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 WEBSTERROGERS FINANCIAL ADVISORS,

13F Portfolio OverlapQ1 2026WEBSTERROGERS FINANCIAL ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

WEBSTERROGERS FINANCIAL ADVISORS, LLC is an institutional investor managing $390M across 103 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 WEBSTERROGERS FINANCIAL ADVISORS, are Cornerstone Financial, MASTER'S WEALTH, Cascade Wealth Advisors,, with shared positions in $UPST, $VLTO, $HUM, $USB, $COP, $DDOG. The full ranking of 25 similar funds is below.

#1Cornerstone Financial Management LLCPassive

Substantial overlap · 7 shared positions

$UPST $VLTO $HUM $USB $COP $DDOG

$109M

1,311 positions

#2MASTER'S WEALTH MANAGEMENT INC.Active

Substantial overlap · 5 shared positions

$UPST $NEE $DDOG $COP $PSX

$295M

82 positions

#3Cascade Wealth Advisors, IncActive

Substantial overlap · 7 shared positions

$UPST $HUM $USB $COP $DDOG $SNOW

$228M

60 positions

#4Family CFO IncActive

Substantial overlap · 5 shared positions

$HUM $VLTO $USB $SCHW $BRZE

$223M

41 positions

#5Employees' Retirement Fund of the City of Fort WorthActive

Substantial overlap · 4 shared positions

$VLTO $HUM $COP $SCHW

$230M

21 positions

#6GEN Financial Management, INC.Active

Substantial overlap · 4 shared positions

$HUM $UPST $DDOG $SCHW

$162M

51 positions

#7Cravens & Co Advisors, LLCActive

Notable overlap · 4 shared positions

$VLTO $UPST $USB $LOW

$154M

64 positions

#8BluePrint Investing LLCActive

Notable overlap · 5 shared positions

$UPST $USB $NEE $SCHW $COP

$126M

26 positions

#9Seneca Financial Advisors LLCActive

Notable overlap · 7 shared positions

$HUM $DDOG $VLTO $USB $SNOW $BRZE

$341M

64 positions

#10Cordant, Inc.Active

Notable overlap · 5 shared positions

$UPST $USB $COP $SCHW $SNOW

$246M

75 positions

#11Hurlow Wealth Management Group, Inc.Active

Notable overlap · 9 shared positions

$USB $DDOG $HUM $COP $SCHW $SNOW

$420M

120 positions

#12Level Financial AdvisorsActive

Notable overlap · 7 shared positions

$UPST $VLTO $COP $SNOW $NEE $HUM

$392M

92 positions

#13Firestone Capital ManagementPassive

Notable overlap · 6 shared positions

$HUM $COP $DDOG $SCHW $NEE $USB

$480M

160 positions

#14STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$HUM $UPST $NEE $COP $BAC

$547M

180 positions

#15Timonier Family Office, LTD.

Notable overlap · 5 shared positions

$NEE $DDOG $USB $DUK $LOW

$315M

56 positions

#16POWER WEALTH MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$VLTO $USB $SCHW $HUM $COP $NEE

$269M

96 positions

#17Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 5 shared positions

$NEE $DDOG $USB $COP $PSX

$1.1B

81 positions

#18AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$UPST $DDOG $COP $SCHW $BAC $LOW

$445M

77 positions

#19Bear Mountain Capital, Inc.Active

Notable overlap · 4 shared positions

$UPST $COP $DDOG $SCHW

$333M

198 positions

#20Altiora Financial Group, LLCActive

Notable overlap · 7 shared positions

$DDOG $UPST $NEE $SNOW $BRZE $COP

$607M

110 positions

#21Calder Financial LLCActive

Notable overlap · 5 shared positions

$UPST $HUM $SNOW $BRZE $USB

$101M

40 positions

#22Disciplined Investments, LLCPassive

Notable overlap · 9 shared positions

$UPST $COP $NEE $SCHW $USB $DDOG

$279M

141 positions

#23SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$HUM $USB $SCHW $SO $MCD

$272M

554 positions

#24Windward Private Wealth Management Inc.Smart money

Notable overlap · 6 shared positions

$VLTO $HUM $COP $UPST $SNOW $DDOG

$289M

44 positions

#25Capital Advisors Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$HUM $USB $DDOG $SCHW $SNOW $PSX

$745M

219 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.