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 Opulen Financial Group

13F Portfolio OverlapQ1 2026Opulen Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Opulen Financial Group LLC is an institutional investor managing $142M across 114 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 Opulen Financial Group are Pinnacle Financial Group, / IL, Lansing Street Advisors, Whitegate Investment Counselors,, with shared positions in $UNIT, $MKL, $WT, $MS, $SCHW, $BRZE. The full ranking of 25 similar funds is below.

#1Pinnacle Financial Group, LLC / ILPassive

Some overlap · 6 shared positions

$UNIT $MKL $WT $MS $SCHW $BRZE

$365M

111 positions

#2Lansing Street AdvisorsPassive

Some overlap · 6 shared positions

$UNIT $MKL $MS $WT $AMD $DDOG

$397M

151 positions

#3Whitegate Investment Counselors, Inc.Active

Some overlap · 5 shared positions

$UNIT $MDY $MKL $SCHW $ICFI

$315M

68 positions

#4Silver Coast Investments LLCActive

Some overlap · 5 shared positions

$UNIT $MS $SCHW $BRZE $DDOG

$313M

119 positions

#5Cherry Tree Wealth Management, LLCPassive

Some overlap · 6 shared positions

$UNIT $MKL $WT $SCHW $BRZE $DDOG

$473M

582 positions

#6Firestone Capital ManagementPassive

Some overlap · 5 shared positions

$UNIT $MDY $MKL $SCHW $DDOG

$480M

160 positions

#7Alhambra Investment Partners LLCPassive

Some overlap · 6 shared positions

$UNIT $MS $SCHW $BRZE $DDOG $TJX

$217M

176 positions

#8ASPIRIANT, LLCActive

Some overlap · 7 shared positions

$UNIT $MKL $WT $SCHW $DDOG $TJX

$3.5B

338 positions

#9Efficient Advisors, LLCActive

Some overlap · 5 shared positions

$UNIT $MKL $WT $SCHW $BRZE

$1.4B

58 positions

#10FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 5 shared positions

$UNIT $MKL $WT $SCHW $BRZE

$293M

105 positions

#11Discipline Wealth Solutions, LLCActive

Some overlap · 5 shared positions

$UNIT $MKL $WT $SCHW $BRZE

$950M

192 positions

#12LAM GROUP, INC.Passive

Some overlap · 4 shared positions

$UNIT $MDY $MKL $SCHW

$182M

136 positions

#13Financially in Tune, LLCActive

Some overlap · 5 shared positions

$UNIT $MKL $WT $NOW $LEN

$116M

77 positions

#14TME FINANCIAL, INC.Passive

Some overlap · 4 shared positions

$UNIT $MS $NOW $DDOG

$144M

65 positions

#15AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 6 shared positions

$UNIT $WT $SCHW $NOW $MKL $DDOG

$206M

97 positions

#16Wrenne Financial Planning LLCSmart money

Some overlap · 7 shared positions

$UNIT $MKL $SCHW $BRZE $DDOG $MS

$255M

49 positions

#17MATHER GROUP, LLC.Active

Some overlap · 5 shared positions

$UNIT $MKL $WT $NOW $DDOG

$10.0B

1,896 positions

#18Ballast Financial Advisors LLCActive

Some overlap · 4 shared positions

$UNIT $MS $BRZE $TJX

$98M

68 positions

#19Ifrah Financial Services, Inc.Passive

Some overlap · 5 shared positions

$UNIT $MKL $SCHW $ICFI $ETN

$378M

200 positions

#20Fairway Financial, LLCActive

Some overlap · 3 shared positions

$UNIT $MS $NOW

$132M

23 positions

#21Strategies Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$UNIT $MS $BRZE $AMD

$995M

193 positions

#22JMG Financial Group, Ltd.Smart money

Some overlap · 6 shared positions

$UNIT $MKL $SCHW $MDY $NOW $BRZE

$3.6B

127 positions

#23SVRN Asset Management, LLCActive

Some overlap · 6 shared positions

$UNIT $MS $MKL $SCHW $BRZE $DDOG

$103M

37 positions

#24Asset Management Group, Inc.Passive

Some overlap · 5 shared positions

$UNIT $MDY $SCHW $ICFI $DDOG

$619M

138 positions

#25Pasadena Private Wealth, LLCPassive

Some overlap · 4 shared positions

$UNIT $MKL $WT $AMD

$723M

277 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.