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 Black Diamond Financial,

13F Portfolio OverlapQ1 2026Black Diamond Financial, portfolio →

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Most similar hedge funds by 13F overlap

Black Diamond Financial, LLC is an institutional investor managing $916M across 185 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 Black Diamond Financial, are FC Advisory, Praetorian Wealth ,, BHK Investment Advisors,, with shared positions in $NTRB, $SNOW, $MKL, $SCHW, $DDOG, $HUM. The full ranking of 25 similar funds is below.

#1FC Advisory LLCActive

Substantial overlap · 7 shared positions

$NTRB $SNOW $MKL $SCHW $DDOG $HUM

$342M

115 positions

#2Praetorian Wealth Management, Inc.Active

Substantial overlap · 6 shared positions

$NTRB $UNIT $SCHW $MAR $HUM $COP

$526M

77 positions

#3BHK Investment Advisors, LLCActive

Substantial overlap · 4 shared positions

$NTRB $UNIT $COP $PL

$299M

79 positions

#4Zeit Capital LLCActive

Notable overlap · 4 shared positions

$NTRB $UNIT $SCHW $MKL

$149M

52 positions

#5Cassaday & Co Wealth Management LLCActive

Notable overlap · 4 shared positions

$NTRB $SNOW $MAR $SCHW

$4.7B

1,361 positions

#6Erickson Financial Group, LLCSmart money

Notable overlap · 3 shared positions

$NTRB $SNOW $DDOG

$160M

25 positions

#7Pillar Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$NTRB $SNOW $UNIT $MKL $COP

$171M

106 positions

#8Blackston Financial Advisory Group, LLCActive

Notable overlap · 6 shared positions

$NTRB $HUM $MAR $KKR $SLV $MCK

$160M

106 positions

#9Cedar Point Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$NTRB $COP $SCHW

$154M

71 positions

#10Wheelhouse Advisory Group LLCActive

Notable overlap · 6 shared positions

$NTRB $SNOW $DDOG $HUM $MAR $KKR

$302M

51 positions

#11Portfolio Strategies, Inc.Active

Notable overlap · 3 shared positions

$NTRB $MAR $SLV

$811M

75 positions

#12Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$NTRB $UNIT $HUM $KKR

$116M

80 positions

#13Bernardo Wealth Planning LLCActive

Notable overlap · 4 shared positions

$NTRB $SNOW $DDOG $KKR

$511M

129 positions

#14ETF Portfolio Partners, Inc.Active

Notable overlap · 4 shared positions

$NTRB $MKL $COP $KKR

$381M

68 positions

#15IFC Advisors LLCActive

Notable overlap · 3 shared positions

$NTRB $COP $KKR

$699M

158 positions

#16Gladwyn Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$NTRB $UNIT $MKL $COP

$160M

82 positions

#17Cornerstone Financial Management LLCPassive

Notable overlap · 7 shared positions

$NTRB $SNOW $COP $DDOG $HUM $UNIT

$109M

1,311 positions

#18Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$NTRB $SCHW $HUM $MAR $KKR $PL

$151M

97 positions

#19Gratus Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$NTRB $HUM $MAR $BAC $MCK

$691M

138 positions

#20WAYSTONE ADVISORS LLCPassive

Notable overlap · 3 shared positions

$NTRB $UNIT $MKL

$112M

101 positions

#21Beacon Capital Management, LLCActive

Notable overlap · 4 shared positions

$NTRB $MAR $HUM $SLV

$567M

166 positions

#22ASSETMARK, INCPassive

Notable overlap · 3 shared positions

$NTRB $UNIT $SCHW

$49.0B

3,443 positions

#23Clifford Group, LLCActive

Notable overlap · 3 shared positions

$NTRB $SCHW $MAR

$130M

80 positions

#24Leelyn Smith, LLCPassive

Notable overlap · 3 shared positions

$NTRB $SCHW $KKR

$713M

154 positions

#25McClarren Financial Advisors, Inc.Active

Notable overlap · 8 shared positions

$NTRB $UNIT $MKL $HUM $MAR $KKR

$169M

79 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.