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 Whelan Financial

13F Portfolio OverlapQ1 2026Whelan Financial portfolio →

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Most similar hedge funds by 13F overlap

Whelan Financial is an institutional investor managing $322M across 88 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 Whelan Financial are DecisionPoint Financial,, CYPRESS FINANCIAL PLANNING, Cordant,, with shared positions in $SCHW, $COP, $IAU, $AXP, $NKE, $COF. The full ranking of 25 similar funds is below.

#1DecisionPoint Financial, LLCActive

Notable overlap · 5 shared positions

$SCHW $COP $IAU $AXP $NKE

$464M

679 positions

#2CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$COP $SCHW $COF

$363M

102 positions

#3Cordant, Inc.Active

Notable overlap · 3 shared positions

$COP $SCHW $NKE

$246M

75 positions

#4BluePrint Investing LLCActive

Notable overlap · 3 shared positions

$SCHW $COP $NKE

$126M

26 positions

#5Passive Capital Management, LLC.Active

Notable overlap · 5 shared positions

$SCHW $LOW $NKE $AMN $BAC

$335M

104 positions

#6BAYSHORE ASSET MANAGEMENT, LLCSmart money

Notable overlap · 4 shared positions

$SCHW $NKE $IAU $AMN

$251M

40 positions

#7Hurlow Wealth Management Group, Inc.Active

Notable overlap · 3 shared positions

$SCHW $COP $IAU

$420M

120 positions

#8Heritage Wealth Management, Inc./TexasSmart money

Notable overlap · 3 shared positions

$SCHW $NKE $IAU

$234M

41 positions

#9Archvest Wealth Advisors, Inc.Active

Notable overlap · 3 shared positions

$SCHW $NKE $AMAT

$155M

74 positions

#10DEFINE FINANCIAL, LLCSmart money

Notable overlap · 3 shared positions

$SCHW $STZ $AMN

$184M

41 positions

#11Horizons Wealth ManagementActive

Notable overlap · 4 shared positions

$SCHW $IAU $BAC $LOW

$152M

170 positions

#12Firestone Capital ManagementPassive

Notable overlap · 3 shared positions

$COP $SCHW $IAU

$480M

160 positions

#13AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$COP $LOW $SCHW $BAC $NKE

$445M

77 positions

#14Disciplined Investments, LLCPassive

Notable overlap · 4 shared positions

$COP $SCHW $NKE $IAU

$279M

141 positions

#15AA Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$COP $SCHW $LOW $KLAC

$710M

221 positions

#16Advisory Resource GroupPassive

Notable overlap · 3 shared positions

$COP $SCHW $AMAT

$581M

172 positions

#17Foundation Wealth Management, LLC\PAActive

Notable overlap · 5 shared positions

$COP $SCHW $NKE $AMN $IAU

$284M

91 positions

#18Goodman Financial CorpPassive

Notable overlap · 3 shared positions

$COP $SCHW $UBER

$582M

77 positions

#19PECAUT & CO.Active

Notable overlap · 4 shared positions

$COP $LOW $AXP $NKE

$308M

66 positions

#20Strategic Financial Services, Inc.Smart money

Notable overlap · 4 shared positions

$COP $KLAC $NKE $LRCX

$2.1B

152 positions

#21MARYLAND CAPITAL ADVISORS INC.

Notable overlap · 4 shared positions

$COP $SCHW $NKE $IAU

$295M

271 positions

#22JBGlobal.com LLCActive

Notable overlap · 3 shared positions

$COP $LOW $COF

$102M

27 positions

#23WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$COP $SCHW $IAU

$508M

107 positions

#24Magnolia Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SCHW $COP $IAU

$172M

212 positions

#25Chandler Asset Management, Inc.Smart money

Notable overlap · 3 shared positions

$SCHW $COP $IAU

$659M

23 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.