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 Human Investing

13F Portfolio OverlapQ1 2026Human Investing portfolio →

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Most similar hedge funds by 13F overlap

Human Investing LLC is an institutional investor managing $687M across 96 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 Human Investing are Ariston Services Group, Evergreen Wealth ,, Reality Financial Planning Services,, with shared positions in $KKR, $HUM, $SNOW, $SCHW, $DDOG, $AMGN. The full ranking of 25 similar funds is below.

#1Ariston Services GroupActive

Notable overlap · 5 shared positions

$KKR $HUM $SNOW $SCHW $DDOG

$167M

71 positions

#2Evergreen Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $SNOW $AMGN

$194M

54 positions

#3Reality Financial Planning Services, LLCSmart money

Notable overlap · 5 shared positions

$KKR $HUM $SNOW $SCHW $BRZE

$104M

20 positions

#4Arlington Trust Co LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $UPST $BRZE

$1.1B

844 positions

#5Cornerstone Financial Management LLCPassive

Notable overlap · 6 shared positions

$HUM $UPST $SNOW $KKR $MS $DDOG

$109M

1,311 positions

#6Seneca Financial Advisors LLCActive

Notable overlap · 7 shared positions

$KKR $HUM $BRZE $SNOW $AMGN $DDOG

$341M

64 positions

#7Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$KKR $HUM $SCHW $BRZE $PM

$255M

70 positions

#8Western Pacific Wealth Management, LPActive

Notable overlap · 4 shared positions

$KKR $HUM $SCHW $BRZE

$98M

197 positions

#9Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 4 shared positions

$KKR $HUM $SCHW $SLV

$230M

21 positions

#10SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$KKR $HUM $SCHW $MCD $MU

$272M

554 positions

#11Joel Isaacson & Co., LLCActive

Notable overlap · 5 shared positions

$KKR $HUM $SNOW $BRZE $MS

$3.0B

455 positions

#12Mittelman Wealth ManagementActive

Notable overlap · 3 shared positions

$KKR $HUM $UPST

$160M

52 positions

#13Tide Cove Capital Partners LLCSmart money

Notable overlap · 3 shared positions

$KKR $HUM $SCHW

$147M

13 positions

#14Capital Advisors Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$HUM $SNOW $KKR $SCHW $DDOG

$745M

219 positions

#15Safir Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$HUM $SNOW $UPST $MCD

$138M

19 positions

#16SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$KKR $HUM $AMGN $MU

$212M

66 positions

#17Granite FO LLCActive

Notable overlap · 5 shared positions

$KKR $HUM $INTC $PM $MU

$169M

170 positions

#18Cornerstone Advisory, LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $SNOW

$1.1B

262 positions

#19HANOVER ADVISORS INCActive

Notable overlap · 6 shared positions

$HUM $SNOW $KKR $SCHW $NKE $DDOG

$246M

118 positions

#20Crews Bank & TrustPassive

Notable overlap · 4 shared positions

$KKR $HUM $MS $MCD

$690M

673 positions

#21White Lighthouse Investment Management Inc.Active

Notable overlap · 9 shared positions

$KKR $HUM $AFRM $UPST $SCHW $SNOW

$721M

145 positions

#22Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$HUM $SNOW $UPST $AMGN $PM

$227M

74 positions

#23Blackston Financial Advisory Group, LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $SLV $MCD

$160M

106 positions

#24Calder Financial LLCActive

Notable overlap · 6 shared positions

$HUM $UPST $SNOW $KKR $BRZE $MU

$101M

40 positions

#25Adirondack Capital Advisors, LLCSmart money

Notable overlap · 3 shared positions

$KKR $HUM $MS

$156M

44 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.