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 CoreFirst Bank &

13F Portfolio OverlapQ1 2026CoreFirst Bank & portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CoreFirst Bank & Trust is an institutional investor managing $189M across 290 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 CoreFirst Bank & are McCartney Wealth, Andrews Advisory Associates,, Juno Financial Group, with shared positions in $CL, $AMN, $NSC, $HUM, $LOW, $MCD. The full ranking of 25 similar funds is below.

#1McCartney Wealth Management LLCActive

Notable overlap · 3 shared positions

$CL $AMN $NSC

$119M

65 positions

#2Andrews Advisory Associates, LLCActive

Notable overlap · 7 shared positions

$AMN $HUM $LOW $MCD $KKR $DIS

$190M

82 positions

#3Juno Financial Group LLCActive

Notable overlap · 6 shared positions

$KKR $HUM $LOW $DHR $MO $ETN

$255M

70 positions

#4Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$AMN $HUM $KKR $COP $DHR

$98M

68 positions

#5FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $AMN $AMGN

$176M

104 positions

#6Evergreen Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$KKR $HUM $AMGN $DIS $ACN $UNH

$194M

54 positions

#7Baypointe Partners LLCActive

Notable overlap · 3 shared positions

$CL $LOW $MCD

$73M

20 positions

#8DAGCO, INC.Passive

Notable overlap · 6 shared positions

$KKR $HUM $COP $ETN $NSC $DHR

$461M

353 positions

#9KDT Advisors, LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $MCD $DHR

$63M

69 positions

#10FIDUCIARY ADVISORS, INC.Active

Notable overlap · 4 shared positions

$KKR $AMN $COP $DHR

$133M

121 positions

#11Cannon Wealth Management Services, LLCPassive

Notable overlap · 6 shared positions

$KKR $HUM $LOW $NSC $AMN $MCD

$148M

85 positions

#12Ranch Capital Advisors Inc.Passive

Notable overlap · 4 shared positions

$KKR $HUM $IRM $AMGN

$277M

154 positions

#13CDM FINANCIAL COUNSELING SERVICES, INC.Active

Notable overlap · 5 shared positions

$KKR $HUM $MCD $AXP $NSC

$105M

80 positions

#14Cerro Pacific Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$AMN $HUM $LOW $COP $AMGN

$381M

159 positions

#15Accretive Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $MCD $COP

$356M

180 positions

#16Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$KKR $HUM $MCD

$365M

111 positions

#17Carr Financial Group CorpPassive

Notable overlap · 7 shared positions

$HUM $AMN $KKR $COP $DHR $AXP

$379M

174 positions

#18Forum Private Client Group LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $COP $DHR

$300M

80 positions

#19Tide Cove Capital Partners LLCSmart money

Notable overlap · 4 shared positions

$KKR $HUM $COP $DHR

$147M

13 positions

#20BURNS J W & CO INC/NYActive

Some overlap · 7 shared positions

$HUM $MCD $KKR $NSC $AMGN $LOW

$873M

183 positions

#21Capital Advisors Wealth Management, LLCPassive

Some overlap · 3 shared positions

$HUM $KKR $AMN

$745M

219 positions

#22Orion Capital Management LLCPassive

Some overlap · 4 shared positions

$HUM $AMN $KKR $ETN

$290M

485 positions

#23WEALTHSPAN PARTNERS, LLCPassive

Some overlap · 4 shared positions

$KKR $HUM $MCD $COP

$284M

123 positions

#24Stephens Consulting, LLC

Some overlap · 6 shared positions

$AMN $HUM $KKR $MO $AMGN $COP

$309M

476 positions

#25FIDELITY D & D BANCORP INCActive

Some overlap · 4 shared positions

$AMN $HUM $MCD $AXP

$249M

107 positions

Compare CoreFirst Bank &’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 CoreFirst Bank &’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.