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 Hilltop Partners

13F Portfolio OverlapQ1 2026Hilltop Partners portfolio →

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Most similar hedge funds by 13F overlap

Hilltop Partners LLC is an institutional investor managing $390M across 126 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 Hilltop Partners are Marion Wealth, ECOFI INVESTISSEMENTS SA, Greystone Financial Group,, with shared positions in $SNPS, $VLTO, $WT, $TJX, $EOG, $KO. The full ranking of 25 similar funds is below.

#1Marion Wealth ManagementPassive

Notable overlap · 6 shared positions

$SNPS $VLTO $WT $TJX $EOG $KO

$451M

146 positions

#2ECOFI INVESTISSEMENTS SAPassive

Some overlap · 3 shared positions

$SNPS $VLTO $EMR

$55M

36 positions

#3Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$SNPS $TJX $KO $HON $EMR

$353M

78 positions

#4Financial Gravity Asset Management, Inc.Passive

Some overlap · 4 shared positions

$SNPS $VLTO $WT $KO

$562M

973 positions

#5Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$SNPS $TJX $KO $HON $EMR

$272M

95 positions

#6REGIMEN WEALTH, LLCActive

Some overlap · 3 shared positions

$SNPS $WT $KO

$342M

70 positions

#7AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 3 shared positions

$SNPS $WT $KO

$206M

97 positions

#8Connecticut Capital Management Group, LLCPassive

Some overlap · 3 shared positions

$SNPS $VLTO $KO

$106M

109 positions

#9Onyx Bridge Wealth Group LLCPassive

Some overlap · 3 shared positions

$VLTO $SNPS $WT

$930M

373 positions

#10BlueStem Wealth Partners, LLCActive

Some overlap · 3 shared positions

$SNPS $AMP $WT

$900M

124 positions

#11MATHER GROUP, LLC.Active

Some overlap · 3 shared positions

$VLTO $SNPS $WT

$10.0B

1,896 positions

#12ALKEON CAPITAL MANAGEMENT LLCSmart money

Some overlap · 3 shared positions

$SNPS $TJX $APH

$59.5B

102 positions

#13Kestra Investment Management, LLCActive

Some overlap · 3 shared positions

$SNPS $VLTO $WT

$5.8B

439 positions

#14Midway Capital Research & ManagementPassive

Some overlap · 3 shared positions

$SNPS $WT $APH

$106M

117 positions

#15OSTRUM ASSET MANAGEMENTActive

Some overlap · 4 shared positions

$SNPS $ETN $HON $KO

$1.8B

562 positions

#16SWS PartnersPassive

Some overlap · 3 shared positions

$VLTO $ETN $APH

$405M

112 positions

#17NORTHSTAR ASSET MANAGEMENT INCActive

Some overlap · 3 shared positions

$VLTO $ETN $TJX

$326M

86 positions

#18CIM, LLCPassive

Some overlap · 3 shared positions

$SNPS $WT $APH

$692M

168 positions

#19DB Fitzpatrick & Co, IncActive

Some overlap · 3 shared positions

$VLTO $SNPS $ETN

$117M

106 positions

#20O'Brien Greene & Co. IncPassive

Some overlap · 4 shared positions

$VLTO $EOG $KO $EMR

$353M

133 positions

#21Hobart Private Capital, LLCPassive

Some overlap · 3 shared positions

$VLTO $WT $FITB

$509M

132 positions

#22Cravens & Co Advisors, LLCActive

Some overlap · 3 shared positions

$VLTO $WT $EOG

$154M

64 positions

#23FORBES J M & CO LLPActive

Some overlap · 5 shared positions

$ETN $TJX $APH $KO $EMR

$1.2B

150 positions

#24HFR Wealth Management, LLCActive

Some overlap · 4 shared positions

$VLTO $TJX $APH $ETN

$407M

49 positions

#25MCDANIEL TERRY & COActive

Some overlap · 5 shared positions

$ETN $APH $KO $HON $EMR

$1.2B

81 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.