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 Williams Financial,

13F Portfolio OverlapQ1 2026Williams Financial, portfolio →

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Most similar hedge funds by 13F overlap

Williams Financial, LLC is an institutional investor managing $172M across 25 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 Williams Financial, are Schiavi &, Heritage Financial Services,, True Link Financial Advisors,, with shared positions in $SNOW, $MKL, $IBM, $WT, $USB, $CVS. The full ranking of 25 similar funds is below.

#1Schiavi & Co LLCSmart money

Highly similar · 3 shared positions

$SNOW $MKL $IBM

$337M

50 positions

#2Heritage Financial Services, LLC

Highly similar · 3 shared positions

$SNOW $WT $IBM

$1.2B

126 positions

#3True Link Financial Advisors, LLCActive

Substantial overlap · 5 shared positions

$SNOW $WT $MKL $USB $IBM

$1.6B

418 positions

#4Sage Financial Management Group, Inc.Active

Substantial overlap · 3 shared positions

$SNOW $MKL $IBM

$325M

57 positions

#5Longview Financial Advisors LLCActive

Substantial overlap · 3 shared positions

$SNOW $USB $WT

$184M

157 positions

#6Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 3 shared positions

$SNOW $MKL $WT

$931M

518 positions

#7Frankly Finances, LLCActive

Substantial overlap · 3 shared positions

$SNOW $MKL $WT

$110M

64 positions

#8Family Investment Center, Inc.Active

Substantial overlap · 3 shared positions

$SNOW $WT $MKL

$520M

91 positions

#9MB, LEVIS & ASSOCIATES, LLCPassive

Substantial overlap · 3 shared positions

$MKL $WT $IBM

$240M

234 positions

#10Glassman Wealth ServicesSmart money

Substantial overlap · 3 shared positions

$MKL $WT $USB

$736M

187 positions

#11Passive Capital Management, LLC.Active

Substantial overlap · 3 shared positions

$SNOW $WT $MKL

$335M

104 positions

#12Darrow Company, Inc.Active

Notable overlap · 3 shared positions

$SNOW $WT $USB

$222M

56 positions

#13Efficient Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $MKL $WT

$1.4B

58 positions

#14FC Advisory LLCActive

Notable overlap · 3 shared positions

$MKL $SNOW $USB

$342M

115 positions

#15Systelligence, LLCPassive

Notable overlap · 3 shared positions

$WT $SNOW $USB

$514M

56 positions

#16Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$WT $MKL $USB

$365M

111 positions

#17VAUGHAN & Co SECURITIES, INC.Active

Notable overlap · 4 shared positions

$SNOW $WT $CVS $IBM

$193M

58 positions

#18MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 3 shared positions

$WT $USB $MKL

$147M

52 positions

#19LRI Investments, LLCActive

Notable overlap · 3 shared positions

$WT $MKL $TD

$1.1B

1,415 positions

#20MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$SNOW $WT $MKL $IBM

$260M

146 positions

#21Verus Financial Partners, Inc.Smart money

Notable overlap · 3 shared positions

$SNOW $MKL $IBM

$1.1B

121 positions

#22Clearwater Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $USB $SNOW

$1.2B

177 positions

#23Kestra Investment Management, LLCActive

Notable overlap · 3 shared positions

$MKL $WT $SNOW

$5.8B

439 positions

#24BIP Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $MKL $USB

$2.5B

453 positions

#25MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$WT $USB $IBM

$1.3B

143 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.