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 UPTICK PARTNERS,

13F Portfolio OverlapQ1 2026UPTICK PARTNERS, portfolio →

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Most similar hedge funds by 13F overlap

UPTICK PARTNERS, LLC is an institutional investor managing $502M across 293 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 UPTICK PARTNERS, are truNorth Financial Services,, Pinnacle Financial Group, / IL, Catalyst Investment, with shared positions in $WT, $KKR, $HUM, $MS, $DIA, $UNIT. The full ranking of 25 similar funds is below.

#1truNorth Financial Services, Inc.Active

Notable overlap · 6 shared positions

$WT $KKR $HUM $MS $DIA $UNIT

$97M

49 positions

#2Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 6 shared positions

$WT $KKR $HUM $IAU $UNIT $MS

$365M

111 positions

#3Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$WT $KKR $MS $HUM $IAU

$90M

65 positions

#4Axis Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$WT $KKR $HUM $SNOW $UNIT

$188M

174 positions

#5Wealthcare Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WT $KKR $HUM $GLDM

$213M

153 positions

#6Team Financial Group, LLCActive

Notable overlap · 7 shared positions

$WT $AMN $SNOW $GLDM $KKR $DIA

$220M

273 positions

#7Aspire Capital Advisors LLCActive

Notable overlap · 4 shared positions

$WT $KKR $AMN $SNOW

$444M

122 positions

#8Etesian Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $KKR $AMN $SNOW

$313M

138 positions

#9Systelligence, LLCPassive

Notable overlap · 4 shared positions

$WT $MS $SNOW $IAU

$514M

56 positions

#10SNS Financial Group, LLCActive

Notable overlap · 7 shared positions

$WT $AMN $MDLZ $GLDM $UNIT $DIA

$1.2B

208 positions

#11OPTIMA CAPITAL LLCPassive

Notable overlap · 4 shared positions

$WT $HUM $SNOW $UNIT

$215M

159 positions

#12Morton Capital Management LLC/CASmart money

Notable overlap · 5 shared positions

$WT $HUM $IAU $DIA $KKR

$672M

139 positions

#13Compass Financial Services IncActive

Notable overlap · 5 shared positions

$WT $KKR $HUM $MS $GLDM

$231M

56 positions

#14Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 4 shared positions

$WT $AMN $IAU $GLDM

$132M

80 positions

#15SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 4 shared positions

$WT $KKR $UNIT $MPC

$139M

37 positions

#16Fermata Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $MS $IAU $GLDM

$444M

232 positions

#17TopTier Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$WT $SNOW $IAU $HUM $MS

$163M

795 positions

#18FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 4 shared positions

$WT $KKR $MS $HUM

$233M

350 positions

#19Oxinas Partners Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $KKR $DIA

$219M

145 positions

#20MOR Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $AMN $HUM

$218M

103 positions

#21Avant Capital LLCPassive

Notable overlap · 4 shared positions

$WT $HUM $MS $UNIT

$142M

76 positions

#22PMG Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $HUM $MDLZ

$139M

59 positions

#23FFG RETIREMENT ADVISORS LLCPassive

Notable overlap · 3 shared positions

$WT $KKR $SNOW

$172M

43 positions

#24New Perspectives, IncSmart money

Notable overlap · 3 shared positions

$WT $HUM $GLDM

$289M

44 positions

#25Vantage Point Financial LLCPassive

Notable overlap · 4 shared positions

$WT $IAU $GLDM $PFE

$285M

176 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.