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 Erickson Financial Group,

13F Portfolio OverlapQ1 2026Erickson Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Erickson Financial Group, LLC is an institutional investor managing $160M across 25 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 Erickson Financial Group, are Cassaday & Wealth, FC Advisory, Bernardo Wealth Planning, with shared positions in $NTRB, $SNOW, $AGQ, $DDOG, $USB. The full ranking of 25 similar funds is below.

#1Cassaday & Co Wealth Management LLCActive

Substantial overlap · 3 shared positions

$NTRB $SNOW $AGQ

$4.7B

1,361 positions

#2FC Advisory LLCActive

Substantial overlap · 4 shared positions

$NTRB $SNOW $DDOG $USB

$342M

115 positions

#3Bernardo Wealth Planning LLCActive

Substantial overlap · 4 shared positions

$NTRB $SNOW $AGQ $DDOG

$511M

129 positions

#4Black Diamond Financial, LLCActive

Notable overlap · 3 shared positions

$NTRB $SNOW $DDOG

$916M

185 positions

#5Financial Futures Ltd Liability Co.Active

Notable overlap · 3 shared positions

$USB $SNOW $DDOG

$228M

72 positions

#6Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$NTRB $SNOW $DDOG $USB

$302M

51 positions

#7Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$NTRB $USB $SNOW $DDOG

$109M

1,311 positions

#8Pillar Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$NTRB $SNOW $USB

$171M

106 positions

#9Graetz Wealth LLCPassive

Notable overlap · 3 shared positions

$USB $SNOW $DDOG

$112M

80 positions

#10Benchmark Financial, LLCActive

Notable overlap · 4 shared positions

$USB $SNOW $AGQ $DDOG

$111M

52 positions

#11Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$SNOW $USB $DDOG

$313M

119 positions

#12Fortis Advisors, LLCPassive

Notable overlap · 3 shared positions

$SNOW $USB $AGQ

$200M

119 positions

#13MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $USB $AGQ

$508M

88 positions

#14Legacy Edge Advisors, LLCActive

Notable overlap · 3 shared positions

$USB $SNOW $DDOG

$951M

223 positions

#15Capital Advisors Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$USB $SNOW $DDOG

$745M

219 positions

#16Lionsbridge Wealth Management LLCPassive

Notable overlap · 3 shared positions

$SNOW $USB $AGQ

$99M

59 positions

#17BROWN WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$SNOW $AGQ $DDOG $NTRB

$389M

116 positions

#18BRANDYWINE OAK PRIVATE WEALTH LLCActive

Notable overlap · 3 shared positions

$USB $SNOW $DDOG

$1.2B

229 positions

#19ForthRight Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $AGQ $DDOG

$353M

75 positions

#20Hurlow Wealth Management Group, Inc.Active

Notable overlap · 3 shared positions

$USB $SNOW $DDOG

$420M

120 positions

#21TPG Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$SNOW $USB $DDOG

$307M

76 positions

#22SpringVest Wealth Management LLCActive

Notable overlap · 4 shared positions

$USB $AGQ $NTRB $DDOG

$146M

67 positions

#23BRIGHTON SECURITIES CORP.Smart money

Notable overlap · 3 shared positions

$SNOW $USB $DDOG

$208M

47 positions

#2425 LLCActive

Notable overlap · 3 shared positions

$USB $DDOG $AGQ

$324M

69 positions

#25Newton One Investments LLCActive

Notable overlap · 3 shared positions

$USB $DDOG $SNOW

$368M

121 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.