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 Impact Partners

13F Portfolio OverlapQ1 2026Impact Partners portfolio →

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Most similar hedge funds by 13F overlap

Impact Capital Partners LLC is an institutional investor managing $367M across 283 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 Impact Partners are PARK NATIONAL /OH/, Stonebridge Financial Group,, Powers Advisory Group,, with shared positions in $WT, $ADI, $KO, $MCD, $JHG, $LIN. The full ranking of 25 similar funds is below.

#1PARK NATIONAL CORP /OH/Passive

Notable overlap · 4 shared positions

$WT $ADI $KO $MCD

$3.3B

381 positions

#2Stonebridge Financial Group, LLCPassive

Notable overlap · 6 shared positions

$WT $ADI $JHG $LIN $MCD $KO

$1.2B

262 positions

#3Powers Advisory Group, LLCActive

Notable overlap · 4 shared positions

$WT $OKTA $MCD $KO

$284M

125 positions

#4Elmwood Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$WT $OKTA $ABT $UNH $UNP

$362M

178 positions

#5Alpha Zero LLCActive

Some overlap · 3 shared positions

$WT $OKTA $JHG

$198M

79 positions

#6Consolidated Planning CorpActive

Some overlap · 4 shared positions

$WT $ADI $KO $ABT

$617M

144 positions

#7McGuire Investment Group, LLCActive

Some overlap · 3 shared positions

$WT $ADI $HON

$885M

121 positions

#8Castle Rock Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WT $OKTA $KO $JHG

$462M

262 positions

#9Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$WT $KO $JHG $PLD $UNH

$477M

70 positions

#10Quattro Advisors LLCActive

Some overlap · 3 shared positions

$WT $MCD $KO

$115M

51 positions

#11Freedom Day Solutions, LLCActive

Some overlap · 3 shared positions

$WT $MCD $LIN

$373M

96 positions

#12Sanchez Wealth Management GroupActive

Some overlap · 5 shared positions

$WT $JHG $CSX $ABT $UNP

$462M

53 positions

#13ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$WT $MCD $ABT $HON $KO

$228M

90 positions

#14Stonebridge Wealth Management, LLCSmart money

Some overlap · 4 shared positions

$WT $ABT $JHG $KO

$104M

36 positions

#15tru Independence LLCPassive

Some overlap · 3 shared positions

$WT $MCD $JHG

$202M

102 positions

#16TigerOak Management, L.L.C.Active

Some overlap · 4 shared positions

$WT $LIN $MCD $KO

$317M

126 positions

#17Family Legacy Financial Solutions, LLCActive

Some overlap · 3 shared positions

$WT $ADI $LIN

$124M

44 positions

#18CLG LLCActive

Some overlap · 4 shared positions

$WT $JHG $UNP $HON

$403M

134 positions

#19Cassia Capital Partners, LLCActive

Some overlap · 3 shared positions

$WT $MCD $RSG

$194M

67 positions

#20SFM, LLCActive

Some overlap · 4 shared positions

$WT $LIN $RSG $ADI

$165M

63 positions

#21Financial Harvest, LLCActive

Some overlap · 3 shared positions

$WT $KO $MCD

$170M

57 positions

#22Stenger Family Office, LLCPassive

Some overlap · 3 shared positions

$WT $MCD $PLD

$566M

117 positions

#23MB, LEVIS & ASSOCIATES, LLCPassive

Some overlap · 3 shared positions

$WT $ABT $PLD

$240M

234 positions

#24MBA Advisors LLCPassive

Some overlap · 3 shared positions

$WT $JHG $MCD

$260M

146 positions

#25Catalina Capital Group, LLCPassive

Some overlap · 3 shared positions

$WT $KO $RSG

$168M

176 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.