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 Creative Investments

13F Portfolio OverlapQ1 2026Creative Investments portfolio →

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Most similar hedge funds by 13F overlap

Creative Capital Management Investments LLC is an institutional investor managing $348M across 324 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 Creative Investments are Mason Investment Advisory Services,, Meredith Wealth Planning, WMG Financial Advisors,, with shared positions in $AMN, $DDOG, $WT, $USB, $BRZE, $GE. The full ranking of 25 similar funds is below.

#1Mason Investment Advisory Services, Inc.Smart money

Substantial overlap · 4 shared positions

$AMN $DDOG $WT $USB

$2.2B

79 positions

#2Meredith Wealth PlanningActive

Substantial overlap · 3 shared positions

$AMN $DDOG $BRZE

$369M

70 positions

#3WMG Financial Advisors, LLCActive

Substantial overlap · 3 shared positions

$AMN $BRZE $WT

$240M

100 positions

#4Kane Co Wealth Management, Inc.Active

Substantial overlap · 3 shared positions

$AMN $DDOG $WT

$119M

51 positions

#5Parkshore Wealth Management, Inc.Smart money

Substantial overlap · 3 shared positions

$AMN $GE $BRZE

$299M

69 positions

#6KEB ASSET MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$AMN $AEE $GE

$522M

97 positions

#7Golden Bell Financial Planning LLCActive

Substantial overlap · 3 shared positions

$AMN $DDOG $USB

$125M

37 positions

#8POINCIANA ADVISORS GROUP, LLCPassive

Substantial overlap · 5 shared positions

$AMN $GILD $BMY $GE $XEL

$127M

130 positions

#9Burk Holdings LLCPassive

Substantial overlap · 3 shared positions

$AMN $DDOG $WT

$233M

676 positions

#10Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 3 shared positions

$AMN $LHX $WT

$931M

518 positions

#11Nvest Wealth Strategies, Inc.Active

Substantial overlap · 3 shared positions

$AMN $WT $GE

$143M

395 positions

#12RW Investment Management LLCActive

Notable overlap · 3 shared positions

$AMN $USB $AMGN

$1.0B

113 positions

#13Unison Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $DDOG $WT

$1.3B

175 positions

#14Oak Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $DDOG $BRZE

$182M

57 positions

#15New England Capital Financial Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $BMY $GE

$365M

425 positions

#16Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 4 shared positions

$AMN $DDOG $USB $ISRG

$1.1B

81 positions

#17Beaird Harris Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMN $DDOG $USB $WT

$1.5B

686 positions

#18Ballast Financial Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $USB $BRZE

$98M

68 positions

#19Werba Rubin Papier Wealth ManagementPassive

Notable overlap · 4 shared positions

$AMN $GILD $USB $BRZE

$718M

278 positions

#20Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$AMN $DDOG $AEE $USB

$302M

51 positions

#21Flagstone Financial ManagementSmart money

Notable overlap · 3 shared positions

$AMN $USB $GILD

$403M

71 positions

#22Truepoint, Inc.Active

Notable overlap · 4 shared positions

$AMN $BRZE $DDOG $GE

$4.5B

148 positions

#23Allegiance Financial Group Advisory Services LLCActive

Notable overlap · 4 shared positions

$AMN $DDOG $BMY $GE

$503M

198 positions

#24RETIREMENT FINANCIAL SOLUTIONS, LLCActive

Notable overlap · 4 shared positions

$AMN $USB $BRZE $WT

$350M

53 positions

#25ATLas Financial Planning LLCActive

Notable overlap · 4 shared positions

$AMN $USB $BRZE $WT

$112M

69 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.