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 Cherry Tree Wealth ,

13F Portfolio OverlapQ1 2026Cherry Tree Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Cherry Tree Wealth Management, LLC is an institutional investor managing $473M across 582 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 Cherry Tree Wealth , are FIDUCIARY ADVISORS,, Efficient Advisors,, Pinnacle Financial Group, / IL, with shared positions in $KKR, $COP, $MKL, $UNIT, $BRZE, $AMN. The full ranking of 25 similar funds is below.

#1FIDUCIARY ADVISORS, INC.Active

Notable overlap · 9 shared positions

$KKR $COP $MKL $UNIT $BRZE $AMN

$133M

121 positions

#2Efficient Advisors, LLCActive

Notable overlap · 6 shared positions

$UNIT $COP $MKL $BRZE $SCHW $WT

$1.4B

58 positions

#3Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 8 shared positions

$KKR $UNIT $MKL $SCHW $WT $BRZE

$365M

111 positions

#4Firestone Capital ManagementPassive

Notable overlap · 8 shared positions

$COP $MKL $UNIT $DDOG $SCHW $DHR

$480M

160 positions

#5VSM Wealth Advisory, LLCPassive

Notable overlap · 7 shared positions

$KKR $COP $MKL $DDOG $UNIT $SCHW

$335M

505 positions

#6Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 5 shared positions

$KKR $UNIT $COP $SCHW $HUM

$230M

21 positions

#7White Lighthouse Investment Management Inc.Active

Notable overlap · 10 shared positions

$KKR $COP $BRZE $UNIT $SCHW $MKL

$721M

145 positions

#8Hegarty Advisors, LLCActive

Notable overlap · 6 shared positions

$UNIT $MKL $COP $KKR $USB $HUM

$127M

57 positions

#9Wrenne Financial Planning LLCSmart money

Notable overlap · 7 shared positions

$UNIT $MKL $BRZE $DDOG $SCHW $HUM

$255M

49 positions

#10Luminvest Wealth Management LLCSmart money

Notable overlap · 9 shared positions

$MKL $COP $DDOG $BRZE $KKR $DHR

$382M

55 positions

#11Creekside PartnersPassive

Notable overlap · 7 shared positions

$UNIT $MKL $SCHW $KKR $BRZE $COP

$243M

183 positions

#12Financially in Tune, LLCActive

Notable overlap · 6 shared positions

$KKR $MKL $UNIT $WT $NKE $HUM

$116M

77 positions

#13CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 10 shared positions

$COP $BRZE $SCHW $MKL $UNIT $AMN

$532M

162 positions

#14SONATA CAPITAL GROUP INCPassive

Notable overlap · 9 shared positions

$KKR $SSL $HLT $UNIT $DDOG $WT

$271M

123 positions

#15FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 8 shared positions

$UNIT $MKL $SCHW $AMN $BRZE $WT

$293M

105 positions

#16Verus Financial Partners, Inc.Smart money

Notable overlap · 6 shared positions

$UNIT $MKL $BRZE $DDOG $NKE $DHR

$1.1B

121 positions

#17Sterling Financial Planning, Inc.Active

Notable overlap · 9 shared positions

$KKR $COP $DDOG $SCHW $WT $UNIT

$337M

117 positions

#18Mustard Seed Financial, LLCPassive

Notable overlap · 7 shared positions

$COP $DDOG $BRZE $UNIT $SCHW $NKE

$167M

92 positions

#19Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 7 shared positions

$COP $MKL $BRZE $DDOG $SCHW $DHR

$578M

118 positions

#20Gladwyn Financial Advisors, Inc.Active

Notable overlap · 5 shared positions

$UNIT $COP $MKL $USB $MMM

$160M

82 positions

#21Sightline Wealth Advisors, LLCActive

Notable overlap · 10 shared positions

$MKL $COP $SSL $HLT $UNIT $DDOG

$236M

91 positions

#22Discipline Wealth Solutions, LLCActive

Notable overlap · 7 shared positions

$UNIT $MKL $BRZE $SCHW $WT $COP

$950M

192 positions

#23Donalies Financial Planning, LLCActive

Notable overlap · 7 shared positions

$UNIT $BRZE $KKR $SCHW $DDOG $NKE

$117M

74 positions

#24Ballast Financial Advisors LLCActive

Notable overlap · 8 shared positions

$UNIT $COP $AMN $KKR $BRZE $DHR

$98M

68 positions

#25Sage Financial Management Group, Inc.Active

Notable overlap · 4 shared positions

$KKR $COP $MKL $UNIT

$325M

57 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.