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 Second Half Financial Partners,

13F Portfolio OverlapQ1 2026Second Half Financial Partners, portfolio →

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Most similar hedge funds by 13F overlap

Second Half Financial Partners, LLC is an institutional investor managing $244M across 109 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 Second Half Financial Partners, are Chung Wu Investment Group,, WORMSER FRERES GESTION, Prota Financial,, with shared positions in $TMO, $DIA, $DUK, $MSI, $CRM, $LRCX. The full ranking of 25 similar funds is below.

#1Chung Wu Investment Group, LLCPassive

Notable overlap · 3 shared positions

$TMO $DIA $DUK

$116M

259 positions

#2WORMSER FRERES GESTIONActive

Notable overlap · 3 shared positions

$TMO $MSI $CRM

$139M

42 positions

#3Prota Financial, LLCActive

Some overlap · 5 shared positions

$TMO $CRM $LRCX $KO $MSI

$138M

67 positions

#4M. Kraus & CoActive

Some overlap · 3 shared positions

$TMO $LHX $NEE

$343M

81 positions

#5Renasant BankPassive

Some overlap · 6 shared positions

$DUK $TMO $GD $CRM $NEE $KO

$141M

137 positions

#6Dougherty & Associates, LLCActive

Some overlap · 5 shared positions

$DUK $TMO $GD $RCL $NEE

$109M

52 positions

#7Cohen Capital Management, Inc.Passive

Some overlap · 3 shared positions

$TMO $CRM $NEE

$644M

154 positions

#8America First Investment Advisors, LLCActive

Some overlap · 3 shared positions

$TMO $KO $GD

$536M

41 positions

#9Railway Pension Investments LtdActive

Some overlap · 6 shared positions

$TMO $EXPE $NEE $BMY $MO $LRCX

$7.0B

103 positions

#10Investment Partners Asset Management, Inc.Passive

Some overlap · 3 shared positions

$TMO $DUK $KO

$162M

163 positions

#11First Heartland Consultants, Inc.Passive

Some overlap · 3 shared positions

$DUK $DIA $CRM

$1.3B

523 positions

#12Thomasville National Bank

Some overlap · 5 shared positions

$DUK $TMO $GD $CRM $KO

$1.6B

235 positions

#13Guinness Atkinson Asset Management IncPassive

Some overlap · 5 shared positions

$TMO $CRM $NEE $LRCX $KO

$200M

123 positions

#14Mill Capital Management, LLCActive

Some overlap · 4 shared positions

$TMO $LHX $CRM $LRCX

$1.3B

130 positions

#15EDGAR LOMAX CO/VAActive

Some overlap · 5 shared positions

$DUK $GD $NEE $BMY $KO

$1.4B

56 positions

#16Broyhill Asset Management, LLCPassive

Some overlap · 3 shared positions

$TMO $DUK $NEE

$108M

74 positions

#17Mirova US LLCActive

Some overlap · 3 shared positions

$TMO $CRM $NEE

$8.8B

42 positions

#18Grantham, Mayo, Van Otterloo & Co. LLCActive

Some overlap · 4 shared positions

$TMO $CRM $LRCX $KO

$39.1B

628 positions

#19Strategic Wealth Investment Group, LLCPassive

Some overlap · 3 shared positions

$TMO $DUK $CRM

$788M

94 positions

#20Lombard Odier Asset Management (Europe) LtdPassive

Some overlap · 3 shared positions

$DUK $TMO $NEE

$1.8B

190 positions

#21Cullen Capital Management, LLCActive

Some overlap · 4 shared positions

$DUK $GD $NEE $MO

$9.8B

213 positions

#22Greystone Financial Group, LLCPassive

Some overlap · 3 shared positions

$DUK $TMO $KO

$353M

78 positions

#23Park Place Capital CorpPassive

Some overlap · 5 shared positions

$DUK $NEE $GD $TMO $KO

$499M

850 positions

#24Evergreen Private Wealth LLCPassive

Some overlap · 3 shared positions

$TMO $ANET $CRM

$247M

86 positions

#25CAMDEN NATIONAL BANKPassive

Some overlap · 4 shared positions

$TMO $DUK $LHX $NEE

$739M

164 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.