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 PFS Partners,

13F Portfolio OverlapQ1 2026PFS Partners, portfolio →

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Most similar hedge funds by 13F overlap

PFS Partners, LLC is an institutional investor managing $218M across 590 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 PFS Partners, are Dynamic Financial Group, Englebert Financial Advisers,, E6 Portfolios,, with shared positions in $JHG, $T, $MS, $VZ, $GE, $SLV. The full ranking of 25 similar funds is below.

#1Dynamic Financial GroupActive

Substantial overlap · 7 shared positions

$JHG $T $MS $VZ $GE $SLV

$122M

69 positions

#2Englebert Financial Advisers, LLCActive

Substantial overlap · 3 shared positions

$JHG $WDC $MU

$88M

55 positions

#3E6 Portfolios, LLCActive

Notable overlap · 3 shared positions

$JHG $MS $MU

$96M

58 positions

#4TT Capital Management LLCActive

Notable overlap · 3 shared positions

$JHG $VZ $MAA

$121M

73 positions

#5Divergent Planning, LLC

Notable overlap · 3 shared positions

$JHG $MAR $MS

$392M

36 positions

#6Hidden Cove Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $GE $GEV

$156M

109 positions

#7Rise Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $MU $IBM

$284M

94 positions

#8FIRETHORN WEALTH PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$JHG $HON $CB

$273M

190 positions

#9Accel Wealth ManagementPassive

Notable overlap · 5 shared positions

$JHG $MS $SLV $MU $IBM

$383M

290 positions

#10Tower Wealth Partners, Inc.Active

Notable overlap · 3 shared positions

$JHG $T $IBM

$181M

87 positions

#11Madrid Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$MS $CB $GE $IBM

$133M

70 positions

#12Capital Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $HON $T $VZ

$6.2B

693 positions

#13Gratus Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $MAR $IBM $GE

$691M

138 positions

#14Coign Capital Advisors LLCActive

Notable overlap · 3 shared positions

$MS $CB $HON

$190M

80 positions

#15LifeGoal Investments, LLCPassive

Notable overlap · 3 shared positions

$MS $MU $GEV

$175M

112 positions

#16Valley Financial Group, Inc.Active

Notable overlap · 3 shared positions

$MS $T $VZ

$185M

63 positions

#17Vista Private Wealth Partners. LLCPassive

Notable overlap · 6 shared positions

$JHG $MU $GE $VZ $GEV $IBM

$291M

87 positions

#18Seven Springs Wealth Group, LLCActive

Notable overlap · 3 shared positions

$MS $VZ $GE

$432M

81 positions

#19First Financial Group CorpActive

Notable overlap · 4 shared positions

$JHG $GE $GEV $IBM

$122M

80 positions

#20TRAPHAGEN INVESTMENT ADVISORS LLCActive

Notable overlap · 4 shared positions

$JHG $VZ $GE $T

$1.2B

207 positions

#21Adirondack Capital Advisors, LLCSmart money

Notable overlap · 3 shared positions

$MS $GEV $GE

$156M

44 positions

#22Symphony Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$JHG $MAR $HON

$195M

99 positions

#23HIGHLINE WEALTH PARTNERS LLCPassive

Notable overlap · 3 shared positions

$JHG $MAR $GEV

$392M

1,298 positions

#24IFS Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $MAR $VZ $IBM

$194M

217 positions

#25Orion Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $MS $IBM

$290M

485 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.