Hedge Funds Similar to CATALYST FINANCIAL PARTNERS

13F Portfolio OverlapQ1 2026CATALYST FINANCIAL PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

CATALYST FINANCIAL PARTNERS LLC is an institutional investor managing $847M across 370 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 CATALYST FINANCIAL PARTNERS are Retirement Systems of Alabama, Financial Council,, Kentucky Retirement Systems Insurance Fund, with shared positions in $AMAT, $PM, $MU, $MS, $BAC, $KO. The full ranking of 25 similar funds is below.

#1Retirement Systems of AlabamaActive

Slight overlap · 7 shared positions

$AMAT $PM $MU $MS $BAC $KO

$30.0B

947 positions

#2Financial Council, LLCActive

Slight overlap · 7 shared positions

$LEN $AMAT $MU $BAC $KO $GE

$259M

101 positions

#3Kentucky Retirement Systems Insurance Trust FundPassive

Slight overlap · 7 shared positions

$AMAT $PM $MU $BAC $KO $GE

$1.5B

492 positions

#4Utah Retirement SystemsActive

Slight overlap · 7 shared positions

$AMAT $PM $MU $BAC $KO $GE

$9.8B

974 positions

#5VANGUARD CAPITAL MANAGEMENT LLCPassive

Slight overlap · 7 shared positions

$AMAT $PM $MU $BAC $KO $GE

$4.0T

3,982 positions

#6MUFG SECURITIES AMERICAS INC.Passive

Slight overlap · 7 shared positions

$AMAT $PM $MU $BAC $KO $GE

$1.6B

504 positions

#7Arizona State Retirement SystemPassive

Slight overlap · 7 shared positions

$AMAT $PM $MU $BAC $KO $GE

$17.1B

2,051 positions

#8MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCPassive

Slight overlap · 7 shared positions

$AMAT $PM $MU $BAC $KO $GE

$8.8B

1,363 positions

#9HARTFORD INVESTMENT MANAGEMENT COActive

Slight overlap · 7 shared positions

$AMAT $PM $MU $BAC $KO $GE

$3.2B

495 positions

#10ONEFUND, LLCPassive

Slight overlap · 7 shared positions

$AMAT $PM $MU $BAC $KO $GE

$155M

507 positions

#11Czech National BankActive

Slight overlap · 7 shared positions

$AMAT $PM $MU $BAC $KO $GE

$15.2B

503 positions

#12Supplemental Annuity Collective Trust of NJPassive

Slight overlap · 7 shared positions

$AMAT $PM $MU $BAC $KO $GE

$355M

297 positions

#13MetLife Investment Management, LLCPassive

Slight overlap · 7 shared positions

$AMAT $PM $MU $BAC $KO $GE

$19.6B

2,765 positions

#14Tenzing Financial LLCActive

Slight overlap · 7 shared positions

$DDOG $AMAT $MU $GE $GEV $PM

$133M

70 positions

#15VANGUARD ASSET MANAGEMENT, LtdPassive

Slight overlap · 6 shared positions

$AMAT $PM $MU $BAC $KO $GE

$115.7B

2,395 positions

#16Alta Advisers LtdActive

Slight overlap · 6 shared positions

$AMAT $PM $MU $BAC $KO $GE

$276M

206 positions

#17STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEMPassive

Slight overlap · 6 shared positions

$AMAT $PM $MU $BAC $KO $GE

$53.4B

2,063 positions

#18VANGUARD FIDUCIARY TRUST COPassive

Slight overlap · 6 shared positions

$AMAT $PM $MU $BAC $KO $GE

$391.6B

3,983 positions

#19OREGON PUBLIC EMPLOYEES RETIREMENT FUNDPassive

Slight overlap · 6 shared positions

$AMAT $PM $MU $BAC $KO $GE

$7.6B

1,510 positions

#20State of New Jersey Common Pension Fund DPassive

Slight overlap · 6 shared positions

$AMAT $PM $MU $BAC $KO $GE

$25.9B

1,549 positions

#21Invesco Ltd.Passive

Slight overlap · 6 shared positions

$AMAT $PM $MU $BAC $KO $GE

$653.3B

3,739 positions

#22GEODE CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 6 shared positions

$AMAT $PM $MU $BAC $KO $GE

$1.6T

4,513 positions

#23Police & Firemen's Retirement System of New JerseyPassive

Slight overlap · 6 shared positions

$AMAT $PM $MU $BAC $KO $GE

$11.7B

3,135 positions

#24National Pension ServiceActive

Slight overlap · 6 shared positions

$AMAT $PM $MU $BAC $KO $GE

$131.7B

562 positions

#25NEW YORK LIFE INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 6 shared positions

$AMAT $PM $MU $BAC $KO $GE

$11.8B

781 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.