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 Gleason Group,

13F Portfolio OverlapQ1 2026Gleason Group, portfolio →

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Most similar hedge funds by 13F overlap

Gleason Group, Inc. is an institutional investor managing $1.1B across 449 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 Gleason Group, are Luminvest Wealth, Mallini Complete Financial Planning, Seneca Financial Advisors, with shared positions in $BRZE, $DDOG, $KKR, $DHR, $HUM, $MKL. The full ranking of 25 similar funds is below.

#1Luminvest Wealth Management LLCSmart money

Substantial overlap · 6 shared positions

$BRZE $DDOG $KKR $DHR $HUM $MKL

$382M

55 positions

#2Mallini Complete Financial Planning LLCSmart money

Notable overlap · 5 shared positions

$BRZE $DDOG $KKR $HUM $SO

$126M

61 positions

#3Seneca Financial Advisors LLCActive

Notable overlap · 5 shared positions

$BRZE $DDOG $KKR $HUM $MCD

$341M

64 positions

#4Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$BRZE $DDOG $MKL

$478M

42 positions

#5Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$BRZE $KKR $HUM $DHR $DE

$255M

70 positions

#625 LLCActive

Notable overlap · 3 shared positions

$BRZE $DDOG $SNA

$324M

69 positions

#7Manuka Financial, LLCActive

Notable overlap · 5 shared positions

$BRZE $DDOG $DHR $KKR $MKL

$162M

56 positions

#8SVRN Asset Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $DDOG $HUM $MKL

$103M

37 positions

#9FIDUCIARY ADVISORS, INC.Active

Notable overlap · 7 shared positions

$BRZE $KKR $DHR $BAC $KO $MKL

$133M

121 positions

#10Arbor Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$BRZE $HUM $KKR $KO

$143M

56 positions

#11Sunflower Bank, N.A.Active

Notable overlap · 3 shared positions

$BRZE $DDOG $KO

$392M

155 positions

#12Prospera Capital Management, LLCSmart money

Notable overlap · 4 shared positions

$BRZE $DDOG $HUM $MKL

$199M

45 positions

#13STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$BRZE $HUM $MKL

$140M

29 positions

#14VANGUARD ADVISERS INCSmart money

Notable overlap · 6 shared positions

$BRZE $DDOG $MKL $HUM $KKR $DHR

$25.5B

668 positions

#15Charis Legacy Partners, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $KKR $MKL

$68M

27 positions

#16Tenon Financial LLCSmart money

Notable overlap · 4 shared positions

$BRZE $DDOG $DHR $KKR

$255M

54 positions

#17Vanguard National Trust CoActive

Notable overlap · 5 shared positions

$BRZE $HUM $DDOG $KKR $MKL

$1.6B

751 positions

#18Verus Financial Partners, Inc.Smart money

Notable overlap · 4 shared positions

$BRZE $DDOG $DHR $MKL

$1.1B

121 positions

#19GuidedMoney, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $DHR $MCD

$190M

29 positions

#20Financial Architects, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $DDOG $DHR

$190M

25 positions

#21Gibson Wealth Advisors LLCSmart money

Notable overlap · 5 shared positions

$BRZE $SO $KO $MCD $MKL

$149M

37 positions

#22Topsail Wealth Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $DDOG $HUM $MKL

$678M

294 positions

#23Sageworth Trust Co of South DakotaActive

Notable overlap · 3 shared positions

$BRZE $DHR $MKL

$126M

56 positions

#24Charter Oak Capital Management, LLCActive

Notable overlap · 5 shared positions

$BRZE $DHR $KKR $HUM $MKL

$1.3B

208 positions

#25Madison Park Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$BRZE $HUM $DHR $GILD

$127M

62 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.