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 FIDELIS iM,

13F Portfolio OverlapQ1 2026FIDELIS iM, portfolio →

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Most similar hedge funds by 13F overlap

FIDELIS iM, LLC is an institutional investor managing $264M 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 FIDELIS iM, are McCarthy Asset ,, Reality Financial Planning Services,, Beacon Financial Strategies, with shared positions in $HUM, $COP, $BRZE, $WT, $SCHW, $APD. The full ranking of 25 similar funds is below.

#1McCarthy Asset Management, Inc.

Highly similar · 3 shared positions

$HUM $COP $BRZE

$192M

27 positions

#2Reality Financial Planning Services, LLCSmart money

Substantial overlap · 4 shared positions

$HUM $WT $BRZE $SCHW

$104M

20 positions

#3Beacon Financial Strategies CORPActive

Substantial overlap · 3 shared positions

$COP $BRZE $HUM

$176M

177 positions

#4Employees' Retirement Fund of the City of Fort WorthActive

Substantial overlap · 3 shared positions

$COP $HUM $SCHW

$230M

21 positions

#5SimpliFi, Inc.Smart money

Substantial overlap · 3 shared positions

$HUM $WT $BRZE

$238M

43 positions

#6Juno Financial Group LLCActive

Substantial overlap · 3 shared positions

$BRZE $HUM $SCHW

$255M

70 positions

#7Family CFO IncActive

Substantial overlap · 3 shared positions

$HUM $BRZE $SCHW

$223M

41 positions

#8Longview Financial Advisors LLCActive

Substantial overlap · 3 shared positions

$COP $WT $SCHW

$184M

157 positions

#9Wingate Wealth Advisors, Inc.Passive

Substantial overlap · 3 shared positions

$HUM $WT $BRZE

$187M

121 positions

#10Ariston Services GroupActive

Substantial overlap · 4 shared positions

$HUM $SCHW $COP $APD

$167M

71 positions

#11WESCAP Management Group, Inc.Active

Substantial overlap · 4 shared positions

$WT $COP $SCHW $HUM

$508M

107 positions

#12truNorth Financial Services, Inc.Active

Substantial overlap · 3 shared positions

$WT $COP $HUM

$97M

49 positions

#13Keystone Financial Group, Inc.Active

Substantial overlap · 3 shared positions

$HUM $SCHW $WT

$192M

134 positions

#14Kohmann Bosshard Financial Services, LLCActive

Substantial overlap · 3 shared positions

$COP $HUM $SCHW

$1.2B

1,060 positions

#15RESOLUTE CAPITAL, LLCActive

Substantial overlap · 3 shared positions

$WT $BRZE $HUM

$247M

57 positions

#16CYPRESS FINANCIAL PLANNING LLCActive

Substantial overlap · 3 shared positions

$COP $SCHW $HUM

$363M

102 positions

#17Aurdan Capital Management, LLCActive

Substantial overlap · 3 shared positions

$HUM $BRZE $APD

$333M

88 positions

#18Ankerstar Wealth, LLCPassive

Notable overlap · 3 shared positions

$WT $COP $BRZE

$95M

955 positions

#19SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $SCHW $HUM

$103M

37 positions

#20Firestone Capital ManagementPassive

Notable overlap · 3 shared positions

$HUM $COP $SCHW

$480M

160 positions

#21Good Harbor Advisors, Inc.Passive

Notable overlap · 4 shared positions

$HUM $BRZE $WT $COP

$92M

82 positions

#22Sharper & Granite LLCPassive

Notable overlap · 3 shared positions

$WT $COP $SCHW

$293M

107 positions

#23Joseph Group Capital ManagementPassive

Notable overlap · 3 shared positions

$BRZE $WT $HUM

$400M

379 positions

#24Value Investment Professionals, LLCPassive

Notable overlap · 3 shared positions

$WT $BRZE $SCHW

$89M

81 positions

#25Rockbridge Investment Management, LCCSmart money

Notable overlap · 5 shared positions

$COP $BRZE $SCHW $HUM $WT

$1.1B

137 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.