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 SWAN

13F Portfolio OverlapQ1 2026SWAN portfolio →

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Most similar hedge funds by 13F overlap

SWAN Capital LLC is an institutional investor managing $272M across 554 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 SWAN are Ariston Services Group, Buska Wealth ,, Reality Financial Planning Services,, with shared positions in $KKR, $HUM, $SCHW, $USB, $GE, $GEV. The full ranking of 25 similar funds is below.

#1Ariston Services GroupActive

Substantial overlap · 3 shared positions

$KKR $HUM $SCHW

$167M

71 positions

#2Buska Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$HUM $KKR $USB

$249M

74 positions

#3Reality Financial Planning Services, LLCSmart money

Substantial overlap · 3 shared positions

$KKR $HUM $SCHW

$104M

20 positions

#4Mittelman Wealth ManagementActive

Substantial overlap · 4 shared positions

$KKR $HUM $GE $GEV

$160M

52 positions

#5Employees' Retirement Fund of the City of Fort WorthActive

Substantial overlap · 4 shared positions

$KKR $HUM $SCHW $UNIT

$230M

21 positions

#6Western Pacific Wealth Management, LPActive

Substantial overlap · 6 shared positions

$HUM $KKR $SCHW $PLTR $AMD $MPC

$98M

197 positions

#7Marotta Asset ManagementActive

Substantial overlap · 5 shared positions

$MAR $SNPS $UNIT $SCHW $GEV

$543M

103 positions

#8Wheelhouse Advisory Group LLCActive

Substantial overlap · 5 shared positions

$HUM $MAR $KKR $MCD $USB

$302M

51 positions

#9Juno Financial Group LLCActive

Substantial overlap · 4 shared positions

$HUM $KKR $SCHW $GE

$255M

70 positions

#10Family CFO IncActive

Substantial overlap · 5 shared positions

$HUM $UNIT $USB $SCHW $MKL

$223M

41 positions

#11Sherman Wealth Management LLCActive

Substantial overlap · 6 shared positions

$HUM $KKR $UNIT $GE $GEV $AMD

$116M

80 positions

#12FLYWHEEL PRIVATE WEALTH LLCActive

Substantial overlap · 5 shared positions

$HUM $UNIT $KKR $SCHW $MAR

$176M

104 positions

#13Seneca Financial Advisors LLCActive

Substantial overlap · 4 shared positions

$HUM $KKR $USB $MCD

$341M

64 positions

#14DecisionPoint Financial, LLCSmart money

Substantial overlap · 3 shared positions

$SCHW $USB $MAR

$464M

679 positions

#15White Lighthouse Investment Management Inc.Active

Substantial overlap · 8 shared positions

$KKR $MAR $USB $HUM $UNIT $SCHW

$721M

145 positions

#16Tide Cove Capital Partners LLCSmart money

Substantial overlap · 4 shared positions

$KKR $HUM $SCHW $USB

$147M

13 positions

#17Granite FO LLCSmart money

Substantial overlap · 5 shared positions

$HUM $KKR $PFE $MU $UNIT

$169M

170 positions

#18Vermillion Wealth Management, Inc.Passive

Substantial overlap · 5 shared positions

$MAR $HUM $SCHW $KKR $USB

$255M

1,563 positions

#19Hurlow Wealth Management Group, Inc.Active

Substantial overlap · 7 shared positions

$SNPS $SCHW $USB $HUM $MCD $KKR

$420M

120 positions

#20Martel Wealth Advisors IncSmart money

Notable overlap · 7 shared positions

$KKR $HUM $UNIT $SCHW $MAR $MKL

$587M

73 positions

#21Piedmont Capital Management, LLCActive

Notable overlap · 4 shared positions

$KKR $USB $HUM $SCHW

$197M

50 positions

#22Passive Capital Management, LLC.Active

Notable overlap · 6 shared positions

$SCHW $MAR $MCD $KKR $UNIT $MKL

$335M

104 positions

#23Capital Advisors Wealth Management, LLCActive

Notable overlap · 7 shared positions

$HUM $USB $MAR $KKR $SCHW $UNIT

$745M

219 positions

#24Gibson Capital, LLCSmart money

Notable overlap · 3 shared positions

$SCHW $HUM $UNIT

$537M

87 positions

#25Blackston Financial Advisory Group, LLCActive

Notable overlap · 5 shared positions

$HUM $KKR $MAR $MCD $OKE

$160M

106 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.