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 Bonfire Financial

13F Portfolio OverlapQ1 2026Bonfire Financial portfolio →

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Most similar hedge funds by 13F overlap

Bonfire Financial is an institutional investor managing $133M across 57 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 Bonfire Financial are Systelligence,, MOULTON WEALTH ,, Oxinas Partners Wealth, with shared positions in $WT, $MS, $MAR, $OKTA, $SLV, $PLTR. The full ranking of 25 similar funds is below.

#1Systelligence, LLCPassive

Substantial overlap · 3 shared positions

$WT $MS $MAR

$514M

56 positions

#2MOULTON WEALTH MANAGEMENT, INCActive

Substantial overlap · 3 shared positions

$WT $OKTA $SLV

$147M

52 positions

#3Oxinas Partners Wealth Management LLCPassive

Substantial overlap · 4 shared positions

$WT $OKTA $MAR $PLTR

$219M

145 positions

#4Lauer Wealth, LLCActive

Notable overlap · 5 shared positions

$WT $MAR $MSTR $SLV $PLTR

$126M

67 positions

#5TopTier Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $SLV $MS

$163M

795 positions

#6CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 4 shared positions

$WT $SLV $MAR $UNIT

$149M

96 positions

#7Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $SLV $MAR

$153M

96 positions

#8Avant Capital LLCPassive

Notable overlap · 4 shared positions

$WT $MS $UNIT $PLTR

$142M

76 positions

#9Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $MS

$3.2B

481 positions

#10truNorth Financial Services, Inc.Active

Notable overlap · 5 shared positions

$WT $MS $SLV $UNIT $PLTR

$97M

49 positions

#11SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$WT $MSTR $UNIT

$139M

37 positions

#12Global View Capital Management LLCActive

Notable overlap · 3 shared positions

$WT $SLV $PLTR

$377M

140 positions

#13ACT Advisors, LLC.Active

Notable overlap · 3 shared positions

$WT $MS $PLTR

$235M

78 positions

#14MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$WT $UNIT $MAR

$240M

234 positions

#15Nvest Wealth Strategies, Inc.Active

Notable overlap · 3 shared positions

$WT $PLTR $MS

$143M

395 positions

#16RESOLUTE CAPITAL, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $SLV

$247M

57 positions

#17Berkeley, IncActive

Notable overlap · 3 shared positions

$WT $UNIT $PLTR

$298M

81 positions

#18Sharper & Granite LLCPassive

Notable overlap · 3 shared positions

$WT $MAR $UNIT

$293M

107 positions

#19Key FInancial IncPassive

Notable overlap · 3 shared positions

$WT $MAR $PLTR

$562M

1,394 positions

#20Encompass More Asset ManagementPassive

Notable overlap · 3 shared positions

$WT $SLV $PLTR

$597M

251 positions

#21Compass Financial Services IncActive

Notable overlap · 3 shared positions

$WT $MS $SLV

$231M

56 positions

#22Glassman Wealth ServicesSmart money

Notable overlap · 4 shared positions

$WT $UNIT $MAR $MS

$736M

187 positions

#23Trust Point Inc.Active

Notable overlap · 3 shared positions

$WT $MAR $UNIT

$1.2B

521 positions

#24WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$WT $OKTA $SLV $UNIT

$508M

107 positions

#25OPTIMA CAPITAL LLCPassive

Notable overlap · 4 shared positions

$WT $BITB $UNIT $PLTR

$215M

159 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.