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 McCarthy Asset ,

13F Portfolio OverlapQ4 2025McCarthy Asset , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

McCarthy Asset Management, Inc. is an institutional investor managing $192M across 27 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to McCarthy Asset , are FIDELIS iM,, Beacon Financial Strategies, Seneca Financial Advisors, with shared positions in $HUM, $COP, $BRZE, $SNOW, $BAH, $SLV. The full ranking of 25 similar funds is below.

#1FIDELIS iM, LLCSmart money

Highly similar · 3 shared positions

$HUM $COP $BRZE

$264M

25 positions

#2Beacon Financial Strategies CORPActive

Substantial overlap · 3 shared positions

$COP $BRZE $HUM

$176M

177 positions

#3Seneca Financial Advisors LLCActive

Substantial overlap · 3 shared positions

$HUM $BRZE $SNOW

$341M

64 positions

#4CONQUIS FINANCIAL LLCSmart money

Substantial overlap · 3 shared positions

$HUM $SNOW $BRZE

$121M

54 positions

#5Wingate Wealth Advisors, Inc.Passive

Substantial overlap · 3 shared positions

$HUM $BAH $BRZE

$187M

121 positions

#6Reality Financial Planning Services, LLCSmart money

Substantial overlap · 3 shared positions

$HUM $BRZE $SNOW

$104M

20 positions

#7Employees' Retirement Fund of the City of Fort WorthActive

Substantial overlap · 3 shared positions

$COP $HUM $SLV

$230M

21 positions

#8Mustard Seed Financial, LLCPassive

Substantial overlap · 3 shared positions

$COP $SNOW $BRZE

$167M

92 positions

#9EQ WEALTH ADVISORS, LLCActive

Substantial overlap · 3 shared positions

$BAH $HUM $COP

$171M

54 positions

#10Ariston Services GroupActive

Substantial overlap · 4 shared positions

$HUM $SNOW $COP $ET

$167M

71 positions

#11Quantum Financial Planning Services, Inc.Smart money

Substantial overlap · 3 shared positions

$COP $BRZE $ET

$278M

53 positions

#12Towneley Capital Management, Inc / DESmart money

Substantial overlap · 3 shared positions

$BRZE $COP $SNOW

$478M

42 positions

#13PLANNING DIRECTIONS INCActive

Notable overlap · 5 shared positions

$HUM $SNOW $COP $BRZE $AMAT

$198M

106 positions

#14Souders Financial AdvisorsPassive

Notable overlap · 3 shared positions

$BRZE $BAH $HUM

$876M

216 positions

#15ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 5 shared positions

$HUM $BAH $BRZE $SNOW $SLV

$753M

159 positions

#16White Lighthouse Investment Management Inc.Active

Notable overlap · 4 shared positions

$BRZE $COP $HUM $SNOW

$721M

145 positions

#17Rockbridge Investment Management, LCCSmart money

Notable overlap · 3 shared positions

$COP $BRZE $HUM

$1.1B

137 positions

#18Swisher Financial Concepts, Inc.Passive

Notable overlap · 3 shared positions

$BRZE $BAH $SLV

$179M

102 positions

#19Confluence Wealth Services, Inc.Active

Notable overlap · 4 shared positions

$HUM $SNOW $BAH $COP

$2.6B

365 positions

#20Clarity Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$BRZE $SNOW $COP $HUM

$215M

95 positions

#21Asset Advisory Group, Inc.Passive

Notable overlap · 4 shared positions

$COP $HUM $SNOW $BRZE

$199M

116 positions

#22Zhang Financial LLCActive

Notable overlap · 3 shared positions

$BRZE $SNOW $COP

$2.9B

367 positions

#23D'Orazio & Associates, Inc.Active

Notable overlap · 3 shared positions

$BAH $SNOW $HUM

$772M

299 positions

#24Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 4 shared positions

$BRZE $COP $HUM $AMAT

$578M

118 positions

#25Enclave Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $SNOW $ET

$729M

132 positions

Compare McCarthy Asset ,’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 McCarthy Asset ,’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.