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 Swisher Financial Concepts,

13F Portfolio OverlapQ1 2026Swisher Financial Concepts, portfolio →

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Most similar hedge funds by 13F overlap

Swisher Financial Concepts, Inc. is an institutional investor managing $179M across 102 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 Swisher Financial Concepts, are Souders Financial Advisors, McCarthy Asset ,, Madison Park Advisors,, with shared positions in $BRZE, $BAH, $GE, $PM, $NEE, $CINF. The full ranking of 25 similar funds is below.

#1Souders Financial AdvisorsPassive

Notable overlap · 6 shared positions

$BRZE $BAH $GE $PM $NEE $CINF

$876M

216 positions

#2McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$BRZE $BAH $SLV

$192M

27 positions

#3Madison Park Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$BRZE $REGN $AGQ

$127M

62 positions

#4TABR Capital Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $GEV $VRT $CAH

$109M

54 positions

#5Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$BRZE $PM $MO $GE

$255M

70 positions

#6Sageworth Trust Co of South DakotaActive

Notable overlap · 4 shared positions

$BRZE $GEV $GE $PM

$126M

56 positions

#7Verus Financial Partners, Inc.Smart money

Notable overlap · 5 shared positions

$BRZE $PM $MO $IAU $GE

$1.1B

121 positions

#8Genesis Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$BRZE $IAU $GE $GEV

$150M

64 positions

#9James J. Burns & Company, LLCActive

Notable overlap · 4 shared positions

$BRZE $SLV $PM $AGQ

$737M

155 positions

#1025 LLCActive

Notable overlap · 3 shared positions

$BRZE $NEE $AGQ

$324M

69 positions

#11Tribridge Partners Financial LLCActive

Notable overlap · 3 shared positions

$BRZE $REGN $BAH

$242M

80 positions

#12Sageworth Trust CoActive

Notable overlap · 5 shared positions

$BRZE $ABT $IAU $GE $GEV

$2.3B

172 positions

#13Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $BAH $SLV

$151M

54 positions

#14Prospera Capital Management, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $NEE $IAU

$199M

45 positions

#15Peak Financial Management, Inc.Active

Notable overlap · 3 shared positions

$BRZE $GE $GEV

$394M

100 positions

#16St. Louis Trust CoActive

Notable overlap · 3 shared positions

$BRZE $PM $NEE

$856M

145 positions

#17Sunflower Bank, N.A.Active

Notable overlap · 4 shared positions

$BRZE $GE $ABT $GEV

$392M

155 positions

#18New Covenant Trust Company, N.A.Active

Notable overlap · 4 shared positions

$BRZE $GE $GEV $NEE

$112M

96 positions

#19GRANVILLE CAPITAL, INC.Active

Notable overlap · 3 shared positions

$BRZE $SLV $AGQ

$191M

86 positions

#20Capital Investment Management, Inc.Active

Notable overlap · 6 shared positions

$BRZE $GE $GEV $ABT $PM $IAU

$291M

125 positions

#21ADE, LLCActive

Notable overlap · 3 shared positions

$BAH $BRZE $PM

$209M

86 positions

#22Applied Capital LLCActive

Notable overlap · 3 shared positions

$BRZE $IAU $NEE

$268M

50 positions

#23UNIVEST FINANCIAL CorpActive

Notable overlap · 5 shared positions

$BRZE $PM $REGN $URI $NEE

$1.8B

254 positions

#24Provenance Wealth Advisors, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $IAU $AGQ

$945M

412 positions

#25Greenbush Financial Group, LLCActive

Notable overlap · 3 shared positions

$BRZE $GEV $REGN

$302M

36 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.