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 OverlapQ2 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 Q2 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 Scissortail Wealth, Keyes, Stange & Wooten Wealth, Phoenix Wealth Advisors, with shared positions in $ETN, $ADI, $MPC, $JCI, $CB, $UNP. The full ranking of 25 similar funds is below.

#1Scissortail Wealth Management, LLCPassive

Substantial overlap · 15 shared positions

$ETN $ADI $MPC $JCI $CB $UNP

$520M

106 positions

#2Keyes, Stange & Wooten Wealth Management, LLCActive

Substantial overlap · 15 shared positions

$ETN $MPC $JCI $CB $ADI $UNP

$251M

74 positions

#3Phoenix Wealth AdvisorsActive

Substantial overlap · 14 shared positions

$ETN $ADI $MPC $JCI $CB $UNP

$297M

129 positions

#4Tulsa Wealth Advisors, INCActive

Substantial overlap · 17 shared positions

$ETN $ADI $MPC $CB $MSI $JCI

$710M

166 positions

#5HARRELL INVESTMENT PARTNERS, LLCPassive

Substantial overlap · 15 shared positions

$ETN $ADI $MPC $MSI $CMI $JCI

$461M

144 positions

#6Winthrop Partners - WNY, LLCPassive

Substantial overlap · 14 shared positions

$ETN $ADI $MPC $JCI $CB $UNP

$202M

87 positions

#7CALIBER WEALTH MANAGEMENT, LLC / KSActive

Notable overlap · 14 shared positions

$MPC $ADI $JCI $ETN $CB $UNP

$1.0B

300 positions

#8TMB Capital Partners, LLCPassive

Notable overlap · 14 shared positions

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

$321M

177 positions

#9Clear Trail Advisors, LLCPassive

Notable overlap · 12 shared positions

$ETN $MPC $ADI $MSI $CB $JCI

$655M

161 positions

#10CrossGen Wealth, LLCPassive

Notable overlap · 10 shared positions

$ETN $MPC $JCI $CB $UNP $APD

$129M

214 positions

#11Wealth Intelligence, LLCActive

Notable overlap · 12 shared positions

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

$215M

59 positions

#12Invera Wealth Advisors, LLCPassive

Notable overlap · 13 shared positions

$JCI $CMI $ETN $ALL $NXPI $TT

$186M

132 positions

#13Nemes Rush Group LLCPassive

Notable overlap · 9 shared positions

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

$1.2B

954 positions

#14LightSquare Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$ETN $VZ $MPC $JCI $CB $DRI

$145M

104 positions

#15Nordwand Advisors, LLCPassive

Notable overlap · 6 shared positions

$ETN $UNP $CMI $APD $MS $SCI

$652M

146 positions

#16CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 7 shared positions

$ETN $ADI $JCI $CMI $TT $O

$827M

181 positions

#17Harbour Wealth Management Group, Inc.Active

Notable overlap · 10 shared positions

$ETN $MSI $TT $MPC $NXPI $APD

$148M

89 positions

#18WealthShield Partners, LLCPassive

Notable overlap · 7 shared positions

$JCI $CMI $ETN $NXPI $TT $CB

$654M

379 positions

#19Meridian Wealth Advisors, LLCPassive

Notable overlap · 8 shared positions

$ETN $MPC $ALL $MS $NXPI $TT

$880M

211 positions

#20ADVOCATE GROUP LLCPassive

Some overlap · 5 shared positions

$CB $UNP $CMI $VZ $MS

$665M

122 positions

#21Fruth Investment ManagementPassive

Some overlap · 7 shared positions

$ETN $APD $MPC $ADI $TT $UNP

$421M

225 positions

#22Aspire Growth Partners LLCPassive

Some overlap · 7 shared positions

$MPC $ETN $ADI $TT $MSI $APD

$172M

128 positions

#23Banco de Sabadell, S.APassive

Some overlap · 5 shared positions

$ETN $ADI $APD $UNP $CME

$170M

61 positions

#24TriCert Investment Counsel Inc.Active

Some overlap · 5 shared positions

$ETN $UNP $VZ $MS $APD

$1.1B

88 positions

#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$UNP $CMI $VZ $CME $ETR

$233M

122 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.