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 Bowman & S.C.

13F Portfolio OverlapQ4 2025Bowman & S.C. portfolio →

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Most similar hedge funds by 13F overlap

Bowman & Co S.C. is an institutional investor managing $237M across 118 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bowman & S.C. are Clear Trail Advisors,, Comprehensive Financial Consultants Institutional,, Tulsa Wealth Advisors,, with shared positions in $MSI, $ETN, $JHG, $ADI, $CB, $CME. The full ranking of 25 similar funds is below.

#1Clear Trail Advisors, LLCPassive

Notable overlap · 13 shared positions

$MSI $ETN $JHG $ADI $CB $CME

$601M

149 positions

#2Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 13 shared positions

$MSI $ETN $WT $ADI $CB $CME

$337M

193 positions

#3Tulsa Wealth Advisors, INCActive

Notable overlap · 14 shared positions

$MSI $ETN $ADI $CB $CME $MPC

$570M

150 positions

#4Harbour Wealth Management Group, Inc.Passive

Notable overlap · 12 shared positions

$JHG $WT $MSI $TT $ETN $TJX

$133M

89 positions

#5HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 12 shared positions

$MSI $ETN $ADI $CB $CME $MPC

$419M

144 positions

#6Invera Wealth Advisors, LLCPassive

Notable overlap · 13 shared positions

$TT $ETN $MPC $JCI $CB $TJX

$156M

98 positions

#7Unison Advisors LLCActive

Notable overlap · 6 shared positions

$AMN $DDOG $WT $KKR $AMD $CB

$1.3B

175 positions

#8CrossGen Wealth, LLCPassive

Notable overlap · 11 shared positions

$MSI $ETN $CB $CME $MPC $JCI

$114M

200 positions

#9Winthrop Partners - WNY, LLCPassive

Notable overlap · 10 shared positions

$MSI $ETN $ADI $CB $CME $MPC

$188M

87 positions

#10Phoenix Wealth AdvisorsActive

Notable overlap · 10 shared positions

$ETN $MSI $ADI $CB $CME $MPC

$253M

126 positions

#11Wealth Intelligence, LLCActive

Notable overlap · 11 shared positions

$ETN $MSI $CB $CME $MPC $JCI

$208M

58 positions

#12Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 11 shared positions

$ETN $MSI $MPC $CB $CME $JCI

$224M

71 positions

#13Scissortail Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$ETN $MSI $ADI $CB $CME $MPC

$498M

115 positions

#14IF Advisors, LLCPassive

Notable overlap · 4 shared positions

$AMN $JHG $DDOG $WT

$141M

53 positions

#15Great Point Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $JHG $WT

$542M

62 positions

#16REGIMEN WEALTH, LLCActive

Notable overlap · 3 shared positions

$AMN $DDOG $WT

$342M

70 positions

#17Kane Co Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$AMN $DDOG $WT

$119M

51 positions

#18L2 Asset Management, LLCPassive

Notable overlap · 3 shared positions

$AMN $JHG $DDOG

$1.1B

397 positions

#19Heritage Wealth Management, Inc.Passive

Notable overlap · 7 shared positions

$AMN $ETN $ADI $CB $MPC $JCI

$202M

157 positions

#20WESPAC Advisors SoCal, LLCPassive

Notable overlap · 4 shared positions

$AMN $JHG $ETN $GEV

$470M

119 positions

#21TMB Capital Partners, LLCPassive

Notable overlap · 9 shared positions

$MSI $ADI $ETN $MPC $JCI $CME

$297M

176 positions

#22Northland Capital Management LLCActive

Notable overlap · 3 shared positions

$AMN $JHG $DDOG

$183M

31 positions

#23CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$JHG $AMN $WT $CRM $ETN

$309M

132 positions

#24Orion Capital Management LLCPassive

Notable overlap · 5 shared positions

$JHG $AMN $KKR $ETN $AMD

$290M

485 positions

#25Bridgewealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$AMN $JHG $KKR $CRM

$482M

135 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.