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 Comprehensive Financial Consultants Institutional,

13F Portfolio OverlapQ1 2026Comprehensive Financial Consultants Institutional, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Comprehensive Financial Consultants Institutional, Inc. is an institutional investor managing $378M across 205 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 Comprehensive Financial Consultants Institutional, are Phoenix Wealth Advisors, Scissortail Wealth ,, HARRELL INVESTMENT PARTNERS,, with shared positions in $MPC, $ETN, $ADI, $CME, $MSI, $CB. The full ranking of 25 similar funds is below.

#1Phoenix Wealth AdvisorsActive

Substantial overlap · 15 shared positions

$MPC $ETN $ADI $CME $MSI $CB

$253M

126 positions

#2Scissortail Wealth Management, LLCPassive

Notable overlap · 15 shared positions

$MPC $JCI $CB $CME $ADI $VZ

$498M

115 positions

#3HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 14 shared positions

$ETN $ADI $CME $MPC $MSI $CB

$419M

144 positions

#4Winthrop Partners - WNY, LLCPassive

Notable overlap · 12 shared positions

$ETN $CB $ADI $MSI $CME $MPC

$188M

87 positions

#5Wealth Intelligence, LLCActive

Notable overlap · 12 shared positions

$MPC $JCI $ETN $CME $CB $UNP

$208M

58 positions

#6Clear Trail Advisors, LLCPassive

Notable overlap · 12 shared positions

$MPC $ETN $CME $MSI $CB $VZ

$601M

149 positions

#7Tulsa Wealth Advisors, INCActive

Notable overlap · 16 shared positions

$ETN $MPC $MSI $ADI $CME $CB

$570M

150 positions

#8CrossGen Wealth, LLCPassive

Notable overlap · 8 shared positions

$MPC $ETN $CB $JCI $CME $APD

$114M

200 positions

#9Bowman & Co S.C.

Notable overlap · 13 shared positions

$MSI $ETN $WT $ADI $CB $CME

$237M

118 positions

#10Invera Wealth Advisors, LLCPassive

Notable overlap · 12 shared positions

$JCI $GEV $CMI $AMD $ETN $MPC

$156M

98 positions

#11Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 12 shared positions

$MPC $ETN $JCI $MSI $CB $CME

$224M

71 positions

#12TMB Capital Partners, LLCPassive

Notable overlap · 10 shared positions

$MSI $ADI $ETR $ETN $MPC $JCI

$297M

176 positions

#13Heritage Wealth Management, Inc.Passive

Notable overlap · 8 shared positions

$CB $ADI $ETN $MPC $MS $AMD

$202M

157 positions

#14Nemes Rush Group LLCPassive

Notable overlap · 6 shared positions

$ETN $CB $CME $MSI $JCI $UNP

$1.1B

944 positions

#15McGuire Investment Group, LLCActive

Notable overlap · 6 shared positions

$WT $ADI $CME $CMI $AMD $MS

$885M

121 positions

#16Harbour Wealth Management Group, Inc.Passive

Notable overlap · 10 shared positions

$WT $MSI $ETN $MPC $APD $CME

$133M

89 positions

#17CULLEN INVESTMENT GROUP, LTD.Active

Some overlap · 6 shared positions

$ETN $ADI $JCI $CCZ $CMI $UNP

$758M

179 positions

#18MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$CME $VZ $UNP $CMI $ETR

$220M

148 positions

#19Core Alternative CapitalPassive

Some overlap · 6 shared positions

$CB $CME $APD $AMD $VZ $MS

$339M

205 positions

#20Estabrook Capital ManagementPassive

Some overlap · 5 shared positions

$CB $UNP $VZ $ETN $GEV

$685M

380 positions

#21Aspire Growth Partners LLCActive

Some overlap · 8 shared positions

$MPC $ETN $GEV $ADI $MSI $CME

$146M

121 positions

#22GRANDFIELD & DODD, LLCPassive

Some overlap · 4 shared positions

$JCI $CB $ADI $APD

$1.8B

209 positions

#23Nordwand Advisors, LLCPassive

Some overlap · 5 shared positions

$ETN $UNP $APD $CMI $MS

$572M

150 positions

#24NovaPoint Capital, LLCPassive

Some overlap · 5 shared positions

$CB $UNP $CMI $GEV $APD

$399M

79 positions

#25ADVOCATE GROUP LLCPassive

Some overlap · 5 shared positions

$VZ $CB $UNP $CMI $MS

$639M

126 positions

Compare Comprehensive Financial Consultants Institutional,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Comprehensive Financial Consultants Institutional,’s holdings

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.