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 NOVEM GROUP

13F Portfolio OverlapQ1 2026NOVEM GROUP portfolio →

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Most similar hedge funds by 13F overlap

NOVEM GROUP is an institutional investor managing $873M across 437 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 NOVEM GROUP are Wilkins Miller Wealth ,, Cornerstone Financial, SONATA GROUP, with shared positions in $KKR, $SNOW, $HLT, $HUM, $SSL, $EMR. The full ranking of 25 similar funds is below.

#1Wilkins Miller Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$KKR $SNOW $HLT $HUM $SSL $EMR

$165M

89 positions

#2Cornerstone Financial Management LLCPassive

Notable overlap · 7 shared positions

$SNOW $KKR $HUM $UPST $COP $USB

$109M

1,311 positions

#3SONATA CAPITAL GROUP INCPassive

Notable overlap · 8 shared positions

$KKR $SSL $HLT $SNOW $HUM $COP

$271M

123 positions

#4Human Investing LLCSmart money

Notable overlap · 5 shared positions

$KKR $SNOW $HUM $UPST $AMGN

$687M

96 positions

#5Cherry Tree Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$KKR $SSL $HLT $COP $WT $EMR

$473M

582 positions

#6Clarity Capital Advisors, LLCActive

Notable overlap · 6 shared positions

$SNOW $KKR $UPST $COP $USB $HUM

$215M

95 positions

#7InvesTrustPassive

Notable overlap · 6 shared positions

$SNOW $HLT $SSL $KKR $TGT $USB

$238M

91 positions

#8Milestone Investment Advisors LLCActive

Notable overlap · 9 shared positions

$KKR $SNOW $COP $WT $GSAT $NOW

$414M

139 positions

#9Evergreen Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$KKR $SNOW $HUM $AMGN

$194M

54 positions

#10White Lighthouse Investment Management Inc.Active

Notable overlap · 7 shared positions

$KKR $HUM $COP $UPST $SNOW $USB

$721M

145 positions

#11Sterling Financial Planning, Inc.Active

Notable overlap · 6 shared positions

$KKR $SNOW $COP $SE $WT $HUM

$337M

117 positions

#12Cornerstone Advisory, LLCPassive

Notable overlap · 4 shared positions

$KKR $SNOW $HUM $BAH

$1.1B

262 positions

#13Kuhn & Co Investment CounselPassive

Notable overlap · 5 shared positions

$SNOW $KKR $UPST $COP $AMGN

$155M

142 positions

#14Blake Schutter Theil Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$KKR $SNOW $HUM $COP $JCI $WT

$123M

111 positions

#15Breakwater Investment ManagementPassive

Notable overlap · 5 shared positions

$KKR $HUM $UPST $SNOW $WT

$269M

506 positions

#16Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 5 shared positions

$SNOW $KKR $HUM $UPST $SE

$111M

63 positions

#17Wealth Advisory Team LLC

Notable overlap · 3 shared positions

$KKR $SNOW $NOW

$113M

39 positions

#18Windward Private Wealth Management Inc.Smart money

Notable overlap · 8 shared positions

$SNOW $HUM $COP $UPST $WT $SE

$289M

44 positions

#19Darrow Company, Inc.Active

Notable overlap · 6 shared positions

$KKR $SNOW $HUM $WT $USB $COP

$222M

56 positions

#20ISLAY CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$SNOW $NOW $COP $PLD $WT $KKR

$197M

204 positions

#21Montecito Bank & TrustPassive

Notable overlap · 7 shared positions

$SNOW $UPST $COP $SE $KKR $WT

$607M

266 positions

#22Capital Advisors Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$SNOW $KKR $HUM $USB

$745M

219 positions

#23City State BankPassive

Notable overlap · 3 shared positions

$KKR $SNOW $HUM

$385M

784 positions

#24LFA - Lugano Financial Advisors SAActive

Notable overlap · 6 shared positions

$NOW $HLT $SSL $COP $USB $KKR

$197M

223 positions

#25Curran Financial Partners, LLCActive

Notable overlap · 6 shared positions

$KKR $HUM $UPST $USB $GSAT $WT

$559M

127 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.