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 Creekside Partners

13F Portfolio OverlapQ1 2026Creekside Partners portfolio →

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Most similar hedge funds by 13F overlap

Creekside Partners is an institutional investor managing $243M across 183 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 Creekside Partners are Pinnacle Financial Group, / IL, Firestone, Ballast Financial Advisors, with shared positions in $UNIT, $MKL, $HUM, $SCHW, $KKR, $BRZE. The full ranking of 25 similar funds is below.

#1Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 7 shared positions

$UNIT $MKL $HUM $SCHW $KKR $BRZE

$365M

111 positions

#2Firestone Capital ManagementPassive

Notable overlap · 5 shared positions

$HUM $MKL $UNIT $SCHW $COP

$480M

160 positions

#3Ballast Financial Advisors LLCActive

Notable overlap · 6 shared positions

$HUM $UNIT $DOV $KKR $BRZE $COP

$98M

68 positions

#4Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 5 shared positions

$HUM $UNIT $SCHW $KKR $COP

$230M

21 positions

#5Cherry Tree Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$UNIT $MKL $SCHW $KKR $BRZE $COP

$473M

582 positions

#6SWAN Capital LLCPassive

Notable overlap · 6 shared positions

$HUM $UNIT $SCHW $KKR $MCD $MKL

$272M

554 positions

#7Junk Investment Group, LLCPassive

Notable overlap · 6 shared positions

$HUM $MKL $UNIT $DOV $KKR $IBM

$191M

88 positions

#8Family CFO IncActive

Notable overlap · 5 shared positions

$HUM $UNIT $BRZE $MKL $SCHW

$223M

41 positions

#9Hegarty Advisors, LLCActive

Notable overlap · 6 shared positions

$UNIT $MKL $DOV $KKR $HUM $COP

$127M

57 positions

#10Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$HUM $UNIT $MKL $IBM $WFC

$227M

74 positions

#11Efficient Advisors, LLCActive

Notable overlap · 7 shared positions

$UNIT $MKL $SCHW $BRZE $COP $SE

$1.4B

58 positions

#12Wealth Architects, LLCPassive

Notable overlap · 4 shared positions

$HUM $UNIT $SE $DOV

$1.1B

244 positions

#13Breakwater Investment ManagementPassive

Notable overlap · 6 shared positions

$MKL $HUM $DOV $KKR $BRZE $SCHW

$269M

506 positions

#14FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 5 shared positions

$HUM $UNIT $KKR $BRZE $SCHW

$176M

104 positions

#15WARNER FINANCIAL, INCActive

Notable overlap · 7 shared positions

$HUM $UNIT $KKR $BRZE $MKL $SCHW

$292M

135 positions

#16STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$HUM $UNIT $DOV $COP

$547M

180 positions

#17Whitegate Investment Counselors, Inc.Active

Notable overlap · 5 shared positions

$HUM $UNIT $SCHW $MKL $COP

$315M

68 positions

#18Wrenne Financial Planning LLCSmart money

Notable overlap · 5 shared positions

$UNIT $MKL $SCHW $BRZE $HUM

$255M

49 positions

#19FIDUCIARY ADVISORS, INC.Active

Notable overlap · 7 shared positions

$MKL $UNIT $KKR $BRZE $COP $DOV

$133M

121 positions

#20Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$HUM $SE $SCHW $KKR $BRZE

$255M

70 positions

#21Financially in Tune, LLCActive

Notable overlap · 5 shared positions

$MKL $UNIT $HUM $KKR $IBM

$116M

77 positions

#22Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 7 shared positions

$UNIT $HUM $KKR $BRZE $MKL $SE

$111M

63 positions

#23Discipline Wealth Solutions, LLCActive

Notable overlap · 7 shared positions

$UNIT $MKL $SCHW $BRZE $COP $HUM

$950M

192 positions

#24HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$HUM $MKL $DOV $KKR $BRZE $SCHW

$238M

142 positions

#25Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 6 shared positions

$MKL $HUM $DOV $SCHW $APP $WFC

$151M

114 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.