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 Carr Financial Group

13F Portfolio OverlapQ1 2026Carr Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Carr Financial Group Corp is an institutional investor managing $379M across 174 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 Carr Financial Group are Ballast Financial Advisors, Hubbell Strickland Wealth ,, Madson Wealth Advisors, with shared positions in $HUM, $AMN, $MS, $DHR, $KKR, $COP. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive

Notable overlap · 6 shared positions

$HUM $AMN $MS $DHR $KKR $COP

$98M

68 positions

#2Hubbell Strickland Wealth Management, LLCSmart money

Notable overlap · 5 shared positions

$HUM $MS $DHR $KKR $NTRB

$251M

83 positions

#3Madson Wealth Advisors IncPassive

Notable overlap · 4 shared positions

$HUM $MS $DHR $AFRM

$120M

84 positions

#4Sterling Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$HUM $MS $KKR

$175M

20 positions

#5FLYWHEEL PRIVATE WEALTH LLCActive

Notable overlap · 4 shared positions

$HUM $AMN $KKR $AMGN

$176M

104 positions

#6Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$HUM $AMN $NTRB $KKR

$302M

51 positions

#7Confluence Wealth Services, Inc.Active

Notable overlap · 3 shared positions

$HUM $MS $COP

$2.6B

365 positions

#8MJP ASSOCIATES INC /ADVActive

Notable overlap · 3 shared positions

$HUM $AMN $KKR

$824M

231 positions

#9Stokes Family Office, LLCPassive

Notable overlap · 4 shared positions

$HUM $AMN $KKR $LRCX

$969M

276 positions

#10Prodigy Asset Management LLCSmart money

Notable overlap · 3 shared positions

$HUM $MS $AMGN

$300M

28 positions

#11New England Private Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $KKR $AMN $AFRM $COP

$866M

194 positions

#12Sherman Wealth Management LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $NTRB $AMN

$116M

80 positions

#13AMARA FINANCIAL, LLC.Active

Notable overlap · 3 shared positions

$HUM $AFRM $NTRB

$145M

45 positions

#14Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$HUM $DHR $KKR

$255M

70 positions

#15PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$HUM $AMAT $COP $NTRB

$198M

106 positions

#16Paragon Capital Management LtdActive

Notable overlap · 4 shared positions

$HUM $AFRM $AMN $AMGN

$476M

199 positions

#17Blackston Financial Advisory Group, LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $NTRB

$160M

106 positions

#18Joel Isaacson & Co., LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $MS $NTRB

$3.0B

455 positions

#19Ariston Services GroupActive

Notable overlap · 4 shared positions

$HUM $KKR $PH $COP

$167M

71 positions

#20Capital Advisors Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $AMN $KKR

$745M

219 positions

#21Keystone Financial Group, Inc.Active

Notable overlap · 3 shared positions

$HUM $DHR $AMGN

$192M

134 positions

#22360 Financial, Inc.Smart money

Notable overlap · 4 shared positions

$HUM $KKR $AMGN $MS

$332M

80 positions

#23Alexis Investment Partners, LLCActive

Notable overlap · 3 shared positions

$HUM $AMAT $NTRB

$145M

35 positions

#24Councilmark Asset Management, LLCActive

Notable overlap · 3 shared positions

$HUM $COP $AMGN

$174M

85 positions

#25Seneca Financial Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $AMGN

$341M

64 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.