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 Bernardo Wealth Planning

13F Portfolio OverlapQ1 2026Bernardo Wealth Planning portfolio →

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Most similar hedge funds by 13F overlap

Bernardo Wealth Planning LLC is an institutional investor managing $511M across 129 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 Bernardo Wealth Planning are Cassaday & Wealth, Erickson Financial Group,, FC Advisory, with shared positions in $NTRB, $SNOW, $SE, $AGQ, $MCD, $DDOG. The full ranking of 25 similar funds is below.

#1Cassaday & Co Wealth Management LLCActive

Substantial overlap · 5 shared positions

$NTRB $SNOW $SE $AGQ $MCD

$4.7B

1,361 positions

#2Erickson Financial Group, LLCSmart money

Substantial overlap · 4 shared positions

$NTRB $SNOW $AGQ $DDOG

$160M

25 positions

#3FC Advisory LLCActive

Notable overlap · 3 shared positions

$NTRB $SNOW $DDOG

$342M

115 positions

#4Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$NTRB $KKR $AGQ $WT

$116M

80 positions

#5Blackston Financial Advisory Group, LLCActive

Notable overlap · 3 shared positions

$NTRB $KKR $MCD

$160M

106 positions

#6Black Diamond Financial, LLCActive

Notable overlap · 4 shared positions

$NTRB $SNOW $DDOG $KKR

$916M

185 positions

#7ETF Portfolio Partners, Inc.Active

Notable overlap · 3 shared positions

$NTRB $KKR $EPAM

$381M

68 positions

#8Cornerstone Financial Management LLCPassive

Notable overlap · 5 shared positions

$NTRB $SNOW $KKR $SE $DDOG

$109M

1,311 positions

#9Wheelhouse Advisory Group LLCActive

Notable overlap · 6 shared positions

$NTRB $SNOW $DDOG $KKR $PM $MCD

$302M

51 positions

#10Milestone Investment Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $WT

$414M

139 positions

#11Francis Financial, Inc.Active

Notable overlap · 4 shared positions

$SNOW $KKR $NTRB $MCD

$539M

115 positions

#12Wealth Advisory Team LLC

Notable overlap · 3 shared positions

$SNOW $KKR $MCD

$113M

39 positions

#13Darrow Company, Inc.Active

Notable overlap · 3 shared positions

$SNOW $KKR $WT

$222M

56 positions

#14IFC Advisors LLCActive

Notable overlap · 3 shared positions

$NTRB $KKR $MCD

$699M

158 positions

#15Sterling Financial Planning, Inc.Active

Notable overlap · 5 shared positions

$KKR $SNOW $SE $DDOG $WT

$337M

117 positions

#16Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$NTRB $KKR $MCD

$151M

97 positions

#17PENNSYLVANIA CAPITAL MANAGEMENT INC /ADVActive

Notable overlap · 3 shared positions

$SNOW $NTRB $KKR

$349M

112 positions

#18rebel Financial LLCPassive

Notable overlap · 3 shared positions

$SNOW $SE $WT

$231M

65 positions

#19Leelyn Smith, LLCPassive

Notable overlap · 3 shared positions

$NTRB $KKR $MCD

$713M

154 positions

#20Fonville Wealth Management LLCPassive

Notable overlap · 4 shared positions

$SNOW $SE $KKR $EPAM

$525M

138 positions

#21WAYSTONE ADVISORS LLCPassive

Notable overlap · 4 shared positions

$NTRB $SE $EPAM $WT

$112M

101 positions

#22ASSETMARK, INCPassive

Notable overlap · 3 shared positions

$NTRB $SE $WT

$49.0B

3,443 positions

#23Zhang Financial LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $NTRB

$2.9B

367 positions

#24Bay Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$KKR $SNOW $WT

$162M

107 positions

#25MidAtlantic Capital Management, Inc.Passive

Notable overlap · 4 shared positions

$KKR $SNOW $NTRB $WT

$145M

84 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.