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 Objectivity Squared,

13F Portfolio OverlapQ1 2026Objectivity Squared, portfolio →

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Most similar hedge funds by 13F overlap

Objectivity Squared, LLC is an institutional investor managing $159M across 55 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 Objectivity Squared, are Alliance Wealth Advisors,, Wright Wealth, Echo Wealth ,, with shared positions in $MS, $AMN, $BA, $EPD, $DUK, $T. The full ranking of 25 similar funds is below.

#1Alliance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $AMN $BA

$228M

158 positions

#2Wright Wealth LLCActive

Notable overlap · 5 shared positions

$MS $AMN $EPD $DUK $T

$149M

51 positions

#3Echo Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMN $MS $UBER $AFL

$174M

47 positions

#4Madrid Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$MS $AMN $USB $COP

$133M

70 positions

#5Silver Coast Investments LLCActive

Notable overlap · 4 shared positions

$MS $LRCX $USB $AFL

$313M

119 positions

#6Coign Capital Advisors LLCActive

Notable overlap · 4 shared positions

$MS $UBER $COP $APH

$190M

80 positions

#7BRIDGER MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$MS $UBER $IBIT

$128M

24 positions

#8Caldwell Investment Management Ltd.Active

Notable overlap · 3 shared positions

$MS $PWR $LRCX

$255M

57 positions

#9LifeGoal Investments, LLCPassive

Notable overlap · 3 shared positions

$MS $COP $USB

$175M

112 positions

#10truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$MS $COP $LRCX

$97M

49 positions

#11Valley Financial Group, Inc.Active

Notable overlap · 3 shared positions

$MS $COP $T

$185M

63 positions

#12Seven Springs Wealth Group, LLCActive

Notable overlap · 3 shared positions

$MS $DUK $DELL

$432M

81 positions

#13Powers Advisory Group, LLCActive

Notable overlap · 5 shared positions

$MS $EPD $COP $USB $DUK

$284M

125 positions

#14SFAM, LLCActive

Notable overlap · 3 shared positions

$MS $COP $APH

$108M

269 positions

#15Meridian Financial Partners LLCActive

Notable overlap · 4 shared positions

$MS $PWR $USB $DUK

$263M

121 positions

#16Capital Planning LLCActive

Notable overlap · 4 shared positions

$MS $PWR $BA $APH

$307M

82 positions

#17COWA, LLCActive

Notable overlap · 5 shared positions

$AMN $EPD $PWR $COP $T

$371M

158 positions

#18Ballast Financial Advisors LLCActive

Notable overlap · 4 shared positions

$AMN $MS $COP $USB

$98M

68 positions

#19Strategic Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$AMN $MS $IBIT

$171M

40 positions

#20Scott Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $COP $USB

$493M

58 positions

#21RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$AMN $MS $LRCX $MDY

$296M

80 positions

#22WMG Financial Advisors, LLCActive

Notable overlap · 6 shared positions

$AMN $USAC $SHOP $BA $IBIT $T

$240M

100 positions

#23CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 4 shared positions

$AMN $BA $EPD $COP

$334M

70 positions

#24Greater Midwest Financial Group, LLCPassive

Notable overlap · 3 shared positions

$AMN $LRCX $USB

$186M

65 positions

#25DAGCO, INC.Passive

Notable overlap · 3 shared positions

$MS $COP $NSC

$461M

353 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.