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 CHERRYDALE WEALTH ,

13F Portfolio OverlapQ1 2026CHERRYDALE WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

CHERRYDALE WEALTH MANAGEMENT, LLC is an institutional investor managing $382M across 84 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 CHERRYDALE WEALTH , are WealthCollab,, FIDUCIARY ADVISORS,, White Lighthouse Investment, with shared positions in $BRZE, $DHR, $SCHW, $USB, $MKL, $AFRM. The full ranking of 25 similar funds is below.

#1WealthCollab, LLCPassive

Notable overlap · 6 shared positions

$BRZE $DHR $SCHW $USB $MKL $AFRM

$243M

977 positions

#2FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$BRZE $DHR $USB $SE $MKL $BAC

$133M

121 positions

#3White Lighthouse Investment Management Inc.Active

Notable overlap · 6 shared positions

$BRZE $DHR $USB $SCHW $MKL $AFRM

$721M

145 positions

#4Standpoint Asset Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $DHR $MKL

$412M

8 positions

#5Downshift Financial, LLCActive

Notable overlap · 4 shared positions

$BRZE $DHR $SE $SCHW

$193M

77 positions

#6PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$BRZE $DHR $USB $SCHW $MKL

$1.4B

283 positions

#7MontVue Capital Management, Inc.Active

Notable overlap · 5 shared positions

$BRZE $DHR $SCHW $MKL $BAC

$147M

67 positions

#8Manuka Financial, LLCSmart money

Notable overlap · 5 shared positions

$BRZE $DHR $SCHW $MKL $MU

$162M

56 positions

#9Capstone Financial Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$BRZE $DHR $MU

$1.9B

187 positions

#10Charter Oak Capital Management, LLCSmart money

Notable overlap · 4 shared positions

$BRZE $DHR $MKL $AFRM

$1.3B

208 positions

#11Family CFO IncActive

Notable overlap · 5 shared positions

$BRZE $USB $SCHW $MKL $AFRM

$223M

41 positions

#12Cornerstone Financial Group, LLC /NE/Active

Notable overlap · 5 shared positions

$BRZE $USB $WT $MKL $AFRM

$156M

73 positions

#13Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$BRZE $SCHW $DHR $SE

$255M

70 positions

#14Luminvest Wealth Management LLCSmart money

Notable overlap · 6 shared positions

$BRZE $USB $DHR $MKL $MU $SCHW

$382M

55 positions

#15FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $SCHW $WT

$264M

25 positions

#16Estate Counselors, LLCActive

Notable overlap · 4 shared positions

$BRZE $SCHW $USB $MU

$1.1B

97 positions

#17James J. Burns & Company, LLCActive

Notable overlap · 3 shared positions

$BRZE $DHR $SE

$737M

155 positions

#18David Kennon IncSmart money

Notable overlap · 3 shared positions

$BRZE $SCHW $WT

$279M

41 positions

#19Clarity Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$BRZE $SCHW $USB $MKL

$215M

95 positions

#20Verus Financial Partners, Inc.Smart money

Notable overlap · 3 shared positions

$BRZE $DHR $MKL

$1.1B

121 positions

#21Peak Financial Management, Inc.Active

Notable overlap · 4 shared positions

$BRZE $USB $WT $SCHW

$394M

100 positions

#22Topsail Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $USB $MKL

$678M

294 positions

#23STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$BRZE $USB $MKL

$140M

29 positions

#2425 LLCActive

Notable overlap · 3 shared positions

$BRZE $USB $AFRM

$324M

69 positions

#25Orcam Financial GroupSmart money

Notable overlap · 3 shared positions

$BRZE $USB $MKL

$141M

62 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.