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 SWP FINANCIAL

13F Portfolio OverlapQ1 2026SWP FINANCIAL portfolio →

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Most similar hedge funds by 13F overlap

SWP FINANCIAL LLC is an institutional investor managing $196M across 71 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 SWP FINANCIAL are TD PRIVATE CLIENT WEALTH, Arcadia Wealth ,, Center For Asset, with shared positions in $SE, $VLTO, $SNOW, $MAR, $IAU, $MKL. The full ranking of 25 similar funds is below.

#1TD PRIVATE CLIENT WEALTH LLCPassive

Notable overlap · 4 shared positions

$SE $VLTO $SNOW $MAR

$4.8B

1,649 positions

#2Arcadia Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SE $VLTO $IAU $SNOW

$276M

67 positions

#3Center For Asset Management LLCPassive

Some overlap · 3 shared positions

$SE $VLTO $IAU

$201M

144 positions

#4Westfuller Advisors, LLCPassive

Some overlap · 4 shared positions

$SE $VLTO $MKL $SNOW

$232M

756 positions

#5ONE Advisory Partners, LLCActive

Some overlap · 3 shared positions

$SE $VLTO $IAU

$324M

72 positions

#6ALESCO ADVISORS LLCActive

Some overlap · 4 shared positions

$SE $VLTO $SNOW $IAU

$3.9B

243 positions

#71607 Capital Partners, LLCActive

Some overlap · 3 shared positions

$SE $VLTO $MAR

$1.4B

139 positions

#8Bay Harbor Wealth Management, LLCPassive

Some overlap · 6 shared positions

$SE $VLTO $IAU $SNOW $MAR $WFC

$386M

1,301 positions

#9Brand Asset Management Group, Inc.Passive

Some overlap · 4 shared positions

$SE $DOV $SNOW $UNH

$385M

193 positions

#10Triad Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$SE $IAU $SNOW

$1.3B

478 positions

#11Financial Advisory CorpSmart money

Some overlap · 3 shared positions

$SE $MKL $ISRG

$720M

51 positions

#12TIAA Wealth Investment Management LLCActive

Some overlap · 4 shared positions

$SE $SNOW $UNH $WFC

$13.1B

563 positions

#13Aspect Partners, LLCPassive

Some overlap · 3 shared positions

$SE $IAU $MAR

$245M

709 positions

#14Shakespeare Wealth Management, LLCActive

Some overlap · 4 shared positions

$SE $SNOW $MAR $WFC

$422M

98 positions

#15Ifrah Financial Services, Inc.Passive

Some overlap · 4 shared positions

$SE $MKL $IAU $GD

$378M

200 positions

#16Madson Wealth Advisors IncPassive

Some overlap · 3 shared positions

$SE $IAU $WFC

$120M

84 positions

#17Dodds Wealth, LLCSmart money

Some overlap · 4 shared positions

$SE $DOV $MAR $IAU

$407M

51 positions

#18Fedenia Advisers LLCActive

Some overlap · 4 shared positions

$SE $IAU $VLTO $SNOW

$135M

95 positions

#19TSA Wealth Managment LLCPassive

Some overlap · 3 shared positions

$SE $IAU $SNOW

$309M

105 positions

#20Topel & Distasi Wealth Management, LLCActive

Some overlap · 3 shared positions

$SE $MKL $SNOW

$193M

58 positions

#21Sound Stewardship, LLCActive

Some overlap · 3 shared positions

$SE $IAU $MAR

$218M

63 positions

#22MATHER GROUP, LLC.Active

Some overlap · 4 shared positions

$VLTO $MKL $DOV $SNOW

$10.0B

1,896 positions

#23LINCOLN NATIONAL CORPActive

Some overlap · 3 shared positions

$VLTO $MKL $SNOW

$3.5B

19 positions

#24BlueStem Wealth Partners, LLCActive

Some overlap · 3 shared positions

$SE $UNH $WFC

$900M

124 positions

#25Cornerstone National Bank & Trust CoPassive

Some overlap · 4 shared positions

$SE $SNOW $GD $MAR

$271M

209 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.