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 Opus Financial Solutions

13F Portfolio OverlapQ1 2026Opus Financial Solutions portfolio →

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Most similar hedge funds by 13F overlap

Opus Financial Solutions LLC is an institutional investor managing $106M across 103 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 Opus Financial Solutions are Tillman Hartley, ECLECTIC ASSOCIATES /ADV, Frankly Finances,, with shared positions in $NKE, $SNOW, $SCHW, $COP, $WT, $UPST. The full ranking of 25 similar funds is below.

#1Tillman Hartley LLCActive

Notable overlap · 8 shared positions

$NKE $SNOW $SCHW $COP $WT $UPST

$398M

88 positions

#2ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 8 shared positions

$NKE $HUM $WT $SNOW $BRZE $SLV

$753M

159 positions

#3Frankly Finances, LLCActive

Notable overlap · 6 shared positions

$NKE $SNOW $SCHW $IAU $WT $BRZE

$110M

64 positions

#4Burk Holdings LLCPassive

Notable overlap · 7 shared positions

$NKE $SNOW $HUM $WT $SCHW $IAU

$233M

676 positions

#5Confluence Wealth Services, Inc.Active

Notable overlap · 4 shared positions

$NKE $HUM $SNOW $COP

$2.6B

365 positions

#6Financial Futures Ltd Liability Co.Active

Notable overlap · 5 shared positions

$NKE $SNOW $SCHW $DDOG $IAU

$228M

72 positions

#7Fonville Wealth Management LLCPassive

Notable overlap · 6 shared positions

$NKE $SNOW $SCHW $HUM $BRZE $IAU

$525M

138 positions

#8FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 7 shared positions

$NKE $SNOW $HUM $API $SCHW $IAU

$754M

345 positions

#9Sterling Financial Planning, Inc.Active

Notable overlap · 8 shared positions

$NKE $SNOW $SCHW $WT $COP $IAU

$337M

117 positions

#10True Link Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $NKE $HUM $WT

$1.6B

418 positions

#11Team Hewins, LLCSmart money

Notable overlap · 4 shared positions

$NKE $SNOW $HUM $WT

$337M

41 positions

#12Altiora Financial Group, LLCActive

Notable overlap · 7 shared positions

$NKE $SNOW $BRZE $UPST $IAU $DDOG

$607M

110 positions

#13Pillar Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$NKE $SNOW $COP $IAU $BRZE

$171M

106 positions

#14Verus Financial Partners, Inc.Smart money

Notable overlap · 6 shared positions

$NKE $SNOW $BRZE $IAU $DDOG $UPST

$1.1B

121 positions

#15TOBIAS FINANCIAL ADVISORS, INC.Active

Notable overlap · 6 shared positions

$NKE $SCHW $SNOW $WT $HUM $BRZE

$718M

143 positions

#16DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$NKE $SNOW $SCHW $HUM $SLV $IAU

$249M

92 positions

#17Clarity Asset Management, Inc.Passive

Notable overlap · 4 shared positions

$NKE $SNOW $WT $BRZE

$198M

290 positions

#18Grove Street Fiduciary, LLCActive

Notable overlap · 4 shared positions

$HUM $SNOW $WT $UPST

$227M

74 positions

#19Ariston Services GroupActive

Notable overlap · 6 shared positions

$HUM $SCHW $SNOW $IAU $DDOG $COP

$167M

71 positions

#20Capital Advisors Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$HUM $SNOW $SCHW $DDOG $IAU

$745M

219 positions

#21EQ WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$NKE $HUM $COP $IAU

$171M

54 positions

#22Schoolcraft Capital LLCActive

Notable overlap · 3 shared positions

$NKE $SCHW $WT

$516M

65 positions

#23Financially in Tune, LLCActive

Notable overlap · 4 shared positions

$NKE $HUM $WT $OKTA

$116M

77 positions

#24Austin Asset Management Co IncSmart money

Notable overlap · 4 shared positions

$SNOW $NKE $SCHW $IAU

$608M

85 positions

#25Evanson Asset Management, LLCActive

Notable overlap · 8 shared positions

$NKE $WT $BRZE $SLV $SCHW $IAU

$1.9B

321 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.