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 626 Financial,

13F Portfolio OverlapQ1 2026626 Financial, portfolio →

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Most similar hedge funds by 13F overlap

626 Financial, LLC is an institutional investor managing $224M across 121 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 626 Financial, are MB, LEVIS & ASSOCIATES,, Gaddis Premier Wealth Advisors, Global View, with shared positions in $WT, $CTVA, $EMR, $OKE, $C, $BMY. The full ranking of 25 similar funds is below.

#1MB, LEVIS & ASSOCIATES, LLCPassive

Substantial overlap · 3 shared positions

$WT $CTVA $EMR

$240M

234 positions

#2Gaddis Premier Wealth Advisors LLCPassive

Substantial overlap · 3 shared positions

$WT $OKE $C

$136M

85 positions

#3Global View Capital Management LLCActive

Notable overlap · 3 shared positions

$WT $OKE $EMR

$377M

140 positions

#4Leibman Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$WT $BMY $CRWD

$136M

49 positions

#5Encompass More Asset ManagementPassive

Notable overlap · 3 shared positions

$WT $CRWD $AFL

$597M

251 positions

#6Waterway Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $SYK $CRWD

$452M

90 positions

#7Tidemark, LLCPassive

Notable overlap · 3 shared positions

$WT $BMY $CRWD

$393M

901 positions

#8Boothe Investment Group, Inc.Active

Notable overlap · 5 shared positions

$WT $UBER $PFE $C $CRWD

$311M

40 positions

#9ESL Trust Services, LLCSmart money

Notable overlap · 4 shared positions

$WT $AFL $SYK $EMR

$524M

258 positions

#10SYKON CAPITAL LLCActive

Notable overlap · 4 shared positions

$WT $UBER $CRWD $PFE

$300M

88 positions

#11Argo Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $SYK $PFE

$170M

48 positions

#12Carmel Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $UPS $UBER

$277M

118 positions

#13SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$WT $OKE $CTVA

$125M

39 positions

#14REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$WT $UBER $LNG

$697M

218 positions

#15BONNESS ENTERPRISES INCActive

Notable overlap · 5 shared positions

$SYK $UPS $EMR $PFE $BMY

$273M

39 positions

#16Ares Financial Consulting, LLCPassive

Notable overlap · 3 shared positions

$WT $PFE $UPS

$127M

1,066 positions

#17Stonebridge Financial Group, LLCPassive

Notable overlap · 4 shared positions

$WT $OKE $AFL $EMR

$1.2B

262 positions

#18BCM ADVISORS, LLCActive

Notable overlap · 3 shared positions

$WT $GIS $AFL

$507M

78 positions

#19One Wealth Map LLCPassive

Notable overlap · 3 shared positions

$WT $SYK $UBER

$213M

103 positions

#20Shore Point Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $OKE $SYK

$253M

76 positions

#21Sterling Manor Financial, LLCActive

Notable overlap · 3 shared positions

$WT $OKE $C

$160M

39 positions

#22Stratos Investment Management, LLCPassive

Some overlap · 3 shared positions

$WT $UBER $C

$2.5B

371 positions

#23Hobbs Group Advisors, LLCPassive

Some overlap · 3 shared positions

$WT $C $LNG

$334M

160 positions

#24Transcendent Capital Group LLCPassive

Some overlap · 3 shared positions

$WT $OKE $BMY

$219M

112 positions

#25Midway Capital Research & ManagementPassive

Some overlap · 4 shared positions

$SYK $WT $PFE $DOW

$106M

117 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.