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 Hibernia Wealth Partners,

13F Portfolio OverlapQ1 2026Hibernia Wealth Partners, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Hibernia Wealth Partners, LLC is an institutional investor managing $338M across 122 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 Hibernia Wealth Partners, are RED CEDAR INVESTMENT ,, Hutchens & Kramer Investment Group,, American, with shared positions in $SLV, $MCD, $NEE, $TJX, $MSI, $ETN. The full ranking of 25 similar funds is below.

#1RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Slight overlap · 6 shared positions

$SLV $MCD $NEE $TJX $MSI $ETN

$965M

91 positions

#2Hutchens & Kramer Investment Management Group, LLCPassive

Slight overlap · 6 shared positions

$DKNG $APH $TJX $MSI $IBIT $ETN

$317M

149 positions

#3American TrustActive

Slight overlap · 5 shared positions

$SLV $APH $NEE $TJX $HON

$1.1B

313 positions

#4Evansbrook LLCActive

Slight overlap · 6 shared positions

$DKNG $MCD $NEE $TJX $AXP $PM

$150M

117 positions

#5Revisor Wealth Management LLCPassive

Slight overlap · 5 shared positions

$SLV $MCD $GMM $HUM $PM

$362M

327 positions

#6MCCARTER PRIVATE WEALTH SERVICES LLCPassive

Slight overlap · 5 shared positions

$SLV $NEE $TJX $AXP $ETN

$230M

171 positions

#7Broyhill Asset Management, LLCPassive

Slight overlap · 5 shared positions

$SLV $NEE $HON $HUM $PM

$108M

74 positions

#8Granite Harbor Advisors, Inc.Passive

Slight overlap · 5 shared positions

$SLV $APH $MCD $NEE $HON

$229M

129 positions

#9Vanguard Capital Wealth AdvisorsPassive

Slight overlap · 4 shared positions

$SLV $APH $MCD $PM

$108M

120 positions

#10Haverford Trust CoActive

Slight overlap · 7 shared positions

$MCD $NEE $TJX $HON $ETN $HUM

$10.9B

419 positions

#11Rooted Wealth Advisors, Inc.Active

Slight overlap · 4 shared positions

$SLV $MCD $GMM $HUM

$379M

144 positions

#12Beacon Harbor Wealth Advisors, Inc.Passive

Slight overlap · 4 shared positions

$SLV $APH $NEE $PM

$477M

70 positions

#13Ponta Wealth Partners, LLCPassive

Slight overlap · 4 shared positions

$SLV $MCD $TJX $ETN

$124M

138 positions

#14Strategic Investment Solutions, Inc. /ILPassive

Slight overlap · 4 shared positions

$SLV $MCD $NEE $HUM

$414M

694 positions

#15WEALTHSPAN PARTNERS, LLCPassive

Slight overlap · 4 shared positions

$SLV $MCD $NEE $HUM

$284M

123 positions

#16SAXON INTERESTS, INC.Passive

Slight overlap · 5 shared positions

$DKNG $MCD $MSI $ETN $HUM

$290M

224 positions

#17Neuberger Berman Group LLCPassive

Slight overlap · 6 shared positions

$APH $MCD $NEE $TJX $MSI $ETN

$131.4B

2,162 positions

#18Cypress Capital GroupPassive

Slight overlap · 4 shared positions

$SLV $MCD $TJX $PM

$889M

246 positions

#19PIONEER TRUST BANK N A/ORPassive

Slight overlap · 6 shared positions

$APH $MCD $NEE $TJX $HON $ETN

$412M

83 positions

#20INVESTMENT PARTNERS, LTD.Passive

Slight overlap · 4 shared positions

$SLV $MCD $IBIT $HUM

$281M

152 positions

#21Summit Asset Management, LLCActive

Slight overlap · 4 shared positions

$SLV $NEE $TJX $HON

$719M

172 positions

#22Horizon Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$SLV $HUM $TJX $AXP $MCD

$682M

137 positions

#23MARINO, STRAM & ASSOCIATES LLCActive

Slight overlap · 4 shared positions

$SLV $MCD $HUM $PM

$557M

185 positions

#24CALIBER WEALTH MANAGEMENT, LLC / KSActive

Slight overlap · 4 shared positions

$SLV $NEE $MSI $ETN

$914M

270 positions

#25Good Steward Wealth Advisors,LLCPassive

Slight overlap · 4 shared positions

$SLV $NEE $AXP $ETN

$156M

68 positions

Compare Hibernia Wealth Partners,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Hibernia Wealth Partners,’s holdings

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.