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 Ariston Services Group

13F Portfolio OverlapQ1 2026Ariston Services Group portfolio →

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Most similar hedge funds by 13F overlap

Ariston Services Group is an institutional investor managing $167M across 71 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 Ariston Services Group are Reality Financial Planning Services,, SWAN, Buska Wealth ,, with shared positions in $HUM, $KKR, $SNOW, $SCHW, $WEC, $ET. The full ranking of 25 similar funds is below.

#1Reality Financial Planning Services, LLCSmart money

Substantial overlap · 4 shared positions

$HUM $KKR $SNOW $SCHW

$104M

20 positions

#2SWAN Capital LLCPassive

Substantial overlap · 3 shared positions

$KKR $HUM $SCHW

$272M

554 positions

#3Buska Wealth Management, LLCActive

Substantial overlap · 4 shared positions

$HUM $KKR $WEC $ET

$249M

74 positions

#4Seneca Financial Advisors LLCActive

Substantial overlap · 4 shared positions

$HUM $KKR $DDOG $SNOW

$341M

64 positions

#5Western Pacific Wealth Management, LPActive

Substantial overlap · 3 shared positions

$HUM $KKR $SCHW

$98M

197 positions

#6Juno Financial Group LLCActive

Substantial overlap · 4 shared positions

$HUM $KKR $SCHW $DE

$255M

70 positions

#7ACT WEALTH MANAGEMENT, LLCActive

Substantial overlap · 5 shared positions

$KKR $SCHW $DDOG $ET $BA

$298M

62 positions

#8FIDELIS iM, LLCSmart money

Substantial overlap · 4 shared positions

$HUM $SCHW $COP $APD

$264M

25 positions

#9Granite FO LLCActive

Substantial overlap · 4 shared positions

$HUM $KKR $IAU $BA

$169M

170 positions

#10Wealth Care LLCActive

Substantial overlap · 3 shared positions

$IAU $HUM $KKR

$113M

67 positions

#11360 Financial, Inc.Active

Substantial overlap · 3 shared positions

$HUM $SNOW $KKR

$332M

80 positions

#12Forum Private Client Group LLCActive

Substantial overlap · 7 shared positions

$KKR $HUM $IAU $DDOG $COP $SNOW

$300M

80 positions

#13Employees' Retirement Fund of the City of Fort WorthActive

Substantial overlap · 4 shared positions

$KKR $HUM $SCHW $COP

$230M

21 positions

#14CONQUIS FINANCIAL LLCSmart money

Substantial overlap · 4 shared positions

$HUM $SNOW $DDOG $BA

$121M

54 positions

#15McCarthy Asset Management, Inc.

Substantial overlap · 4 shared positions

$HUM $SNOW $COP $ET

$192M

27 positions

#16Martel Wealth Advisors IncSmart money

Substantial overlap · 3 shared positions

$KKR $HUM $SCHW

$587M

73 positions

#17GEN Financial Management, INC.Active

Notable overlap · 4 shared positions

$HUM $IAU $DDOG $SCHW

$162M

51 positions

#18RIVER'S EDGE WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$HUM $SCHW $DDOG

$107M

46 positions

#19Diversified Enterprises, LLCActive

Notable overlap · 4 shared positions

$HUM $SNOW $DDOG $ORLY

$1.8B

413 positions

#20Keystone Financial Group, Inc.Active

Notable overlap · 4 shared positions

$HUM $WEC $SCHW $TRV

$192M

134 positions

#21Charter Capital Management, LLC\DESmart money

Notable overlap · 3 shared positions

$KKR $HUM $WEC

$200M

70 positions

#22FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $IAU $SCHW $APD

$176M

104 positions

#23Aurdan Capital Management, LLCActive

Notable overlap · 3 shared positions

$HUM $APD $MCHP

$333M

88 positions

#24Kropog Financial Group, LLCActive

Notable overlap · 3 shared positions

$KKR $SNOW $HUM

$123M

33 positions

#25Intellus Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $IAU $ET

$732M

125 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.