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 360 Financial,

13F Portfolio OverlapQ1 2026360 Financial, portfolio →

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Most similar hedge funds by 13F overlap

360 Financial, Inc. is an institutional investor managing $332M across 80 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 360 Financial, are Hubbell Strickland Wealth ,, CONQUIS FINANCIAL, Keystone Financial Group,, with shared positions in $HUM, $KKR, $MS, $PLTR, $SNOW, $AMGN. The full ranking of 25 similar funds is below.

#1Hubbell Strickland Wealth Management, LLCActive

Substantial overlap · 4 shared positions

$HUM $KKR $MS $PLTR

$251M

83 positions

#2CONQUIS FINANCIAL LLCSmart money

Substantial overlap · 3 shared positions

$HUM $SNOW $AMGN

$121M

54 positions

#3Keystone Financial Group, Inc.Active

Substantial overlap · 3 shared positions

$HUM $AMGN $HON

$192M

134 positions

#4Ariston Services GroupActive

Substantial overlap · 3 shared positions

$HUM $SNOW $KKR

$167M

71 positions

#5Reality Financial Planning Services, LLCSmart money

Substantial overlap · 3 shared positions

$HUM $SNOW $KKR

$104M

20 positions

#6Aurdan Capital Management, LLCActive

Substantial overlap · 5 shared positions

$HUM $ADP $AMGN $KO $HON

$333M

88 positions

#7Diversified Enterprises, LLCActive

Notable overlap · 4 shared positions

$HUM $SNOW $PWR $MAR

$1.8B

413 positions

#8Prodigy Asset Management LLCSmart money

Notable overlap · 3 shared positions

$HUM $MS $AMGN

$300M

28 positions

#9Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $SNOW $AMGN

$341M

64 positions

#10Buska Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $KO

$249M

74 positions

#11Noble Family Wealth, LLCActive

Notable overlap · 5 shared positions

$HUM $SNOW $KKR $MS $FAST

$484M

76 positions

#12Paragon Capital Management LtdActive

Notable overlap · 3 shared positions

$HUM $AMGN $HON

$476M

199 positions

#13Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$HUM $SNOW $KKR $MAR

$302M

51 positions

#14Confluence Wealth Services, Inc.Active

Notable overlap · 3 shared positions

$HUM $SNOW $MS

$2.6B

365 positions

#15SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $MAR $PLTR

$272M

554 positions

#16Trust Point Inc.Active

Notable overlap · 5 shared positions

$HUM $FAST $PWR $MAR $HON

$1.2B

521 positions

#17RIVER'S EDGE WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$HUM $PLTR $MS

$107M

46 positions

#18FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $PWR $AMGN $MAR

$176M

104 positions

#19ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 4 shared positions

$HUM $SNOW $PLTR $KO

$753M

159 positions

#20Cascades Capital Asset Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $MAR $MS

$239M

158 positions

#21Sterling Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$HUM $KKR $MS

$175M

20 positions

#22PLANNING DIRECTIONS INCActive

Notable overlap · 3 shared positions

$HUM $SNOW $SAN

$198M

106 positions

#23Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$HUM $KKR $PLTR

$98M

197 positions

#24HANOVER ADVISORS INCActive

Notable overlap · 6 shared positions

$HUM $SNOW $KKR $PLTR $KO $MAR

$246M

118 positions

#25Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $SAN

$255M

70 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.