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 PENNEY FINANCIAL,

13F Portfolio OverlapQ1 2026PENNEY FINANCIAL, portfolio →

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Most similar hedge funds by 13F overlap

PENNEY FINANCIAL, LLC is an institutional investor managing $261M across 48 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 PENNEY FINANCIAL, are Red Tortoise, Sterling Financial Planning,, Milestone Investment Advisors, with shared positions in $SNOW, $MS, $DDOG, $KKR, $BRZE, $FDX. The full ranking of 25 similar funds is below.

#1Red Tortoise LLCPassive

Notable overlap · 4 shared positions

$SNOW $MS $DDOG $KKR

$240M

591 positions

#2Sterling Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$SNOW $KKR $DDOG

$337M

117 positions

#3Milestone Investment Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $BRZE

$414M

139 positions

#4MidAtlantic Capital Management, Inc.Passive

Notable overlap · 3 shared positions

$KKR $MS $SNOW

$145M

84 positions

#5Bay Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $MS

$162M

107 positions

#6Bernardo Wealth Planning LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $DDOG

$511M

129 positions

#7LifeGoal Investments, LLCPassive

Notable overlap · 3 shared positions

$SNOW $MS $DDOG

$175M

112 positions

#8BEACON ADVISORS HOLDINGS, LLCActive

Notable overlap · 3 shared positions

$KKR $MS $BRZE

$187M

37 positions

#9MBM WEALTH CONSULTANTS, LLCPassive

Notable overlap · 3 shared positions

$SNOW $KKR $FDX

$436M

387 positions

#10Madrid Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$SNOW $MS $KKR $SOLV

$133M

70 positions

#11FC Advisory LLCActive

Notable overlap · 4 shared positions

$SNOW $MS $DDOG $BRZE

$342M

115 positions

#12O'ROURKE & COMPANY, IncPassive

Notable overlap · 4 shared positions

$SNOW $KKR $DDOG $BRZE

$253M

171 positions

#13OMNI 360 Wealth, Inc.Passive

Notable overlap · 4 shared positions

$KKR $SNOW $MS $DDOG

$194M

125 positions

#14Scott Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $MS $KKR $DDOG

$493M

58 positions

#15Blake Schutter Theil Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$KKR $MS $SNOW

$123M

111 positions

#16Silver Coast Investments LLCActive

Notable overlap · 4 shared positions

$SNOW $MS $DDOG $BRZE

$313M

119 positions

#17TRB Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$MS $SNOW $BRZE $DDOG $KKR

$704M

285 positions

#18CHRISTINE MESSMER PCActive

Notable overlap · 4 shared positions

$SNOW $DDOG $KKR $BRZE

$156M

80 positions

#19Capital Advisors Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$SNOW $KKR $DDOG

$745M

219 positions

#20Mustard Seed Financial, LLCPassive

Notable overlap · 4 shared positions

$SNOW $DDOG $BRZE $KKR

$167M

92 positions

#21Zhang Financial LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $BRZE

$2.9B

367 positions

#22Human Investing LLCSmart money

Notable overlap · 5 shared positions

$KKR $SNOW $BRZE $MS $DDOG

$687M

96 positions

#23D'Orazio & Associates, Inc.Active

Notable overlap · 3 shared positions

$SNOW $MS $SOLV

$772M

299 positions

#24Clarity Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $BRZE

$215M

95 positions

#25Sagace Wealth Management LLCPassive

Notable overlap · 3 shared positions

$SNOW $KKR $BRZE

$149M

70 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.