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 Eaton-Cambridge

13F Portfolio OverlapQ1 2026Eaton-Cambridge portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Eaton-Cambridge Inc. is an institutional investor managing $320M across 56 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 Eaton-Cambridge are CAPSTONE WEALTH ADVISORS, William Mack & Associates,, Strategic Financial Services,, with shared positions in $COP, $DDOG, $USB, $MU, $HUM, $HBAN. The full ranking of 25 similar funds is below.

#1CAPSTONE CAPITAL WEALTH ADVISORSSmart money

Highly similar · 3 shared positions

$COP $DDOG $USB

$155M

22 positions

#2William Mack & Associates, Inc.Active

Substantial overlap · 3 shared positions

$COP $DDOG $MU

$175M

73 positions

#3Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$COP $USB $DDOG

$2.1B

152 positions

#4RW Investment Management LLCActive

Notable overlap · 3 shared positions

$COP $USB $MU

$1.0B

113 positions

#5Rockbridge Investment Management, LCCSmart money

Notable overlap · 4 shared positions

$COP $DDOG $USB $HUM

$1.1B

137 positions

#6Mustard Seed Financial, LLCPassive

Notable overlap · 3 shared positions

$COP $DDOG $HBAN

$167M

92 positions

#7VSM Wealth Advisory, LLCPassive

Notable overlap · 3 shared positions

$COP $DDOG $HUM

$335M

505 positions

#8NEPC LLCSmart money

Notable overlap · 3 shared positions

$COP $USB $DDOG

$5.0B

51 positions

#9CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$COP $HUM $USB $DDOG

$363M

102 positions

#10Compass Advisory Group LLCActive

Notable overlap · 4 shared positions

$COP $DDOG $USB $HUM

$374M

86 positions

#11Quaker Wealth Management, LLCActive

Notable overlap · 3 shared positions

$COP $HUM $USB

$320M

972 positions

#12Johnson Bixby & Associates, LLCActive

Notable overlap · 3 shared positions

$COP $HUM $DDOG

$806M

127 positions

#13Hassell Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$COP $DDOG $USB

$298M

28 positions

#14BlueSky Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$COP $USB $UPS

$777M

115 positions

#15SpringVest Wealth Management LLCActive

Notable overlap · 4 shared positions

$COP $DDOG $USB $HUM

$146M

67 positions

#16Lutz Financial Services LLCActive

Notable overlap · 4 shared positions

$COP $DDOG $HUM $USB

$1.5B

100 positions

#17Hurlow Wealth Management Group, Inc.Active

Notable overlap · 4 shared positions

$COP $DDOG $HUM $USB

$420M

120 positions

#18Montis Financial, LLCActive

Notable overlap · 3 shared positions

$COP $HUM $USB

$484M

150 positions

#19Firestone Capital ManagementPassive

Notable overlap · 4 shared positions

$COP $DDOG $HUM $USB

$480M

160 positions

#20Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$COP $HUM $DDOG

$453M

103 positions

#21Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 4 shared positions

$COP $DDOG $MU $HUM

$578M

118 positions

#22Rialto Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$COP $DDOG $USB

$445M

1,730 positions

#23Disciplined Investments, LLCPassive

Notable overlap · 3 shared positions

$COP $DDOG $USB

$279M

141 positions

#24PROFFITT & GOODSON INCActive

Notable overlap · 3 shared positions

$COP $DDOG $MU

$649M

283 positions

#25Integrity Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$COP $DDOG $HUM $USB

$184M

74 positions

Compare Eaton-Cambridge’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 Eaton-Cambridge’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.