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 SwitchPoint Financial Planning,

13F Portfolio OverlapQ1 2026SwitchPoint Financial Planning, portfolio →

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Most similar hedge funds by 13F overlap

SwitchPoint Financial Planning, LLC is an institutional investor managing $147M across 64 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 SwitchPoint Financial Planning, are Altiora Financial Group,, Verus Financial Partners,, CLUNE & ASSOCIATES, LTD., with shared positions in $NKE, $BRZE, $DDOG, $EPAM, $IBM, $ELV. The full ranking of 25 similar funds is below.

#1Altiora Financial Group, LLCActive

Notable overlap · 4 shared positions

$NKE $BRZE $DDOG $EPAM

$607M

110 positions

#2Verus Financial Partners, Inc.Smart money

Notable overlap · 5 shared positions

$NKE $BRZE $DDOG $IBM $ELV

$1.1B

121 positions

#3CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 4 shared positions

$NKE $BRZE $SCHW $DDOG

$532M

162 positions

#4Index Fund Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$NKE $BRZE $SCHW

$2.2B

127 positions

#5Winter & Associates, Inc.Passive

Notable overlap · 4 shared positions

$NKE $BRZE $IBM $SCHW

$114M

84 positions

#6BAKER BOYER NATIONAL BANKSmart money

Notable overlap · 3 shared positions

$NKE $DDOG $IBM

$333M

91 positions

#7Beaird Harris Wealth Management, LLCActive

Notable overlap · 3 shared positions

$NKE $DDOG $SCHW

$1.5B

686 positions

#8Timonier Family Office, LTD.

Notable overlap · 3 shared positions

$NKE $DDOG $EPAM

$315M

56 positions

#9Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 3 shared positions

$NKE $DDOG $EPAM

$1.1B

81 positions

#10Mustard Seed Financial, LLCPassive

Notable overlap · 4 shared positions

$BRZE $DDOG $NKE $SCHW

$167M

92 positions

#11Evanson Asset Management, LLCActive

Notable overlap · 4 shared positions

$NKE $DDOG $BRZE $SCHW

$1.9B

321 positions

#12Luminvest Wealth Management LLCSmart money

Notable overlap · 3 shared positions

$BRZE $DDOG $SCHW

$382M

55 positions

#13Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$BRZE $DDOG $NKE

$478M

42 positions

#14L.K. Benson & Company, P.C.Active

Notable overlap · 5 shared positions

$BRZE $NKE $DDOG $SCHW $IBM

$302M

113 positions

#15Brooklyn FI, LLCActive

Notable overlap · 4 shared positions

$BRZE $DDOG $EPAM $SCHW

$476M

78 positions

#16ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 4 shared positions

$NKE $BRZE $DDOG $SCHW

$753M

159 positions

#1725 LLCActive

Notable overlap · 3 shared positions

$BRZE $DDOG $NKE

$324M

69 positions

#18Financial Futures Ltd Liability Co.Active

Notable overlap · 4 shared positions

$NKE $DDOG $SCHW $IBM

$228M

72 positions

#19Donalies Financial Planning, LLCActive

Notable overlap · 4 shared positions

$NKE $BRZE $DDOG $SCHW

$117M

74 positions

#20Disciplined Investments, LLCPassive

Notable overlap · 4 shared positions

$NKE $DDOG $SCHW $IBM

$279M

141 positions

#21WealthCollab, LLCPassive

Notable overlap · 4 shared positions

$BRZE $DDOG $SCHW $NKE

$243M

977 positions

#22ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 3 shared positions

$NKE $DDOG $SCHW

$158M

125 positions

#23Opus Financial Solutions LLCPassive

Notable overlap · 4 shared positions

$NKE $SCHW $BRZE $DDOG

$106M

103 positions

#24Sterling Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$NKE $DDOG $SCHW

$337M

117 positions

#25Root Financial Partners, LLCActive

Notable overlap · 3 shared positions

$NKE $BRZE $SCHW

$2.2B

3,466 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.