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 Vernal Point Advisors,

13F Portfolio OverlapQ1 2026Vernal Point Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Vernal Point Advisors, LLC is an institutional investor managing $246M across 21 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 Vernal Point Advisors, are Orcam Financial Group, CAMBRIDGE ASSOCIATES /MA/ /ADV, Global Endowment ,, with shared positions in $DOV, $BRZE, $UPST, $IAU, $SCHW. The full ranking of 25 similar funds is below.

#1Orcam Financial GroupSmart money

Substantial overlap · 4 shared positions

$DOV $BRZE $UPST $IAU

$141M

62 positions

#2CAMBRIDGE ASSOCIATES LLC /MA/ /ADVSmart money

Substantial overlap · 5 shared positions

$DOV $UPST $IAU $BRZE $SCHW

$6.3B

64 positions

#3Global Endowment Management, LPActive

Substantial overlap · 3 shared positions

$DOV $BRZE $SCHW

$896M

126 positions

#4Pacific Park Financial, Inc.Active

Substantial overlap · 4 shared positions

$DOV $IAU $BRZE $UPST

$153M

73 positions

#5Chemistry Wealth Management LLCPassive

Notable overlap · 3 shared positions

$UPST $IAU $SCHW

$569M

204 positions

#6Kure Advisory, LLCActive

Notable overlap · 3 shared positions

$UPST $IAU $SCHW

$184M

56 positions

#7Wealth Dimensions Group, Ltd.Active

Notable overlap · 3 shared positions

$UPST $IAU $SCHW

$508M

170 positions

#8GEN Financial Management, INC.Active

Notable overlap · 4 shared positions

$UPST $DOV $IAU $SCHW

$162M

51 positions

#9MAYPORT, LLCActive

Notable overlap · 4 shared positions

$UPST $BRZE $DOV $SCHW

$538M

130 positions

#10PRESILIUM PRIVATE WEALTH, LLCActive

Notable overlap · 3 shared positions

$UPST $SCHW $DOV

$567M

75 positions

#11Arlington Trust Co LLCActive

Notable overlap · 4 shared positions

$UPST $IAU $BRZE $DOV

$1.1B

844 positions

#12Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$UPST $BRZE $IAU

$607M

110 positions

#13PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Notable overlap · 4 shared positions

$UPST $DOV $IAU $SCHW

$2.7B

174 positions

#14Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$DOV $IAU $SCHW

$90M

65 positions

#15Prime Buchholz LLCActive

Notable overlap · 3 shared positions

$DOV $BRZE $SCHW

$191M

22 positions

#16Warwick Investment Management, Inc.Active

Notable overlap · 3 shared positions

$UPST $BRZE $SCHW

$690M

137 positions

#17Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 4 shared positions

$IAU $BRZE $DOV $SCHW

$578M

118 positions

#18Beacon Financial Strategies CORPActive

Notable overlap · 3 shared positions

$UPST $BRZE $DOV

$176M

177 positions

#19Zhang Financial LLCActive

Notable overlap · 3 shared positions

$DOV $BRZE $IAU

$2.9B

367 positions

#20Cornerstone Financial Group, LLC /NE/Active

Notable overlap · 3 shared positions

$BRZE $UPST $DOV

$156M

73 positions

#21Breakwater Investment ManagementPassive

Notable overlap · 4 shared positions

$BRZE $DOV $UPST $SCHW

$269M

506 positions

#22WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$UPST $SCHW $BRZE

$350M

95 positions

#23TrueWealth Financial PartnersActive

Notable overlap · 3 shared positions

$UPST $SCHW $DOV

$251M

66 positions

#24Unconventional Investor, LLCSmart money

Notable overlap · 4 shared positions

$UPST $BRZE $SCHW $DOV

$211M

46 positions

#25Red Wave Investments LLCActive

Notable overlap · 3 shared positions

$DOV $BRZE $SCHW

$335M

112 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.