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 CONQUIS FINANCIAL

13F Portfolio OverlapQ1 2026CONQUIS FINANCIAL portfolio →

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Most similar hedge funds by 13F overlap

CONQUIS FINANCIAL LLC is an institutional investor managing $121M across 54 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 CONQUIS FINANCIAL are 360 Financial,, McCarthy Asset ,, Hubbell Strickland Wealth ,, with shared positions in $HUM, $SNOW, $AMGN, $BRZE, $INTC, $DDOG. The full ranking of 25 similar funds is below.

#1360 Financial, Inc.Active

Substantial overlap · 3 shared positions

$HUM $SNOW $AMGN

$332M

80 positions

#2McCarthy Asset Management, Inc.

Substantial overlap · 3 shared positions

$HUM $SNOW $BRZE

$192M

27 positions

#3Hubbell Strickland Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$HUM $BRZE $INTC

$251M

83 positions

#4Seneca Financial Advisors LLCActive

Substantial overlap · 5 shared positions

$HUM $DDOG $SNOW $BRZE $AMGN

$341M

64 positions

#5Keystone Financial Group, Inc.Active

Substantial overlap · 3 shared positions

$HUM $AMGN $MMM

$192M

134 positions

#6Ariston Services GroupActive

Substantial overlap · 4 shared positions

$HUM $SNOW $DDOG $BA

$167M

71 positions

#7Reality Financial Planning Services, LLCSmart money

Substantial overlap · 3 shared positions

$HUM $SNOW $BRZE

$104M

20 positions

#8Diversified Enterprises, LLCActive

Substantial overlap · 3 shared positions

$HUM $SNOW $DDOG

$1.8B

413 positions

#9Aurdan Capital Management, LLCActive

Notable overlap · 6 shared positions

$HUM $BRZE $AMGN $LOW $GWW $ROST

$333M

88 positions

#10PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$HUM $SNOW $DDOG $BRZE

$198M

106 positions

#11Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$HUM $DDOG $SNOW $BA

$302M

51 positions

#12Paragon Capital Management LtdActive

Notable overlap · 3 shared positions

$HUM $DDOG $AMGN

$476M

199 positions

#13Family Investment Center, Inc.Active

Notable overlap · 4 shared positions

$SNOW $HUM $BRZE $BA

$520M

91 positions

#14Granite FO LLCActive

Notable overlap · 3 shared positions

$HUM $INTC $BA

$169M

170 positions

#15Enclave Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $SNOW $DDOG

$729M

132 positions

#16Schiavi & Co LLCSmart money

Notable overlap · 4 shared positions

$SNOW $DDOG $WFC $LOW

$337M

50 positions

#17Passive Capital Management, LLC.Active

Notable overlap · 4 shared positions

$SNOW $DDOG $LOW $BAC

$335M

104 positions

#18True Link Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $HPE

$1.6B

418 positions

#19ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 5 shared positions

$HUM $SNOW $DDOG $BRZE $WFC

$753M

159 positions

#20Windward Private Wealth Management Inc.Smart money

Notable overlap · 3 shared positions

$SNOW $HUM $DDOG

$289M

44 positions

#21Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$SNOW $HUM $AMGN $MMM $WFC

$227M

74 positions

#22Capital Advisors Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $SNOW $DDOG

$745M

219 positions

#23WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$HUM $DDOG $SNOW $BRZE $LOW $BAC

$350M

95 positions

#24CHRISTINE MESSMER PCActive

Notable overlap · 5 shared positions

$SNOW $DDOG $HUM $BRZE $AMGN

$156M

80 positions

#25Cascades Capital Asset Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $LOW $BAC

$239M

158 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.