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 Carmel Partners,

13F Portfolio OverlapQ1 2026Carmel Partners, portfolio →

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Most similar hedge funds by 13F overlap

Carmel Capital Partners, LLC is an institutional investor managing $277M across 118 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 Carmel Partners, are Reyes Financial Architecture,, Fortune Financial Group,, Glen Eagle Advisors,, with shared positions in $WT, $LEN, $AGQ, $NEE, $UBER, $AMAT. The full ranking of 25 similar funds is below.

#1Reyes Financial Architecture, Inc.Passive

Notable overlap · 3 shared positions

$WT $LEN $AGQ

$122M

348 positions

#2Fortune Financial Group, Inc.Active

Notable overlap · 3 shared positions

$WT $LEN $AGQ

$111M

84 positions

#3Glen Eagle Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $LEN $AGQ $NEE

$714M

1,021 positions

#4Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $AGQ $UBER

$142M

76 positions

#5Bravias Capital Group, LLCActive

Notable overlap · 4 shared positions

$WT $AGQ $AMAT $NEE

$153M

96 positions

#6Vantage Point Financial LLCPassive

Notable overlap · 4 shared positions

$WT $LEN $NEE $AMAT

$285M

176 positions

#7MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$WT $TRV $NEE

$240M

234 positions

#8Marathon Mission, Inc.Active

Notable overlap · 3 shared positions

$WT $HLT $SCHW

$200M

57 positions

#9Boothe Investment Group, Inc.Active

Notable overlap · 3 shared positions

$WT $UBER $NEE

$311M

40 positions

#10CLG LLCActive

Notable overlap · 3 shared positions

$WT $BAH $ROK

$403M

134 positions

#11Vericrest Private WealthActive

Notable overlap · 3 shared positions

$WT $UPS $QXO

$111M

39 positions

#12626 Financial, LLCActive

Notable overlap · 3 shared positions

$WT $UPS $UBER

$224M

121 positions

#13SYKON CAPITAL LLCActive

Notable overlap · 4 shared positions

$WT $UBER $LEN $AGQ

$300M

88 positions

#14Encompass More Asset ManagementPassive

Notable overlap · 3 shared positions

$WT $AGQ $LEN

$597M

251 positions

#15Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$WT $AGQ $AMAT

$462M

53 positions

#16Frazier Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $ROK $AMAT $NEE

$181M

836 positions

#17RATIONAL ADVISORS, INC.Active

Notable overlap · 4 shared positions

$WT $NEE $ON $UBER

$980M

179 positions

#18Lauer Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $AGQ $UPS

$126M

67 positions

#19United Advisor Group, LLCPassive

Notable overlap · 5 shared positions

$WT $AGQ $UPS $STWD $BAH

$811M

508 positions

#20Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $SCHW $BAH

$3.2B

481 positions

#21LRI Investments, LLCActive

Notable overlap · 3 shared positions

$WT $SCHW $CARR

$1.1B

1,415 positions

#22One Wealth Map LLCPassive

Notable overlap · 7 shared positions

$WT $SCHW $AMAT $IQV $ARI $ICE

$213M

103 positions

#23REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$WT $AGQ $UBER

$697M

218 positions

#24SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$WT $NEE $SCHW

$125M

39 positions

#25Professional Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $AGQ $SCHW

$491M

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.