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 Chris Bulman

13F Portfolio OverlapQ1 2026Chris Bulman portfolio →

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Most similar hedge funds by 13F overlap

Chris Bulman Inc is an institutional investor managing $228M across 150 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 Chris Bulman are HANOVER ADVISORS, Grove Street Fiduciary,, Enclave Advisors, with shared positions in $HUM, $SNOW, $MAR, $PLTR, $MDY, $HSY. The full ranking of 25 similar funds is below.

#1HANOVER ADVISORS INCActive

Notable overlap · 6 shared positions

$HUM $SNOW $MAR $PLTR $MDY $HSY

$246M

118 positions

#2Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$HUM $SNOW $MAR $UPST $WFC

$227M

74 positions

#3Enclave Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $SNOW $MAR $PLTR

$729M

132 positions

#4Capital Advisors Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $SNOW $MAR $PLTR

$745M

219 positions

#5360 Financial, Inc.Active

Notable overlap · 6 shared positions

$HUM $SNOW $PLTR $MAR $HON $KEYS

$332M

80 positions

#6Leo H. Evart, Inc.Passive

Notable overlap · 3 shared positions

$HUM $SNOW $MAR

$117M

298 positions

#7Diversified Enterprises, LLCActive

Notable overlap · 3 shared positions

$HUM $SNOW $MAR

$1.8B

413 positions

#8Human Investing LLCSmart money

Notable overlap · 3 shared positions

$HUM $SNOW $UPST

$687M

96 positions

#9Opus Financial Solutions LLCPassive

Notable overlap · 3 shared positions

$HUM $SNOW $UPST

$106M

103 positions

#10Safir Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$HUM $SNOW $UPST

$138M

19 positions

#11Cornerstone Financial Management LLCPassive

Notable overlap · 3 shared positions

$HUM $SNOW $UPST

$109M

1,311 positions

#12Calder Financial LLCActive

Notable overlap · 6 shared positions

$HUM $SNOW $MAR $UPST $HON $HSY

$101M

40 positions

#13PLANNING DIRECTIONS INCActive

Notable overlap · 3 shared positions

$HUM $SNOW $AMAT

$198M

106 positions

#14McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$HUM $SNOW $AMAT

$192M

27 positions

#15Smith Partners Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $SNOW $LOW

$112M

76 positions

#16Clarity Wealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$HUM $SNOW $PLTR $AMAT

$486M

108 positions

#17CONQUIS FINANCIAL LLCSmart money

Some overlap · 4 shared positions

$HUM $SNOW $WFC $LOW

$121M

54 positions

#18True Link Financial Advisors, LLCActive

Some overlap · 5 shared positions

$HUM $SNOW $KEYS $MAR $ALL

$1.6B

418 positions

#19Bigelow Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$HUM $SNOW $HSY

$250M

153 positions

#20Sandbox Financial Partners, LLCActive

Some overlap · 3 shared positions

$HUM $SNOW $LEN

$356M

117 positions

#21Noble Family Wealth, LLCActive

Some overlap · 3 shared positions

$HUM $SNOW $UPST

$484M

76 positions

#22City State BankPassive

Some overlap · 4 shared positions

$HUM $SNOW $MAR $HSY

$385M

784 positions

#23Wheelhouse Advisory Group LLCActive

Some overlap · 4 shared positions

$HUM $SNOW $MAR $HSY

$302M

51 positions

#24Windward Private Wealth Management Inc.Smart money

Some overlap · 3 shared positions

$HUM $SNOW $UPST

$289M

44 positions

#25Cornerstone Advisory, LLCPassive

Some overlap · 3 shared positions

$HUM $SNOW $MAR

$1.1B

262 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.