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 Holcombe Financial,

13F Portfolio OverlapQ1 2026Holcombe Financial, portfolio →

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Most similar hedge funds by 13F overlap

Holcombe Financial, Inc. is an institutional investor managing $177M across 51 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 Holcombe Financial, are Heritage Financial Services,, Moisand Fitzgerald Tamayo,, BCM ADVISORS,, with shared positions in $SNOW, $AMN, $KO, $DUK, $SO, $IBIT. The full ranking of 25 similar funds is below.

#1Heritage Financial Services, LLC

Substantial overlap · 3 shared positions

$SNOW $AMN $KO

$1.2B

126 positions

#2Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 3 shared positions

$SNOW $AMN $KO

$931M

518 positions

#3BCM ADVISORS, LLCActive

Substantial overlap · 3 shared positions

$SNOW $DUK $KO

$507M

78 positions

#4BRIGHTON SECURITIES CORP.Smart money

Substantial overlap · 3 shared positions

$SNOW $SO $DUK

$208M

47 positions

#5MFA WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$SNOW $AMN $DUK $KO

$508M

88 positions

#6NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $KO $IBIT

$247M

71 positions

#7Wagner Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $DUK $SO

$495M

279 positions

#8Armor Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $SO $DUK

$278M

160 positions

#9Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $IBIT $SO

$492M

385 positions

#10Wealth Advisory Team LLC

Notable overlap · 3 shared positions

$SNOW $SO $DUK

$113M

39 positions

#11Cannon Financial Strategists, Inc.Active

Notable overlap · 4 shared positions

$SNOW $SO $KO $DUK

$761M

109 positions

#12ForthRight Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $SO

$353M

75 positions

#13Tillman Hartley LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $KO

$398M

88 positions

#14Financial Futures Ltd Liability Co.Active

Notable overlap · 5 shared positions

$SNOW $AMN $ABNB $DUK $IBIT

$228M

72 positions

#15Fonville Wealth Management LLCPassive

Notable overlap · 3 shared positions

$SNOW $AMN $IBIT

$525M

138 positions

#16Sequent Asset Management, LLC

Notable overlap · 3 shared positions

$SNOW $AMN $DUK

$225M

99 positions

#17Fortis Advisors, LLCPassive

Notable overlap · 3 shared positions

$SNOW $TME $SO

$200M

119 positions

#18Zhang Financial LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $IBIT

$2.9B

367 positions

#19PURE PORTFOLIOS HOLDINGS LLC

Notable overlap · 3 shared positions

$SNOW $KO $IBIT

$332M

104 positions

#20DBK Financial Counsel, LLCActive

Some overlap · 3 shared positions

$AMN $SNOW $TME

$132M

59 positions

#21Widmann Financial Services, Inc.Passive

Some overlap · 5 shared positions

$AMN $SNOW $SO $DUK $KO

$168M

121 positions

#22ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Some overlap · 4 shared positions

$AMN $SII $ABNB $IBIT

$730M

215 positions

#23Greystone Financial Group, LLCPassive

Some overlap · 3 shared positions

$SNOW $DUK $KO

$353M

78 positions

#24Marotta Asset ManagementActive

Some overlap · 3 shared positions

$SNOW $DUK $KO

$543M

103 positions

#25Corecam AGActive

Some overlap · 4 shared positions

$PPLT $SII $TME $IBIT

$117M

59 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.