · 3 shared positions

$DDOG $USB $DOV

$125M

37 positions

#12NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$JHG $USB $MS

$777M

112 positions

#13West Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$DDOG $USB $DOV

$589M

193 positions

#14Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 3 shared positions

$JHG $MAR $MS

$144M

387 positions

#15Quaker Wealth Management, LLCActive

Notable overlap · 3 shared positions

$JHG $USB $MAR

$320M

972 positions

#16Newton One Investments LLCActive

Notable overlap · 5 shared positions

$DDOG $USB $DOV $MDY $MS

$368M

121 positions

#17Topsail Wealth Management, LLCActive

Notable overlap · 4 shared positions

$DDOG $USB $MDY $MAR

$678M

294 positions

#18Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$JHG $MS $LMT

$462M

53 positions

#19CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$JHG $DDOG $MAR $DOV $MS

$648M

134 positions

#20Bulwark Capital CorpActive

Notable overlap · 3 shared positions

$JHG $MAR $MS

$162M

100 positions

#21Destiny Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$JHG $DOV $MS $FSCO

$914M

1,148 positions

#22BLUELINE ADVISORS LLCActive

Notable overlap · 3 shared positions

$USB $JHG $MDY

$129M

217 positions

#23CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $USB $MAR

$309M

132 positions

#24Northwest Financial AdvisorsPassive

Notable overlap · 3 shared positions

$JHG $MAR $LMT

$52M

66 positions

#25Clearwater Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $USB $DDOG

$1.2B

177 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.