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 DEFINE FINANCIAL,

13F Portfolio OverlapQ1 2026DEFINE FINANCIAL, portfolio →

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Most similar hedge funds by 13F overlap

DEFINE FINANCIAL, LLC is an institutional investor managing $218M across 47 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 DEFINE FINANCIAL, are Wrenne Financial Planning, KEB ASSET ,, RED LIGHTHOUSE INVESTMENT ,, with shared positions in $MKL, $SCHW, $AGQ, $AMN, $MAR, $BDX. The full ranking of 25 similar funds is below.

#1Wrenne Financial Planning LLCSmart money

Substantial overlap · 3 shared positions

$MKL $SCHW $AGQ

$255M

49 positions

#2KEB ASSET MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$AMN $MKL $MAR

$522M

97 positions

#3RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$AMN $MAR $SCHW

$296M

80 positions

#4Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 3 shared positions

$AMN $MKL $SCHW

$931M

518 positions

#5BWM Planning, LLCActive

Substantial overlap · 3 shared positions

$AMN $MKL $AGQ

$379M

87 positions

#6Passive Capital Management, LLC.Active

Substantial overlap · 4 shared positions

$SCHW $AMN $MKL $MAR

$335M

104 positions

#7Voya Financial Advisors, Inc.Active

Substantial overlap · 3 shared positions

$MKL $SCHW $BDX

$1.0B

209 positions

#8Flagstone Financial ManagementSmart money

Substantial overlap · 3 shared positions

$AMN $SCHW $MKL

$403M

71 positions

#9Oak Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $MKL $SCHW

$182M

57 positions

#10LAM GROUP, INC.Passive

Notable overlap · 4 shared positions

$MKL $AMN $SCHW $MAR

$182M

136 positions

#11RW Investment Management LLCActive

Notable overlap · 3 shared positions

$AMN $AGQ $SCHW

$1.0B

113 positions

#12Glassman Wealth ServicesSmart money

Notable overlap · 4 shared positions

$MKL $AMN $MAR $SCHW

$736M

187 positions

#13CBIZ Investment Advisory Services, LLCSmart money

Notable overlap · 3 shared positions

$MKL $SCHW $MAR

$2.7B

415 positions

#14Beaird Harris Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMN $MKL $SCHW $AGQ

$1.5B

686 positions

#15RETIREMENT FINANCIAL SOLUTIONS, LLCActive

Notable overlap · 3 shared positions

$AMN $MKL $SCHW

$350M

53 positions

#16FC Advisory LLCActive

Notable overlap · 3 shared positions

$MKL $SCHW $SRE

$342M

115 positions

#17Dunhill Financial, LLCPassive

Notable overlap · 3 shared positions

$MKL $SCHW $MAR

$424M

1,857 positions

#18SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$SCHW $MAR $MSI $MKL

$272M

554 positions

#19Bare Financial Services, IncPassive

Notable overlap · 3 shared positions

$AMN $MAR $SCHW

$378M

1,730 positions

#20Marquette Asset Management, LLCActive

Notable overlap · 5 shared positions

$AMN $MAR $MKL $MSI $SCHW

$669M

795 positions

#21Allegiance Financial Group Advisory Services LLCActive

Notable overlap · 4 shared positions

$AMN $MKL $SCHW $ABNB

$503M

198 positions

#22SPWM Advisors LLCPassive

Notable overlap · 3 shared positions

$AMN $SCHW $BDX

$115M

93 positions

#23MEANS INVESTMENT CO., INC.Active

Notable overlap · 3 shared positions

$MKL $AMN $SCHW

$1.1B

212 positions

#24Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$SCHW $AGQ $MAR

$1.8B

57 positions

#25Horizons Wealth ManagementActive

Notable overlap · 3 shared positions

$SCHW $MKL $MAR

$152M

170 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.