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 SJBENEN ADVISORY,

13F Portfolio OverlapQ1 2026SJBENEN ADVISORY, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SJBENEN ADVISORY, LLC is an institutional investor managing $120M across 27 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 SJBENEN ADVISORY, are Brevan Howard, Pilgrim Partners Asia Pte Ltd, Benson Wealth, with shared positions in $IBIT, $PLTR, $SCHW, $COIN, $MKL, $DHR. The full ranking of 25 similar funds is below.

#1Brevan Howard Capital Management LPPassive

Notable overlap · 4 shared positions

$IBIT $PLTR $SCHW $COIN

$11.3B

2,114 positions

#2Pilgrim Partners Asia Pte LtdActive

Notable overlap · 3 shared positions

$IBIT $MKL $PLTR

$246M

126 positions

#3Benson Wealth Management INCPassive

Notable overlap · 3 shared positions

$IBIT $COIN $PLTR

$73M

354 positions

#4Belvedere Trading LLCActive

Notable overlap · 3 shared positions

$IBIT $PLTR $COIN

$84.4B

731 positions

#5Consolidated Portfolio Review CorpSmart money

Notable overlap · 3 shared positions

$IBIT $SCHW $MKL

$1.1B

34 positions

#6ALLEN OPERATIONS LLCSmart money

Notable overlap · 3 shared positions

$IBIT $PLTR $SCHW

$670M

35 positions

#7Upper Left Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$IBIT $MKL $SCHW

$169M

68 positions

#8Sloy Dahl & Holst, LLCSmart money

Some overlap · 3 shared positions

$PLTR $COIN $IBIT

$728M

112 positions

#9Verde Capital ManagementActive

Some overlap · 3 shared positions

$IBIT $PLTR $SCHW

$468M

69 positions

#10Van Cleef Asset Management,IncActive

Some overlap · 4 shared positions

$PLTR $MKL $SCHW $DHR

$929M

118 positions

#11Pine Ridge Advisers LLCSmart money

Some overlap · 3 shared positions

$IBIT $SCHW $MKL

$1.6B

41 positions

#12Kingstone Capital Partners Texas, LLCActive

Some overlap · 3 shared positions

$PLTR $IBIT $BAC

$162M

57 positions

#13HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$PLTR $MKL $SCHW $DHR

$238M

142 positions

#14Cypress Point Wealth Management, LLCActive

Some overlap · 3 shared positions

$PLTR $MKL $BAC

$464M

123 positions

#15Harvest Portfolios Group Inc.Active

Some overlap · 3 shared positions

$PLTR $COIN $DHR

$6.1B

260 positions

#16Genesis Financial Group, LLCPassive

Some overlap · 3 shared positions

$PLTR $SCHW $DHR

$158M

103 positions

#17Oder Investment Management, LLCPassive

Some overlap · 3 shared positions

$PLTR $SCHW $BAC

$130M

102 positions

#18Foundation Wealth Management, LLCSmart money

Some overlap · 3 shared positions

$IBIT $DHR $PLTR

$148M

44 positions

#19Blue Sparrow, LLC /DEActive

Some overlap · 3 shared positions

$PLTR $SCHW $BAC

$5.8B

176 positions

#20New Millennium Group LLC

Some overlap · 3 shared positions

$PLTR $MKL $BAC

$231M

407 positions

#21Financial Life PlannersActive

Some overlap · 4 shared positions

$PLTR $SCHW $BAC $DHR

$130M

367 positions

#22FAGAN ASSOCIATES, INC.Passive

Some overlap · 3 shared positions

$PLTR $SCHW $BAC

$719M

135 positions

#23Transcendent Capital Group LLCPassive

Some overlap · 3 shared positions

$IBIT $PLTR $SCHW

$219M

112 positions

#24KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$PLTR $IBIT $SCHW

$315M

156 positions

#25Lincoln Capital LLCActive

Some overlap · 3 shared positions

$DHR $MKL $SCHW

$528M

135 positions

Compare SJBENEN ADVISORY,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View SJBENEN ADVISORY,’s holdings

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.