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 Passive ,

13F Portfolio OverlapQ1 2026Passive , portfolio →

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Most similar hedge funds by 13F overlap

Passive Capital Management, LLC. is an institutional investor managing $335M across 104 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 Passive , are Schiavi &, Allodium Investment Consultants,, Frankly Finances,, with shared positions in $SNOW, $DDOG, $LOW, $MKL, $KKR, $SCHW. The full ranking of 25 similar funds is below.

#1Schiavi & Co LLCSmart money

Substantial overlap · 5 shared positions

$SNOW $DDOG $LOW $MKL $KKR

$337M

50 positions

#2Allodium Investment Consultants, LLCActive

Substantial overlap · 3 shared positions

$SCHW $DDOG $SNOW

$209M

52 positions

#3Frankly Finances, LLCActive

Substantial overlap · 6 shared positions

$SNOW $SCHW $AMN $MKL $NKE $WT

$110M

64 positions

#4KRM WEALTH MANAGEMENT L.L.C.Smart money

Substantial overlap · 5 shared positions

$SNOW $SCHW $DDOG $MAR $KKR

$192M

43 positions

#5Gibson Capital, LLCSmart money

Substantial overlap · 3 shared positions

$SCHW $PM $UNIT

$537M

87 positions

#6Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 7 shared positions

$SNOW $AMN $MKL $NKE $SCHW $UNIT

$931M

518 positions

#7Heritage Financial Services, LLC

Substantial overlap · 5 shared positions

$SNOW $AMN $MCD $DDOG $WT

$1.2B

126 positions

#8Family Investment Center, Inc.Active

Substantial overlap · 5 shared positions

$SNOW $AMN $UNIT $WT $MKL

$520M

91 positions

#9GPWM LLCSmart money

Substantial overlap · 3 shared positions

$SCHW $DDOG $UNIT

$191M

20 positions

#10SOUTHERN MICHIGAN BANK & TRUSTActive

Substantial overlap · 6 shared positions

$SNOW $SCHW $DDOG $MCD $WT $PM

$261M

424 positions

#11ACCESS FINANCIAL SERVICES, INC.Active

Substantial overlap · 4 shared positions

$SNOW $DDOG $LOW $KKR

$282M

95 positions

#12Longview Financial Advisors LLCActive

Substantial overlap · 5 shared positions

$SNOW $WT $NKE $SCHW $AFRM

$184M

157 positions

#13Williams Financial, LLCSmart money

Substantial overlap · 3 shared positions

$SNOW $WT $MKL

$172M

25 positions

#14Kropog Financial Group, LLCActive

Substantial overlap · 3 shared positions

$SNOW $MAR $KKR

$123M

33 positions

#15True Link Financial Advisors, LLCActive

Substantial overlap · 5 shared positions

$SNOW $NKE $WT $MKL $MAR

$1.6B

418 positions

#16Scott Capital Advisors, LLCActive

Substantial overlap · 5 shared positions

$SNOW $KKR $DDOG $BAC $NKE

$493M

58 positions

#17Legend Capital Advisors LLCActive

Substantial overlap · 3 shared positions

$SNOW $KKR $MCD

$160M

159 positions

#18Pearl Planning LLCActive

Substantial overlap · 3 shared positions

$SNOW $AMN $UNIT

$187M

52 positions

#19Heritage Wealth Management, Inc./TexasSmart money

Substantial overlap · 3 shared positions

$SCHW $WT $NKE

$234M

41 positions

#20Sage Financial Management Group, Inc.Active

Substantial overlap · 4 shared positions

$SNOW $MKL $KKR $UNIT

$325M

57 positions

#21Austin Asset Management Co IncSmart money

Substantial overlap · 4 shared positions

$SNOW $SCHW $AMN $NKE

$608M

85 positions

#22DEFINE FINANCIAL, LLCSmart money

Substantial overlap · 4 shared positions

$SCHW $AMN $MKL $MAR

$184M

41 positions

#23CHRISTINE MESSMER PCActive

Substantial overlap · 5 shared positions

$SNOW $DDOG $MAR $KKR $UNIT

$156M

80 positions

#24Compass Planning Associates IncSmart money

Substantial overlap · 3 shared positions

$SNOW $DDOG $MKL

$156M

30 positions

#25Planned Solutions, Inc.Active

Substantial overlap · 4 shared positions

$SNOW $AMN $MCD $BAC

$306M

139 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.