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Hedge Funds Similar to Comprehensive Financial

13F Portfolio OverlapQ1 2026Comprehensive Financial portfolio →
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Most similar hedge funds by 13F overlap

Comprehensive Financial Management LLC is an institutional investor managing $3.0B across 38 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 Comprehensive Financial are Great Hill, Independent Franchise Partners LLP, ARDSLEY ADVISORY PARTNERS, with shared positions in $PYPL, $SCHW, $BRZE, $BABA, $EBAY, $CTVA. The full ranking of 25 similar funds is below.

#1Great Hill Capital LLCSmart money
Notable overlap · 4 shared positions
$PYPL$SCHW$BRZE$BABA
$1.5B
47 positions
#2Independent Franchise Partners LLPActive
Some overlap · 3 shared positions
$EBAY$CTVA$AON
$14.3B
26 positions
#3ARDSLEY ADVISORY PARTNERS LPPassive
Some overlap · 3 shared positions
$EBAY$NU$ZM
$784M
151 positions
#4Paralel Advisors LLCSmart money
Some overlap · 3 shared positions
$EBAY$PYPL$SCHW
$2.4B
107 positions
#5YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$EBAY$PYPL$SCHW
$7.5B
76 positions
#6Pioneer Wealth Management GroupSmart money
Some overlap · 3 shared positions
$NU$UNIT$SCHW
$357M
50 positions
#7Whitegate Investment Counselors, Inc.Active
Some overlap · 4 shared positions
$CTVA$UNIT$SCHW$SNOW
$315M
68 positions
#8Diversified Investment Strategies, LLCActive
Some overlap · 3 shared positions
$PYPL$SCHW$CTVA
$157M
55 positions
#9THOMPSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$EBAY$PYPL$SCHW
$773M
499 positions
#10Meramec Financial Planners, LLCPassive
Some overlap · 4 shared positions
$CTVA$UNIT$SCHW$SNOW
$252M
520 positions
#11Quinn Opportunity Partners LLCPassive
Some overlap · 5 shared positions
$PYPL$SCHW$CRCL$DOCU$SNAP
$1.9B
360 positions
#12Nishkama Capital, LLCActive
Some overlap · 4 shared positions
$ZM$NU$CPNG$FIGR
$1.6B
52 positions
#13RTD Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$CTVA$UNIT$SNOW$NU$SCHW
$814M
114 positions
#14rebel Financial LLCPassive
Some overlap · 3 shared positions
$NU$UNIT$SNOW
$231M
65 positions
#15Vawter Financial, Ltd.Passive
Some overlap · 5 shared positions
$CTVA$UNIT$SCHW$SNOW$BRZE
$238M
122 positions
#16Brooklyn FI, LLCActive
Some overlap · 4 shared positions
$CTVA$UNIT$SCHW$BRZE
$476M
78 positions
#17ARK & TLK INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$UNIT$SCHW$CTVA$SNOW
$370M
119 positions
#18Prosperity Planning, Inc.Active
Some overlap · 5 shared positions
$CTVA$UNIT$SNOW$SCHW$BRZE
$395M
110 positions
#19Board of the Pension Protection FundPassive
Some overlap · 3 shared positions
$ZM$PYPL$DOCU
$109M
156 positions
#20WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$NU$CTVA$AON
$43.8B
263 positions
#21Livet Wealth, LLCPassive
Some overlap · 4 shared positions
$UNIT$SCHW$NU$SNOW
$157M
117 positions
#22Peak Retirement Planning, Inc.Passive
Some overlap · 3 shared positions
$UNIT$SCHW$ZM
$501M
152 positions
#23Mizuho Markets Cayman LPActive
Some overlap · 3 shared positions
$PYPL$SCHW$NU
$1.9B
86 positions
#24LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$PYPL$CTVA$SNOW$PANW
$135M
83 positions
#25BHK Investment Advisors, LLCActive
Some overlap · 3 shared positions
$CTVA$UNIT$NU
$299M
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.