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 Catalina Group,

13F Portfolio OverlapQ1 2026Catalina Group, portfolio →

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Most similar hedge funds by 13F overlap

Catalina Capital Group, LLC is an institutional investor managing $168M across 176 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 Catalina Group, are AMERICAN FINANCIAL & TAX STRATEGIES, Halbert, Hargrove/Russell, Reyes Financial Architecture,, with shared positions in $WT, $SE, $KO, $ISRG, $LEN, $TJX. The full ranking of 25 similar funds is below.

#1AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$WT $SE $KO

$206M

97 positions

#2Halbert, Hargrove/Russell LLCSmart money

Notable overlap · 3 shared positions

$WT $SE $ISRG

$2.1B

372 positions

#3Reyes Financial Architecture, Inc.Passive

Notable overlap · 5 shared positions

$WT $LEN $TJX $KO $HUM

$122M

348 positions

#4Wealthcare Capital Partners, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $SE

$213M

153 positions

#5Key FInancial IncPassive

Notable overlap · 3 shared positions

$WT $SE $KO

$562M

1,394 positions

#6COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 4 shared positions

$WT $LEN $HUM $SBUX

$157M

92 positions

#7Quattro Advisors LLCActive

Notable overlap · 3 shared positions

$WT $KO $TJX

$115M

51 positions

#8BIP Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $HUM $KO $SE

$2.5B

453 positions

#9ACT Advisors, LLC.Active

Notable overlap · 3 shared positions

$WT $KO $LEN

$235M

78 positions

#10TopTier Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $LEN $HUM

$163M

795 positions

#11Spinnaker Investment Group, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $KO

$491M

147 positions

#12Berkeley, IncActive

Notable overlap · 3 shared positions

$WT $SE $TJX

$298M

81 positions

#13SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$WT $SBUX $TJX

$139M

37 positions

#14Compass Financial Services IncActive

Notable overlap · 3 shared positions

$WT $HUM $KO

$231M

56 positions

#15Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $SE $HUM $KO

$90M

65 positions

#16IAG Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $KO

$896M

509 positions

#17Glassman Wealth ServicesSmart money

Notable overlap · 3 shared positions

$WT $HUM $SE

$736M

187 positions

#18Vertex Planning Partners, LLCActive

Notable overlap · 3 shared positions

$WT $SE $ISRG

$515M

135 positions

#19ESL Trust Services, LLCSmart money

Notable overlap · 3 shared positions

$WT $SE $KO

$524M

258 positions

#20WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$WT $SE $HUM

$508M

107 positions

#21Vantage Point Financial LLCPassive

Notable overlap · 3 shared positions

$WT $LEN $SE

$285M

176 positions

#22OPTIMA CAPITAL LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $KO

$215M

159 positions

#23Frazier Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $SE

$181M

836 positions

#24Alpha Zero LLCActive

Notable overlap · 3 shared positions

$WT $ISRG $TJX

$198M

79 positions

#25BEACON FINANCIAL GROUPPassive

Notable overlap · 5 shared positions

$WT $HUM $SE $LEN $RSG

$1.0B

348 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.