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 Berkeley,

13F Portfolio OverlapQ1 2026Berkeley, portfolio →

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Most similar hedge funds by 13F overlap

Berkeley, Inc is an institutional investor managing $298M across 81 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 Berkeley, are MB, LEVIS & ASSOCIATES,, Glassman Wealth Services, BIP Wealth,, with shared positions in $WT, $MKL, $LOW, $UNIT, $CTVA, $MDY. The full ranking of 25 similar funds is below.

#1MB, LEVIS & ASSOCIATES, LLCPassive

Substantial overlap · 5 shared positions

$WT $MKL $LOW $UNIT $CTVA

$240M

234 positions

#2Glassman Wealth ServicesSmart money

Substantial overlap · 5 shared positions

$WT $MKL $UNIT $MDY $SE

$736M

187 positions

#3BIP Wealth, LLCActive

Substantial overlap · 4 shared positions

$WT $MKL $UNIT $SE

$2.5B

453 positions

#4Wealthcare Capital Partners, LLCActive

Substantial overlap · 4 shared positions

$WT $MKL $SE $LOW

$213M

153 positions

#5Leibman Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$WT $LOW $SE

$136M

49 positions

#6AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 4 shared positions

$WT $SE $UNIT $MKL

$206M

97 positions

#7Quattro Advisors LLCActive

Notable overlap · 4 shared positions

$WT $TJX $LOW $PLTR

$115M

51 positions

#8Spinnaker Investment Group, LLCActive

Notable overlap · 3 shared positions

$WT $BPRE $UNIT

$491M

147 positions

#9Catalina Capital Group, LLCPassive

Notable overlap · 3 shared positions

$WT $SE $TJX

$168M

176 positions

#10SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$WT $UNIT $TJX

$139M

37 positions

#11Oxinas Partners Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $SE $PLTR

$219M

145 positions

#12Envision Financial LLCActive

Notable overlap · 3 shared positions

$WT $UNIT $BPRE

$186M

46 positions

#13Halbert, Hargrove/Russell LLCSmart money

Notable overlap · 3 shared positions

$WT $SE $LOW

$2.1B

372 positions

#14Global View Capital Management LLCActive

Notable overlap · 4 shared positions

$WT $SE $DKNG $PLTR

$377M

140 positions

#15Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $UNIT $PLTR

$142M

76 positions

#16RVW Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $INTU $MDY

$1.3B

176 positions

#17Bonfire FinancialActive

Notable overlap · 3 shared positions

$WT $UNIT $PLTR

$133M

57 positions

#18TopTier Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $INTU $MDY

$163M

795 positions

#19Team Financial Group, LLCActive

Notable overlap · 3 shared positions

$WT $PLTR $DKNG

$220M

273 positions

#20CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$WT $BPRE $UNIT

$149M

96 positions

#21Serenus Wealth Advisors, LLCSmart money

Notable overlap · 3 shared positions

$WT $MDY $UNIT

$501M

68 positions

#22Key FInancial IncPassive

Notable overlap · 3 shared positions

$WT $SE $PLTR

$562M

1,394 positions

#23Phillip James Consulting Co.Passive

Notable overlap · 3 shared positions

$WT $ROST $ULTA

$132M

378 positions

#24Trust Point Inc.Active

Notable overlap · 3 shared positions

$WT $MKL $UNIT

$1.2B

521 positions

#25JBGlobal.com LLCActive

Notable overlap · 4 shared positions

$WT $LOW $UNIT $PAYX

$102M

27 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.