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 Confluence Wealth Services,

13F Portfolio OverlapQ1 2026Confluence Wealth Services, portfolio →

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Most similar hedge funds by 13F overlap

Confluence Wealth Services, Inc. is an institutional investor managing $2.6B across 365 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 Confluence Wealth Services, are ECLECTIC ASSOCIATES /ADV, McCarthy Asset ,, Opus Financial Solutions, with shared positions in $HUM, $NKE, $SNOW, $BAH, $COP, $MS. The full ranking of 25 similar funds is below.

#1ECLECTIC ASSOCIATES INC /ADVActive

Substantial overlap · 4 shared positions

$HUM $NKE $SNOW $BAH

$753M

159 positions

#2McCarthy Asset Management, Inc.

Notable overlap · 4 shared positions

$HUM $SNOW $BAH $COP

$192M

27 positions

#3Opus Financial Solutions LLCPassive

Notable overlap · 4 shared positions

$NKE $HUM $SNOW $COP

$106M

103 positions

#4360 Financial, Inc.Active

Notable overlap · 3 shared positions

$HUM $SNOW $MS

$332M

80 positions

#5Ariston Services GroupActive

Notable overlap · 4 shared positions

$HUM $SNOW $COP $DE

$167M

71 positions

#6Noble Family Wealth, LLCActive

Notable overlap · 5 shared positions

$HUM $SNOW $MS $NKE $NEE

$484M

76 positions

#7PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$HUM $SNOW $COP $DE

$198M

106 positions

#8Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$HUM $SNOW $NEE

$302M

51 positions

#9Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$HUM $CRM $MPC

$98M

197 positions

#10Cascades Capital Asset Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $MS $COP

$239M

158 positions

#11Clarity Asset Management, Inc.Passive

Notable overlap · 5 shared positions

$NKE $SNOW $MS $BAH $DE

$198M

290 positions

#12Provenance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$HUM $MS $DE

$945M

412 positions

#13White Wing Wealth ManagementSmart money

Notable overlap · 4 shared positions

$HUM $CRM $NKE $SNOW

$167M

37 positions

#14True Link Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$NKE $HUM $SNOW $MS

$1.6B

418 positions

#15Joel Isaacson & Co., LLCActive

Notable overlap · 3 shared positions

$HUM $SNOW $MS

$3.0B

455 positions

#16Wealth Architects, LLCPassive

Notable overlap · 3 shared positions

$HUM $NKE $NEE

$1.1B

244 positions

#17Carr Financial Group CorpPassive

Notable overlap · 3 shared positions

$HUM $MS $COP

$379M

174 positions

#18Burk Holdings LLCPassive

Notable overlap · 3 shared positions

$NKE $SNOW $HUM

$233M

676 positions

#19HANOVER ADVISORS INCActive

Notable overlap · 3 shared positions

$HUM $SNOW $NKE

$246M

118 positions

#20EQ WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$NKE $HUM $BAH $COP

$171M

54 positions

#21OMNI 360 Wealth, Inc.Passive

Notable overlap · 6 shared positions

$NKE $SNOW $MS $HUM $BAH $NEE

$194M

125 positions

#22Trademark Financial Management, LLCPassive

Notable overlap · 4 shared positions

$NKE $MS $HUM $BAH

$204M

102 positions

#23FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 4 shared positions

$NKE $SNOW $HUM $NEE

$754M

345 positions

#24Addison Advisors LLCPassive

Notable overlap · 3 shared positions

$HUM $NKE $MS

$452M

980 positions

#25Team Hewins, LLCSmart money

Notable overlap · 3 shared positions

$NKE $SNOW $HUM

$337M

41 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.