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 Farrell Financial

13F Portfolio OverlapQ1 2026Farrell Financial portfolio →

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Most similar hedge funds by 13F overlap

Farrell Financial LLC is an institutional investor managing $185M across 83 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 Farrell Financial are WESCAP Group,, DecisionPoint Financial,, CYPRESS FINANCIAL PLANNING, with shared positions in $USB, $IAU, $COP, $WT, $SCHW, $HUM. The full ranking of 25 similar funds is below.

#1WESCAP Management Group, Inc.Active

Substantial overlap · 6 shared positions

$USB $IAU $COP $WT $SCHW $HUM

$508M

107 positions

#2DecisionPoint Financial, LLCActive

Notable overlap · 6 shared positions

$USB $COP $IAU $SCHW $MAR $BRZE

$464M

679 positions

#3CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 5 shared positions

$USB $COP $HUM $SCHW $DDOG

$363M

102 positions

#4TAGStone Capital, Inc.Passive

Notable overlap · 7 shared positions

$USB $COP $WT $DDOG $HUM $MAR

$283M

137 positions

#5FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 6 shared positions

$USB $HUM $WT $CB $SCHW $MAR

$354M

66 positions

#6Hurlow Wealth Management Group, Inc.Active

Notable overlap · 6 shared positions

$USB $COP $HUM $IAU $DDOG $SCHW

$420M

120 positions

#7Sagace Wealth Management LLCPassive

Notable overlap · 4 shared positions

$USB $IAU $COP $BRZE

$149M

70 positions

#8Marion Wealth ManagementPassive

Notable overlap · 5 shared positions

$USB $COP $WT $CRM $MAR

$451M

146 positions

#9SpringVest Wealth Management LLCActive

Notable overlap · 7 shared positions

$USB $COP $IAU $DDOG $WT $HUM

$146M

67 positions

#10Foundation Wealth Management, LLC\PAActive

Notable overlap · 6 shared positions

$USB $COP $MKL $SCHW $MAR $IAU

$284M

91 positions

#11Cascade Wealth Advisors, IncActive

Notable overlap · 4 shared positions

$USB $COP $HUM $DDOG

$228M

60 positions

#12White Lighthouse Investment Management Inc.Active

Notable overlap · 11 shared positions

$COP $IAU $USB $HUM $AFRM $SCHW

$721M

145 positions

#13Equita Financial Network, Inc.Active

Notable overlap · 8 shared positions

$USB $COP $DDOG $MKL $CRM $NOW

$318M

87 positions

#14MilWealth Group LLCSmart money

Notable overlap · 8 shared positions

$USB $HUM $MKL $AFRM $BRZE $UPS

$420M

81 positions

#15Longview Financial Advisors LLCActive

Notable overlap · 5 shared positions

$USB $COP $WT $SCHW $AFRM

$184M

157 positions

#16Hassell Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$USB $COP $DDOG

$298M

28 positions

#17Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 5 shared positions

$USB $COP $WT $HUM $MAR

$153M

344 positions

#18Strategic Financial Services, Inc.Smart money

Notable overlap · 5 shared positions

$USB $COP $MTB $BRZE $DDOG

$2.1B

152 positions

#19Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $IAU $USB $COP $BRZE

$98M

68 positions

#20Fortress Financial Solutions, LLCActive

Notable overlap · 3 shared positions

$USB $COP $MKL

$96M

56 positions

#21Insight Wealth Partners, LLCSmart money

Notable overlap · 3 shared positions

$USB $IAU $COP

$713M

120 positions

#22Shotwell Rutter Baer IncActive

Notable overlap · 3 shared positions

$USB $COP $NOW

$170M

38 positions

#23VERUS WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$USB $COP $DDOG

$108M

49 positions

#24American Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$USB $COP $HUM $SCHW $BRZE

$750M

159 positions

#25Powers Advisory Group, LLCActive

Notable overlap · 3 shared positions

$USB $COP $WT

$284M

125 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.