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 Snider Financial Group

13F Portfolio OverlapQ1 2026Snider Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Snider Financial Group is an institutional investor managing $393M across 103 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 Snider Financial Group are Juno Financial Group, Madson Wealth Advisors, M3 Wealth ,, with shared positions in $HUM, $SE, $PANW, $CRWD, $DHR, $GE. The full ranking of 25 similar funds is below.

#1Juno Financial Group LLCActive

Notable overlap · 6 shared positions

$HUM $SE $PANW $CRWD $DHR $GE

$255M

70 positions

#2Madson Wealth Advisors IncPassive

Notable overlap · 4 shared positions

$HUM $SE $ASML $DHR

$120M

84 positions

#3M3 Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $SYK $PANW $MKL

$130M

35 positions

#4DDFG, IncActive

Notable overlap · 3 shared positions

$SE $HUM $BAC

$464M

86 positions

#5Stokes Family Office, LLCPassive

Notable overlap · 4 shared positions

$HUM $SE $CTAS $DDOG

$969M

276 positions

#6Wealth Architects, LLCPassive

Notable overlap · 3 shared positions

$HUM $SE $RELX

$1.1B

244 positions

#7Aznar Financial Advisors, LLC

Notable overlap · 3 shared positions

$HUM $SE $DHR

$104M

31 positions

#8Interactive Financial AdvisorsActive

Notable overlap · 3 shared positions

$HUM $SE $SHW

$153M

78 positions

#9Verum Partners LLCActive

Notable overlap · 5 shared positions

$SE $HUM $BAC $GE $DHR

$527M

176 positions

#10Plotkin Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$HUM $SHW $PANW $ANET

$199M

100 positions

#11PETERSON WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$HUM $CRWD $PANW

$172M

166 positions

#12Hamrick Investment Counsel, llcPassive

Notable overlap · 3 shared positions

$HUM $SYK $MKL

$180M

359 positions

#13INTEGRAL INVESTMENT ADVISORS, INC.Passive

Notable overlap · 4 shared positions

$HUM $RELX $PANW $BAC

$402M

174 positions

#14Diversified Enterprises, LLCActive

Notable overlap · 3 shared positions

$HUM $SHW $DDOG

$1.8B

413 positions

#15Mosaic Advisors LLCPassive

Some overlap · 3 shared positions

$HUM $SHW $MKL

$67M

42 positions

#16Bristlecone Value Partners, LLCPassive

Some overlap · 4 shared positions

$HUM $DDOG $MKL $BAC

$114M

68 positions

#17INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Some overlap · 3 shared positions

$HUM $SYK $BAC

$314M

130 positions

#18Firestone Capital ManagementPassive

Some overlap · 4 shared positions

$HUM $DDOG $MKL $DHR

$480M

160 positions

#19BARON SILVER STEVENS FINANCIAL ADVISORS, LLCActive

Some overlap · 4 shared positions

$HUM $DDOG $MKL $DHR

$689M

134 positions

#20ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 4 shared positions

$HUM $DDOG $MKL $SHW

$753M

159 positions

#21ASPIRIANT, LLCActive

Some overlap · 4 shared positions

$HUM $DDOG $MKL $SE

$3.5B

338 positions

#22Smith Partners Wealth Management, LLCPassive

Some overlap · 5 shared positions

$HUM $SE $DDOG $MKL $GE

$112M

76 positions

#23HANOVER ADVISORS INCActive

Some overlap · 4 shared positions

$HUM $DDOG $BAC $MKL

$246M

118 positions

#24Addison Advisors LLCPassive

Some overlap · 4 shared positions

$HUM $SYK $BAC $GE

$452M

980 positions

#25Baltimore-Washington Financial Advisors, Inc.Active

Some overlap · 6 shared positions

$HUM $SYK $CRWD $ANET $ASML $MKL

$2.3B

186 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.