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 WFA of San Diego,

13F Portfolio OverlapQ1 2026WFA of San Diego, portfolio →

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Most similar hedge funds by 13F overlap

WFA of San Diego, LLC is an institutional investor managing $125M across 404 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 WFA of San Diego, are Graetz Wealth, Cornerstone Financial, WEBSTERROGERS FINANCIAL ADVISORS,, with shared positions in $HUM, $VLTO, $GLDM, $USB, $AMAT, $DDOG. The full ranking of 25 similar funds is below.

#1Graetz Wealth LLCPassive

Notable overlap · 6 shared positions

$HUM $VLTO $GLDM $USB $AMAT $DDOG

$112M

80 positions

#2Cornerstone Financial Management LLCPassive

Notable overlap · 5 shared positions

$HUM $VLTO $USB $COP $DDOG

$109M

1,311 positions

#3WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$HUM $VLTO $USB $COP $DDOG

$350M

95 positions

#4Family CFO IncActive

Notable overlap · 5 shared positions

$HUM $VLTO $USB $MKL $GLDM

$223M

41 positions

#5Kraft, Davis & Associates, LLCPassive

Notable overlap · 4 shared positions

$HUM $GLDM $MKL $COP

$469M

151 positions

#6Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$GLDM $HUM $VLTO $USB

$163M

67 positions

#7Bulwark Capital CorpActive

Notable overlap · 5 shared positions

$VLTO $HUM $JHG $COP $GLDM

$162M

100 positions

#8Oakmont Advisory Group, LLCPassive

Some overlap · 5 shared positions

$HUM $VLTO $USB $GLDM $COP

$98M

119 positions

#9Fortis Advisors, LLCPassive

Some overlap · 4 shared positions

$HUM $GLDM $USB $COP

$200M

119 positions

#10Accretive Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$HUM $GLDM $COP $USB

$356M

180 positions

#11TD PRIVATE CLIENT WEALTH LLCPassive

Some overlap · 5 shared positions

$VLTO $HUM $COP $USB $DDOG

$4.8B

1,649 positions

#12Windward Private Wealth Management Inc.Smart money

Some overlap · 4 shared positions

$HUM $VLTO $COP $DDOG

$289M

44 positions

#13Hamrick Investment Counsel, llcPassive

Some overlap · 5 shared positions

$HUM $MKL $USB $AMGN $IBM

$180M

359 positions

#14MATHER GROUP, LLC.Active

Some overlap · 5 shared positions

$VLTO $USB $MKL $COP $DDOG

$10.0B

1,896 positions

#15Farrell Financial LLCPassive

Some overlap · 5 shared positions

$HUM $USB $MKL $COP $DDOG

$167M

76 positions

#16RM Financial Services, LLCActive

Some overlap · 5 shared positions

$GLDM $HUM $COP $AMAT $IBM

$116M

75 positions

#17Employees' Retirement Fund of the City of Fort WorthActive

Some overlap · 3 shared positions

$HUM $VLTO $COP

$230M

21 positions

#18Seneca Financial Advisors LLCActive

Some overlap · 5 shared positions

$HUM $VLTO $USB $DDOG $AMGN

$341M

64 positions

#19New Perspectives, IncSmart money

Some overlap · 4 shared positions

$HUM $GLDM $MKL $AMGN

$289M

44 positions

#20Lynx Investment AdvisoryPassive

Some overlap · 5 shared positions

$GLDM $HUM $COP $JHG $USB

$209M

181 positions

#21Quantum Financial Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $VLTO $AMGN

$891M

231 positions

#22Firestone Capital ManagementPassive

Some overlap · 5 shared positions

$HUM $MKL $COP $DDOG $USB

$480M

160 positions

#23Smith Partners Wealth Management, LLCPassive

Some overlap · 4 shared positions

$HUM $MKL $USB $DDOG

$112M

76 positions

#24Piedmont Capital Management, LLCActive

Some overlap · 5 shared positions

$GLDM $USB $HUM $IBM $AMGN

$197M

50 positions

#25Creekside PartnersPassive

Some overlap · 5 shared positions

$HUM $MKL $COP $IBM $WFC

$243M

183 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.