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 Frederick Financial Consultants,

13F Portfolio OverlapQ1 2026Frederick Financial Consultants, portfolio →

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Most similar hedge funds by 13F overlap

Frederick Financial Consultants, LLC is an institutional investor managing $201M across 109 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 Frederick Financial Consultants, are Schneider Downs Wealth Advisors,, Financial Concepts Unlimited,, Plotkin Financial Advisors,, with shared positions in $FHI, $SNOW, $UNIT, $PNC, $MAR, $HUM. The full ranking of 25 similar funds is below.

#1Schneider Downs Wealth Management Advisors, LPActive

Notable overlap · 4 shared positions

$FHI $SNOW $UNIT $PNC

$907M

156 positions

#2Financial Concepts Unlimited, Inc.Active

Notable overlap · 3 shared positions

$FHI $MAR $HUM

$112M

44 positions

#3Plotkin Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$HUM $SHW $AGQ $IBM $NEE

$199M

100 positions

#4Kraft, Davis & Associates, LLCPassive

Notable overlap · 4 shared positions

$HUM $SHW $AGQ $GLDM

$469M

151 positions

#5Wilkerson Advisory Group LLCPassive

Notable overlap · 4 shared positions

$FHI $GLDM $DE $NEE

$291M

617 positions

#6Fortis Advisors, LLCPassive

Notable overlap · 5 shared positions

$HUM $AGQ $GLDM $SNOW $NEE

$200M

119 positions

#7Asset Management Group, Inc.Passive

Notable overlap · 6 shared positions

$HUM $AGQ $MAR $SNOW $CTVA $UNIT

$619M

138 positions

#8Mendel Capital Management LLCPassive

Notable overlap · 4 shared positions

$HUM $AGQ $IBM $LMT

$199M

97 positions

#9Alexis Investment Partners, LLCActive

Notable overlap · 3 shared positions

$HUM $SHW $MAR

$145M

35 positions

#10Mosaic Advisors LLCPassive

Notable overlap · 3 shared positions

$HUM $SHW $MAR

$67M

42 positions

#11Joseph P. Lucia & Associates, LLCPassive

Notable overlap · 5 shared positions

$SHW $AGQ $HUM $SNOW $IBM

$280M

169 positions

#12Diversified Enterprises, LLCActive

Some overlap · 5 shared positions

$HUM $SHW $SNOW $MAR $LMT

$1.8B

413 positions

#13Avant Capital LLCPassive

Some overlap · 4 shared positions

$HUM $AGQ $UNIT $DE

$142M

76 positions

#14Jackson, Grant Investment Advisers, Inc.Active

Some overlap · 6 shared positions

$HUM $AGQ $SNOW $MAR $DE $IBM

$300M

398 positions

#15Grove Street Fiduciary, LLCActive

Some overlap · 6 shared positions

$HUM $MAR $SNOW $IBM $UNIT $WFC

$227M

74 positions

#16FIDELITY D & D BANCORP INCActive

Some overlap · 7 shared positions

$HUM $IBM $PNC $AGQ $NEE $UNIT

$249M

107 positions

#17Lynx Investment AdvisoryPassive

Some overlap · 6 shared positions

$AGQ $HUM $GLDM $SNOW $PNC $MAR

$209M

181 positions

#18FOCUSED ALPHA, LLCPassive

Some overlap · 3 shared positions

$FHI $HUM $AGQ

$324M

247 positions

#19Centennial Advisors, LLCPassive

Some overlap · 3 shared positions

$HUM $SHW $IBM

$79M

83 positions

#20IAM Advisory, LLCActive

Some overlap · 4 shared positions

$SHW $AGQ $LMT $PNC

$446M

95 positions

#21Sherman Wealth Management LLCPassive

Some overlap · 3 shared positions

$HUM $AGQ $UNIT

$116M

80 positions

#22Guilbault Capital LLCPassive

Some overlap · 4 shared positions

$HUM $IBM $CTVA $AGQ

$91M

67 positions

#23Evergreen Wealth Management, LLCPassive

Some overlap · 4 shared positions

$HUM $LMT $SNOW $UNIT

$194M

54 positions

#24Northwest Financial AdvisorsPassive

Some overlap · 5 shared positions

$AGQ $LMT $HUM $MAR $IBM

$52M

66 positions

#25CDM FINANCIAL COUNSELING SERVICES, INC.Active

Some overlap · 4 shared positions

$HUM $SHW $MAR $DE

$105M

80 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.