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 Christensen, King & Associates Investment Services,

13F Portfolio OverlapQ1 2026Christensen, King & Associates Investment Services, portfolio →

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Most similar hedge funds by 13F overlap

Christensen, King & Associates Investment Services, Inc. is an institutional investor managing $252M across 108 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 Christensen, King & Associates Investment Services, are Advisors Wealth ,, White Lighthouse Investment, Hurlow Wealth Group,, with shared positions in $SNOW, $MAR, $USB, $HUM, $KKR, $PLTR. The full ranking of 25 similar funds is below.

#1Capital Advisors Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$SNOW $MAR $USB $HUM $KKR $PLTR

$745M

219 positions

#2White Lighthouse Investment Management Inc.Active

Notable overlap · 9 shared positions

$MAR $COP $USB $HUM $KKR $SNOW

$721M

145 positions

#3Hurlow Wealth Management Group, Inc.Active

Notable overlap · 7 shared positions

$SNOW $COP $USB $HUM $IAU $KKR

$420M

120 positions

#4North Forty Two & Co.Passive

Notable overlap · 6 shared positions

$SNOW $COP $MAR $USB $IAU $TXN

$108M

97 positions

#5Cornerstone Financial Management LLCPassive

Notable overlap · 7 shared positions

$SNOW $COP $USB $HUM $KKR $DOV

$109M

1,311 positions

#6Clarity Capital Advisors, LLCActive

Notable overlap · 7 shared positions

$SNOW $COP $USB $KKR $MKL $HUM

$215M

95 positions

#7Leo H. Evart, Inc.Passive

Notable overlap · 5 shared positions

$SNOW $MAR $HUM $KKR $DHR

$117M

298 positions

#8Certified Advisory CorpPassive

Notable overlap · 6 shared positions

$SNOW $MAR $COP $KKR $USB $TXN

$1.1B

318 positions

#9Darrow Company, Inc.Active

Notable overlap · 7 shared positions

$SNOW $MAR $HUM $KKR $APP $USB

$222M

56 positions

#10PLANNING DIRECTIONS INCActive

Notable overlap · 7 shared positions

$SNOW $COP $HUM $DOV $USB $DRI

$198M

106 positions

#11Andrews Advisory Associates, LLCActive

Notable overlap · 8 shared positions

$SNOW $HUM $KKR $DOV $MKL $IAU

$190M

82 positions

#12MATHER GROUP, LLC.Active

Notable overlap · 6 shared positions

$SNOW $COP $USB $DOV $MKL $MCD

$10.0B

1,896 positions

#13Sagace Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SNOW $COP $USB $KKR $IAU

$149M

70 positions

#14Hillcrest Wealth Advisors - NY, LLCActive

Some overlap · 6 shared positions

$SNOW $MAR $USB $MKL $AMD $IAU

$247M

51 positions

#15Beacon Capital Management, Inc.Active

Some overlap · 4 shared positions

$SNOW $MAR $COP $TXN

$1.8B

57 positions

#16Enclave Advisors LLCActive

Some overlap · 4 shared positions

$SNOW $MAR $HUM $PLTR

$729M

132 positions

#17Colter Lewis Investment Partners LLCPassive

Some overlap · 6 shared positions

$SNOW $HUM $MAR $DOV $MKL $IAU

$106M

111 positions

#18Cornerstone Advisory, LLCPassive

Some overlap · 4 shared positions

$SNOW $MAR $HUM $KKR

$1.1B

262 positions

#19CHRISTINE MESSMER PCActive

Some overlap · 5 shared positions

$SNOW $COP $MAR $KKR $HUM

$156M

80 positions

#20Zhang Financial LLCActive

Some overlap · 6 shared positions

$SNOW $COP $KKR $DOV $IAU $DHR

$2.9B

367 positions

#21Windward Private Wealth Management Inc.Smart money

Some overlap · 5 shared positions

$SNOW $COP $HUM $DOV $DHR

$289M

44 positions

#22HANOVER ADVISORS INCActive

Some overlap · 6 shared positions

$SNOW $HUM $MAR $KKR $PLTR $MKL

$246M

118 positions

#23NOVEM GROUPPassive

Some overlap · 5 shared positions

$SNOW $COP $HUM $KKR $USB

$873M

437 positions

#24NavPoint Financial, Inc.Active

Some overlap · 7 shared positions

$SNOW $COP $DOV $PLTR $IAU $DRI

$247M

71 positions

#25Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 6 shared positions

$SNOW $HUM $KKR $MKL $DOV $TXN

$111M

63 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.