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 Sentinus

13F Portfolio OverlapQ2 2026Sentinus portfolio →

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Most similar hedge funds by 13F overlap

Sentinus, LLC is an institutional investor managing $1.3B across 656 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Sentinus are TRANSCEND WEALTH COLLECTIVE, FAMILY WEALTH PARTNERS, CENTRAL, with shared positions in $OBDC, $PHYS, $FSK, $MS, $WDC, $FIX. The full ranking of 25 similar funds is below.

#1TRANSCEND WEALTH COLLECTIVE, LLCPassive

Some overlap · 4 shared positions

$OBDC $PHYS $FSK $MS

$1.5B

815 positions

#2FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 4 shared positions

$OBDC $FSK $WDC $FIX

$326M

109 positions

#3CENTRAL TRUST CoPassive

Slight overlap · 3 shared positions

$PHYS $CEF $MCD

$5.5B

1,568 positions

#4Essential Partners LLCPassive

Slight overlap · 4 shared positions

$PHYS $WDC $FIX $SNDK

$217M

2,853 positions

#5G&S Capital LLCPassive

Slight overlap · 4 shared positions

$PHYS $MCD $MDY $C

$345M

155 positions

#6K.J. Harrison & Partners IncPassive

Slight overlap · 3 shared positions

$PHYS $CEF $MS

$706M

224 positions

#7E&G Advisors, LPPassive

Slight overlap · 4 shared positions

$PHYS $MS $C $MDY

$518M

243 positions

#8Peak Financial Management, Inc.Active

Slight overlap · 4 shared positions

$CEF $PHYS $SNDK $WDC

$436M

114 positions

#93EDGE Asset Management, LPActive

Slight overlap · 3 shared positions

$PHYS $CEF $MDY

$2.2B

94 positions

#10Montis Financial, LLCActive

Slight overlap · 3 shared positions

$PHYS $CEF $MDY

$489M

152 positions

#11QUANTUM FINANCIAL PARTNERS LLCPassive

Slight overlap · 3 shared positions

$PHYS $MCD $MS

$196M

153 positions

#12TruNorth Capital Management, LLCSmart money

Slight overlap · 3 shared positions

$PHYS $MCD $MDY

$623M

123 positions

#13IFC Advisors LLCActive

Slight overlap · 3 shared positions

$PHYS $MCD $MS

$788M

179 positions

#14Fidelis Capital Partners, LLCPassive

Slight overlap · 3 shared positions

$PHYS $MS $MDY

$1.7B

538 positions

#15Pettinga Financial Advisors LLCActive

Slight overlap · 3 shared positions

$OBDC $MDY $PHYS

$624M

156 positions

#16Walser Wealth Management Company, A Ltd Liability CoPassive

Slight overlap · 3 shared positions

$PHYS $MS $C

$241M

215 positions

#17PKS Advisory Services, LLCPassive

Slight overlap · 4 shared positions

$CEF $PHYS $MDY $MCD

$627M

380 positions

#18HERITAGE INVESTORS MANAGEMENT CORPActive

Slight overlap · 4 shared positions

$MCD $MS $MDY $C

$3.6B

257 positions

#19Summit Wealth Partners, LLCPassive

Slight overlap · 4 shared positions

$MCD $MS $MDY $SNDK

$702M

280 positions

#20Fedenia Advisers LLCPassive

Slight overlap · 4 shared positions

$CEF $SNDK $WDC $FIX

$421M

459 positions

#21Wakefield Asset Management LLLPPassive

Slight overlap · 4 shared positions

$PHYS $MS $WDC $FIX

$444M

225 positions

#22Beaumont Financial Advisors, LLCPassive

Slight overlap · 3 shared positions

$CEF $PHYS $MCD

$1.6B

383 positions

#23COLUMBIA ADVISORY PARTNERS LLCActive

Slight overlap · 3 shared positions

$PHYS $CEF $MCD

$181M

111 positions

#24JPMORGAN CHASE & COPassive

Slight overlap · 4 shared positions

$MCD $MS $SNDK $WDC

$1.8T

7,720 positions

#25Philadelphia Financial Management of San Francisco, LLCActive

Slight overlap · 3 shared positions

$ARES $MS $HIG

$496M

45 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.