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 Employees' Retirement Fund of the City of Fort Worth

13F Portfolio OverlapQ1 2026Employees' Retirement Fund of the City of Fort Worth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Employees' Retirement Fund of the City of Fort Worth is an institutional investor managing $230M across 21 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 Employees' Retirement Fund of the City of Fort Worth are FIDELIS iM,, SWAN, Tide Cove Partners, with shared positions in $COP, $HUM, $SCHW, $KKR, $UNIT, $SLV. The full ranking of 25 similar funds is below.

#1FIDELIS iM, LLCSmart money

Substantial overlap · 3 shared positions

$COP $HUM $SCHW

$264M

25 positions

#2SWAN Capital LLCPassive

Substantial overlap · 4 shared positions

$KKR $HUM $SCHW $UNIT

$272M

554 positions

#3Tide Cove Capital Partners LLCSmart money

Substantial overlap · 4 shared positions

$KKR $HUM $SCHW $COP

$147M

13 positions

#4Kohmann Bosshard Financial Services, LLCActive

Substantial overlap · 5 shared positions

$COP $HUM $SCHW $UNIT $KKR

$1.2B

1,060 positions

#5McCarthy Asset Management, Inc.

Substantial overlap · 3 shared positions

$COP $HUM $SLV

$192M

27 positions

#6E&R Wealth Management, LLCSmart money

Substantial overlap · 3 shared positions

$COP $UNIT $SCHW

$100M

12 positions

#7CYPRESS FINANCIAL PLANNING LLCActive

Substantial overlap · 3 shared positions

$COP $SCHW $HUM

$363M

102 positions

#8VSM Wealth Advisory, LLCPassive

Substantial overlap · 5 shared positions

$COP $KKR $UNIT $SCHW $HUM

$335M

505 positions

#9WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Substantial overlap · 4 shared positions

$VLTO $HUM $COP $SCHW

$350M

95 positions

#10Firestone Capital ManagementPassive

Substantial overlap · 4 shared positions

$HUM $COP $SCHW $UNIT

$480M

160 positions

#11Ariston Services GroupActive

Substantial overlap · 4 shared positions

$KKR $HUM $SCHW $COP

$167M

71 positions

#12Family CFO IncActive

Substantial overlap · 4 shared positions

$VLTO $HUM $UNIT $SCHW

$223M

41 positions

#13Quaker Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$COP $KKR $HUM

$320M

972 positions

#14Finhabits Advisors LLCActive

Notable overlap · 3 shared positions

$COP $VLTO $SCHW

$108M

15 positions

#15truNorth Financial Services, Inc.Active

Notable overlap · 5 shared positions

$KKR $COP $SLV $HUM $UNIT

$97M

49 positions

#16Cornerstone Financial Management LLCPassive

Notable overlap · 5 shared positions

$VLTO $HUM $COP $KKR $UNIT

$109M

1,311 positions

#17Wolff Financial Management LLCActive

Notable overlap · 4 shared positions

$COP $KKR $UNIT $HUM

$453M

103 positions

#18White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$KKR $COP $HUM $UNIT $SCHW

$721M

145 positions

#19Rockbridge Investment Management, LCCSmart money

Notable overlap · 6 shared positions

$COP $UNIT $VLTO $SCHW $KKR $HUM

$1.1B

137 positions

#20Montis Financial, LLCActive

Notable overlap · 4 shared positions

$COP $KKR $HUM $SLV

$484M

150 positions

#21Seneca Financial Advisors LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $VLTO

$341M

64 positions

#22POWER WEALTH MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$VLTO $SCHW $HUM $COP

$269M

96 positions

#23Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $SCHW

$255M

70 positions

#24Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $UNIT

$116M

80 positions

#25DAGCO, INC.Passive

Notable overlap · 4 shared positions

$KKR $COP $HUM $SLV

$461M

353 positions

Compare Employees' Retirement Fund of the City of Fort Worth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Employees' Retirement Fund of the City of Fort Worth’s holdings

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.