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 Seneschal Advisors,

13F Portfolio OverlapQ1 2026Seneschal Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Seneschal Advisors, LLC is an institutional investor managing $135M across 594 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 Seneschal Advisors, are Moisand Fitzgerald Tamayo,, Gordian Advisors, Longview Financial Advisors, with shared positions in $SNOW, $IAU, $SCHW, $SBUX, $AMGN, $PLTR. The full ranking of 25 similar funds is below.

#1Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 3 shared positions

$SNOW $IAU $SCHW

$931M

518 positions

#2Gordian Advisors LLCSmart money

Substantial overlap · 3 shared positions

$SNOW $SBUX $AMGN

$150M

55 positions

#3Longview Financial Advisors LLCActive

Substantial overlap · 3 shared positions

$SNOW $SCHW $PLTR

$184M

157 positions

#4Frankly Finances, LLCActive

Substantial overlap · 3 shared positions

$SNOW $IAU $SCHW

$110M

64 positions

#5NavPoint Financial, Inc.Active

Substantial overlap · 3 shared positions

$SNOW $IAU $PLTR

$247M

71 positions

#6Scott Capital Advisors, LLCActive

Substantial overlap · 3 shared positions

$SNOW $SBUX $TMO

$493M

58 positions

#7MFA WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$SNOW $IAU $ERIE $BA

$508M

88 positions

#8Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $IAU $TMO

$492M

385 positions

#9STEPHEN J. GARRY & ASSOCIATES, LLCActive

Notable overlap · 3 shared positions

$SNOW $IAU $BA

$124M

51 positions

#10FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 4 shared positions

$SNOW $IAU $SCHW $PLTR

$754M

345 positions

#11MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$SNOW $IAU $AMGN

$260M

146 positions

#12Red Mountain Financial, LLCPassive

Notable overlap · 5 shared positions

$SNOW $IAU $SCHW $AMGN $CTVA

$106M

79 positions

#13Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$SNOW $IAU $SCHW

$950M

192 positions

#14Cannon Financial Strategists, Inc.Active

Notable overlap · 3 shared positions

$SNOW $SCHW $AMGN

$761M

109 positions

#15IFC & Insurance Marketing, Inc.Active

Notable overlap · 4 shared positions

$SNOW $IAU $BA $PLTR

$96M

72 positions

#16CONQUIS FINANCIAL LLCSmart money

Notable overlap · 3 shared positions

$SNOW $AMGN $BA

$121M

54 positions

#17Pillar Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $SNOW $TMO

$171M

106 positions

#18Tillman Hartley LLCActive

Notable overlap · 4 shared positions

$SNOW $IAU $SCHW $CTVA

$398M

88 positions

#19Sterling Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$IAU $SNOW $SCHW

$337M

117 positions

#20Maltin Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$IAU $SNOW $CTVA

$262M

136 positions

#21Burk Holdings LLCPassive

Notable overlap · 3 shared positions

$IAU $SNOW $SCHW

$233M

676 positions

#22Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$SNOW $IAU $CTVA

$607M

110 positions

#23Austin Asset Management Co IncSmart money

Notable overlap · 3 shared positions

$SNOW $SCHW $IAU

$608M

85 positions

#24Zhang Financial LLCActive

Notable overlap · 4 shared positions

$SNOW $IAU $AMGN $CTVA

$2.9B

367 positions

#25Ariston Services GroupActive

Notable overlap · 5 shared positions

$IAU $SNOW $SCHW $BA $TMO

$167M

71 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.