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 Finley Financial,

13F Portfolio OverlapQ1 2026Finley Financial, portfolio →

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Most similar hedge funds by 13F overlap

Finley Financial, LLC is an institutional investor managing $248M across 110 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 Finley Financial, are Bricktown ,, KDK Private Wealth ,, Strategic Equity, with shared positions in $EPAM, $DHR, $CTVA, $MDLZ, $SNOW, $MDY. The full ranking of 25 similar funds is below.

#1Bricktown Capital, LLCSmart money

Substantial overlap · 4 shared positions

$EPAM $DHR $CTVA $MDLZ

$508M

32 positions

#2KDK Private Wealth Management, LLCActive

Notable overlap · 3 shared positions

$EPAM $CTVA $SNOW

$109M

60 positions

#3Strategic Equity ManagementPassive

Notable overlap · 3 shared positions

$EPAM $SNOW $CTVA

$266M

70 positions

#4Waldron Private Wealth LLCActive

Notable overlap · 5 shared positions

$DHR $CTVA $EPAM $MDY $SNOW

$2.6B

342 positions

#5Pitcairn Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$EPAM $DHR $NOW $MUFG

$1.1B

271 positions

#6MONEYWISE, INC.Passive

Notable overlap · 3 shared positions

$EPAM $SNOW $CTVA

$229M

82 positions

#7TLWMSmart money

Notable overlap · 3 shared positions

$EPAM $DHR $MCD

$555M

69 positions

#8SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 7 shared positions

$DHR $CTVA $EPAM $SNOW $MDY $WT

$125M

39 positions

#9FORTE ASSET MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$DHR $EPAM $DRI

$228M

76 positions

#10Fund Evaluation Group, LLCSmart money

Notable overlap · 6 shared positions

$DHR $SNOW $EPAM $NOW $SE $MUFG

$3.3B

73 positions

#11YOUNGS ADVISORY GROUP, INC.Active

Notable overlap · 3 shared positions

$DHR $MDY $MCD

$281M

66 positions

#12Mill Creek Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$DHR $EPAM $MDY $SE

$4.9B

260 positions

#13Hardy Reed LLCActive

Notable overlap · 3 shared positions

$DHR $SNOW $CTVA

$1.4B

243 positions

#14ES4, LLCActive

Notable overlap · 3 shared positions

$DHR $MDLZ $RL

$155M

32 positions

#15Global X Japan Co., Ltd.Active

Notable overlap · 4 shared positions

$DHR $AMD $LRCX $MCD

$1.9B

378 positions

#16RPS ADVISORY SOLUTIONS LLCActive

Notable overlap · 3 shared positions

$DHR $DRI $WT

$176M

108 positions

#17Magnolia Wealth Management, LLCActive

Notable overlap · 3 shared positions

$DHR $MDLZ $MCD

$172M

212 positions

#18CAHABA WEALTH MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$DHR $EPAM $MCD

$1.5B

154 positions

#19TRUE Private Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$DHR $LRCX $RL

$1.0B

266 positions

#20GENERATION INVESTMENT MANAGEMENT LLPSmart money

Notable overlap · 3 shared positions

$DHR $SPOT $SE

$11.2B

29 positions

#21Meridian Wealth Partners, LLCActive

Notable overlap · 4 shared positions

$DHR $SNOW $AMD $MCD

$729M

118 positions

#22HANOVER ADVISORS INCActive

Notable overlap · 4 shared positions

$EPAM $SNOW $MDY $WT

$246M

118 positions

#23Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 3 shared positions

$DHR $MDLZ $MCD

$199M

40 positions

#24Brooklyn FI, LLCActive

Notable overlap · 5 shared positions

$EPAM $CTVA $NOW $MUFG $SE

$476M

78 positions

#25Skyline Advisors, Inc.Passive

Notable overlap · 4 shared positions

$DHR $MDLZ $WT $SBUX

$287M

120 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.