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 Solitude Financial Services

13F Portfolio OverlapQ1 2026Solitude Financial Services portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Solitude Financial Services is an institutional investor managing $338M across 39 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 Solitude Financial Services are My Portfolio Guide,, Courage Miller Partners,, Salvus Wealth ,, with shared positions in $FND, $MKL, $USB, $GLTR, $AXP, $OXY. The full ranking of 25 similar funds is below.

#1My Portfolio Guide, LLCActive

Some overlap · 3 shared positions

$FND $MKL $USB

$181M

166 positions

#2Courage Miller Partners, LLCActive

Some overlap · 3 shared positions

$GLTR $USB $MKL

$354M

92 positions

#3Salvus Wealth Management, LLCPassive

Some overlap · 3 shared positions

$FND $AXP $MKL

$172M

126 positions

#4WIN ADVISORS, INCPassive

Some overlap · 3 shared positions

$FND $OXY $AEP

$219M

78 positions

#5Financial Enhancement Group LLCPassive

Slight overlap · 3 shared positions

$FND $USB $IBIT

$807M

135 positions

#6STANSBERRY ASSET MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$AXP $MKL $C

$973M

141 positions

#7Allen Mooney & Barnes Investment Advisors LLCPassive

Slight overlap · 3 shared positions

$AXP $AEP $C

$695M

159 positions

#8NWF Advisory Services Inc.Passive

Slight overlap · 4 shared positions

$AXP $MKL $C $OXY

$886M

411 positions

#9MORTON COMMUNITY BANKPassive

Slight overlap · 3 shared positions

$AXP $AEP $C

$460M

115 positions

#10Colter Lewis Investment Partners LLCPassive

Slight overlap · 3 shared positions

$AXP $MKL $IBIT

$106M

111 positions

#11Lincoln Capital LLCActive

Slight overlap · 4 shared positions

$MKL $AXP $OXY $UPS

$528M

135 positions

#12BOYAR ASSET MANAGEMENT INC.Passive

Slight overlap · 4 shared positions

$MKL $AXP $C $UPS

$176M

78 positions

#13Kentucky Farm Bureau Mutual Insurance CoActive

Slight overlap · 3 shared positions

$AXP $AEP $C

$329M

65 positions

#14Copia Wealth ManagementPassive

Slight overlap · 4 shared positions

$FND $USB $IBIT $UPS

$146M

532 positions

#15BRAVE ASSET MANAGEMENT INCActive

Slight overlap · 3 shared positions

$AXP $MKL $C

$427M

161 positions

#16INKWELL CAPITAL LLCActive

Slight overlap · 3 shared positions

$AXP $MKL $OXY

$98M

31 positions

#17Bristlecone Value Partners, LLCPassive

Slight overlap · 3 shared positions

$AXP $MKL $OXY

$114M

68 positions

#18Chemistry Wealth Management LLCPassive

Slight overlap · 3 shared positions

$AXP $MKL $OXY

$569M

204 positions

#19Hi-Line Capital Management, LLCPassive

Slight overlap · 3 shared positions

$AXP $MKL $UPS

$318M

32 positions

#20Pavion Blue Capital, LLCPassive

Slight overlap · 3 shared positions

$AXP $MKL $UPS

$230M

108 positions

#21HALL CAPITAL MANAGEMENT CO INCPassive

Slight overlap · 3 shared positions

$MKL $AXP $USB

$280M

107 positions

#22Adalta Capital Management LLCPassive

Slight overlap · 3 shared positions

$AXP $MKL $BMY

$209M

97 positions

#23CRAWFORD INVESTMENT COUNSEL INCPassive

Slight overlap · 3 shared positions

$AXP $AEP $UPS

$5.9B

300 positions

#24MLP3, LLCPassive

Slight overlap · 3 shared positions

$AEP $MKL $C

$91M

86 positions

#25Stratos Investment Management, LLCPassive

Slight overlap · 3 shared positions

$MKL $AXP $C

$2.5B

371 positions

Compare Solitude Financial Services’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Solitude Financial Services’s holdings

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.