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 Yeomans Consulting Group,

13F Portfolio OverlapQ4 2025Yeomans Consulting Group, portfolio →

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Most similar hedge funds by 13F overlap

Yeomans Consulting Group, Inc. is an institutional investor managing $341M across 113 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Yeomans Consulting Group, are Timonier Family Office, LTD., Core Wealth ,, Financial Harvest,, with shared positions in $IAU, $DDOG, $NEE, $USB, $NSC, $GE. The full ranking of 25 similar funds is below.

#1Timonier Family Office, LTD.

Notable overlap · 4 shared positions

$IAU $DDOG $NEE $USB

$315M

56 positions

#2Core Wealth Management, Inc.Smart money

Notable overlap · 4 shared positions

$IAU $NEE $NSC $GE

$326M

40 positions

#3Financial Harvest, LLCActive

Notable overlap · 4 shared positions

$IAU $KO $IBM $AMD

$170M

57 positions

#4Rather & Kittrell, Inc.Active

Notable overlap · 5 shared positions

$IAU $NSC $USB $SO $NEE

$648M

113 positions

#5MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 5 shared positions

$IAU $USB $SO $IBM $LRCX

$1.3B

143 positions

#6CPA Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $NEE $NSC

$298M

99 positions

#7Oceanside Advisors LLCActive

Notable overlap · 6 shared positions

$IAU $NEE $KO $MU $NSC $CIEN

$175M

53 positions

#8Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$IAU $USB $DDOG

$125M

29 positions

#9Rachor Investment Advisory Services, LLCActive

Notable overlap · 4 shared positions

$IAU $NEE $GE $AMD

$190M

464 positions

#10CURIO WEALTH, LLCActive

Notable overlap · 5 shared positions

$IAU $NSC $NEE $IBM $AMD

$293M

1,255 positions

#11Altiora Financial Group, LLCActive

Notable overlap · 4 shared positions

$DDOG $IAU $NEE $NSC

$607M

110 positions

#12Independent Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $USB $NEM

$243M

90 positions

#13PINNEY & SCOFIELD, INC.Active

Notable overlap · 5 shared positions

$IAU $NEE $NSC $GE $IBM

$185M

243 positions

#14Broadhurst Jeffrey BActive

Notable overlap · 3 shared positions

$IAU $SNPS $NSC

$98M

41 positions

#15RAM Investment Partners, LLCActive

Notable overlap · 5 shared positions

$IAU $NEE $LRCX $SNPS $AMD

$569M

121 positions

#16West Family Investments, Inc.Passive

Notable overlap · 3 shared positions

$IAU $KO $MU

$285M

259 positions

#17Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$IAU $NEE $IBM $KO

$589M

138 positions

#18REGIMEN WEALTH, LLCActive

Notable overlap · 4 shared positions

$DDOG $SNPS $KO $IAU

$342M

70 positions

#19Impact Investors, IncPassive

Notable overlap · 5 shared positions

$IAU $KLAC $DRI $USB $AMD

$144M

106 positions

#20Harbour Wealth Management Group, Inc.Passive

Notable overlap · 4 shared positions

$IAU $KO $DRI $AMD

$133M

89 positions

#21Proficio Capital Partners LLCActive

Notable overlap · 3 shared positions

$IAU $USB $LRCX

$1.9B

248 positions

#22RCS Financial Planning, LLCPassive

Notable overlap · 3 shared positions

$DDOG $IAU $NEE

$193M

98 positions

#23Hurlow Wealth Management Group, Inc.Active

Notable overlap · 7 shared positions

$SNPS $DDOG $IAU $USB $GE $NEE

$420M

120 positions

#24Signet Investment Advisory Group, Inc.Passive

Notable overlap · 4 shared positions

$IAU $KO $NEE $USB

$218M

69 positions

#25Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $DDOG $KLAC

$348M

202 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.