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 Strategic Equity

13F Portfolio OverlapQ1 2026Strategic Equity portfolio →

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Most similar hedge funds by 13F overlap

Strategic Equity Management is an institutional investor managing $266M across 70 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 Strategic Equity are MONEYWISE,, Finley Financial,, Powell Investment Advisors,, with shared positions in $EPAM, $MSTR, $CTVA, $SNOW, $REGN, $NTIC. The full ranking of 25 similar funds is below.

#1MONEYWISE, INC.Passive

Substantial overlap · 8 shared positions

$EPAM $MSTR $CTVA $SNOW $REGN $NTIC

$229M

82 positions

#2Finley Financial, LLCActive

Notable overlap · 3 shared positions

$EPAM $SNOW $CTVA

$214M

107 positions

#3Powell Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$CTVA $SNOW $LMT

$290M

174 positions

#4KDK Private Wealth Management, LLCActive

Notable overlap · 3 shared positions

$EPAM $CTVA $SNOW

$109M

60 positions

#5Brooklyn FI, LLCActive

Notable overlap · 3 shared positions

$EPAM $CTVA $COF

$476M

78 positions

#6SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$CTVA $EPAM $SNOW

$125M

39 positions

#7Bare Financial Services, IncPassive

Notable overlap · 3 shared positions

$MSTR $CTVA $SNOW

$378M

1,730 positions

#8Yardley Wealth Management LLCActive

Notable overlap · 3 shared positions

$EPAM $CTVA $LMT

$195M

36 positions

#9DROMS STRAUSS ADVISORS INC /MO/ /ADVActive

Notable overlap · 3 shared positions

$SNOW $CTVA $BA

$383M

77 positions

#10Corundum Group, Inc.Active

Some overlap · 3 shared positions

$SNOW $CTVA $LMT

$299M

108 positions

#11CFG Wealth Management Services, Inc.Passive

Some overlap · 3 shared positions

$SNOW $CTVA $EPAM

$110M

152 positions

#12Signature Resources Capital Management, LLCActive

Some overlap · 3 shared positions

$EPAM $SNOW $LMT

$211M

664 positions

#13Red Mountain Financial, LLCPassive

Some overlap · 3 shared positions

$SNOW $CTVA $LMT

$106M

79 positions

#14Bronte Capital Management Pty Ltd.Active

Some overlap · 4 shared positions

$CTVA $SNOW $REGN $COF

$1.0B

54 positions

#15LOWERY THOMAS, LLCActive

Some overlap · 3 shared positions

$SNOW $CTVA $REGN

$175M

55 positions

#16Altiora Financial Group, LLCActive

Some overlap · 3 shared positions

$SNOW $CTVA $EPAM

$607M

110 positions

#17Fonville Wealth Management LLCPassive

Some overlap · 3 shared positions

$SNOW $EPAM $GD

$525M

138 positions

#18SONATA CAPITAL GROUP INCPassive

Some overlap · 3 shared positions

$CTVA $SNOW $EPAM

$271M

123 positions

#19Moisand Fitzgerald Tamayo, LLCActive

Some overlap · 4 shared positions

$SNOW $EPAM $LHX $NOC

$931M

518 positions

#20Certified Advisory CorpPassive

Some overlap · 3 shared positions

$SNOW $REGN $LMT

$1.1B

318 positions

#21J2 Capital Management IncActive

Some overlap · 4 shared positions

$MSTR $CTVA $REGN $LMT

$146M

116 positions

#2249 WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$SNOW $MSTR $REGN

$1.3B

203 positions

#23BROWN WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$SNOW $EPAM $CTVA

$389M

116 positions

#24Grey Fox Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$SNOW $CTVA $EPAM

$518M

140 positions

#25PURE PORTFOLIOS HOLDINGS LLC

Some overlap · 4 shared positions

$SNOW $BA $LMT $NOC

$332M

104 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.