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 One Day In July

13F Portfolio OverlapQ1 2026One Day In July portfolio →

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Most similar hedge funds by 13F overlap

One Day In July LLC is an institutional investor managing $1.2B across 153 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 One Day In July are White Lighthouse Investment, SWAN, Martel Wealth Advisors, with shared positions in $KKR, $HUM, $SCHW, $MAR, $UNIT, $MKL. The full ranking of 25 similar funds is below.

#1White Lighthouse Investment Management Inc.Active

Notable overlap · 8 shared positions

$KKR $HUM $SCHW $MAR $UNIT $MKL

$721M

145 positions

#2SWAN Capital LLCPassive

Notable overlap · 7 shared positions

$KKR $HUM $SCHW $MAR $UNIT $MKL

$272M

554 positions

#3Martel Wealth Advisors IncSmart money

Notable overlap · 6 shared positions

$KKR $HUM $SCHW $MAR $UNIT $MKL

$587M

73 positions

#4Juno Financial Group LLCActive

Notable overlap · 7 shared positions

$KKR $HUM $SCHW $SE $BRZE $GE

$255M

70 positions

#5Gross & Hartman Investments LLCSmart money

Notable overlap · 4 shared positions

$KKR $EPAM $MAR $MKL

$192M

72 positions

#6Safe Harbor Family Capital, LLCSmart money

Notable overlap · 4 shared positions

$KKR $EPAM $MAR $MKL

$128M

55 positions

#7Ariston Services GroupActive

Notable overlap · 5 shared positions

$KKR $HUM $SCHW $DE $IAU

$167M

71 positions

#8Investment Advisory Group, LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $SCHW $BRZE

$393M

194 positions

#9Western Pacific Wealth Management, LPActive

Notable overlap · 4 shared positions

$KKR $HUM $SCHW $BRZE

$98M

197 positions

#10Reality Financial Planning Services, LLCSmart money

Notable overlap · 4 shared positions

$KKR $HUM $SCHW $BRZE

$104M

20 positions

#11Piedmont Capital Management, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $SCHW

$197M

50 positions

#12Arlington Trust Co LLCActive

Notable overlap · 5 shared positions

$KKR $HUM $SE $BRZE $IAU

$1.1B

844 positions

#13Financially in Tune, LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $UNIT $MKL

$116M

77 positions

#14truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$KKR $HUM $UNIT $DE

$97M

49 positions

#15MARINO, STRAM & ASSOCIATES LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $UNIT

$557M

185 positions

#16Mittelman Wealth ManagementActive

Notable overlap · 3 shared positions

$KKR $HUM $GE

$160M

52 positions

#17Forum Private Client Group LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $IAU

$300M

80 positions

#18Kropog Financial Group, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$123M

33 positions

#19Causey Wealth LLCPassive

Notable overlap · 4 shared positions

$KKR $SCHW $HUM $BRZE

$236M

81 positions

#20INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $UNIT $DE

$803M

181 positions

#21PARAGON FINANCIAL PARTNERS, INC.Active

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$177M

77 positions

#22Quaker Wealth Management, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$320M

972 positions

#23Tepp RIA, LLCActive

Notable overlap · 3 shared positions

$KKR $EPAM $MAR

$128M

41 positions

#24HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$KKR $HUM $SCHW $MAR $MKL $BRZE

$238M

142 positions

#25Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 3 shared positions

$KKR $SCHW $BRZE

$462M

228 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.