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 L.K. Benson & Company, P.C.

13F Portfolio OverlapQ1 2026L.K. Benson & Company, P.C. portfolio →

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Most similar hedge funds by 13F overlap

L.K. Benson & Company, P.C. is an institutional investor managing $302M across 113 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 L.K. Benson & Company, P.C. are WealthCollab,, Verus Financial Partners,, Towneley , / DE, with shared positions in $BRZE, $DDOG, $AMN, $SCHW, $SNOW, $NKE. The full ranking of 25 similar funds is below.

#1WealthCollab, LLCPassive

Notable overlap · 7 shared positions

$BRZE $DDOG $AMN $SCHW $SNOW $NKE

$243M

977 positions

#2Verus Financial Partners, Inc.Smart money

Notable overlap · 7 shared positions

$BRZE $NKE $DDOG $SNOW $DOV $UPST

$1.1B

121 positions

#3Towneley Capital Management, Inc / DESmart money

Notable overlap · 7 shared positions

$BRZE $DDOG $AMN $SNOW $DOV $UPST

$478M

42 positions

#4Financial Symmetry IncSmart money

Notable overlap · 5 shared positions

$BRZE $AMN $NKE $DOV $IBM

$281M

63 positions

#5SwitchPoint Financial Planning, LLCActive

Notable overlap · 5 shared positions

$BRZE $NKE $DDOG $SCHW $IBM

$147M

64 positions

#6Sellwood Investment Partners LLCSmart money

Notable overlap · 7 shared positions

$BRZE $DDOG $DOV $SNOW $UPST $SCHW

$254M

59 positions

#7COGENT STRATEGIC WEALTH LLCActive

Notable overlap · 3 shared positions

$BRZE $NKE $AMN

$97M

56 positions

#8CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 6 shared positions

$BRZE $NKE $AMN $SCHW $DDOG $KKR

$532M

162 positions

#9Financial Architects, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $DDOG $AMN

$190M

25 positions

#10PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$BRZE $NKE $SCHW $SNOW $USB $DDOG

$1.4B

283 positions

#11Manuka Financial, LLCActive

Notable overlap · 6 shared positions

$BRZE $DDOG $DOV $SNOW $KKR $SCHW

$162M

56 positions

#12Altiora Financial Group, LLCActive

Notable overlap · 5 shared positions

$BRZE $NKE $DDOG $SNOW $UPST

$607M

110 positions

#13Estate Counselors, LLCSmart money

Notable overlap · 6 shared positions

$BRZE $NKE $SCHW $USB $KKR $UPST

$1.1B

97 positions

#14Mustard Seed Financial, LLCPassive

Notable overlap · 7 shared positions

$BRZE $DDOG $NKE $DOV $SCHW $SNOW

$167M

92 positions

#15Breakwater Investment ManagementPassive

Notable overlap · 8 shared positions

$BRZE $DOV $DDOG $SCHW $SNOW $HUM

$269M

506 positions

#16Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 5 shared positions

$BRZE $DDOG $DOV $SCHW $HUM

$578M

118 positions

#17Clarity Capital Advisors, LLCActive

Notable overlap · 8 shared positions

$BRZE $NKE $SCHW $SNOW $USB $HUM

$215M

95 positions

#18Seneca Financial Advisors LLCActive

Notable overlap · 6 shared positions

$BRZE $DDOG $SNOW $USB $HUM $KKR

$341M

64 positions

#19Winter & Associates, Inc.Passive

Notable overlap · 5 shared positions

$BRZE $NKE $SCHW $IBM $UPST

$114M

84 positions

#20Family CFO IncActive

Notable overlap · 5 shared positions

$BRZE $NKE $SCHW $USB $HUM

$223M

41 positions

#21Arbor Wealth Advisors LLCActive

Notable overlap · 7 shared positions

$BRZE $AMN $SCHW $SNOW $HUM $KKR

$143M

56 positions

#22FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$BRZE $AMN $DOV $USB $KKR $KO

$133M

121 positions

#2325 LLCActive

Notable overlap · 4 shared positions

$BRZE $DDOG $NKE $USB

$324M

69 positions

#24Luminvest Wealth Management LLCSmart money

Notable overlap · 6 shared positions

$BRZE $DDOG $USB $HUM $KKR $SCHW

$382M

55 positions

#25Orcam Financial GroupSmart money

Notable overlap · 5 shared positions

$BRZE $DDOG $DOV $USB $UPST

$141M

62 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.