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 Cushing Partners

13F Portfolio OverlapQ2 2026Cushing Partners portfolio →

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Most similar hedge funds by 13F overlap

Cushing Capital Partners, LLC is an institutional investor managing $145M across 99 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cushing Partners are ShoreHaven Wealth Partners, ATX Financial Planning, Legacy Financial Strategies, with shared positions in $IAU, $BTC, $NEE, $KKR, $CEG, $CTAS. The full ranking of 25 similar funds is below.

#1ShoreHaven Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$IAU $BTC $NEE

$318M

106 positions

#2ATX Financial Planning, LLCActive

Notable overlap · 4 shared positions

$IAU $BTC $KKR $CEG

$151M

83 positions

#3Legacy Financial Strategies, LLCActive

Notable overlap · 10 shared positions

$CTAS $GWW $ADP $LOW $NEE $AFL

$646M

152 positions

#4Somerset Trust CoPassive

Notable overlap · 10 shared positions

$ITW $LOW $NEE $AFL $LIN $ADP

$354M

186 positions

#5Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 4 shared positions

$IAU $SLV $SYK $AFL

$84M

36 positions

#6Stonebridge Financial Group, LLCPassive

Notable overlap · 10 shared positions

$IAU $AFL $LIN $NEE $ADI $CB

$1.3B

275 positions

#7Upper Left Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $BTC $IAUM

$180M

73 positions

#8EQ WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$IAU $BTC $MCD

$182M

57 positions

#9MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$GWW $LOW $NEE $AFL $ADP $LIN

$857M

166 positions

#10MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$IAU $SLV $CEG

$1.4B

144 positions

#11Reliant Wealth PlanningSmart money

Notable overlap · 3 shared positions

$BTC $IAUM $IAU

$364M

54 positions

#12CAMDEN NATIONAL BANKPassive

Notable overlap · 9 shared positions

$IAU $ADP $NEE $LIN $MCD $MDLZ

$767M

184 positions

#13BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 10 shared positions

$PSX $ITW $LOW $CB $ADI $ADP

$346M

113 positions

#14WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$IAU $SLV $MCD $NEE

$317M

129 positions

#15PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 8 shared positions

$CTAS $GWW $ADP $LOW $NEE $AFL

$209M

54 positions

#16Nicholson Wealth Management Group, LLCPassive

Notable overlap · 9 shared positions

$GWW $LIN $AFL $NEE $CB $MCD

$170M

111 positions

#17RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$SLV $PSX $NEE $MCD $ADI $PH

$1.1B

90 positions

#18CARL STUART INVESTMENT ADVISOR, INCActive

Notable overlap · 3 shared positions

$IAU $IAUM $ADP

$249M

21 positions

#19NKCFO LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $PSX

$330M

92 positions

#20COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 8 shared positions

$ITW $CTAS $ADP $LIN $SPGI $ROP

$1.7B

91 positions

#21Permanens Capital L.P.Active

Notable overlap · 3 shared positions

$IAU $IAUM $SPGI

$972M

100 positions

#22Wealth Watch Advisors, INCActive

Notable overlap · 4 shared positions

$IAU $SLV $SYK $MCD

$309M

142 positions

#23Andrews Advisory Associates, LLCActive

Notable overlap · 8 shared positions

$GWW $ADP $IAU $LOW $NEE $MCD

$208M

86 positions

#24CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$GWW $CTAS $ITW $LIN $ADP $SPGI

$456M

67 positions

#25Interactive Financial AdvisorsActive

Notable overlap · 3 shared positions

$IAU $SLV $NEE

$164M

74 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.