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 Sandbox Financial Partners,

13F Portfolio OverlapQ1 2026Sandbox Financial Partners, portfolio →

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Most similar hedge funds by 13F overlap

Sandbox Financial Partners, LLC is an institutional investor managing $356M across 117 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 Sandbox Financial Partners, are Dentgroup, Ballast Rock Private Wealth, Asempa Wealth Advisors, with shared positions in $LEN, $HUM, $MDLZ, $SNOW, $KKR, $REGN. The full ranking of 25 similar funds is below.

#1Dentgroup LLC

Notable overlap · 5 shared positions

$LEN $HUM $MDLZ $SNOW $KKR

$146M

93 positions

#2Ballast Rock Private Wealth LLCPassive

Notable overlap · 6 shared positions

$LEN $SNOW $HUM $REGN $MDLZ $KKR

$181M

177 positions

#3Asempa Wealth AdvisorsPassive

Notable overlap · 4 shared positions

$LEN $MDLZ $HUM $KKR

$115M

115 positions

#4Reliant Wealth PlanningActive

Notable overlap · 3 shared positions

$LEN $SNOW $GRWG

$331M

51 positions

#5Financial Services Advisory IncActive

Some overlap · 3 shared positions

$LEN $MDLZ $REGN

$210M

58 positions

#6Fortis Advisors, LLCPassive

Some overlap · 5 shared positions

$SNOW $HUM $REGN $NEE $MS

$200M

119 positions

#7Grove Street Fiduciary, LLCActive

Some overlap · 5 shared positions

$SNOW $HUM $IBM $GEV $GE

$227M

74 positions

#8Chris Bulman IncPassive

Some overlap · 3 shared positions

$HUM $SNOW $LEN

$228M

150 positions

#9Evergreen Wealth Management, LLCPassive

Some overlap · 4 shared positions

$SNOW $HUM $REGN $KKR

$194M

54 positions

#10Long Island Wealth Management, Inc.Active

Some overlap · 5 shared positions

$LEN $REGN $IBM $HUM $SNOW

$216M

89 positions

#11C M BIDWELL & ASSOCIATES LTDPassive

Some overlap · 4 shared positions

$LEN $SNOW $HUM $KKR

$214M

483 positions

#12Brightwater Advisory LLCActive

Some overlap · 3 shared positions

$LEN $HUM $KKR

$151M

60 positions

#13NewCorp Financial Services, Inc.Active

Some overlap · 3 shared positions

$LEN $HUM $SNOW

$115M

50 positions

#14Hurlow Wealth Management Group, Inc.Active

Some overlap · 5 shared positions

$SNOW $HUM $GE $NEE $KKR

$420M

120 positions

#15Arcadia Wealth Management, LLCActive

Some overlap · 3 shared positions

$LEN $SNOW $MDLZ

$276M

67 positions

#16City State BankPassive

Some overlap · 4 shared positions

$SNOW $HUM $NEE $KKR

$385M

784 positions

#17Confluence Wealth Services, Inc.Active

Some overlap · 4 shared positions

$SNOW $HUM $NEE $MS

$2.6B

365 positions

#18Red Tortoise LLCPassive

Some overlap · 5 shared positions

$SNOW $LEN $HUM $MS $KKR

$240M

591 positions

#19Equity Wealth Partners, LLCActive

Some overlap · 4 shared positions

$SNOW $HUM $REGN $KKR

$155M

76 positions

#20Smith Partners Wealth Management, LLCPassive

Some overlap · 4 shared positions

$HUM $SNOW $GEV $GE

$112M

76 positions

#21Peck Wealth Management, LLCPassive

Some overlap · 4 shared positions

$SNOW $HUM $IBM $GE

$100M

122 positions

#22FMA Wealth Management, LLCActive

Some overlap · 3 shared positions

$SNOW $HUM $NEE

$150M

38 positions

#23Human Investing LLCSmart money

Some overlap · 4 shared positions

$SNOW $HUM $KKR $MS

$687M

96 positions

#24360 Financial, Inc.Active

Some overlap · 4 shared positions

$SNOW $HUM $KKR $MS

$332M

80 positions

#25ROBINSON SMITH WEALTH ADVISORS LLCActive

Some overlap · 6 shared positions

$HUM $MDLZ $IBM $NEE $SNOW $MS

$148M

84 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.