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 Financial Alternatives,

13F Portfolio OverlapQ1 2026Financial Alternatives, portfolio →

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Most similar hedge funds by 13F overlap

Financial Alternatives, Inc is an institutional investor managing $185M across 79 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 Financial Alternatives, are North Ridge Wealth Advisors,, SWAN, Hurlow Wealth Group,, with shared positions in $SNPS, $SCHW, $MKL, $DIA, $UNIT, $HUM. The full ranking of 25 similar funds is below.

#1North Ridge Wealth Advisors, Inc.Active

Notable overlap · 5 shared positions

$SNPS $SCHW $MKL $DIA $UNIT

$178M

193 positions

#2SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$SNPS $SCHW $UNIT $HUM $MKL

$272M

554 positions

#3Hurlow Wealth Management Group, Inc.Active

Notable overlap · 4 shared positions

$SNPS $SCHW $IAU $HUM

$420M

120 positions

#4Johnson Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$SCHW $IAU $HUM

$207M

49 positions

#5Note Advisors, LLCActive

Notable overlap · 5 shared positions

$SCHW $IAU $DHR $SNPS $HUM

$200M

85 positions

#6KITCHING PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $SNPS $HUM

$109M

40 positions

#7Ariston Services GroupActive

Notable overlap · 3 shared positions

$IAU $SCHW $HUM

$167M

71 positions

#8REGIMEN WEALTH, LLCActive

Notable overlap · 3 shared positions

$SNPS $IAU $HUM

$342M

70 positions

#9Fearless Solutions, LLC dba Best InvestPassive

Notable overlap · 4 shared positions

$IAU $SCHW $UNIT $NTRB

$166M

127 positions

#10Keudell/Morrison Wealth ManagementPassive

Notable overlap · 3 shared positions

$SNPS $SCHW $HUM

$489M

245 positions

#11McIlrath & Eck, LLCPassive

Notable overlap · 3 shared positions

$SNPS $SCHW $DHR

$1.3B

1,645 positions

#12Firestone Capital ManagementPassive

Notable overlap · 6 shared positions

$SCHW $IAU $DHR $MKL $UNIT $HUM

$480M

160 positions

#13AWM CAPITAL, LLCActive

Notable overlap · 3 shared positions

$SCHW $IAU $HUM

$1.1B

113 positions

#14Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$SCHW $IAU $MKL

$110M

64 positions

#15Marotta Asset ManagementActive

Notable overlap · 3 shared positions

$SNPS $SCHW $UNIT

$543M

103 positions

#16WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$IAU $SCHW $HUM $UNIT

$508M

107 positions

#17Chemistry Wealth Management LLCPassive

Notable overlap · 5 shared positions

$IAU $MKL $UNIT $SCHW $BAC

$569M

204 positions

#18BlueSky Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$SNPS $UNIT $SCHW

$777M

115 positions

#19SVRN Asset Management, LLCActive

Notable overlap · 4 shared positions

$SCHW $MKL $UNIT $HUM

$103M

37 positions

#20Burk Holdings LLCPassive

Notable overlap · 6 shared positions

$IAU $DHR $HUM $SCHW $DIA $BAC

$233M

676 positions

#21Rockwood Wealth Management, LLCSmart money

Notable overlap · 6 shared positions

$SCHW $IAU $HUM $UNIT $MKL $NTRB

$1.4B

118 positions

#22FC Advisory LLCActive

Notable overlap · 8 shared positions

$SCHW $DHR $MKL $HUM $SNPS $NTRB

$342M

115 positions

#23Pillar Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$IAU $MKL $UNIT $NTRB

$171M

106 positions

#24Sterling Financial Planning, Inc.Active

Notable overlap · 5 shared positions

$IAU $SCHW $UNIT $HUM $CNS

$337M

117 positions

#25Wrenne Financial Planning LLCSmart money

Notable overlap · 4 shared positions

$SCHW $MKL $UNIT $HUM

$255M

49 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.