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 CVA Family Office,

13F Portfolio OverlapQ1 2026CVA Family Office, portfolio →

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Most similar hedge funds by 13F overlap

CVA Family Office, LLC is an institutional investor managing $950M across 1,838 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 CVA Family Office, are Financial Perspectives,, Vermillion Wealth ,, SWAN, with shared positions in $MAR, $HUM, $MS, $KKR, $USB, $COP. The full ranking of 25 similar funds is below.

#1Financial Perspectives, IncPassive

Notable overlap · 5 shared positions

$MAR $HUM $MS $KKR $USB

$358M

716 positions

#2Vermillion Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$MAR $HUM $KKR $USB $COP

$255M

1,563 positions

#3SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$MAR $HUM $KKR $USB $KMI

$272M

554 positions

#4Junk Investment Group, LLCPassive

Notable overlap · 4 shared positions

$MAR $HUM $KKR $KO

$191M

88 positions

#5Wheelhouse Advisory Group LLCActive

Notable overlap · 5 shared positions

$MAR $HUM $AMN $KKR $USB

$302M

51 positions

#6John A. Wolfe & Associates, Inc.Active

Notable overlap · 4 shared positions

$MAR $KKR $AMN $USB

$65M

42 positions

#7Compass Financial Group, INC/SDActive

Notable overlap · 5 shared positions

$MAR $HUM $KKR $ET $USB

$715M

105 positions

#8Wall Street Financial Group, Inc.Passive

Notable overlap · 3 shared positions

$MAR $MS $KO

$169M

667 positions

#9Madden Advisory Services, Inc.Passive

Notable overlap · 3 shared positions

$MAR $HUM $COP

$254M

108 positions

#10ATLANTIC FAMILY WEALTH, LLCSmart money

Notable overlap · 5 shared positions

$MAR $MS $HUM $KKR $USB

$138M

59 positions

#11Capital Planning LLCActive

Notable overlap · 3 shared positions

$MAR $HUM $MS

$307M

82 positions

#12RCW Management, LLCPassive

Notable overlap · 4 shared positions

$MAR $KKR $HUM $COP

$98M

68 positions

#13New Insight Wealth AdvisorsActive

Notable overlap · 4 shared positions

$MAR $HUM $KKR $COP

$279M

107 positions

#14Bulwark Capital CorpActive

Notable overlap · 5 shared positions

$MAR $HUM $KKR $COP $MS

$162M

100 positions

#15Wealth Group LtdSmart money

Notable overlap · 3 shared positions

$MAR $MS $HUM

$439M

94 positions

#16ARMSTRONG ADVISORY GROUP, INCActive

Notable overlap · 5 shared positions

$MAR $KKR $HUM $KO $COP

$1.5B

958 positions

#17Capital Advisors Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$MAR $HUM $KKR $AMN $USB

$745M

219 positions

#18White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$MAR $HUM $KKR $USB $COP

$721M

145 positions

#19AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$MAR $NKE $COP

$445M

77 positions

#20APS Management Group, Inc.Passive

Notable overlap · 5 shared positions

$MAR $MS $KKR $NKE $COP

$117M

72 positions

#21Wiser Wealth Management, IncSmart money

Notable overlap · 4 shared positions

$MAR $HUM $COP $KO

$464M

58 positions

#22Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$MAR $MS $KKR $HUM

$151M

97 positions

#23Pioneer Family Office, LLCSmart money

Notable overlap · 3 shared positions

$MAR $MS $USB

$156M

122 positions

#24DAGCO, INC.Passive

Some overlap · 5 shared positions

$MAR $HUM $MS $KKR $COP

$461M

353 positions

#25FIRST FINANCIAL CORP /IN/Active

Some overlap · 3 shared positions

$MAR $FLEX $AMN

$255M

303 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.