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 SCRATCH

13F Portfolio OverlapQ1 2026SCRATCH portfolio →

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Most similar hedge funds by 13F overlap

SCRATCH CAPITAL LLC is an institutional investor managing $175M across 45 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 SCRATCH are Cornerstone Wealth Advisors,, Physician Wealth Solutions, Level Financial Advisors, with shared positions in $UPST, $SNOW, $WFC, $NSC, $MU, $INTU. The full ranking of 25 similar funds is below.

#1Cornerstone Wealth Advisors, Inc.Smart money

Substantial overlap · 3 shared positions

$UPST $SNOW $WFC

$434M

49 positions

#2Physician Wealth Solutions Inc.Active

Substantial overlap · 3 shared positions

$NSC $UPST $SNOW

$242M

45 positions

#3Level Financial AdvisorsActive

Notable overlap · 3 shared positions

$UPST $NSC $SNOW

$392M

92 positions

#4Chemistry Wealth Management LLCPassive

Notable overlap · 3 shared positions

$UPST $MU $WFC

$569M

204 positions

#5Heritage Wealth Management, Inc. /CA/Passive

Notable overlap · 3 shared positions

$UPST $SNOW $MU

$181M

94 positions

#6Calder Financial LLCActive

Notable overlap · 3 shared positions

$UPST $SNOW $MU

$101M

40 positions

#7Alta Advisers LtdActive

Notable overlap · 3 shared positions

$UPST $MU $WFC

$276M

206 positions

#8American Money Management, LLCActive

Notable overlap · 4 shared positions

$UPST $INTU $WFC $SNOW

$632M

168 positions

#9TrueWealth Financial PartnersActive

Notable overlap · 3 shared positions

$UPST $SNOW $INTU

$251M

66 positions

#10Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$UPST $NSC $SNOW

$607M

110 positions

#11Fortitude Family Office, LLCPassive

Notable overlap · 3 shared positions

$NSC $MU $SNOW

$448M

1,886 positions

#12Aventus Investment Advisors, Inc.Active

Some overlap · 3 shared positions

$UPST $SNOW $INTU

$118M

148 positions

#13Grove Street Fiduciary, LLCActive

Some overlap · 4 shared positions

$NSC $UPST $SNOW $WFC

$227M

74 positions

#14MONOGRAPH WEALTH ADVISORS, LLCSmart money

Some overlap · 3 shared positions

$UPST $NSC $INTU

$1.1B

144 positions

#15NORTHWEST WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$UPST $WFC $MU

$665M

255 positions

#16IFC & Insurance Marketing, Inc.Active

Some overlap · 3 shared positions

$UPST $SNOW $NAK

$96M

72 positions

#17Sollinda Capital Management LLCActive

Some overlap · 3 shared positions

$UPST $MU $NSC

$412M

76 positions

#18CWC Advisors, LLC.Passive

Some overlap · 3 shared positions

$UPST $WFC $MU

$210M

149 positions

#19Tillman Hartley LLCActive

Some overlap · 3 shared positions

$UPST $SNOW $WFC

$398M

88 positions

#20Marotta Asset ManagementActive

Some overlap · 3 shared positions

$UPST $WFC $SNOW

$543M

103 positions

#21BAXTER BROS INCPassive

Some overlap · 3 shared positions

$INTU $WFC $NSC

$810M

166 positions

#22Kuhn & Co Investment CounselPassive

Some overlap · 3 shared positions

$UPST $WFC $SNOW

$155M

142 positions

#23Human Investing LLCSmart money

Some overlap · 3 shared positions

$UPST $SNOW $MU

$687M

96 positions

#24S-Bank Fund Management LtdActive

Some overlap · 3 shared positions

$WFC $MU $INTU

$671M

178 positions

#25SEVEN MILE ADVISORYPassive

Some overlap · 3 shared positions

$UPST $MU $WFC

$139M

182 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.