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 SWEENEY & MICHEL,

13F Portfolio OverlapQ1 2026SWEENEY & MICHEL, portfolio →

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Most similar hedge funds by 13F overlap

SWEENEY & MICHEL, LLC is an institutional investor managing $340M across 145 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 SWEENEY & MICHEL, are Talisman Wealth Advisors, truNorth Financial Services,, Adirondack Advisors,, with shared positions in $MS, $KKR, $HUM, $WT, $WFC, $VZ. The full ranking of 25 similar funds is below.

#1Talisman Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$MS $KKR $HUM $WT $WFC

$124M

101 positions

#2truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$MS $KKR $HUM $WT

$97M

49 positions

#3Adirondack Capital Advisors, LLCSmart money

Notable overlap · 3 shared positions

$MS $KKR $HUM

$156M

44 positions

#4Wolff Financial Management LLCActive

Notable overlap · 4 shared positions

$MS $KKR $HUM $VZ

$453M

103 positions

#5Caldwell Investment Management Ltd.Active

Notable overlap · 3 shared positions

$MS $KKR $BAC

$255M

57 positions

#6Seven Springs Wealth Group, LLCActive

Notable overlap · 5 shared positions

$MS $HUM $WFC $VZ $BAC

$432M

81 positions

#7Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 6 shared positions

$MS $KKR $HUM $WT $SCHW $WFC

$589M

590 positions

#8KOM Wealth Management Group, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $SCHW $KKR

$147M

89 positions

#9DAGCO, INC.Passive

Notable overlap · 3 shared positions

$MS $KKR $HUM

$461M

353 positions

#10Capital Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $SCHW $VZ $ASML

$6.2B

693 positions

#11SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $SCHW

$103M

37 positions

#12Coign Capital Advisors LLCActive

Notable overlap · 3 shared positions

$MS $SCHW $BAC

$190M

80 positions

#13Valley Financial Group, Inc.Active

Notable overlap · 3 shared positions

$MS $VZ $SCHW

$185M

63 positions

#14Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$MS $SCHW $ASML

$313M

119 positions

#15Meridian Financial Partners LLCActive

Notable overlap · 3 shared positions

$MS $VZ $WT

$263M

121 positions

#16Summit Investment Advisory Services, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $WT

$269M

81 positions

#17Gratus Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $BAC

$691M

138 positions

#18Prodigy Asset Management LLCSmart money

Notable overlap · 3 shared positions

$MS $HUM $AMGN

$300M

28 positions

#19Scott Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $KKR $HUM $BAC $WFC

$493M

58 positions

#20PFS Partners, LLCActive

Notable overlap · 3 shared positions

$MS $VZ $SHEL

$218M

590 positions

#21Powers Advisory Group, LLCActive

Notable overlap · 3 shared positions

$MS $VZ $WT

$284M

125 positions

#22Sterling Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$MS $KKR $HUM

$175M

20 positions

#23Provident Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MS $WT $HUM

$331M

134 positions

#24IFS Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $WT $VZ

$194M

217 positions

#25Provenance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $KKR

$945M

412 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.