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 Copley Financial Group,

13F Portfolio OverlapQ1 2026Copley Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Copley Financial Group, Inc. is an institutional investor managing $166M across 115 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 Copley Financial Group, are CMC Financial Group, NavPoint Financial,, CONTINUUM WEALTH ADVISORS,, with shared positions in $REGN, $GLDM, $USB, $TGT, $MCD, $KO. The full ranking of 25 similar funds is below.

#1CMC Financial GroupActive

Notable overlap · 3 shared positions

$REGN $GLDM $USB

$51M

38 positions

#2NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$GLDM $TGT $MCD $KO

$247M

71 positions

#3CONTINUUM WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $MS $MCD

$241M

70 positions

#4SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 3 shared positions

$GLDM $TGT $ETN

$199M

97 positions

#5Guilbault Capital LLCPassive

Notable overlap · 4 shared positions

$REGN $LYB $MS $KO

$91M

67 positions

#6Longview Financial Advisors, Inc.Active

Notable overlap · 5 shared positions

$REGN $LMT $MCD $KO $MS

$164M

163 positions

#7Piedmont Capital Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $USB $KO

$197M

50 positions

#8Provident Wealth Management, LLCActive

Notable overlap · 4 shared positions

$REGN $MS $KO $MCD

$331M

134 positions

#9Fortune Financial Group, Inc.Active

Notable overlap · 3 shared positions

$REGN $USB $SIVR

$111M

84 positions

#10PEAK FINANCIAL ADVISORS LLCPassive

Notable overlap · 3 shared positions

$GLDM $REGN $ETN

$226M

70 positions

#11My Portfolio Guide, LLCActive

Notable overlap · 4 shared positions

$GLDM $USB $BAC $LMT

$181M

166 positions

#12OakTrust Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $REGN $MCD

$110M

68 positions

#13Tradewinds Capital Management, LLCActive

Notable overlap · 4 shared positions

$GLDM $SIVR $BAC $MCD

$504M

719 positions

#14Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$GLDM $LMT $KO $GILD $MDT $MCD

$240M

278 positions

#15Austin Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$GLDM $GD $GILD

$440M

118 positions

#16Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$GLDM $USB $EOG $GILD

$163M

67 positions

#17Presidio Capital Management, LLCActive

Notable overlap · 4 shared positions

$REGN $GD $MS $MCD

$344M

79 positions

#18Anson Capital, Inc.Passive

Notable overlap · 3 shared positions

$REGN $SIVR $USB

$146M

90 positions

#19Prota Financial, LLCActive

Notable overlap · 6 shared positions

$REGN $MS $LMT $KO $GILD $ETN

$138M

67 positions

#20Mission Creek Capital Partners, Inc.Passive

Notable overlap · 3 shared positions

$GLDM $SIVR $ETN

$501M

219 positions

#21Encompass More Asset ManagementPassive

Notable overlap · 4 shared positions

$GLDM $CDNS $SIVR $USB

$597M

251 positions

#22Accordant Advisory Group IncPassive

Notable overlap · 4 shared positions

$REGN $USB $TME $GD

$161M

238 positions

#23Orion Investment CoActive

Notable overlap · 3 shared positions

$REGN $CDNS $GD

$315M

69 positions

#24SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $MCD $BAC

$676M

137 positions

#25Mills Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$GLDM $LMT $MCD

$286M

80 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.