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 Catalyst Investment

13F Portfolio OverlapQ1 2026Catalyst Investment portfolio →

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Most similar hedge funds by 13F overlap

Catalyst Investment Management LLC is an institutional investor managing $90M across 65 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 Catalyst Investment are truNorth Financial Services,, Systelligence,, Pinnacle Financial Group, / IL, with shared positions in $WT, $KKR, $MS, $HUM, $DE, $DOV. The full ranking of 25 similar funds is below.

#1truNorth Financial Services, Inc.Active

Substantial overlap · 5 shared positions

$WT $KKR $MS $HUM $DE

$97M

49 positions

#2Systelligence, LLCPassive

Substantial overlap · 4 shared positions

$WT $DOV $MS $IAU

$514M

56 positions

#3Pinnacle Financial Group, LLC / ILPassive

Substantial overlap · 7 shared positions

$WT $KKR $IAU $HUM $MKL $MS

$365M

111 positions

#4FFG RETIREMENT ADVISORS LLCPassive

Substantial overlap · 3 shared positions

$WT $KKR $SE

$172M

43 positions

#5WESCAP Management Group, Inc.Active

Substantial overlap · 6 shared positions

$WT $IAU $SE $HUM $SCHW $API

$508M

107 positions

#6Solutions 4 Wealth, LtdPassive

Substantial overlap · 3 shared positions

$WT $DHR $BAC

$66M

55 positions

#7Wealthcare Capital Partners, LLCActive

Substantial overlap · 6 shared positions

$WT $KKR $HUM $MKL $SE $LOW

$213M

153 positions

#8BIP Wealth, LLCActive

Notable overlap · 7 shared positions

$WT $DOV $HUM $MKL $KKR $KO

$2.5B

453 positions

#9Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 3 shared positions

$WT $IAU $DOV

$132M

80 positions

#10Compass Financial Services IncActive

Notable overlap · 7 shared positions

$WT $DHR $KKR $HUM $MS $DE

$231M

56 positions

#11Dickmeyer Boyce Financial Management, Inc.Passive

Notable overlap · 4 shared positions

$WT $KKR $RIO $LMT

$170M

125 positions

#12Family Legacy Financial Solutions, LLCActive

Notable overlap · 3 shared positions

$WT $DHR $DOV

$124M

44 positions

#13FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$WT $KKR $MS $HUM $BAC

$233M

350 positions

#14SYM FINANCIAL CorpActive

Notable overlap · 3 shared positions

$WT $SE $DOV

$1.0B

415 positions

#15SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$WT $DHR $SE $SCHW

$125M

39 positions

#16Morton Capital Management LLC/CASmart money

Notable overlap · 4 shared positions

$WT $IAU $HUM $KKR

$672M

139 positions

#17Reality Financial Planning Services, LLCSmart money

Notable overlap · 4 shared positions

$KKR $WT $HUM $SCHW

$104M

20 positions

#18Lunt Capital Management, Inc.Active

Notable overlap · 3 shared positions

$WT $DHR $API

$260M

97 positions

#19Pacific Park Financial, Inc.Active

Notable overlap · 4 shared positions

$DOV $IAU $DHR $MS

$153M

73 positions

#20Warren Street Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $API $DOV

$393M

129 positions

#21Oxinas Partners Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $KKR $SE

$219M

145 positions

#22CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$WT $IAU $KKR

$149M

96 positions

#23Key FInancial IncPassive

Notable overlap · 3 shared positions

$WT $SE $KO

$562M

1,394 positions

#24Forum Private Client Group LLCActive

Notable overlap · 4 shared positions

$KKR $DHR $HUM $IAU

$300M

80 positions

#25Catalina Capital Group, LLCPassive

Notable overlap · 4 shared positions

$WT $SE $HUM $KO

$168M

176 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.