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 ODonnell Financial Services,

13F Portfolio OverlapQ1 2026ODonnell Financial Services, portfolio →

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Most similar hedge funds by 13F overlap

ODonnell Financial Services, LLC is an institutional investor managing $290M across 64 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 ODonnell Financial Services, are Clarus Wealth Advisors, Leelyn Smith,, BHK Investment Advisors,, with shared positions in $NTRB, $REGN, $UNH, $KLAC, $AMAT, $ZTS. The full ranking of 25 similar funds is below.

#1Clarus Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$NTRB $REGN $UNH

$235M

88 positions

#2Leelyn Smith, LLCPassive

Notable overlap · 3 shared positions

$NTRB $KLAC $AMAT

$713M

154 positions

#3BHK Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$NTRB $AMAT $ZTS

$299M

79 positions

#4Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$NTRB $GE $GEV

$116M

80 positions

#5Zeit Capital LLCActive

Notable overlap · 3 shared positions

$NTRB $AMAT $INTC

$149M

52 positions

#6PETREDIS INVESTMENT ADVISORS LLCActive

Notable overlap · 5 shared positions

$NTRB $AMAT $UNH $GE $GEV

$1.2B

108 positions

#7WAYSTONE ADVISORS LLCPassive

Notable overlap · 3 shared positions

$NTRB $GE $GEV

$112M

101 positions

#8ASSETMARK, INCPassive

Notable overlap · 3 shared positions

$NTRB $KLAC $AMAT

$49.0B

3,443 positions

#9Gladwyn Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$NTRB $GE $GEV

$160M

82 positions

#10CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive

Notable overlap · 4 shared positions

$NTRB $KLAC $REGN $AMAT

$239M

97 positions

#11MONEYWISE, INC.Passive

Some overlap · 3 shared positions

$MSTR $REGN $NTRB

$229M

82 positions

#12Blue Edge Capital, LLCActive

Some overlap · 4 shared positions

$NTRB $UNH $GE $GEV

$753M

134 positions

#13Sunbeam Capital Management, LLCActive

Some overlap · 4 shared positions

$DKNG $KLAC $GE $GEV

$175M

112 positions

#14Telligent Fund, LPActive

Some overlap · 5 shared positions

$MSTR $KLAC $GE $INTC $GEV

$94M

24 positions

#15Marex Group plcPassive

Some overlap · 5 shared positions

$MSTR $KLAC $AMAT $UNH $GEV

$15.8B

1,007 positions

#16Harvest Portfolios Group Inc.Active

Some overlap · 4 shared positions

$MSTR $REGN $UNH $ZTS

$6.1B

260 positions

#17Defiance ETFs, LLCPassive

Some overlap · 4 shared positions

$MSTR $KLAC $AMAT $INTC

$7.0B

366 positions

#18Allen Capital Group, LLCPassive

Some overlap · 4 shared positions

$DKNG $KLAC $PFE $ZTS

$1.1B

284 positions

#19VISTA INVESTMENT PARTNERS II, LLCPassive

Some overlap · 3 shared positions

$MSTR $KLAC $NKE

$223M

157 positions

#20Berkeley, IncActive

Some overlap · 3 shared positions

$DKNG $ROST $ZTS

$298M

81 positions

#21Oxford Wealth Group, LLCPassive

Some overlap · 4 shared positions

$REGN $NTRB $AMAT $PFE

$183M

88 positions

#22CANTOR FITZGERALD, L. P.Active

Some overlap · 4 shared positions

$MSTR $RBLX $UNH $INTC

$6.8B

259 positions

#23CREATIVE FINANCIAL DESIGNS INC /ADVPassive

Some overlap · 3 shared positions

$NTRB $REGN $MSTR

$1.6B

2,162 positions

#24GuoLine Advisory Pte LtdActive

Some overlap · 3 shared positions

$REGN $KLAC $ZTS

$956M

24 positions

#25Petros Family Wealth, LLCPassive

Some overlap · 3 shared positions

$REGN $KLAC $UNH

$140M

131 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.