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 CATALYST PRIVATE WEALTH,

13F Portfolio OverlapQ1 2026CATALYST PRIVATE WEALTH, portfolio →

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Most similar hedge funds by 13F overlap

CATALYST PRIVATE WEALTH, LLC is an institutional investor managing $185M across 76 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 CATALYST PRIVATE WEALTH, are WealthCollab,, FIDUCIARY ADVISORS,, Capstone Financial Advisors,, with shared positions in $DHR, $BRZE, $AFRM, $CRM, $SCHW, $SNOW. The full ranking of 25 similar funds is below.

#1WealthCollab, LLCPassive

Notable overlap · 6 shared positions

$DHR $BRZE $AFRM $CRM $SCHW $SNOW

$243M

977 positions

#2FIDUCIARY ADVISORS, INC.Active

Notable overlap · 3 shared positions

$DHR $BRZE $KKR

$133M

121 positions

#3Capstone Financial Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$DHR $BRZE $HUM $LRCX

$1.9B

187 positions

#4MontVue Capital Management, Inc.Active

Notable overlap · 3 shared positions

$DHR $BRZE $SCHW

$147M

67 positions

#5CHERRYDALE WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 4 shared positions

$DHR $BRZE $SCHW $AFRM

$324M

77 positions

#6Spyglass Capital Management LLCActive

Notable overlap · 4 shared positions

$AFRM $DASH $IOT $SNOW

$1.3B

24 positions

#7Downshift Financial, LLCActive

Notable overlap · 5 shared positions

$DHR $BRZE $HUM $SCHW $SNOW

$193M

77 positions

#8Kastel Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$DHR $BRZE $KKR $HUM

$163M

55 positions

#9White Lighthouse Investment Management Inc.Active

Notable overlap · 7 shared positions

$BRZE $DHR $AFRM $KKR $HUM $SCHW

$721M

145 positions

#10PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$DHR $BRZE $SCHW $SNOW

$1.4B

283 positions

#11Charter Oak Capital Management, LLCActive

Notable overlap · 6 shared positions

$BRZE $DHR $AFRM $KKR $HUM $CRM

$1.3B

208 positions

#12Bienville Capital Management, LLCPassive

Notable overlap · 5 shared positions

$DASH $AFRM $IOT $HUM $SNOW

$550M

74 positions

#13CAHABA WEALTH MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$DHR $BRZE $KKR

$1.5B

154 positions

#14Manuka Financial, LLCActive

Notable overlap · 6 shared positions

$DHR $BRZE $KKR $UBER $SCHW $SNOW

$162M

56 positions

#15Hardy Reed LLCActive

Notable overlap · 5 shared positions

$DHR $BRZE $KKR $SCHW $SNOW

$1.4B

243 positions

#16GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 4 shared positions

$DHR $BRZE $AFRM $HUM

$128M

42 positions

#17TrueNorth, Inc.Passive

Notable overlap · 3 shared positions

$BRZE $AFRM $DHR

$1.0B

1,033 positions

#18Sellwood Investment Partners LLCSmart money

Notable overlap · 4 shared positions

$BRZE $AFRM $SCHW $SNOW

$254M

59 positions

#19New Covenant Trust Company, N.A.Active

Notable overlap · 3 shared positions

$BRZE $AFRM $KKR

$112M

96 positions

#20Prime Buchholz LLCActive

Some overlap · 3 shared positions

$BRZE $AFRM $SCHW

$191M

22 positions

#21Steadview Capital Management LLCActive

Some overlap · 3 shared positions

$DASH $AFRM $PLTR

$227M

12 positions

#22Beta Wealth Group, Inc.Passive

Some overlap · 4 shared positions

$DHR $AFRM $HUM $SNOW

$242M

112 positions

#23Everest Management Corp.Active

Some overlap · 3 shared positions

$DHR $BRZE $CRM

$197M

72 positions

#24COGENT STRATEGIC WEALTH LLCActive

Some overlap · 3 shared positions

$BRZE $DHR $PLTR

$97M

56 positions

#25Global X Japan Co., Ltd.Active

Some overlap · 3 shared positions

$DHR $PLTR $LRCX

$1.9B

378 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.