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 Interchange Partners,

13F Portfolio OverlapQ1 2026Interchange Partners, portfolio →

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Most similar hedge funds by 13F overlap

Interchange Capital Partners, LLC is an institutional investor managing $317M across 309 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 Interchange Partners, are FOREFRONT WEALTH, ATX Financial Planning,, HOLLENCREST SECURITIES, with shared positions in $MAR, $UNH, $OKE, $ABT, $WT, $IAU. The full ranking of 25 similar funds is below.

#1FOREFRONT WEALTH MANAGEMENT INC.

Some overlap · 5 shared positions

$MAR $UNH $OKE $ABT $WT

$139M

71 positions

#2ATX Financial Planning, LLCPassive

Some overlap · 5 shared positions

$MAR $IAU $ABT $MS $WT

$132M

81 positions

#3HOLLENCREST SECURITIES LLCActive

Some overlap · 5 shared positions

$MAR $UNH $AMAT $OKE $WT

$2.7B

1,221 positions

#4Cravens & Co Advisors, LLCActive

Some overlap · 5 shared positions

$UNH $OKE $ABT $SBUX $WT

$154M

64 positions

#5CAPE ANN SAVINGS BANKPassive

Some overlap · 5 shared positions

$IAU $MAR $AMAT $MS $WT

$199M

121 positions

#6Riverbend Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MAR $IAU $MS $AXP $WT

$175M

152 positions

#7GKV Capital Management Co., Inc.Passive

Some overlap · 4 shared positions

$MAR $UNH $OKE $AMAT

$201M

165 positions

#8Dempze Nancy EPassive

Some overlap · 5 shared positions

$UNH $ABT $AMAT $MS $AXP

$182M

92 positions

#9SP Asset Management LLCActive

Some overlap · 5 shared positions

$UNH $ABT $SBUX $AMAT $AXP

$1.1B

119 positions

#10Aureus Asset Management, LLCPassive

Some overlap · 5 shared positions

$UNH $ABT $AMAT $AXP $MS

$1.5B

225 positions

#11CHATHAM CAPITAL GROUP, INC.Passive

Some overlap · 4 shared positions

$MAR $IAU $AMAT $AXP

$689M

198 positions

#12Beckerman Institutional, LLCPassive

Some overlap · 5 shared positions

$OKE $IAU $MS $WT $MAR

$188M

121 positions

#13Schrum Private Wealth Management LLCPassive

Some overlap · 4 shared positions

$MAR $ABT $AMAT $IAU

$131M

126 positions

#14RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$MAR $IAU $MS $SBUX

$296M

80 positions

#15CFO CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$MAR $ABT $AMAT $WT

$121M

104 positions

#16Prudent Man Advisors, LLCPassive

Some overlap · 5 shared positions

$ABT $OKE $AMAT $SBUX $MS

$334M

134 positions

#17Commonwealth Retirement Investments LLCPassive

Some overlap · 4 shared positions

$UNH $OKE $ABT $AMAT

$323M

122 positions

#18Cadent Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$OKE $IAU $AXP $AMAT $MAR

$386M

187 positions

#19Farmers National BankPassive

Some overlap · 4 shared positions

$MAR $UNH $SBUX $WT

$453M

185 positions

#20Evansbrook LLCActive

Some overlap · 4 shared positions

$MAR $UNH $MS $AXP

$150M

117 positions

#21GHE, LLCSmart money

Some overlap · 5 shared positions

$MAR $MPC $SBUX $AXP $ABT

$241M

54 positions

#22VCI Wealth Management LLCPassive

Some overlap · 4 shared positions

$IAU $MAR $ABT $MS

$361M

123 positions

#23Capital Planning LLCActive

Some overlap · 4 shared positions

$MAR $ABT $MS $SBUX

$307M

82 positions

#24Covea FinanceActive

Slight overlap · 4 shared positions

$MAR $ABT $AMAT $AXP

$2.9B

146 positions

#25Systelligence, LLCPassive

Slight overlap · 4 shared positions

$IAU $MAR $MS $WT

$514M

56 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.