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 OPINICUS

13F Portfolio OverlapQ2 2026OPINICUS portfolio →

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Most similar hedge funds by 13F overlap

OPINICUS CAPITAL, INC. is an institutional investor managing $187M across 105 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to OPINICUS are SACKS & ASSOCIATES, Hudson Value Partners, BERKSHIRE ASSET, with shared positions in $DELL, $TOL, $CRWD, $DE, $QCOM, $GLW. The full ranking of 25 similar funds is below.

#1SACKS & ASSOCIATES, LLCPassive

Notable overlap · 5 shared positions

$DELL $TOL $CRWD $DE $QCOM

$143M

79 positions

#2Hudson Value Partners, LLCPassive

Some overlap · 5 shared positions

$DELL $DE $GLW $QCOM $CRWD

$399M

113 positions

#3BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 6 shared positions

$DELL $DE $QCOM $LOW $WFC $PEP

$2.5B

270 positions

#4GFG Capital, LLCPassive

Some overlap · 4 shared positions

$DELL $CRWD $QCOM $BX

$381M

89 positions

#5Werlinich Asset Management, LLCActive

Some overlap · 5 shared positions

$DELL $GLW $BX $CRWD $VRT

$258M

57 positions

#6Lifeworks Advisors, LLCPassive

Some overlap · 4 shared positions

$DELL $GLW $DE $QCOM

$955M

337 positions

#7Triton Financial Group IncPassive

Some overlap · 3 shared positions

$DELL $CRWD $GLW

$174M

99 positions

#8Retireful, LLCPassive

Some overlap · 4 shared positions

$DELL $CRWD $GLW $VRT

$116M

86 positions

#9Steadtrust LLCPassive

Some overlap · 4 shared positions

$DELL $GLW $BX $QCOM

$198M

132 positions

#10Quantum Private Wealth, LLCPassive

Some overlap · 5 shared positions

$DELL $CRWD $QCOM $VRT $GLW

$391M

164 positions

#11Juno Financial Group LLCActive

Some overlap · 5 shared positions

$CRWD $DE $GLW $LOW $PEP

$286M

72 positions

#12JACOBS & CO/CAPassive

Some overlap · 5 shared positions

$CRWD $DE $QCOM $GLW $PEP

$1.2B

132 positions

#13Axecap Investments, LLCPassive

Some overlap · 3 shared positions

$DELL $CRWD $QCOM

$169M

77 positions

#14Cornerstone Select Advisors, LLCPassive

Some overlap · 4 shared positions

$DELL $CRWD $GLW $VRT

$238M

149 positions

#15M3 Advisory Group, LLCPassive

Some overlap · 5 shared positions

$DELL $BX $CRWD $WFC $GLW

$193M

156 positions

#16Left Brain Wealth Management, LLCPassive

Some overlap · 3 shared positions

$DELL $CRWD $VRT

$332M

99 positions

#17Royal Fund Management, LLCPassive

Some overlap · 5 shared positions

$DELL $QCOM $CRWD $BX $VRT

$1.3B

286 positions

#18INVESTMENT HOUSE LLCPassive

Some overlap · 4 shared positions

$DELL $CRWD $QCOM $LOW

$2.3B

203 positions

#19Seed Wealth Management, Inc.Active

Some overlap · 3 shared positions

$DELL $DE $GLW

$159M

82 positions

#20Red Door Wealth Management, LLCPassive

Some overlap · 4 shared positions

$DELL $QCOM $BX $PEP

$1.1B

320 positions

#21Menard Financial Group LLCActive

Some overlap · 3 shared positions

$CRWD $DELL $DE

$184M

80 positions

#22VMS Asset Management LimitedActive

Some overlap · 4 shared positions

$CRWD $DELL $GLW $VRT

$264M

32 positions

#23OMC Financial Services LTDActive

Some overlap · 4 shared positions

$CRWD $GLW $TOL $LOW

$175M

31 positions

#24HARTLINE INVESTMENT CORP/Active

Some overlap · 4 shared positions

$DELL $GLW $LOW $VRT

$1.1B

115 positions

#25MWA Asset ManagementPassive

Some overlap · 3 shared positions

$DELL $DE $BX

$221M

129 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.