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 Willis Johnson & Associates,

13F Portfolio OverlapQ1 2026Willis Johnson & Associates, portfolio →

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Most similar hedge funds by 13F overlap

Willis Johnson & Associates, Inc. is an institutional investor managing $1.7B across 197 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 Willis Johnson & Associates, are FC Advisory, Opus Financial Solutions, Optimus Prime Fund , Ltd., with shared positions in $SNOW, $OKTA, $DDOG, $DOV, $SCHW, $SHOP. The full ranking of 25 similar funds is below.

#1FC Advisory LLCActive

Some overlap · 5 shared positions

$SNOW $OKTA $DDOG $DOV $SCHW

$342M

115 positions

#2Opus Financial Solutions LLCPassive

Some overlap · 5 shared positions

$SNOW $OKTA $DDOG $SCHW $SHOP

$106M

103 positions

#3Optimus Prime Fund Management Co., Ltd.Smart money

Some overlap · 3 shared positions

$SNOW $OKTA $DDOG

$1.0B

27 positions

#4HOGE FINANCIAL SERVICES, LLCActive

Some overlap · 4 shared positions

$SNOW $OKTA $DOV $PLTR

$187M

72 positions

#5Miller Global Investments, LLCPassive

Some overlap · 4 shared positions

$SNOW $SHEL $SCHW $AMD

$121M

295 positions

#6ARK & TLK INVESTMENTS, LLCActive

Some overlap · 5 shared positions

$SNOW $OKTA $BP $SE $SCHW

$370M

119 positions

#7InvesTrustPassive

Some overlap · 3 shared positions

$SNOW $SHEL $KKR

$238M

91 positions

#8Bright Futures Wealth Management, LLC.Passive

Some overlap · 4 shared positions

$OKTA $SNOW $SHEL $SCHW

$146M

188 positions

#9Ballast Rock Private Wealth LLCPassive

Some overlap · 5 shared positions

$SNOW $OKTA $DDOG $SCHW $KKR

$181M

177 positions

#10CAMDEN ASSET MANAGEMENT L P /CAActive

Some overlap · 3 shared positions

$SNOW $OKTA $BAC

$2.9B

69 positions

#11O'ROURKE & COMPANY, IncPassive

Some overlap · 5 shared positions

$SNOW $OKTA $DDOG $SCHW $KKR

$253M

171 positions

#12TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive

Some overlap · 5 shared positions

$SNOW $OKTA $RL $BAC $KKR

$1.6B

271 positions

#13BARINGS LLCActive

Some overlap · 4 shared positions

$SNOW $OKTA $SE $DOV

$6.2B

179 positions

#14TRB Wealth Management, LLCPassive

Some overlap · 5 shared positions

$SNOW $OKTA $DDOG $SE $KKR

$704M

285 positions

#15Bigelow Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$SNOW $OKTA $BAC $KKR

$250M

153 positions

#16Graetz Wealth LLCPassive

Some overlap · 5 shared positions

$SNOW $RL $DDOG $SCHW $PLTR

$112M

80 positions

#17Cohen Klingenstein LLCActive

Some overlap · 3 shared positions

$SNOW $SHEL $BAC

$3.1B

205 positions

#18MATHER GROUP, LLC.Active

Some overlap · 4 shared positions

$SNOW $RL $DDOG $DOV

$10.0B

1,896 positions

#19Black Diamond Financial, LLCActive

Some overlap · 6 shared positions

$SNOW $DDOG $SCHW $CEG $BAC $KKR

$916M

185 positions

#20Capital Advisors Wealth Management, LLCPassive

Some overlap · 6 shared positions

$SNOW $DDOG $SCHW $CEG $PLTR $KKR

$745M

219 positions

#21HANOVER ADVISORS INCActive

Some overlap · 6 shared positions

$SNOW $DDOG $SCHW $BAC $PLTR $KKR

$246M

118 positions

#22ELEMENT POINTE ADVISORS, LLCSmart money

Some overlap · 6 shared positions

$SNOW $DDOG $SCHW $AMD $SHOP $KKR

$530M

86 positions

#23Intergy Private Wealth, LLCActive

Some overlap · 5 shared positions

$SNOW $DDOG $SE $DOV $SCHW

$341M

123 positions

#24Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive

Some overlap · 4 shared positions

$SNOW $OKTA $SCHW $KKR

$3.5B

825 positions

#25Cornerstone Financial Management LLCPassive

Some overlap · 5 shared positions

$SNOW $DDOG $SE $DOV $KKR

$109M

1,311 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.