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 Birchcreek Wealth ,

13F Portfolio OverlapQ1 2026Birchcreek Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Birchcreek Wealth Management, LLC is an institutional investor managing $208M across 120 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 Birchcreek Wealth , are White Lighthouse Investment, Junk Investment Group,, Squared Financial, with shared positions in $MAR, $HUM, $KKR, $BRZE, $UPST, $HSY. The full ranking of 25 similar funds is below.

#1White Lighthouse Investment Management Inc.Active

Some overlap · 5 shared positions

$MAR $HUM $KKR $BRZE $UPST

$721M

145 positions

#2Junk Investment Group, LLCPassive

Some overlap · 5 shared positions

$MAR $HUM $KKR $HSY $D

$191M

88 positions

#3Capital Squared Financial LLCPassive

Some overlap · 5 shared positions

$MAR $HUM $KKR $WMB $AMAT

$131M

85 positions

#4Mount Lucas Management LPPassive

Some overlap · 3 shared positions

$INTC $MAR $KKR

$271M

165 positions

#5Blackston Financial Advisory Group, LLCActive

Some overlap · 4 shared positions

$MAR $HUM $KKR $HSY

$160M

106 positions

#6McClarren Financial Advisors, Inc.Active

Some overlap · 6 shared positions

$HUM $KKR $MAR $BRZE $HSY $UPST

$169M

79 positions

#7Vermillion Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$MAR $HUM $KKR $BRZE

$255M

1,563 positions

#8CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$MAR $HUM $KKR $BRZE

$648M

134 positions

#9LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$MAR $HUM $KKR $BRZE

$595M

360 positions

#10Raab & Moskowitz Asset Management LLCPassive

Some overlap · 4 shared positions

$MAR $HUM $KKR $BRZE

$450M

187 positions

#11RM Financial Services, LLCActive

Some overlap · 4 shared positions

$MAR $HUM $KKR $AMAT

$116M

75 positions

#12Calder Financial LLCActive

Some overlap · 6 shared positions

$HUM $MAR $HSY $KKR $BRZE $UPST

$101M

40 positions

#13MAINSAIL ASSET MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$MAR $HUM $KKR $HSY

$223M

112 positions

#14Madden Advisory Services, Inc.Passive

Some overlap · 4 shared positions

$MAR $HUM $HSY $BRZE

$254M

108 positions

#15Drucker Wealth 3.0, LLCPassive

Some overlap · 4 shared positions

$MAR $HUM $KKR $AMAT

$573M

266 positions

#16Cornerstone Advisory, LLCPassive

Some overlap · 3 shared positions

$MAR $HUM $KKR

$1.1B

262 positions

#17SWAN Capital LLCPassive

Some overlap · 3 shared positions

$MAR $HUM $KKR

$272M

554 positions

#18Capital Advisors Wealth Management, LLCPassive

Some overlap · 3 shared positions

$MAR $HUM $KKR

$745M

219 positions

#19Finward BancorpPassive

Some overlap · 3 shared positions

$MAR $HUM $KKR

$125M

104 positions

#20Financial Perspectives, IncPassive

Some overlap · 3 shared positions

$MAR $HUM $KKR

$358M

716 positions

#21CVA Family Office, LLCPassive

Some overlap · 3 shared positions

$MAR $HUM $KKR

$950M

1,838 positions

#22DAGCO, INC.Passive

Some overlap · 3 shared positions

$MAR $HUM $KKR

$461M

353 positions

#23Baltimore-Washington Financial Advisors, Inc.Active

Some overlap · 3 shared positions

$MAR $HUM $KKR

$2.3B

186 positions

#24New Insight Wealth AdvisorsActive

Some overlap · 3 shared positions

$MAR $HUM $KKR

$279M

107 positions

#25RCW Management, LLCPassive

Some overlap · 4 shared positions

$MAR $KKR $HSY $HUM

$98M

68 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.