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 G2 , / OH

13F Portfolio OverlapQ1 2026G2 , / OH portfolio →

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Most similar hedge funds by 13F overlap

G2 CAPITAL MANAGEMENT, LLC / OH is an institutional investor managing $411M across 73 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 G2 , / OH are Trinity Financial Advisors, McGlone Suttner Wealth ,, ECLECTIC ASSOCIATES /ADV, with shared positions in $NKE, $WFC, $KKR, $HBAN, $MCD, $HUM. The full ranking of 25 similar funds is below.

#1Trinity Financial Advisors LLCActive

Notable overlap · 4 shared positions

$NKE $WFC $KKR $HBAN

$351M

89 positions

#2McGlone Suttner Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$NKE $MCD $HUM $KKR

$755M

189 positions

#3ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 5 shared positions

$NKE $SLV $WFC $HUM $UNH

$753M

159 positions

#4Planning Center, Inc.Smart money

Notable overlap · 5 shared positions

$NKE $HUM $ISRG $UNH $KKR

$987M

78 positions

#5Lauterbach Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$NKE $WFC $HUM

$205M

79 positions

#6ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 3 shared positions

$NKE $WFC $KKR

$158M

125 positions

#7EQ WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$NKE $MCD $HUM

$171M

54 positions

#8DiNuzzo Private Wealth, Inc.Active

Notable overlap · 3 shared positions

$NKE $MCD $KKR

$928M

1,345 positions

#9Graver Capital Management, LLCSmart money

Notable overlap · 3 shared positions

$NKE $MCD $HBAN

$132M

25 positions

#10DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$NKE $SLV $HUM

$249M

92 positions

#11Financially in Tune, LLCActive

Notable overlap · 3 shared positions

$NKE $HUM $KKR

$116M

77 positions

#12BAYSHORE ASSET MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$NKE $HUM $ADP

$251M

40 positions

#13MASECO LLPActive

Notable overlap · 3 shared positions

$NKE $KKR $MCD

$3.2B

391 positions

#14Premier Financial GroupSmart money

Notable overlap · 3 shared positions

$NKE $SLV $KKR

$587M

44 positions

#15Tillman Hartley LLCActive

Notable overlap · 4 shared positions

$NKE $WFC $MMM $UNH

$398M

88 positions

#16Evanson Asset Management, LLCActive

Notable overlap · 3 shared positions

$NKE $SLV $KKR

$1.9B

321 positions

#17CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 3 shared positions

$NKE $MCD $KKR

$532M

162 positions

#18Clarity Asset Management, Inc.Passive

Notable overlap · 3 shared positions

$NKE $MMM $WFC

$198M

290 positions

#19POINCIANA ADVISORS GROUP, LLCPassive

Notable overlap · 3 shared positions

$NKE $MMM $INTC

$127M

130 positions

#20Opus Financial Solutions LLCPassive

Notable overlap · 3 shared positions

$NKE $SLV $HUM

$106M

103 positions

#21Foster Group, Inc.Active

Some overlap · 3 shared positions

$NKE $WFC $MCD

$3.4B

284 positions

#22DeLarme Wealth Management, Inc.Active

Some overlap · 3 shared positions

$NKE $MCD $KKR

$155M

63 positions

#23Sterling Financial Planning, Inc.Active

Some overlap · 4 shared positions

$NKE $KKR $MMM $HUM

$337M

117 positions

#2444 WEALTH MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$NKE $WFC $MCD

$286M

183 positions

#25Root Financial Partners, LLCActive

Some overlap · 4 shared positions

$NKE $ISRG $KKR $HUM

$2.2B

3,466 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.