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 PARAGON FINANCIAL PARTNERS,

13F Portfolio OverlapQ1 2026PARAGON FINANCIAL PARTNERS, portfolio →

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Most similar hedge funds by 13F overlap

PARAGON FINANCIAL PARTNERS, INC. is an institutional investor managing $177M across 77 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 PARAGON FINANCIAL PARTNERS, are Tepp RIA,, MARINO, STRAM & ASSOCIATES, Elevation Advisory Partners, with shared positions in $KKR, $SAN, $MAR, $MCD, $PM, $MO. The full ranking of 25 similar funds is below.

#1Tepp RIA, LLCActive

Notable overlap · 3 shared positions

$KKR $SAN $MAR

$128M

41 positions

#2MARINO, STRAM & ASSOCIATES LLCActive

Notable overlap · 5 shared positions

$KKR $MCD $PM $MO $HUM

$557M

185 positions

#3Elevation Advisory Partners LLCActive

Notable overlap · 6 shared positions

$KKR $PM $TXRH $AMD $SHW $CRWD

$107M

97 positions

#4Operose Advisors LLCActive

Notable overlap · 4 shared positions

$KKR $MCD $AMD $BAC

$431M

593 positions

#5Juno Financial Group LLCActive

Notable overlap · 6 shared positions

$KKR $PM $MO $HUM $CRWD $SAN

$255M

70 positions

#6SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$KKR $MCD $MAR $HUM $AMD

$272M

554 positions

#7Ariston Services GroupActive

Notable overlap · 5 shared positions

$KKR $HUM $MCK $BA $ORLY

$167M

71 positions

#8White Lighthouse Investment Management Inc.Active

Notable overlap · 4 shared positions

$KKR $PM $MAR $HUM

$721M

145 positions

#9HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$KKR $SAN $AMD $MAR $HUM

$238M

142 positions

#10Wealth Advisory Team LLC

Notable overlap · 3 shared positions

$KKR $MCD $SHW

$113M

39 positions

#11Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$KKR $AMD $HUM

$98M

197 positions

#12Safe Harbor Family Capital, LLCSmart money

Notable overlap · 3 shared positions

$KKR $PM $MAR

$128M

55 positions

#13Kropog Financial Group, LLCActive

Notable overlap · 3 shared positions

$KKR $MAR $HUM

$123M

33 positions

#14Charter Capital Management, LLC\DESmart money

Notable overlap · 3 shared positions

$KKR $HUM $AMD

$200M

70 positions

#15Martel Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$587M

73 positions

#16ACT WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$KKR $BA $MO $PM

$298M

62 positions

#17Wolff Financial Management LLCActive

Notable overlap · 5 shared positions

$KKR $MCD $MAR $HUM $MO

$453M

103 positions

#18Berkeley Capital Partners, LLCActive

Notable overlap · 6 shared positions

$KKR $BAC $PM $MCD $MAR $SBUX

$431M

184 positions

#19Quaker Wealth Management, LLCActive

Notable overlap · 3 shared positions

$KKR $MAR $HUM

$320M

972 positions

#20One Day In July LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$1.2B

153 positions

#21AF Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$181M

26 positions

#22VSM Wealth Advisory, LLCPassive

Notable overlap · 4 shared positions

$KKR $CEG $MAR $HUM

$335M

505 positions

#23DAGCO, INC.Passive

Notable overlap · 5 shared positions

$KKR $MAR $ORLY $HUM $SHW

$461M

353 positions

#24Round Rock Advisors, LLCPassive

Notable overlap · 4 shared positions

$KKR $MAR $HUM $SHW

$654M

318 positions

#25Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$KKR $AMD $HUM

$116M

80 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.